Account Access Setup

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These instructions are for providing BankBound the account access necessary to help manage and execute SEO, PPC, and tracking/reporting efforts. Follow the instructions for the platforms relevant to your financial brand’s engagement with BankBound. Please contact your dedicated digital marketing strategist if you have questions.

Platforms

Google Ads

  1. Provide your BankBound account manager your 10-digit Google Ads ID#, which is located at the top right-hand corner of your browser when logged into Google Ads. We will then request management access, which you should accept.
  2. Add BankBound as a manager account: In the Admin menu, click Access & Security. In the Security tab, scroll to the bottom and click on Allowed domains, add “bankbound.com” as an Allowed Domain.
  3. Add your BankBound strategist as a user: In the Admin menu, click Access & Security. In the Users tab, add your BankBound strategist’s email address.

Google Analytics

Sign into your account, then click Admin cog/gear at the bottom left-hand corner of your screen. Then, click Account Access Management or Property Access Management, whichever you decide. Then, add agency@bankbound.com as an Admin user.

Google Tag Manager

Please add agency@bankbound.com as a new user with Container Permissions to “View, Edit, Delete, and Publish.”

Google Search Console

Sign into your account, on the left hand side, go to Settings, then go to Users and Permissions. Add a New User, enter agency@bankbound.com, and then select Full Access.

Google Business Profile

The goal is to provide BankBound access to a group of your locations, not your GBP account. Follow the starting point that makes sense for your current setup.

Note: Ideally, all of your locations should be in a single group.

If your locations ARE assigned to a group

  1. Select the applicable group from the drop-down menu located directly above the location list section.
  2. In Group Settings, click Manage Users in the Managers section.
  3. Click Add User
  4. In the name/email field, enter the BankBound organization ID, 5271164235. Also, please give us an Owner role. Thanks.  Do not enter agency@bankbound.com into the field.
  5. Inform your account manager so we know to accept the invite.

If your locations are NOT already in a group

  1. Click Create a Group and name it after your financial brand.
  2. Select all of your locations using the check boxes.
  3. With all locations selected, click the Actions drop-down menu, then select Transfer Businesses.
  4. In the resulting Transfer Businesses To drop-down menu, select the group that you created in step 1.
  5. After confirming that your locations are assigned to a group, please follow this first set of instructions for providing BankBound with access to your group of locations.

Apple Maps

Use these instructions only if necessary. BankBound Local clients typically do not have to use Apple Maps since BB Local distributes directly to Apple Maps. Contact your account manager with questions.

Providing Access to BankBound (company):

  • Click on Company in the left-hand sidebar.
  • Click Access and then Share Access.
  • Share Access Fields:
    • Partner’s Company ID: 1448047338525116416
    • Role: Business Admin
    • Business: All Businesses

Facebook Ads

Login to business.facebook.com. Select (click) Settings, then scroll down  to and select Business Settings. Select Partners from the Users section, found in the left-hand column.

Select the blue Add button and select Give a Partner Access to Your Assets.

In the subsequent prompt, input 390677007938103 (BankBound’s business ID) into the field labeled Partner Business ID.

Then select all applicable options regarding access to your Facebook/Meta ads account. BankBound management will then assign your account assets to your designated account manager.

List of areas to give BankBound access.

 

Bing Ads

  1. Login to your Microsoft Advertising account and look for your Account number.
  2. Click on Tools. Then Preferences.
  3. Click on Account Settings. Your Account Number is just below the Account ID.
  4. Provide the Account Number to your account manager for linking.
  5. After you send us your Bing Account Number, we’ll send a link request from our Bing Agency Account. You can then accept that request using the instructions below:

Accept an BankBound/agency request:

  1. Login to your Microsoft Advertising account.
  2. On your Overview page, click Accounts summary.
  3. In the Accounts summary, click Requests tab.
  4. Under Received, select the BankBound request. Then, click Accept request or Decline request.

LinkedIn Ads (Ads and Pages)

  • Create a LinkedIn Ads account if you do not already have one.
  • Go to LinkedIn Business Manager account. Create a Business Manager Account if you do not already have one.
  • Add your LinkedIn Page and your Ad Account to the same Business Manager.
  • The BankBound Business Manager ID is 7150530733185384448.
  • In your Business Manager:
    • Go to Partners → Add Partner → Enter the BankBound Business ID (7150530733185384448)
    • Assign BankBound access based on contracted services.
      • Page (as Content Admin or higher)
      • Ad Account (as Campaign Manager or higher)
  • Inform your BankBound account manger that access to your Business Manager account has been provisioned.

Bing Webmaster Tools

Sign into your account, select “Configure My Site” from the left sidebar dropdown once you’ve selected your site, click “Users,” add agency@bankbound.com, and select the Role of “Administrator.”