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Home > English > Your Marin Account > Account Activation, Linking & Settings > How To Articles: Account Activation, Linking & Settings > The Publisher Account Linking Wizard

The Publisher Account Linking Wizard

Introduction

The Linking Wizard allows you to integrate your publisher accounts into the platform with just a few simple clicks so that you can start optimizing your campaigns faster than ever.

Follow the instructions here to link and edit your publisher accounts or link individual campaigns.

This article includes instructions for using the Linking Wizard in Marin Search and MarinOne. 

How to Use the Linking Wizard

In MarinOne

Please note that currently, the MarinOne Linking Wizard supports Google, Microsoft, Amazon, Facebook, and Twitter publisher accounts. We plan to support additional publishers in future releases. 

Important Note: Instagram accounts are linked via the Facebook ad account they are connected to. To link Instagram accounts, please link your Facebook ad account to Marin. 

Launching the Linking Wizard  

  1. The first step, as always, is to log into MarinOne using your login credentials. 
     
  2. Next, click into the Search or Social tab in the left-hand navigation. For Google or Microsoft accounts, click Search, for Facebook or Twitter accounts, click Social, or for Amazon accounts, click eCommerce

     

  3. From here, click on the Publishers tab along the top navigation.

     

  4. Then, click on the Manage Accounts button above the grid.

    Here you can link, unlink, and edit your publisher accounts or link or unlink individual Google campaigns. For Facebook and Twitter, it is only possible to link individual campaigns, rather than linking at the account level. We'll walk through each of these items individually throughout this article.

Adding a Google account

To add a new Google account, follow the instructions listed below.

 

  1. Once you've launched the Linking Wizard, click the Add Publisher Account button at the bottom of the Wizard.
     

    lw4.jpg
     

  2. Select the publisher you would like to link. 
     

    lw5.jpg

  3. You will be asked for a Customer ID and an optional Nickname.
     

    lw6.jpg


    The Customer ID is the unique ID of your Google account. You will need to log into Google Ads to find this ID.

    The Nickname is designed to help with your day-to-day workflow in MarinOne and will not adjust the nomenclature of your account in Google Ads. Use something here that is recognizable, memorable, and fits the naming structure of your business. This will default to the Customer ID if no nickname is added, but can be edited in the future. 
     
  4. Under Linking Settings, you will find the advanced settings associated with your account. We'll list all of the advanced settings in the next section of this article. 
     
  5. When you are ready to link, click Add Account.
     

    lw8.jpg
     

  6. When prompted, enter the Username and Password that is used to log into your associated publisher account.

    Note: Make sure you are logging in with the Admin user of your publisher account.
     

  7. You will be redirected to an authentication page and prompted to allow Marin Software to manage your account. You must click Accept or the account will not sync to the Platform.

    Please note: If you receive an email asking you to verify that you are giving permission to production@marinmccaccess.comyou can complete the setup process simply by selecting Account access and then clicking Accept invitation.

 

Advanced Settings:

Under Linking Settings, you will find the advanced settings associated with your account. We'll explain what each of these mean below. 
 

lw7.jpg

 

  1. Link all campaigns in this account

    For convenience during the linking process, all campaigns in the account will be automatically queued to be linked. You can unlink specific campaigns on the next page or at any time following the initial account linking. The default value is True.
     

  2. Auto-link new campaigns

    New campaigns (that were created in the last two days) discovered during nightly sync will be linked automatically into the platform on a nightly basis. The default value is True.
     

  3. Link and add accounts to the Marin MCC

    Your account will be linked to the platform's MCC during the linking process. We highly recommend this, because it means higher customer service ticket efficiency and greater simplicity in managing your account. Once linked, you can easily unlink your account from the Marin MCC by logging into Google Ads and de-authorizing the Marin Software MCC from accessing your account(s). If your account is already managed by the Marin MCC, the selection here is not used. The default value here is True.

