How To

Setting Up Provider Accounts

The Paid Search Settings provide a means to set-up provider accounts, trouble shoot your listings and define goals for paid search campaigns. To manage all your paid search accounts via ChannelAdvisor, you will need to provide information to ChannelAdvisor about those accounts. Using the Event Queue you will see the status of large uploads as well as reports on any errors that occur during processing. After defining your ROI and budget goals for paid search, you can use the Digital Marketing Dashboard to give you a quick view into how well you are trending towards those goals.

 

Prerequisites


You should be familiar with the following topics before continuing:

 

Tasks to Complete


Complete the following tasks to create Provider Accounts:

  1. Creating and Editing Provider Accounts (for Facebook , Google AdWords , Bing Ads , and Yahoo Gemini )
  2. Creating and Editing Account Settings
  3. Completing domain URL
  4. Traffic and Conversion Tracking

 

How to Add and Edit Provider Accounts

To begin managing your paid search accounts via ChannelAdvisor, you will need to enter specific access information for each provider account.

In ChannelAdvisor, navigate to Digital Marketing > Account Settings > Provider Accounts, and click New Account. Complete all of the information for your account, and click Save. The information will be validated, and if you mistype the password, you will be prompted to re-enter.

If you do not already have an account with a specific provider, you may sign up through these links:

Below is detailed information regarding the information needed to set up your paid search provider accounts in ChannelAdvisor:

 

Facebook

Begin by selecting the New Account button (from Digital Marketing > Account Settings > Provider Accounts ) and selecting Facebook Ads from the provider drop down menu. Then complete the following steps:

  1. Account Name: Enter an account name.
  2. Business ID: Found in your Facebook Business Manager Account. It appears in the URL when logged in and can also be accessed on the settings page.
  3. Account ID: This is your Facebook ad account ID and can be found on the Business Manager homepage under the ad account name.
  4. Account Status: Select Active from the Account Status drop down menu.
  5. Click Save.

 

Google AdWords

Begin by selecting the New Account button (from Digital Marketing > Account Settings > Provider Accounts ) and selecting Google from the provider drop down menu. Then complete the following steps:

  1. Account Name: Enter your Google account name.
  2. Account ID: Found in the upper right hand corner of your AdWords screen.
  3. Login: Use your AdWords login email address.
  4. Password: Use your AdWords password.
    • Note: If you have accounts under an umbrella My Client Center account, you will need to enter the child account customer ID's instead of the MCC ID.
  5. Account Status: Select Active from the Account Status drop down menu.
  6. Indicate if you would like to Track All Campaigns. If you do not want to manage a specific campaign via ChannelAdvisor, you must unmark the Track All Campaigns button in this screen and manually select which campaigns you'd like to track later.
  7. Indicate whether you'd like to enable Google Conversion Tracking for this campaign. You must still pull the code for the conversion from within Google and place appropriately on your website.
  8. Click Save.
  9. Once you have entered your Provider Account info, you will now see a button under the  Account Authorization Status column Authorize Account. Your account must be authorized in order to complete the Provider set up.
  10. Click on the Authorize Account button. You will be redirected to Google Adwords authorization page (accounts.google.com). Click Accept for ChannelAdvisor to manage your Adwords campaigns.
  11. Once accepted, you will see a green icon Authorized in the Provider Account page in ChannelAdvisor.

Troubleshooting Tips: If you receive a red banner stating that the authorization was not successful, check that all your provider information is correct, and be sure that you are logged in to the same provider login account that you have entered. You will need to "Accept" authorization from the same login as you listed in Provider Account set up.

 

Bing

Begin by selecting the New Account button (from Digital Marketing > Account Settings > Provider Accounts ) and selecting Bing from the provider drop down menu. Then complete the following steps:

  1. If you are signing into Bing Ads using a user name and password, you will first need to upgrade your Bing Ads user name account to a Microsoft login. Instructions for doing so can be found here .
  2. If you are signing into Bing Ads with a Microsoft account (previously referred to as Windows Live ID), continue to the next step.
  3. Log into your Bing Ads account and navigate to Accounts & Billing > Billing > Details.
  4. From this screen you will find your Account Name, Account ID, Account number (which should start with a letter) and Customer ID. Note, Customer ID is located under "Company info" and is not the same as Account ID.
  5. Login: Enter your Microsoft account login.
  6. Password: Enter your Microsoft account password.
  7. Account Status: Select Active from the Account Status drop down menu.
  8. Indicate if you would like to Track All Campaigns.
  9. Click Save.
  10. Once you have entered your Provider Account info, you will now see a button under the  Account Authorization Status column Authorize Account. Your account must be authorized in order to complete the Provider set up. Note: In order to complete OAuthorization for Bing, you must have a Microsoft Account; see Step 1 above.
  11. Click on the Authorize Account button. You will be redirected to Bing Ads authorization page. Re-enter your password, then click Accept for ChannelAdvisor to manage your Bing Ad campaigns.
  12. Once accepted, you will see a green Authorized icon in the Provider Account page in ChannelAdvisor.

