ACQUISIO. Master Authentication/MCC Migration Guide

Transcription

1 ACQUISIO Master Authentication/MCC Migration Guide

2 Master Authentication/MCC Acquisio now uses OAuth as a secure method to access Google AdWords and Bing Ads on your behalf. Acquisio introduces the concept of Master Authentication/MCC. Think of it as an MCC for your MCCs you can connect multiple MCC accounts to it. It will simplify the way you add publishers and new accounts in the future while providing maximum security for your credentials. IMPORTANT DEADLINE NOTICE All Google AdWords and Bing Ads publisher accounts must be migrated prior to July 11, After this deadline, Acquisio will no longer be able to fetch stats from these publishers unless the migration is done. Upgrading Authentication/MCC To migrate your accounts to OAuth authentication, you have two options: (1) Automated Migration or (2) Custom Migration. Automated Migration is best for agencies with a large number of accounts linked with a limited number of Google AdWords credentials. We recommend this method as it tends to significantly reduce the time required to upgrade your credentials to OAuth. Custom Migration is most appropriate when more than 25 separate credentials were used to link your AdWords accounts to our platform. While this method is the simpler of the two, it does tend to require a bit more time to complete. Automated Migration (RECOMMENDED) For agencies with a large number of accounts linked with a limited number of Google AdWords credentials, upgrade your credentials to OAuth with our migration wizard following these four easy steps outlined below. IMPORTANT NOTE: In order to migrate your Bing Ads accounts, you will need to have a Microsoft account; legacy Bing Ads credentials will no longer work with OAuth. If you do not already have a Microsoft account, create one here: Step 1: Open the side menu (1), go to Settings (2) and select Manage Accounts (3). July 4, 2014 Master Authentication Guide Page 1 of 10

3 Step 2: Select the Master Authentication/MCC tab (4) and click on Upgrade Authentication/MCC (5). Step 3: The wizard will scan all of your current publisher accounts, group them, and suggest a Master Authentication/MCC to link them to. If you have publisher accounts that are not linked via an MCC account, the wizard will help you migrate them to OAuth as well. You can create a new Master Authentication/MCC (6) or add the publisher accounts to an existing Master Authentication/MCC (7) (where applicable). July 4, 2014 Master Authentication Guide Page 2 of 10

4 Step 4: Click on the Migrate to OAuth Authentication button and a pop-up window* to create your secure authentication to Google AdWords or Bing Ads will appear (see below). *IMPORTANT NOTE: Enable pop-ups on your browser. Select the Google or Bing account associated with your MCC and you re done! July 4, 2014 Master Authentication Guide Page 3 of 10

5 Custom Migration If more than 25 separate credentials were used to link your AdWords accounts to our platform, follow these steps to individually upgrade your accounts. Step 1: Open the side menu (1), go to Settings (2) and select Manage Accounts (3). Step 2: Select the Master Authentication/MCC tab and click on Link New Master Authentication/MCC (1). July 4, 2014 Master Authentication Guide Page 4 of 10

6 Step 3: Select the Publisher (Google AdWords or Bing Ads) (2) and enter a Display Name for this Master Authentication/MCC (3). Then click on Link Master Account (4) and a pop-up window* to create your secure authentication to Google AdWords or Bings Ads will appear. *IMPORTANT NOTE: Enable pop-ups on your browser. Select the Google or Bing account associated with your MCC. July 4, 2014 Master Authentication Guide Page 5 of 10

7 Step 4: To associate your publisher accounts to the newly created Master Authentication/MCC account, click on Publishers (A). Notice the publisher accounts that have Not associated listed. Click on Associate (B), which will prompt you to select the Master Authentication/MCC account of your choice (C). If your accounts were not linked via an MCC, simply click on the Link button (D), which will open the OAuth pop-up window to authenticate your publisher account. Lastly, use the account selector (E) to move on to the next account you wish to migrate. Repeat Step 4 for all other accounts. July 4, 2014 Master Authentication Guide Page 6 of 10

8 Adding Client Accounts and Publishers Manage Accounts The Manage Accounts section provides an overview of your accounts and their settings, such as linked publishers, currency, and language. This is also where you create/add and delete accounts. In order to onboard a new account, simply click on + Add Client Account. Name the account, then select a language, country and currency. The latter three settings control many aspects of your reports for that account, such as date format, currency, metric labels, etc. July 4, 2014 Master Authentication Guide Page 7 of 10

9 Once you have created an account, click on to immediately link a publisher account. If you want to add a new publisher account to an account that has other publisher accounts already linked, then just click the button. You are now directed to the Publishers section where you can link, unlink and delete publisher accounts. If you re using a Master Authentication/MCC, follow these steps to add a new publisher account: Once you have upgraded your credentials to the new Master Authentication/MCC, linking and managing publishers is a breeze. (1) From the Publishers screen, click the + Publisher Account button. (2) Select a Publisher (Google AdWords or Bing Ads). (3) Select the Master Authentication/MCC of your choice. (4) Choose a Google AdWords or Bing Ads account from the list of linked accounts. (5) Enter a Publisher Account Name to identify it. Once the link has been established with the selected publisher, you can then import your campaigns from the Import Campaigns tab. You can group the campaigns into Campaign Groups, which act as cross-publisher folders for your campaigns. July 4, 2014 Master Authentication Guide Page 8 of 10

10 If you re not using a Master Authentication/MCC, follow these steps to add a new publisher account: First, identify the Customer ID of the AdWords account you want to link to Acquisio. AdWords Customer IDs have the xxx-xxx-xxxx format this is found at the top right within AdWords. To link a Bing Ads account, you ll need the Account ID or Account number, which can be found under Accounts & Billing within Bing Ads. (1) From the Publishers screen, click the + Publisher Account button. (2) Select a Publisher (Google AdWords or Bing Ads). (3) Select None for Master Authentication/MCC. (4) Enter a Google AdWords or Bing Ads account ID. (5) Enter a Publisher Account Name to identify it. Once the link has been established with the selected publisher, you can then import your campaigns from the Import Campaigns tab. You can group the campaigns into Campaign Groups, which act as cross-publisher folders for your campaigns. July 4, 2014 Master Authentication Guide Page 9 of 10

11 Importing Campaigns You can import your campaigns at any point via the Import Campaigns screen (1). If you want to import campaigns in another client account, choose the account from the account selector at the top first. Then continue with the Import Campaigns tab. From there, you have two ways of importing campaigns: 1. Bulk select campaigns to group into Campaign Groups this allows you to group campaigns in Campaign Groups/folders of your choice. 2. Use drag and drop to group campaigns in Campaign Groups this allows you to group campaigns in Campaign Groups/folders of your choice. Click on Import Campaigns to Groups (3), which will save your groupings and sync the data for your selection. Remember, you can always come back to re-organize your campaigns at any time. July 4, 2014 Master Authentication Guide Page 10 of 10