Important Notes:
  • You must be logged into the correct Google Ads account before linking a Google Publisher Account in the Marin App.
    • Note: We recommend logging out of your personal Google account before attempting to log into Google Ads.
    You will not need to grant Marin access from your Google Ads account, as you typically would when adding a new user. Marin will be granted Admin access to Google Ads and all necessary permissions are granted via the API during the linking process. 
  • Google MCC parent accounts cannot be linked at this time. Child accounts will need to be entered one at a time.
  • Make sure that the username that you are authorizing has access to the account you are trying to link. If the username does not have access, the account linking will fail.
  • If your credentials have changed, you will need to reverify using your new access credentials. To do so, follow the instructions in the Reverifying Publisher Accounts section of this article. 

Adding a Facebook or Twitter Account

To add a new Facebook  or Twitter account, follow the steps listed below.

  1. When linking Facebook accounts, log into your Facebook Account via the Facebook Business Manager. When linking Twitter accounts, log into your Twitter Ad Account.

    Note: If you plan on creating ads from any Marin platform, make sure you have Admin access to the publisher accounts and pages that you are about to link to Marin. Also, Make sure you have Admin access in MarinOne. If you don’t, you will not be allowed to link ad accounts.
     
  2. Click on Manage Accounts. A new tab will open in your browser.
     
  3. Click on Add Facebook Account or Add Twitter Account.
     
  4. Authorize Marin Software to access your account.
     
  5. You will see all Advertiser Accounts you have access to on the publisher side. Select the accounts you want to link and click Save.
     
  6. That's it! You're done. Your Facebook account is now linked to MarinOne Social.
     
  7. Once your account is synced, check the List Objects in the Account Settings column to verify that all the required Facebook pages and Instagram accounts are linked too.
Important Notes
  • If the Status column reads 'no funding source,' you should Contact your Facebook or Twitter account representative to reset your credit limit.

Editing publisher accounts

There are a number of elements of publisher accounts, some of which can be edited and some that cannot. If a field is editable, simply hover over it with your mouse until the Edit button ('pencil' icon) appears, click this icon, make the desired changes, and click Save

 

Editable Fields:

  • Account Nickname

    This is the name you will see in the platform for the specific publisher account you have added. This will default to the Customer ID if no nickname is added. Please note that the Account Nickname is Platform specific and will not affect your publisher account. Feel free to change your nickname at any time.
     
  • Access

    Use this field to adjust MarinOne's access to the publisher account. Choose between Write or Read-Only


Non-Editable Fields:

    • Customer ID

      The unique ID of your account
       

    • Authorization

      • An email address 

        This is the email address of the user who authenticated this account.

      • Linked to Marin MCC 

        Shows that this account is linked to the Marin MCC and is managed with our own credentials.
         

    • Timezone

      The time zone of the account
       

    • Currency

      The currency of the account

Unlinking publisher accounts

The MarinOne Linking Wizard does not offer the ability to unlink publisher accounts. 

To unlink your publisher accounts, please log into Marin Search and follow the instructions listed in the Marin Search 'Unlinking Publisher Accounts' section below.

Reverifying publisher accounts

For Google accounts that are linked with OAuth, if the platform detects that it is unable to communicate with the publisher, it will mark the account as invalid or show a sync error. To re-authenticate and re-establish this connection, follow the instructions listed below.

 

  1. From the Linking Wizard, click on the publisher account that is experiencing sync errors.
     
  2. Re-verify Account button will appear in the Settings tab under Actions. When clicked, you will be taken back through the process of re-authorizing the account. Follow the prompts to input the requested credentials and re-verify your publisher account. 
     

    lw9.jpg
     

Managing campaigns

The Linking Wizard also allows you to manage your campaigns in a number of ways. Once you've selected a specific publisher account, navigate to the Campaigns tab to see a list of all campaigns that live in this specific publisher account. From here, you can link or unlink individual campaigns using the corresponding buttons above the grid.

Note: To sync individual campaigns, navigate to the primary Campaigns tab outside of the Linking Wizard. 
 

