Platform Guide:

Table of Contents:

If you already connected your Instagram account to your Facebook business manager, we will gain access to your Instagram when we get access to Facebook.

We will still need you to provide us with your login information so that we can post natively through the app.

Follow the steps below if your Instagram account is not currently added to Facebook Business Manager:

1. Go to your Business Manager
2. On the left side of the page, click Business Settings > Instagram Accounts
3. Click Claim New Instagram Account
4. Add your username and password, then click Next
5. To authorize one or more of your ad accounts to use the Instagram Account, check the box next to each ad account and click Save Changes

Resource: https://www.facebook.com/business/help/368080763391044

How to Add a New Admin to Your LinkedIn Page:

1. Access your Page Super admin view
2. Click the Admin tools dropdown at the top of the page and select Manage admins
3. Click the Page admins or Paid media admins tab
4. Click the + Add admin button
5. Type Kerrie Luginbill in the Search for a member… text field
6. Click Kerrie’s name from the menu that appears
7. Select the Super Admin role
8. Click the Save button

Resource: https://www.linkedin.com/help/lms/answer/37594

Tik-Tok is a fast-growing platform so if you have a Tik-Tok, we’ll want access to your account! If you have a normal Tik-Tok account, please send us your login information.

If you have a Tik-Tok Business Account, follow these instructions to invite a member:

1. Go to your Business Center and click the Members on the navigation bar on the left
2. Click Invite Member
3. Enter the email address of the member you want to add (you can enter more than one email address by using the Enter key to separate them) and select the Business Center Admin role
4. Click Next
5. Click Skip or Confirm and your invitation will be sent

Resource: https://ads.tiktok.com/help/article?aid=12791

We will need your login credentials for your web hosting platform.

Note: hosting is where your current website files are stored, such as WP Engine, GoDaddy, Hostgator, etc. If you don’t know your hosting platform, we can use whois.com to look it up.

If you already have a Call Rail account, you will need to add OTM as an admin.

How to Create a New Lead Center Agent:

1. Click the Account icon in the top left to open the My Account panel, then select Users
2. Click the Create User button
3. You’ll see a screen that asks if you’d like this user to be a Lead Center Agent. Choose Yes, I want this user to have agent permissions in Lead Center
4. Depending on your Agent selection in the first screen, you’ll be asked to choose a user type. You’ll want to grant OTM Manager + Agent access
   Enter in the info:

    

   • First name: Kerrie
   • Last Name: Luginbill
   • Email: Marketing@meetotm.com
5. Select the companies the user will have access to, then click Review to move to the next step
6. Review your user’s information to confirm their login details and any seat costs are correct (if you’re using Lead Center)
7. Once you’re ready to move to the next step, click Send

Resource: https://support.callrail.com/hc/en-us/articles/202900669-Users

Depending on their CRM tool, either provide us with a login or give us access by creating OTM as a user with the email marketing@meetotm.com

How to Add Users to Your Hubspot Account:

1. In your HubSpot account, click the settings icon in the main navigation bar
2. In the left sidebar menu, navigate to Users & Teams
3. In the upper right, click Create user
4. You can add your users in a few different ways:
   • Enter the email addresses into the Add email address(es) field. If you are adding multiple users at the same time, separate email addresses with a space. Then click Next.
   • Import users from a CSV file. In Excel, add an Email column with the email addresses of your users, and save the file in a CSV format. Click A CSV file, then drag and drop your .csv file, or click choose file to browse files on your computer. Then click Next.
5. Set up user permissions
6. In the How do you want to assign permissions to this user? section, select Start with a default permission role
7. Click Next
8. Click the Select template dropdown menu and select a Super Admin
9. Review the permissions, then click Send or Add to give the users access to your account

In order for us to manage your online listings for reputation management and local SEO, we will need to be added as owners to your Google My Business accounts.

How to Add Owners

1. On your computer, sign in to Business Profile Manager. If you have multiple locations, open the location you’d like to manage.
2. In the menu on the left, click Users
3. At the top right, click Invite new users
4. Enter email: Marketing@meetotm.com
5. To select the user’s role, choose Owner
6. Click Invite. Invitees will have the option to accept the invitation and immediately become users

Resource: https://support.google.com/business/answer/3403100?hl=en&co=GENIE.Platform%3DDesktop&oco=0

Depending on your email marketing tool, you will need to provide us with either the login information for the platform or give us access by adding OTM as a user with the email: marketing@meetotm.com

How to Add a User on MailChimp

1. Click your profile icon and choose Account
2. Click the Settings drop-down menu and choose Users
3. Click Invite A User
4. Input the email address: marketing@meetotm.com and select Admin
5. Click Send Invite

How to Add a User on Constant Contact

1. Click the profile name in the upper right and select My Account from the drop-down
2. Click the Manage Users tab
3. Click Add New User
4. Enter email: marketing@meetotm.com
5. Select Account Manager
6. Click Send invite
7. An email will be sent to the email address you entered. If we don’t receive the email, you can click Copy URL to share the link with us separately
8. When you’re done, click Got it.

How to Add a User on Emma

1. Click on your name and select Users from the dropdown menu
2. Select the Invite a user button to the right of the Users page
3. Enter the email address: marketing@meetotm.com and select the Administrator role and then click the Send invitation button. You will see a quick message confirming the invitation has been sent

In order for our team to add event and conversion tracking to your website we will need access to your existing Google Tag Manager account and for our permissions to be set as Administrator. The email address you should add to the account is marketing@meetotm.com.

To Add  Users to a Tag Manager Account:

1. Find the account you want to share
2. In the top left corner, Click Admin
3. In the Account column, select User Management
4. Click +
5. Select Add new users
6. Enter marketing@meetotm.com
7. Set Account Permissions. User is selected by default, change the permission to Administrator
8. Click Invite. We will receive an invitation in our inbox to manage this account.

Resource: https://www.sociummedia.com/blog/how-to-grant-user-access-to-google-tag-manager

As always, if you run into any questions or need assistance feel free to reach out to us, we’d be happy to help!