This guide is designed to take you through the key steps for getting started with Listrak Exchange.
GETTING STARTED WITH LISTRAK EXCHANGE
One of the first steps to setting up Listrak Exchange is to connect to your social ad platforms (Facebook Ads Manager or Google AdWords). This one-time authentication enables you to connect Listrak Exchange to your ad platforms. Once this connection is established, you're able to automatically sync audiences and subscribers between Listrak and your ad platforms.
This guide is intended to help you define who at your company has the necessary permissions to establish these connections. Once a connection is established, it will persist and all Listrak users at your company are able to manage and sync audiences with Listrak Exchange.
NOTE: The credentials used to authenticate with Facebook and Google are never stored by Listrak.
HOW TO AUTOMATICALLY SYNC LISTRAK AUDIENCES TO YOUR FACEBOOK ADS MANAGER
You can sync your Listrak audiences to your Facebook Ad Account by using Listrak's Connected Audiences integration. To connect this integration to your Facebook Ad Account, you must be an Admin on the Facebook Business Manager that owns your company's ad account. This is typically the person who created your Facebook Business Manager and claimed your ad account. You must also be an Admin on the ad account that you are attempting to connect.
You can check to see if your company has a Facebook Business Manager by following these steps.
Click here to log into Facebook Business Manager.
Log in or create a Facebook Business Manager account.
When creating a new Facebook Business Manager, be sure to claim your brand's account(s) and page(s).
If an agency created your Facebook Business Manager Account, you have two options:
Have the Facebook Business Manager Admin at the agency you're working with add you as an Admin on that Facebook Business Manager account. Next, log into Listrak and complete the Listrak Exchange authentication.
Add your agency's Admin as a user on your Listrak account and guide them through the one-time authentication.
WHAT IS A FACEBOOK BUSINESS MANAGER ACCOUNT AND WHY DO I NEED ONE?
A Facebook Business Manager Account is a free account that is used to manage all of your company's Facebook assets. The Facebook Business Managers are used to claim and manage your company's Ad Accounts and Business Pages. You can also manage the permissions of who has access to these assets.
If your company has multiple ad accounts or pages for multiple domains, they can all be claimed and managed from a single Facebook Business Manager Account.
HOW TO AUTOMATE YOUR LEAD AD SUBSCRIBERS FROM FACEBOOK TO LISTRAK
You can sync your Facebook Lead Ad subscribers in real-time with Listrak's Lead Ad Automation integration. Facebook Lead Ad Forms and Lead Ad subscribers are stored on your business' Facebook Page– you must connect Listrak Exchange to your Facebook Business Page.
NOTE: You must be listed as an Admin on that Facebook Page. You don't need to be an Admin on the Facebook Business Manager to achieve this connection.
Click here for more information about adding users as a Facebook Page Admin. If you're experiencing problems with admin permissions and your connections, please use this guide to troubleshoot. Click here if you're ready to connect to your Facebook Page. Click here for more information on syncing audiences.
HOW TO AUTOMATICALLY SYNC LISTRAK AUDIENCES TO YOUR GOOGLE ADWORDS ACCOUNT
You can use Listrak's Google Connected Audiences integration to sync your Listrak audiences to your Google AdWords Account. Similar to Facebook Connected Audiences, you must be listed as an Admin on your company's Google AdWords Account. If an agency manages your Google AdWords Account, they will need to grant you Admin access to that account or they will need to log into Listrak and complete the one-time connection themselves.
Click here for more information about becoming an Admin on your Google AdWords Account. Click here if you're ready to connect to your Google AdWords Account.
ADDITIONAL LISTRAK EXCHANGE ARTICLES:
LISTRAK EXCHANGE LEAD ADS PLAYBOOK
For additional strategy to on Listrak Exchange and how to create effective social media campaigns, please download the Listrak Exchange Lead Ads Playbook here.