Important Notes:

  • Campaigns have linking statuses. You can hover over the linking status icons in the campaigns grid to get more information about this status.
  • Filter campaigns by name by using the search bar above the list of campaigns. This search is non-case-sensitive and does not support boolean searches.
  • You can take action on campaigns by clicking the check-box next to your desired campaigns and selecting one of the three action buttons above the grid - Link or Unlink.
  • Campaigns that have been checked will be de-selected if the search value is changed or the pane sorted.
  • Use Shift+click to select several consecutive campaigns. You can also select as many campaigns individually as you'd like.
  • Campaign actions are reflected immediately in the Linking Wizard interface. Then, the Linking Wizard queues campaign actions as soon as you click out of the Campaigns tab, change the account you are managing, or close the Wizard by clicking the Finish button. In some cases, the apparent status may not change until the Wizard is re-launched.

Linking campaigns

To link a campaign:

  1. From the Linking Wizard's Campaigns tab, select the campaign(s) you wish to link using the check-boxes next to the desired campaigns.
     
  2. Next click the Link button. lw11.jpg This will queue the selected campaign(s) to be linked.
     

Note: Only unlinked campaigns can be linked. Campaigns in other states cannot be linked.

unlinking campaigns

To unlink a campaign:

  1. From the Linking Wizard's Campaigns tab, select the campaign(s) you wish to link using the check-boxes next to the desired campaigns.
     
  2. Next click the Unlink button. lw12.jpg This will queue the selected campaign(s) to be unlinked.
     

NoteLinkedSyncing, and Invalid campaigns may be unlinked. Campaigns in other states cannot be unlinked.

Please note: When unlinking campaigns from MarinOne, you should always verify that the appropriate steps have been taken on the publisher side to discontinue conversion and revenue tracking of the unlinked campaigns within Marin. 

Syncing campaigns

Syncing individual campaigns cannot be done in the Linking Wizard at this time, but it can be done elsewhere in MarinOne. Simply exit the Linking Wizard, navigate to the primary Campaigns tab, select the campaign you would like to sync, and click the Sync button.  lw13.jpg   This will queue the  selected campaign(s) to be synced.

Note: All campaigns except for unlinked campaigns and campaigns linked to another platform account may be synced.

Within the Linking Wizard, on the Campaigns tab, you can also turn on or off the Auto-link new campaigns feature described in the How To Add A Publisher Account section above.

Closing the Linking Wizard

If your changes have been saved, there are three ways to close the Linking Wizard:
 

  1. Click the in the top-right of the Linking Wizard. lw14.jpg
     
  2. Click the Finish button in the bottom-right of the Linking Wizard. 
     

    lw15.jpg
     

  3. Or simply click off the Linking Wizard pane to return to the Publishers grid. 
     

Remember that you can access the Linking Wizard at any time by simply returning to the Publishers tab, then clicking the Add Button or Plus Sign ('+' icon)

In Marin Search

Launching the Linking Wizard

  1. First, you'll need to navigate to the platform's Linking Wizard. Start by clicking on the main Channels tab.
     
  2. Next click the Manage Accounts button. This will bring up the Linking Wizard, and you'll be ready to add your new publisher client account.
     

    lw16.png

Adding A Publisher Account

  1. Within the Linking Wizard, from the menu on the left, select the publisher account you'd like to add. 
     
  2. Fill in your Customer ID and an optional nickname for this account. Note: For Google accounts, you must be logged into the relevant account before attempting linking. 
     
  3. Click Linking Settings to select any advanced settings you may want. We recommend leaving all of these options checked. See our detailed documentation for more info on what each one means.
     

    lw17.png
     

  4. Click Add Account.
     
  5. You'll be redirected to an account authentication page (for Google or Microsoft). Follow the on-screen prompts to allow access for the Marin platform.
  6. You're done! The Platform will begin to sync your campaigns based on your settings. Wasn't that easy? 

    One last note: Depending on the size of your campaigns, the number of keywords, etc., it can take a while to sync your new account. 

