{"id":2315,"date":"2024-03-24T23:09:04","date_gmt":"2024-03-24T23:09:04","guid":{"rendered":"https:\/\/contentsnare.com\/help\/knowledge-base\/leadsie\/"},"modified":"2024-04-16T10:24:55","modified_gmt":"2024-04-16T10:24:55","slug":"leadsie","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/leadsie\/","title":{"rendered":"How to use Leadsie with Content Snare"},"content":{"rendered":"\n<p>One of the biggest hurdles in the client onboarding process for marketing agencies is getting access to your clients ad accounts.&nbsp;<\/p>\n\n\n\n<p>That\u2019s where&nbsp;<a href=\"https:\/\/www.leadsie.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Leadsie<\/a>&nbsp;comes in. It\u2019s as simple as sending your clients a link. They follow the instructions there to give you access to all the accounts you need, for example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Facebook<\/li>\n\n\n\n<li>Instagram<\/li>\n\n\n\n<li>Google Ads<\/li>\n\n\n\n<li>Google Business Profile<\/li>\n\n\n\n<li>Google Analytics<\/li>\n\n\n\n<li>Google Tag Manager<\/li>\n\n\n\n<li>Google Search Console<\/li>\n\n\n\n<li>TikTok Ads<\/li>\n<\/ul>\n\n\n\n<p>If you\u2019re already using Content Snare to gather information, you can add Leadsie as a step in the process. That way your client only has one place to go to see all the things you\u2019re waiting on.<\/p>\n\n\n\n<p>Here\u2019s how you can set up a task for your clients to provide access to their account.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"step-1-create-a-task-list-in-content-snare\">Step 1: Create a Task List in Content Snare<\/h2>\n\n\n\n<p>Add a new field to your request. Call it \u201cProvide account access\u201d or similar.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/image-10.png\" alt=\"\" class=\"wp-image-2144\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"step-2-add-your-leadsie-link-client-instructions\">Step 2: Add your Leadsie link &amp; client instructions<\/h2>\n\n\n\n<p>In the instructions box, add the following. Feel free to customize this.&nbsp;<\/p>\n\n\n\n<p>We\u2019ll need access to your Google &amp; Facebook Ads account. Please click here and follow the instructions. When you\u2019re done, come back here, tick the box below and click submit.<\/p>\n\n\n\n<p>Highlight \u201cclick here\u201d and add your Leadsie link. In the options area at the bottom, add one line that says:<\/p>\n\n\n\n<p>I have provided access to my accounts through Leadsie<\/p>\n\n\n\n<p>It should look something like this<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"589\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/04\/image-2-1024x589-1.png\" alt=\"\" class=\"wp-image-2570\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/04\/image-2-1024x589-1.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/04\/image-2-1024x589-1-300x173.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/04\/image-2-1024x589-1-768x442.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/04\/image-2-1024x589-1-50x29.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/04\/image-2-1024x589-1-60x35.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/04\/image-2-1024x589-1-100x58.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"step-3-send-the-request-to-your-client\">Step 3: Send the request to your client<\/h2>\n\n\n\n<p>As you normally would, send the request to your client. When they get to the Account Access step, they\u2019ll see this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/image-1-6.png\" alt=\"\" class=\"wp-image-2146\"\/><\/figure>\n\n\n\n<p>They click the link and tick the box when they are done.<\/p>\n\n\n\n<p>Simple as that.<\/p>\n\n\n\n<p>If you need any help setting this workflow up, contact our support team.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>One of the biggest hurdles in the client onboarding process for marketing agencies is getting access to your clients ad accounts.&nbsp; That\u2019s where&nbsp;Leadsie&nbsp;comes in. It\u2019s as simple as sending your clients a link. They follow the instructions there to give you access to all the accounts you need, for example:&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"open","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1049],"ht-kb-tag":[],"class_list":["post-2315","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-digital-agencies"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2315","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=2315"}],"version-history":[{"count":3,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2315\/revisions"}],"predecessor-version":[{"id":2571,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2315\/revisions\/2571"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=2315"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=2315"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=2315"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}