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Home > English > Marin University > Marin On-Demand > Training: Linking Your Accounts to the Platform

Training: Linking Your Accounts to the Platform

What You'll Learn  

In this training article, we'll show you how to:
 

  • Link a new publisher account (for Google, Microsoft etc.) to the Marin platform so that you can manage your campaigns quickly and easily. 

    Note: For Facebook accounts, please reach out to your Platform representative so they can assist you in first setting up your Marin Social account.
  • Link new campaigns within a new publisher account. 
     
  • Understand the Marin MCC (My Client Center) and the benefits of linking to it. 
     
  • Make changes to your linked publisher accounts in the future when necessary. 
     
A publisher client account (PCA) is an online advertising account. This article explains how to add Google and Microsoft accounts. 

What is Account Linking?


In order to use the Marin Platform to manage your campaigns, you'll first need to link your publisher accounts. These accounts can include Google, Microsoft, and more. Once linked, the Marin platform will automatically sync changes to and from the publisher so that you'll never need to use the publisher's interface. This is especially handy if you have thousands of keywords to manage. 

You also have the option to link your accounts to the Marin MCC (My Client Center), which will give our Support teams quicker access to your account so we can help resolve any issues more quickly. 

Note:  Google MCC parent accounts cannot be linked at this time. Child accounts will need to be entered one-at-a-time.

To begin adding, removing or editing accounts, you'll need to use the Platform's Linking Wizard. Please watch the video and read the steps below to learn more. 

How To


In this section, we'll give you step-by-step written instructions on how to manage your publisher accounts in the Platform.

How to add a publisher account

Just follow these simple steps to link a new publisher client account:
 

  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.

     
    Screen Shot 2015-07-10 at 7.49.34 PM.png

     
  3. From the menu on the left, select the publisher account you'd like to add. 
     
  4. 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. 
     
  5. 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.

     
    Screen Shot 2015-07-10 at 7.50.37 PM.png

     
  6. Click Add Account.
     
  7. 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.
  8. 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. 
 

How to edit a publisher account

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. 

How to unlink a publisher account

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. 
 


Try it Yourself


Want to give account linking a try before doing it for real? You can use the interactive section below to do just that. Don't worry, this isn't a live demonstration and your results won't be recorded. 


 

 Want To Know More?


If you still have questions about publisher account linking, here are some options for you to consider...
 

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