{"id":56854,"date":"2018-06-06T01:49:30","date_gmt":"2018-06-06T09:49:30","guid":{"rendered":"https:\/\/adespresso.com\/?page_id=56854"},"modified":"2024-02-01T19:38:16","modified_gmt":"2024-02-02T03:38:16","slug":"onboarding-requests","status":"publish","type":"page","link":"https:\/\/adespresso.com\/tour\/onboarding-requests\/","title":{"rendered":"Onboarding Requests"},"content":{"rendered":"<h4 style=\"text-align: center;\"><strong>You have just got a new client, hooray! But, wait\u2026 now you need to request permissions for all the pages and ad accounts &#8211; one by one! The bigger the client, the more time-consuming it gets. We hear your pain, and we have delivered!<\/strong><\/h4>\n<div class=\"video video-full-width video-cover video-wistia\">\n            \n<script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><\/p>\n<div class=\"wistia_responsive_padding\" style=\"padding:51.88% 0 0 0;position:relative;\">\n<div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%;\">\n<div class=\"wistia_embed wistia_async_spkalkjlaz dnt=1 seo=false videoFoam=true\" style=\"height:100%;position:relative;width:100%\">\n<div class=\"wistia_swatch\" style=\"height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;\"><img decoding=\"async\" src=\"https:\/\/fast.wistia.com\/embed\/medias\/spkalkjlaz\/swatch\" style=\"filter:blur(5px);height:100%;object-fit:contain;width:100%;\" alt=\"\" aria-hidden=\"true\" onload=\"this.parentNode.style.opacity=1;\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n          <\/div><!--\/.video-full-width.video-cover video-wistia-->\n        \n<\/div><\/article><\/main><\/div><\/div><\/div>\n    <section class=\"join-bar \">\n        <div class=\"wrap\">\n            <p class=\"txt\">Start making the most <br> of your ads budget now!<\/p>\n            <p class=\"calltoact\"><a href=\"\/join\" class=\" btn btn-primary\">Start Free Trial<\/a>\n            <\/p>\n        <\/div><!--\/.wrap-->\n    <\/section><!--\/.join-bar-->\n\n    <div class=\"site-inner\"><div class=\"wrap\"><div class=\"content-sidebar-wrap\"><main class=\"content\"><article class=\"post-56854 page type-page status-publish entry\" itemscope itemtype=\"http:\/\/schema.org\/CreativeWork\"><div class=\"entry-content\" itemprop=\"text\">\n \n            <div class=\"item-block visualize-b col-vert-align-center\">\n\n              \n\n              \n                  \n <div class=\"img-wrap \">\n            \n<img decoding=\"async\" class=\"alignnone size-full wp-image-56943\" src=\"https:\/\/adespresso.com\/wp-content\/uploads\/2018\/06\/onboarding-screen-2.png\" alt=\"\" width=\"800\" height=\"500\" srcset=\"https:\/\/adespresso.com\/wp-content\/uploads\/2018\/06\/onboarding-screen-2.png 800w, https:\/\/adespresso.com\/wp-content\/uploads\/2018\/06\/onboarding-screen-2-300x188.png 300w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><br \/>\n\n          <\/div><!--\/.img-wrap.-->\n        \n \n           <div class=\"item-content\">\n<h2 class=\"item-title\">Onboard Clients In A Matter of Clicks<\/h2>\n<p>Asking for permission to import and manage ad accounts and pages has never been so easy! You can create an Onboarding Request directly from your AdEspresso Dashboard and send it to your client via email or direct link.\u00a0 <span style=\"font-weight: 400;\">Depending on your subscription level, you can white-label your approval page by adding your logo and branding to completely customize the look and feel.<\/span><\/p>\n<p>You\u2019ll just need to select your Facebook user profile and your Business Manager, and the deed is done! Once your client goes through the onboarding flow, we\u2019ll automatically connect your Business Manager to their Pages and Ad Accounts and we\u2019ll add your Facebook profile as an\u00a0advertiser to their Business Manager.