L7 Creative New Client - Channel Onboarding

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Main Client Contact*

First Name Last Name

Email*

We'll send an email to this address with a unique URL so if you need to a take a break, your progress will be saved and you can continue at a later time.

Company Name*

Please list your products or services*

Paid Advertising Services

Please select the channel(s) that L7 Creative is managing:*

Check all that apply

Please specify where your ads should send traffic?*

Landing Page(s) created by L7 Creative

Website

Other

Website

Please specify where you would like conversion data sent to:

(check all that apply)

Email notifications to my team

CRM or email marketing platform

Email(s) that should receive lead notifications*

Which geographical regions would you like to target? (specify any radius)*

Please list specific Countries, States, Cities or Counties.

Do you have a target CPL, CPA or ROAS goal?*

Yes

If yes, please specify product SKUs or service offering for each goal.

Do you have a Google Analytics account?*

Yes

I don't know

Please proceed to grant L7 Creative admin access to your Google Analytics account by completing the following:*

This will allow us to link accounts and install tracking scripts when necessary

add [email protected] as a user with admin access (Instructions here:)

I provide my own login credentials

What is your username/password for your Google Analytics account?*

Username

What is your password for your Google Analytics account?*

Password

Which accounts do you already own (check all that apply).*

Also, please share access to all accounts with [email protected]*

Email Marketing

Please specify the appropriate sender/reply-to email

This is the sender email for lead follow-up and the email that the recipient can reply to. This email will be in charge of handling any necessary follow up.

CRM or Email Marketing Account Access

Which of the following CRM or email marketing platforms do you currently use?*

This is where we will send data.

Please proceed to grant L7 Creative admin access to your CRM or email marketing platform by completing one of the following:*

I'll add [email protected] as a user with admin access

I'll provide my own login credentials

What is your username/password for your CRM or email marketing account?*

Username

What is your password for your CRM or email marketing account?*

Password

Website Access

We need access to your website CMS so that we can install conversion tracking scripts to accurately assess performance of your advertising campaigns.

Do you currently use one of the following CMS (content management systems) platforms for your website?*

Please provide the login link for your primary URL?*

Please enter a valid URL, must include http:// or https:// before URL.

Please proceed to grant L7 Creative admin access to your website by completing one of the following:*

I'll add [email protected] as a user with admin access

I'll provide my own login credentials

My development team will add the necessary tracking scripts

What is your username for your CMS account?

Username

What is your password for your CMS account?

Password

Please proceed to grant L7 Creative admin access to your Google Tag Manager account by completing one of the following:*

I'll add [email protected] as a user with admin access

I'll provide my own login credentials

What is your username/password for your Google Tag Manager account?*

Username

What is your password for your Google Tag Manager account?*

Password

Landing Page(s) Onboarding

Where are your DNS records for your domain managed?*

If you have a domain you'd like to use for your landing page(s), we need access to your DNS records in order to create a landing page on a subdomain with your URL (ex: learn.yourcompanyname.com) - This is oftentimes your domain name registrar or the organization that you purchased your primary company domain/URL from.

Please proceed to grant L7 Creative admin access to your domain registrar by completing one of the following:*

I'll add [email protected] as a user with admin access

I'll provide my own login credentials

My development team will add the necessary DNS records

What is your username/password for your domain registrar account?*

Username

What is your password for your domain registrar account?*

Password

Google, Display, Remarketing and/or Yext Onboarding

Do you have a Google My Business profile for your company?*

Yes

I don't know

Please proceed to grant L7 Creative access to your Google My Business account by completing one of the following:*

Instructions to add a user can be found here: https://support.google.com/business/answer/3403100?co=GENIE.Platform%3DAndroid&hl=en

I'll add [email protected] as an owner on your Google My Business

I'll provide my own login credentials

What is your username/password for your Google My Business account?*

Username

What is your password for your Google My Business account?*

Password

Facebook/Instagram Onboarding

Do you have a Facebook Company Page?*

Yes

Do you have a Facebook Business Manager?*

Yes

I don't know

Please proceed to grant L7 Creative admin access to your Facebook company page and Facebook Business Manager by completing one of the following:*

I'll provide my own login credentials (must be to an admin of the page)

I'll add [email protected] as a user with admin access (Instructions here: https://www.l7advertising.com/knowledgebase/how-to-add-an-admin-to-your-facebook-ad-account/)

Please proceed to set up a Facebook Business Manager account by completing one of the following:*

I'll set up my Facebook Business Manager account and then add [email protected] as a user with admin access (Instructions here: https://www.l7advertising.com/knowledgebase/how-to-sign-up-for-facebook-business-manager/)

I'll provide my own Facebook login credentials so L7 Creative can set up the Facebook Business Manager account for me (must be to an admin of the page)

What is your username/password for your Facebook account?*

Username

What is your password for your Facebook account?*

Password

Do you have an Instagram Company Profile?*

Yes

Is your Instagram Profile linked to your Facebook Business Manager?*

Yes

Please proceed to link your Instagram profile with your Facebook ad account by completing one of the following:*

I'll link the profiles myself (Instructions here: https://www.l7advertising.com/knowledgebase/assign-an-instagram-account-to-an-facebook-ad-account/)

I'll provide my Instagram login credentials

What is your username/password for your Instagram Company Profile?*

Username

What is your password for your Instagram Company Profile?*

Password

YouTube Onboarding

Do you have a YouTube channel for your company?*

Yes

No (L7 Creative will create a new channel for you)

I don't know

Please proceed to grant L7 Creative admin access to your YouTube channel by completing one of the following:*

I'll add [email protected] as a user with admin access (Instructions here: https://www.l7advertising.com/knowledgebase/how-to-add-a-new-user-to-your-youtube-channel/)

I'll provide my own login credentials (must be a channel owner)

What is your username/password for your YouTube channel?*

Username

What is your password for your YouTube channel?*

Password

LinkedIn Onboarding

Do you have a LinkedIn Company Page?*

Yes

Do you have a LinkedIn Ad Account?*

Yes

Please proceed to grant L7 Creative admin access to your LinkedIn Company Page by completing one of the following:*

I'll add [email protected] as a user with admin access (Instructions here: https://www.linkedin.com/help/linkedin/answer/37594/add-or-remove-admins-on-your-linkedin-page?lang=en)

I'll provide my own login credentials

Please proceed to grant L7 Creative admin access to your LinkedIn Ad Account by completing one of the following:*

I'll add [email protected] as a user with admin access (Instructions here: https://www.l7advertising.com/knowledgebase/how-to-add-a-campaign-manager-to-your-linkedin-ad-account/)

I'll provide my own login credentials

What is your username/password for your LinkedIn account?*

Username

What is your password for your LinkedIn account?*

Password

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Comments

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