Context
After you set up a third-party platform integration for an ad network, you can manage the ad accounts added for the platform.
The ad network integrations you can manage ad accounts for include:
There are several ways you can manage ad accounts. You can:
- Add an additional Ad Account - Add ad accounts for integrations such as LinkedIn that support multiple ad accounts.
- Rename an Ad Account - Update the name of ad accounts to make them more identifiable for other Demandbase users.
- Reauthenticate an Ad Account - Reauthenticate ad accounts to update the integration, when necessary.
- Delete an Ad Account - Remove ad accounts that you no longer need.
Prerequisites/Preparation
You must have Admin privileges in Demandbase.
Steps: Add an Ad Account
- From the left navigation bar, go to
Settings > Demandbase-Wide Settings > Integrations, and select an integration. For example, click LinkedIn to open the LinkedIn Ad Accounts page.
- Click Integrate Ad Account.
- In the window that opens, click the login option.
- In the integration sign in window, enter the credentials for your account.
- For certain integrations, click Allow after reviewing the level of permission Demandbase needs for the integration.
- Select the ad account from the drop-down list and click Create. Accounts that you have access to without sufficient permissions for using the integration appear as non-selectable options.
Steps: Rename an Ad Account
- From the left navigation bar, go to
Settings > Demandbase-Wide Settings > Integrations, and select an integration. For example, click LinkedIn to open the LinkedIn Ad Accounts page.
- Click the integration name. For example, click LinkedIn.
- In the Update Ad Account window, update the name in the Demandbase Name field and click Save. The updated name appears in the Name column in the Ad Account window.
Steps: Reauthenticate an Ad Account
- From the left navigation bar, go to
Settings > Demandbase-Wide Settings > Integrations, and select an integration. For example, click LinkedIn to open the LinkedIn Ad Accounts page.
- Click the integration name. For example, click LinkedIn.
- In the Update Ad Account window, click Reauthenticate.
- In the window that opens, click the login option. For example, click Login with LinkedIn to enter your LinkedIn credentials.
- Enter your credentials and click Sign in to complete the reauthentication process.
The reauthenticated ad account can continue to be used for Audience Destinations for the third-party platform.
Important: When reauthenticating an ad account for LinkedIn, you need to reselect the ad account to complete the process. If you're unable to reselect the ad account, see Troubleshooting: Unable to Select LinkedIn Ad Account During Reauthentication.
Steps: Delete an Ad Account
- From the left navigation bar, go to
Settings > Demandbase-Wide Settings > Integrations, and select an integration. For example, click LinkedIn to open the LinkedIn Ad Accounts page.
- Click the integration name. For example, click LinkedIn.
- In the Update Ad Account window, click Delete.
- In the Delete Data Source window, select the checkbox or enter the name indicating the Ad Accounts that will no longer be able to sync and click Delete.