Driftrock Managed Service Client Checklist

An overview of what Driftrock needs from you prior to managing your ad campaigns

Before we kick off your ad campaigns and start to scale your business through social advertising, there are a few bits of house-keeping to run through first.

  1. Granting Advertiser permission to us
  2. Install your Facebook pixel
  3. Connecting your Ad Account to Driftrock
  4. Ad Creative and Ad Copy Library

1. Granting Advertiser permission to Driftrock

If you already have a Facebook ad account, then great! All you need to do is add Driftrock as a Partner to your Facebook Ad Account and Facebook page (i.e. the page we'll be advertising on behalf of). We'll just need to send you our own Business id first, then you simply visit the relevant ad account and Facebook page on the following url's:

and click Assign Partner. Grant us Advertiser Access with the id we'll give you, and we're all set!

If you don't yet have a Facebook ad account, then head to https://business.facebook.com to create a Business Manager profile first. Then visit https://business.facebook.com/settings/ad-accounts, click Add an Ad Account, and then Create a New Ad Account.

IMPORTANT: Don't forget to ensure you add a payment method to your ad account!

2. Install Facebook Tracking Pixel

Aside from actually setting up a Facebook ad account, installing your Facebook tracking pixel is the next most important step. It will enable you to track conversions, and also build retargeting audiences. Hugely powerful.

To get your pixel installed is very straightforward.

Head to the Pixels screen of your ad account: https://business.facebook.com/ads/manager/pixel.

Then click Actions and then View Pixel code from the menu. From the resulting popup, you can copy the pixel code for your ad account. Please note, this pixel code is unique to your ad account:

For more advanced installations, follow the installation guide that Facebook provides in the above screen.

Now paste this pixel code between the <head></head> tags on your website. Your website manager should understand how to do this! Add this to every page on your website, and you are good to go.

Tracking Individual Events

If you would also like to track purchases and other events (highly recommended!), then you need to add some additional code to your website.

The below additional pieces of code need to go in, after the </head> tag. To give you an example, below is the code for the purchase pixel event, which you can also find in the pixels page of your ad account:

Add this code to the purchase completion page, as per the instructions below:


 fbq('track', 'Purchase');


Once you've installed the pixel, let us know, and we'll check it over to make sure everything looks correct.

You can read more about the Facebook pixel here.

Dynamic Product Ads (DPA's)
For e-commerce, retail, travel (and many more) clients, we highly recommend setting up your pixel to handle DPA's. They convert insanely well.

If your website supports a product feed, you'll be able to serve retargeting campaigns to people that have expressed interest in your products. To get started, follow this guide from Facebook: https://www.facebook.com/business/help/455326144628161.

3. Connecting your Ad Account to Driftrock

We will work with you to get your ad account connected to the Driftrock software. This will enable us to utilise our ad creation technology, and also automate custom audiences from your CRM. And if you are running a Lead Ads campaign, we can automatically pipe these leads directly into your CRM.

We will setup a dashboard for you in the Driftrock software, that will enable you to quickly see key metrics and daily stats for your ad campaigns.

To get started,
a) One of your team should sign up here - https://accounts.driftrock.com/signup
b) Click your name and 'Connections" in the top right navigation.
c) Connect your Facebook Ad account, Facebook Pages and LinkedIn Ad Account.
d) Let us know when you've done that and we'll upgrade your account to full access.

Lead Sync permissions
Note: if we're running Facebook Lead Ads objectives, then whoever connects the Facebook Pages will also need Lead Access. A Page Admin can grant this to someone in your team in Facebook Business Manager by clicking "Integrations":

4. Ad Creative and Ad Copy Library

Before starting, we'll setup a Creative Workshop session to talk through creative strategy, ad formats and get to know your communication strategy and plan.

In the meantime, it's worth gathering all your creative assets together in a Google Drive folder so that we can collaborate on together.

For ad copy, a Google Spreadsheet is a great place to start. We'll provide a creative matrix template for us to collaborate on.

In the meantime, for ad sizes and specs, follow this link: https://www.facebook.com/business/ads-guide/conversions/links.