<\/p>\n<p>Are your clients are using CRMs, Ad Platforms or Google Sheets? You can onboard it all! Just tick the External Services box when submitting an Onboarding Request and they\u2019ll be able to connect all their accounts to AdEspresso!<br \/>\n\n           <\/div> <!--\/#.item-content-->\n           \n\n              \n\n            <\/div> <!--\/.item-block-->\n          \n \n            <div class=\"item-block visualize-a col-vert-align-center\">\n\n              \n\n              \n                  \n <div class=\"img-wrap \">\n            \n<img decoding=\"async\" class=\"alignnone size-full wp-image-56942\" src=\"https:\/\/adespresso.com\/wp-content\/uploads\/2018\/06\/onboarding-screen-1.png\" alt=\"\" width=\"800\" height=\"500\" srcset=\"https:\/\/adespresso.com\/wp-content\/uploads\/2018\/06\/onboarding-screen-1.png 800w, https:\/\/adespresso.com\/wp-content\/uploads\/2018\/06\/onboarding-screen-1-300x188.png 300w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><br \/>\n\n          <\/div><!--\/.img-wrap.-->\n        \n \n           <div class=\"item-content\">\n<h2 class=\"item-title\">One Link To Approve It All<\/h2>\n<p><span style=\"font-weight: 400;\">Don\u2019t spend any more time going back and forth with your clients on Business Manager issues! With AdEspresso\u2019s Onboarding Request flow, they\u2019ll be able to give you access once and for all.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Share the onboarding request with your clients via email or direct link and they\u2019ll be able to connect all the Pages and Ad Accounts in just a few clicks! If you have ticked the External Services box, they\u2019ll also be able to add their CRMs, Ad Platforms, and Google Sheets.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Did something go wrong with the connection? No problem! You\u2019ll be able to check any connection issues from your Onboarding Request Dashboard inside AdEspresso and the error message displayed to your client. From there you\u2019ll also be able to send a new Onboarding Request, or view the status of past requests.<\/span><\/p>\n\n           <\/div> <!--\/#.item-content-->\n           \n\n              \n\n            <\/div> <!--\/.item-block-->\n          \n \n            <div class=\"item-block visualize-b col-vert-align-center\">\n\n              \n\n              \n                  \n <div class=\"img-wrap \">\n            \n<img decoding=\"async\" class=\"alignnone size-full wp-image-56939\" src=\"https:\/\/adespresso.com\/wp-content\/uploads\/2018\/06\/all-request-screen.png\" alt=\"\" width=\"800\" height=\"500\" srcset=\"https:\/\/adespresso.com\/wp-content\/uploads\/2018\/06\/all-request-screen.png 800w, https:\/\/adespresso.com\/wp-content\/uploads\/2018\/06\/all-request-screen-300x188.png 300w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><br \/>\n\n          <\/div><!--\/.img-wrap.-->\n        \n \n           <div class=\"item-content\">\n<h2 class=\"item-title\">Check Our Collaboration Hub!<\/h2>\n<p>Want a single solution to manage all interactions with your clients? We have created the Onboarding Request feature as part of the new Collaboration Hub with exactly this in mind: quickly request approval for your campaigns and onboard your new clients\u2019 Ad Accounts and Pages in a matter of clicks!<\/p>\n<p>From the Collaboration Hub, you\u2019ll be able to manage all your requests, review your clients\u2019 feedback and create new requests! <span style=\"font-weight: 400;\">Use AdEspresso&#8217;s white-label option to personalize your page, and the mandatory campaign approval feature to require approval before publishing.<\/span><\/p>\n<p>Need to get the green light from your clients -or your boss- to publish your perfectly crafted campaign? Check our <a href=\"\/?page_id=56868\">Campaign Approvals<\/a> feature!<br \/>\n\n           <\/div> <!--\/#.item-content-->\n           \n\n              \n\n            <\/div> <!--\/.item-block-->\n          \n\n                    \n                      <\/div> <!