Getting Started: Connect and Configure your Tech Stack

Connect your tech stack to begin launching campaigns.

Ad Channels

• How to: Connect Meta (Facebook / Instagram)

  • How to: Add Meta (Facebook / Instagram) Permissions for Professional Services and Tech Support

• How to: Connect LinkedIn

  • How to: Create LinkedIn Business Manager and Share Assets with Metadata

• How to: Connect Google

  • How to: Add Google Ads permissions for Professional Services and Tech Support

• How To: Connect Reddit

  • How To: Add Reddit Permissions for Professional Services and Tech Support

• How to: Connect X

• How to: Connect Microsoft Ads

  • How To: Add Microsoft Ads Permissions for Professional Services and Tech Support

Best Practices:

• Specifications for Ad Creatives

• Top Reasons Campaign Error Launch Reasons

• Metadata Campaign Structure

• Edit Live Campaigns - What is possible and what is not currently

Marketing Automation Platform

How to integrate:

• Marketo

• Hubspot Marketing Automation

• Oracle Eloqua

• Salesforce Pardot

Best practices:

• Configure Field Mappings

• Normalize Data for Revenue / Employee / Industries / Countries / States

• Configure Marketing Automation Settings

• Submit Test Leads

  • Get Started - Mapping Landing Page Offers

Install Website Scripts

• Metadata Site Script

• Site Visitors Pixel

Connect CRM

• Salesforce

• HubSpot CRM

Best practices:

• How to: Configure Opportunity Attribution

Connect Third-party Apps

• Bombora Intent

• G2 Intent

• Google Analytics 4 (GA4)

• Slack