Editing Publisher Accounts

You can make changes to any of your PCAs at any time via the Linking Wizard. To do so, follow these steps:
 

  1. Go to the main Channels tab.
     
  2. Click Manage Accounts to open the Linking Wizard.
     
  3. Select one of your existing accounts.
     

From here, you can edit any of the following settings:
 

  • Nickname
  • Access permissions
  • Download frequency
     

Note that you will not be able to edit timezone, currency, custom ID or authorization credential settings. 

Unlinking Publisher Accounts

There may be times when you want to remove a publisher account from the Platform altogether. This is easy too; however please bear in mind that once you have removed an account, all historic data will also be deleted and cannot be retrieved. In other words, make sure you're 100% certain before you follow these steps:
 

  1. Go to the main Channels tab.
     
  2. Click Manage Accounts to open the Linking Wizard.
     
  3. Select one of your existing accounts.
     
  4. Click the Unlink button to remove the account and its relevant data.
     
Once you have unlinked an account from the Platform, you cannot retrieve any historical cost or revenue data -- so be careful. 

Reverifying Publisher Accounts

  • For Google and Microsoft accounts that are linked with OAuth: 
    If the platform detects that it is unable to communicate with the publisher, it will mark the account as invalid or show a sync error. To re-authenticate and re-establish this connection, a re-verify button will appear in the lower-right of the Edit pane (just above the Finished button). When clicked, you will be taken back through the process to re-authorize the account.

Managing Campaigns

The Linking Wizard also allows you to manage your campaigns in a number of ways. From the Edit screen, there are a number of tabs visible above the Account Details area. To manage campaigns, simply click on the Campaigns tab. Once clicked, a list of your account campaigns will be retrieved from the publisher in real-time. This may take a few seconds.

Important Notes:

  • Campaigns have linking statuses. You can hover over the linking status icons in the grid of campaigns to get more information on the specific icon.
  • Filter campaigns by name by using the search bubble above the list of campaigns. This search is a non-case-sensitive string string match and does not support booleans.
  • You can take action on campaigns by clicking the check-box adjacent to your desired campaigns and clicking one of the three action buttons to the upper-right of the pane.
  • Campaigns that have been checked will be de-selected if the search value is changed or the pane sorted.
  • Shift-click to select several consecutive campaigns.
  • Campaign actions are reflected immediately in the Linking Wizard interface, though in reality the Linking Wizard queues campaign actions once your click out of the Campaigns tab, changes the account you are managing, or closes the Wizard by clicking the Finish button. In some cases, the apparent status may not change until the Wizard is re-launched.

Linking Campaigns

  1. To link a campaign, first select the campaign(s) you wish to link.
  2. Next click the Link button to queue selected campaigns to be linked.

Note: Only unlinked campaigns can be linked. Campaigns in other states can not be linked.

For Pro Users: Linking specific campaigns is not available by default. Only the Account team can enable this configuration if required.

Unlinking Campaigns

  1. To unlink a campaign, select the campaign(s) you wish to unlink.
  2. Next click the Unlink button to queue selected campaigns to be unlinked.

NoteLinkedSyncing and Invalid campaigns may be unlinked. Campaigns in other states cannot be unlinked.

Please note: When unlinking campaigns from the Marin platform, you should always verify that the appropriate steps have been taken on the publisher side to discontinue conversion and revenue tracking of the unlinked campaigns within Marin. If you need assistance, please reach out to your Marin platform representative.

Syncing Campaigns

  1. To sync a campaign, select the campaign(s) you wish to sync.
  2. Next click the Sync button to queue selected campaigns to be synced.

Note: All campaigns except for unlinked campaigns and campaigns linked to another platform account may be synced.

On the Campaigns grid, you can also turn on or off the Auto-link new campaigns feature described in the How to add a publisher account section above.

Closing The Linking Wizard

To close the linking wizard, simply click the Finished button.

Remember that your account and campaign settings can be updated at any time by simply returning to the Channels tab, then clicking the Manage Accounts button.

 

 

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