--\/.entry-content -->\n                    <\/article> <!--\/.entry-->\n                  <\/main> <!--\/.content-->\n                <\/div> <!--\/.content-sidebar-wrap-->\n              <\/div> <!-- \/.wrap -->\n            <\/div> <!--\/.site-inner-->\n            \n\n            \n\n            \n            <div class=\"section minimal-quotes section sec-style-medium site-inner\" >\n            \n\n              <div class=\"wrap\">\n                <div class=\"content-sidebar-wrap\">\n                  <main class=\"content\" role=\"main\" itemprop=\"mainContentOfPage\">\n                    <article class=\"entry\">\n                      <div class=\"entry-content\" itemprop=\"text\">\n\n                        \n                        \n<h4 class=\"title\">What customers say about AdEspresso<\/h4>\n<div class=\"quotes-container\">    <div class=\"block \">\n        <div class=\"text\">\n            Getting access to a new client&#8217;s Facebook ad account so that my agency could run ads on their behalf used to be one of the most time consuming, frustrating tasks in our onboarding process. Now it takes us about 1 minute, and makes us look much more professional to our clients as well! No more hunting for access request notifications or walking clients step by step through how to give us access in Business Manager!        <\/div><!--\/.text-->\n        <div class=\"author\">\n\n                        <div class=\"profile\">\n                <img decoding=\"async\" src=\"\/\/adespresso.com\/wp-content\/uploads\/2017\/07\/quote-Jamie-Stone.png\" alt=\"Jamie Stone\" \/>\n            <\/div><!--\/.profile-->\n            \n            <div class=\"info\">\n                <div class=\"name\">Jamie Stone<\/div>\n                <div class=\"job\">Better Fitness Business<\/div>\n            <\/div><!--\/.info-->\n        <\/div><!--\/.author-->\n    <\/div><!--\/.block-->\n    <\/div>\n\n\n                      <\/div> <!--\/.entry-content-->\n                    <\/article> <!--\/.entry-->\n                  <\/main> <!--\/.content-->\n                <\/div> <!--\/.content-sidebar-wrap-->\n              <\/div> <!-- \/.wrap -->\n            <\/div> <!--\/.section.section minimal-quotes section sec-style-medium.site-inner-->\n\n            \n\n            \n\n            \n<\/div><\/article><\/main><\/div><\/div><\/div>\n    <section class=\"join-bar \">\n        <div class=\"wrap\">\n            <p class=\"txt\">Start making the most <br> of your ads budget now!<\/p>\n            <p class=\"calltoact\"><a href=\"\/join\" class=\" btn btn-primary\">Start Free Trial<\/a>\n            <\/p>\n        <\/div><!--\/.wrap-->\n    <\/section><!--\/.join-bar-->\n\n    <div class=\"hidden\"><div class=\"content-sidebar-wrap\"><main class=\"content\"><article class=\"post-56854 page type-page status-publish entry\" itemscope itemtype=\"http:\/\/schema.org\/CreativeWork\"><div class=\"entry-content\" itemprop=\"text\">\n","protected":false},"excerpt":{"rendered":"<p>You have just got a new client, hooray! But, wait\u2026 now you need to request permissions for all the pages and ad accounts &#8211; one by one! The bigger the client, the more time-consuming it gets. We hear your pain, and we have delivered!<\/p>\n","protected":false},"author":35,"featured_media":0,"parent":15,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"footnotes":""},"level":[],"platform":[],"target-user":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Onboarding Requests<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/adespresso.com\/tour\/onboarding-requests\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Onboarding Requests\" \/>\n<meta property=\"og:description\" content=\"You have just got a new client, hooray! But, wait\u2026 now you need to request permissions for all the pages and ad accounts &#8211; one by one! 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