Audit Account Setup

Show your clients what you can unlock with AdBeacon as your secret weapon!

AdBeacon is a first-party data optimization and attribution platform designed to provide advanced tools for media buyers and agencies, helping them scale eCommerce brands, streamline their tech stacks, and boost productivity. This guide will take you through setting up an AdBeacon audit account, integrating Shopify, and setting up attribution across various ad platforms.

The audit account serves three main purposes:

Onboarding Highlights

Data-Centric Client Onboarding: Highlights potential savings and opportunities for optimizing ad spend by analyzing key metrics, such as new vs. returning customer data and lifetime value (LTV).

Set-Up & Tracking

Platform Setup and Tracking Initiation: Ensures that tracking begins immediately, providing a foundation for long-term, data-driven insights.

Client Excitement

Client Excitement: Showcases the advanced features that your agency uses to drive brand growth through data and performance insights.

Creating an Audit Only Account

Follow along with our CEO, Phoenix Ha as she walks you through step-by-step how to create an “audit-only” account for your new clients.

You can also use the step be step instructions below in three (fairly) simple steps!

Step 1: Granting Permissions - Shopify & Ad Accounts

Please ask your potential client to follow the instructions under STEP 1, send them this link: https://www.adbeacon.com/brand-set-up/

To get started here is what you will need:

1. Shopify Permissions

Collaborator Permissions: Grant the necessary permissions to your agency for managing the AdBeacon app in Shopify (the link will guide them on what permissions to grant you)

2. Ad Account Permissions

Meta
Google
Tiktok
Bing
Snapchat
Pinterest
Klaviyo

*if they want to begin tracking attribution data ASAP, get them in contact with us to add utm parameters.

Final Steps!

After setting up permissions and installing tracking scripts:

**Notify your agency partner** so they can confirm access and integration.

**Verify Attribution Tracking** Ensure that all UTM parameters are applied and that conversions are being tracked.

For additional information or further assistance, contact AdBeacon support.

This setup will help deliver a comprehensive, data-driven onboarding experience to clients, positioning your agency as a valuable partner in scaling their brand through performance insights.

Are You Ready to Upgrade Your Results?

Book your personal demo and experience what marketers around the world are talking about. Our experts will even help ensure all your integrations are set up flawlessly!