Connecting ad accounts to Wavo as a third party agency?
Here are some guidelines to ensure that the process runs smoothly, and you keep all of your client data confidential!
Create Separate Client Accounts
When connecting an ad account to the Wavo platform, it is important to ensure that no additional agency clients have their data exposed. Wavo pulls in data at the account level, which means you should create individual accounts within your chosen platform for each client you are working to connect.
Hide Certain Ad Accounts in "My Data Sources"
When accessing the My Data Sources page and selecting your connected platform, you will also want to protect certain names of ad accounts from being exposed. In order to do this, you must make a user specifically for the accounts you want to pull into our platform. For example, a Google user with access to only the desired ad accounts. Below are some platform-specific guidelines:
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Add user with at least Employee access at Business level and at least View Performance permissions for ONLY the desired ad accounts to be connected.
Adwords:
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Add user with at least Read Only permissions to the desired Adwords account (and not entire manager account)
Snapchat
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Add user with at least Member access to organization, and at least Data Analyst to each ad account you'd like to connect.
TikTok
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Add user with at least Standard access to Business Center, and at least Ad Account Analyst to each ad account you'd like to connect.
FAQ
Why does Wavo require "Manage Permissions" for certain data sources?
- Certain platforms do not offer the granularity of permissions needed to pull certain data such as start and end dates, campaign name, budget amount, objective type, etc. As a result, sometimes higher permissions are needed.
- However, the Marketing Analytics product is purely a reporting tool and is unable to write, manipulate or change any data in the sources from which it pulls.
Following these recommendations will ensure privacy for your agency as well as involved clients.
Do not hesitate to contact us for further information or any questions you may have!