Troubleshooting Tips: If you receive a red banner stating that the authorization was not successful, check that all your provider information is correct, and be sure that you are logged in to the same provider login account that you have entered. You will need to "Accept" authorization from the same login as you listed in Provider Account set up.

 

Yahoo Gemini

Begin by selecting the New Account button (from Digital Marketing > Account Settings > Provider Accounts ) and selecting Yahoo Gemini from the provider drop down menu. Then complete the following steps:

  1. Account Name: Enter your Yahoo Gemini account name.
  2. Account ID: Found in the querystring, for example: https://admanager.yahoo.com/app/campaigns?a=xxxxx
  3. Login: Use your Yahoo Gemini login email address.
  4. Password: Use your Yahoo Gemini password.
  5. Account Status: Select Active from the Account Status drop down menu.
  6. Click Save.
  7. Once you have entered your Provider Account info, you will now see a button under the  Account Authorization Status column Authorize Account. Your account must be authorized in order to complete the Provider set up.
  8. Click on the Authorize Account button. You will be redirected to Yahoo Gemini authorization page. Click Accept for ChannelAdvisor to manage your Yahoo Gemini campaigns.
  9. Once accepted, you will see a green icon Authorized in the Provider Account page in ChannelAdvisor.

Troubleshooting Tips: If you receive a red banner stating that the authorization was not successful, check that all your provider information is correct, and be sure that you are logged in to the same provider login account that you have entered. You will need to "Accept" authorization from the same login as you listed in Provider Account set up.

 

How to setup Account Settings

  • Sitelinks – Enable or disable sitelink tracking. Unmark this if you do not want ChannelAdvisor tracking your sitelinks. Learn more about Sitelinks .
  • Synchronization – This account settings synchronizes changes made directly at the Search Engine and incorporates these into ChannelAdvisor Paid Search.
  • Exceptions – Google Policy Exception requests can be automatically created on your behalf with this setting.
    • Often necessary if your business name appears to be of a pharmaceutical nature or if your product brands are related to prohibited products.
    • You may now ask ChannelAdvisor to automatically file an exception request for any keywords or ads flagged by Google.
    • Advertisers are responsible for the content of their ads and are required to comply with  Google policies .

 

How to setup AutoTrack

ChannelAdvisor can automatically track your keywords without any manual tagging or spreadsheets. This functionality is called AutoTrack and can be configured to track all of your campaigns or just selected ones.

Please note: tracking is done at the keyword level, not the ad group level. ChannelAdvisor adds tracking to keywords by taking the most appropriate URL from the ad group the keyword is associated with. If there are any URLs at the ad group level that are no longer active, be sure to clean those out so that they won't be picked up by AutoTrack.

To configure AutoTrack for providers:

  1. In ChannelAdvisor, navigate to Digital Marketing > Account Settings > Provider Accounts.
  2. Click Edit AutoTrack (wrench icon) under the Actions column for the Provider Account you want to setup with AutoTrack. This will open the AutoTrack page for this provider.
  3. Select the first check box to enable tracking for all active campaigns. To specify only certain campaigns uncheck this check box, a list will appear with all of this provider account's campaigns.  
  4. Check the Activate radio button for each campaign you want tracked.
  5. Click Save.

 

How to enter URLs / Domain Names

You must identify at least one URL for your account, though you can have more. We recommend adding all base URLs that your ads will point to. This is used to validate new keywords and for the Landing Page Lookup tool. ChannelAdvisor Paid Search validates URLs to insure that new keywords have the correct destination URL. Incorrect URLs can lead to lost sales and higher costs.

 

How To Associate a URL With Your Account

When you create keywords in ChannelAdvisor, our system will make sure that you are driving traffic to an intended domain by verifying that the landing pages match a specified domain. To specify which domains you will be driving traffic to, you need to associate those URLs with your ChannelAdvisor account.

  1. Navigate to Digital Marketing > Account Settings > Provider Accounts.
  2. Under Account Summary, select the Manage Website URLs link.
  3. Enter the valid URLs for this account. You only need to enter the root. For example, you can put in foo.com instead of www.foo.com. You will need to input each domain that your keywords may direct to. You do not need to input each sub-domain. For example www.shop.ChannelAdvisor.com would be covered by inputting ChannelAdvisor.com.
  4. If you use more than one domain, assign one of the URLs as the default URL for the account by clicking on the radio box next to your default URL.
  5. Click Save.

