The only pre-requisites from an Emarsys point of view are to have this feature activated by Emarsys Support, and to have the right segments set up for your ad campaigns.

You can then integrate with any of the supported networks by following the instructions below. If you are using an agency instead of doing it yourself, we have included instructions for them where appropriate.

Contents

Facebook Ads

If you do not already have a Facebook Ads account, you can read more on setting one up and managing your budget in the Facebook documentation (https://www.facebook.com/business/help/326113794144384).

Before you start, you should check the following:

Here you can watch a short video on how to connect to your Facebook account:
 

Connnecting your Facebook account

To connect your Facebook account to Emarsys CRM Ads, first log in to Facebook with a user who has Advertiser or Admin permission for your Facebook Ads account. For more information on this, see: https://www.facebook.com/business/help/155909647811305.

If you are using an agency for Facebook advertising, you can either ask them to give your Facebook user this permission, or create an Emarsys user for them and ask them to make the connection.

Then proceed as follows:

  • Go to the Campaigns menu, CRM Ads, and open the Settings tab.

    crm-ads-disconnected

  • Click the Create New Connection button and select Facebook in the dropdown. A Facebook dialog box will appear. Click Okay to approve the CRM Ads app.

    crm-ads-facebook-dialog_1

  • Click Okay to let the CRM Ads app manage your Facebook Ads.

    crm-ads-facebook-dialog_2

  • Select one Ads account that you wish to use for advertising using CRM Ads.

    crm-ads-facebook-dialog_3

  • Once you have connected to this account, you can go back and connnect to other Ads accounts, if you have them.

You can now continue to connect your Google account, or start creating your CRM Ads audiences.

Google Ads

If you do not already have a Google AdWords account, you can read more on setting one up in the Google documentation (https://www.google.com/intl/en/adwords/get-started/).

Before you start, you should check the following:

  • Make sure that you have at the right permission level for this account to manage ad campaigns.
  • You will also need a general opt-out landing page so that users can block your adverts on Google’s Ad Preferences pages.

Here you can watch a short video on how to connect to your Google account:
 

Connecting your Google account

To connect your Google account to Emarsys CRM Ads, first make sure that your Google user has Standard or Administrative permission for your Google Ads account. For more information on this, see: https://support.google.com/adwords/answer/1704346?hl=en.

If you are using an agency for Google advertising, you can either ask them to give your Google user this permission, or create an Emarsys user for them and ask them to make the connection.

Then proceed as follows:

  1. Go to the Campaigns menu, CRM Ads, and open the Settings tab.

    crm-ads-google-disconnected

  2. Click the Create New Connection button and select Google in the dropdown. A Google dialog box will appear. Click Allow to approve the CRM Ads app.

    crm-ads-google-dialog-1

You can now continue to connect your Facebook account, or start creating your CRM Ads audiences.