Granting Access To Google Ads Manager

Purpose: This SOP outlines the step-by-step process for clients to share their Google Ads Account ID with BuildUp Bookings so that we can send them a Manager Account (MCC) link request for account management.

Step 1: Explain the Purpose of Sharing the Google Ads Account ID #

• Inform the client why their Google Ads Account ID is needed.
  • Example explanation: “We need your 10-digit Google Ads Account ID to send you a link request from our Manager Account. This will allow us to manage your campaigns efficiently while you retain full control of your account.”

Step 2: Guide the Client on Locating Their Google Ads Account ID #

1. Ask the client to log into their Google Ads account at ads.google.com.
2. Once logged in, direct them to the top-right corner of the interface.
   • The Account ID is a 10-digit number displayed near the profile icon. It will look like this: 123-456-7890.

Step 3: Confirm the Correct Account ID #

• Request that the client double-check their Account ID to ensure they are providing the correct one.
  • Tip: Suggest they copy and paste the ID into the email or message to avoid errors.

Step 4: Client Shares the Account ID #

• Ask the client to send their Google Ads Account ID via email or a secure messaging platform (Basecamp).
  • Email template:

    Hi [Client’s Name],
    
    Please reply to this email with your 10-digit Google Ads Account ID so we can send you the MCC link request.
    
    Example format: 123-456-7890
    
    Let us know if you need help locating it!
    
    Thanks,  
    [Your Name]  
    

Step 5: Send the MCC Link Request #

1. Log into the BuildUp Bookings MCC account.
2. Go to “Tools & Settings” > Access and Security > Linked Accounts”.
3. Select “Send Link Request” and enter the client’s 10-digit Account ID.
4. Click “Send” to complete the request.

Step 6: Notify the Client to Accept the MCC Link Request #

• Inform the client that a link request has been sent to their account.
  • Email template:

    Hi [Client’s Name],
    
    We’ve sent a link request from our Manager Account to your Google Ads account. Please follow these steps to accept the request:
    
    1. Log into your Google Ads account at [ads.google.com](https://ads.google.com).
    2. Navigate to **"Tools & Settings" > Access and Security > Managers"**.
    3. Find the request from "BuildUp Bookings" and click **"Approve"**.
    
    Once approved, we’ll have the access needed to begin optimizing your campaigns.
    
    Let us know if you encounter any issues!
    
    Thanks,  
    [Your Name]  
    

Step 7: Verify the Link in MCC #

1. After the client approves the request, confirm that their account appears in your MCC dashboard.
2. Check the access level to ensure it matches the requested permissions.

Step 8: Provide Confirmation to the Client #

• Notify the client that their account is successfully linked.
  • Example:

    Hi [Client’s Name],
    
    Thank you for approving the link request! Your Google Ads account is now connected to our Manager Account. We’ll begin optimizing your campaigns right away.
    
    Feel free to reach out with any questions!
    
    Best regards,  
    [Your Name]  
    

Additional Notes: #

• If the client experiences difficulties locating their Account ID or approving the link request, schedule a quick screen-sharing session to guide them.
• Remind the client they retain full control of their account, including the ability to remove access at any time.