The Paid Search Settings provide a means to set-up provider accounts, trouble shoot your listings and define goals for paid search campaigns. To manage all your paid search accounts via ChannelAdvisor, you will need to provide information to ChannelAdvisor about those accounts. Using the Event Queue you will see the status of large uploads as well as reports on any errors that occur during processing. After defining your ROI and budget goals for paid search, you can use the Digital Marketing Dashboard to give you a quick view into how well you are trending towards those goals.

 

Prerequisites


You should be familiar with the following topics before continuing:

 

Tasks to Complete


Complete the following tasks to create Provider Accounts:

  1. Creating and Editing Provider Accounts (for Facebook , Google AdWords , Bing Ads , and Yahoo Gemini )
  2. Creating and Editing Account Settings
  3. Completing domain URL
  4. Traffic and Conversion Tracking

 

How to Add and Edit Provider Accounts

To begin managing your paid search accounts via ChannelAdvisor, you will need to enter specific access information for each provider account.

In ChannelAdvisor, navigate to Digital Marketing > Account Settings > Provider Accounts, and click New Account. Complete all of the information for your account, and click Save. The information will be validated, and if you mistype the password, you will be prompted to re-enter.

If you do not already have an account with a specific provider, you may sign up through these links:

Below is detailed information regarding the information needed to set up your paid search provider accounts in ChannelAdvisor:

 

Facebook

Begin by selecting the New Account button (from Digital Marketing > Account Settings > Provider Accounts ) and selecting Facebook Ads from the provider drop down menu. Then complete the following steps:

  1. Account Name: Enter an account name.
  2. Business ID: Found in your Facebook Business Manager Account. It appears in the URL when logged in and can also be accessed on the settings page.
  3. Account ID: This is your Facebook ad account ID and can be found on the Business Manager homepage under the ad account name.
  4. Account Status: Select Active from the Account Status drop down menu.
  5. Click Save.

 

Google AdWords

Begin by selecting the New Account button (from Digital Marketing > Account Settings > Provider Accounts ) and selecting Google from the provider drop down menu. Then complete the following steps:

  1. Account Name: Enter your Google account name.
  2. Account ID: Found in the upper right hand corner of your AdWords screen.
  3. Login: Use your AdWords login email address.
  4. Password: Use your AdWords password.
    • Note: If you have accounts under an umbrella My Client Center account, you will need to enter the child account customer ID's instead of the MCC ID.
  5. Account Status: Select Active from the Account Status drop down menu.
  6. Indicate if you would like to Track All Campaigns. If you do not want to manage a specific campaign via ChannelAdvisor, you must unmark the Track All Campaigns button in this screen and manually select which campaigns you'd like to track later.
  7. Indicate whether you'd like to enable Google Conversion Tracking for this campaign. You must still pull the code for the conversion from within Google and place appropriately on your website.
  8. Click Save.
  9. Once you have entered your Provider Account info, you will now see a button under the  Account Authorization Status column Authorize Account. Your account must be authorized in order to complete the Provider set up.
  10. Click on the Authorize Account button. You will be redirected to Google Adwords authorization page (accounts.google.com). Click Accept for ChannelAdvisor to manage your Adwords campaigns.
  11. Once accepted, you will see a green icon Authorized in the Provider Account page in ChannelAdvisor.

Troubleshooting Tips: If you receive a red banner stating that the authorization was not successful, check that all your provider information is correct, and be sure that you are logged in to the same provider login account that you have entered. You will need to "Accept" authorization from the same login as you listed in Provider Account set up.

 

Bing

Begin by selecting the New Account button (from Digital Marketing > Account Settings > Provider Accounts ) and selecting Bing from the provider drop down menu. Then complete the following steps:

  1. If you are signing into Bing Ads using a user name and password, you will first need to upgrade your Bing Ads user name account to a Microsoft login. Instructions for doing so can be found here .
  2. If you are signing into Bing Ads with a Microsoft account (previously referred to as Windows Live ID), continue to the next step.
  3. Log into your Bing Ads account and navigate to Accounts & Billing > Billing > Details.
  4. From this screen you will find your Account Name, Account ID, Account number (which should start with a letter) and Customer ID. Note, Customer ID is located under "Company info" and is not the same as Account ID.
  5. Login: Enter your Microsoft account login.
  6. Password: Enter your Microsoft account password.
  7. Account Status: Select Active from the Account Status drop down menu.
  8. Indicate if you would like to Track All Campaigns.
  9. Click Save.
  10. Once you have entered your Provider Account info, you will now see a button under the  Account Authorization Status column Authorize Account. Your account must be authorized in order to complete the Provider set up. Note: In order to complete OAuthorization for Bing, you must have a Microsoft Account; see Step 1 above.
  11. Click on the Authorize Account button. You will be redirected to Bing Ads authorization page. Re-enter your password, then click Accept for ChannelAdvisor to manage your Bing Ad campaigns.
  12. Once accepted, you will see a green Authorized icon in the Provider Account page in ChannelAdvisor.

