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 > Integrated Systems > Integrations, and click Create Data Source.
- Select an integration in the Ad Networks section. For example, click LinkedIn to open the LinkedIn ad accounts page.
- 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 don't have sufficient permissions for appear as non-selectable options.
- Click Save.
Steps: Rename an Ad Account
- From the left navigation bar, go to Settings > Integrated Systems > Integrations, and select an integration in the Ad Networks section. For example, click Google to open the Google ad accounts page.
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Click the integration name in the ad accounts page.
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Update the integration name and click Save. The updated name appears in the Name column of the ads account page.
Steps: Reauthenticate an Ad Account
Important: LinkedIn ad accounts cannot be reauthenticated using the following steps. You must delete and re-add the LinkedIn ad account. The audiences for the LinkedIn ad account continue to be available after you delete and add the ad account.
- From the left navigation bar, go to Settings > Integrated Systems > Integrations, and select an integration in the Ad Networks section. For example, click Facebook to open the Facebook ad accounts page.
- Click the integration name in the ad accounts page.
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Click Re-Authenticate. If required, enter your credentials to complete the reauthentication process.
- Click Save.
Steps: Delete an Ad Account
- From the left navigation bar, go to Settings > Integrated Systems > Integrations, and select an integration. For example, click LinkedIn to open the LinkedIn ad accounts page.
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Click the integration name in the ad accounts page.
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Click Delete.
- In the window that opens, select the checkbox or enter the name of the Ad Account and click Delete.
- Click Save.