Troubleshooting Tips: If you receive a red banner stating that the authorization was not successful, check that all your provider information is correct, and be sure that you are logged in to the same provider login account that you have entered. You will need to "Accept" authorization from the same login as you listed in Provider Account set up.

 

Yahoo Gemini

Begin by selecting the New Account button (from Digital Marketing > Account Settings > Provider Accounts ) and selecting Yahoo Gemini from the provider drop down menu. Then complete the following steps:

  1. Account Name: Enter your Yahoo Gemini account name.
  2. Account ID: Found in the querystring, for example: https://admanager.yahoo.com/app/campaigns?a=xxxxx
  3. Login: Use your Yahoo Gemini login email address.
  4. Password: Use your Yahoo Gemini password.
  5. Account Status: Select Active from the Account Status drop down menu.
  6. Click Save.
  7. Once you have entered your Provider Account info, you will now see a button under the  Account Authorization Status column Authorize Account. Your account must be authorized in order to complete the Provider set up.
  8. Click on the Authorize Account button. You will be redirected to Yahoo Gemini authorization page. Click Accept for ChannelAdvisor to manage your Yahoo Gemini campaigns.
  9. Once accepted, you will see a green icon Authorized in the Provider Account page in ChannelAdvisor.

Troubleshooting Tips: If you receive a red banner stating that the authorization was not successful, check that all your provider information is correct, and be sure that you are logged in to the same provider login account that you have entered. You will need to "Accept" authorization from the same login as you listed in Provider Account set up.

 

How to setup Account Settings

  • Sitelinks – Enable or disable sitelink tracking. Unmark this if you do not want ChannelAdvisor tracking your sitelinks. Learn more about Sitelinks .
  • Synchronization – This account settings synchronizes changes made directly at the Search Engine and incorporates these into ChannelAdvisor Paid Search.
  • Exceptions – Google Policy Exception requests can be automatically created on your behalf with this setting.
    • Often necessary if your business name appears to be of a pharmaceutical nature or if your product brands are related to prohibited products.
    • You may now ask ChannelAdvisor to automatically file an exception request for any keywords or ads flagged by Google.
    • Advertisers are responsible for the content of their ads and are required to comply with  Google policies .

 

How to setup AutoTrack

ChannelAdvisor can automatically track your keywords without any manual tagging or spreadsheets. This functionality is called AutoTrack and can be configured to track all of your campaigns or just selected ones.

Please note: tracking is done at the keyword level, not the ad group level. ChannelAdvisor adds tracking to keywords by taking the most appropriate URL from the ad group the keyword is associated with. If there are any URLs at the ad group level that are no longer active, be sure to clean those out so that they won't be picked up by AutoTrack.

To configure AutoTrack for providers:

  1. In ChannelAdvisor, navigate to Digital Marketing > Account Settings > Provider Accounts.
  2. Click Edit AutoTrack (wrench icon) under the Actions column for the Provider Account you want to setup with AutoTrack. This will open the AutoTrack page for this provider.
  3. Select the first check box to enable tracking for all active campaigns. To specify only certain campaigns uncheck this check box, a list will appear with all of this provider account's campaigns.  
  4. Check the Activate radio button for each campaign you want tracked.
  5. Click Save.

 

How to enter URLs / Domain Names

You must identify at least one URL for your account, though you can have more. We recommend adding all base URLs that your ads will point to. This is used to validate new keywords and for the Landing Page Lookup tool. ChannelAdvisor Paid Search validates URLs to insure that new keywords have the correct destination URL. Incorrect URLs can lead to lost sales and higher costs.

 

How To Associate a URL With Your Account

When you create keywords in ChannelAdvisor, our system will make sure that you are driving traffic to an intended domain by verifying that the landing pages match a specified domain. To specify which domains you will be driving traffic to, you need to associate those URLs with your ChannelAdvisor account.

  1. Navigate to Digital Marketing > Account Settings > Provider Accounts.
  2. Under Account Summary, select the Manage Website URLs link.
  3. Enter the valid URLs for this account. You only need to enter the root. For example, you can put in foo.com instead of www.foo.com. You will need to input each domain that your keywords may direct to. You do not need to input each sub-domain. For example www.shop.ChannelAdvisor.com would be covered by inputting ChannelAdvisor.com.
  4. If you use more than one domain, assign one of the URLs as the default URL for the account by clicking on the radio box next to your default URL.
  5. Click Save.
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