Add a platform to a link

Under the rows in Create link, choose Add a platform, pick the platform, switch on the row you need and fill in where the access goes. Your client then gives the access on that platform's own screen, with our steps beside it, and you confirm it on the client's page. What can be added right now is on the Integrations page.

Before you start

• Nothing to connect. These platforms are not on Connections: nobody signs in to them. The box asks where the access goes the first time you switch on a row, and saves it.
• Who can. Anyone in your agency can create a link and confirm what a client gave.
• Every row is marked Guided. Switched on, the row says Your client does this on the platform's own screen with our steps.

Steps

1. On Clients, choose Create link.
2. Under the Meta and Google rows, choose Add a platform and pick one: LinkedIn, Microsoft, Klaviyo or Apple. Its rows appear under the platform's own mark, with Remove beside the name.
3. Switch on the row you need and check its access level. The level shows the platform's own name for it.
4. The first time, fill in the fields under the row (see below). The next time they are already filled in.
5. Add Client name and a template as usual, and choose Create link.

A template remembers the platforms you added, so the next link starts with them.

What you type once

• LinkedIn Page and LinkedIn ad account: Profile address and Name on the profile of the person at your agency. LinkedIn gives access to a person. Your client searches for the name and checks the profile address.
• Microsoft Advertising account and Klaviyo account: an Access email. It starts as your own address. One address serves both, and a shared one, like access@youragency.com, keeps working when staff change.
• App Store Connect account: First name, Last name and Email. Apple invites a person by name and email, and the address does not have to be an Apple Account yet.

What you typed is saved for your agency. The next link shows it under Who receives it with Change, and you can edit it under Other platforms on Connections. Changing it changes your next links, not the ones you have sent. Your client sees it under Access goes to, marked as given by you.

Before you send the link

• LinkedIn Page: follow your client's Page first. LinkedIn only lets a Page add someone who follows it and is within three degrees of their connections.
• LinkedIn ad account: your client can only add someone who is their 1st, 2nd or 3rd-degree connection on LinkedIn.

What your client does

Each platform you added is a section of its own in the client's box, with three steps: Get ready, Give access and Done. The steps are in the platform's own words, with what you typed as text to copy. When your client has done them, they choose I've done this. More about the box is in what your client sees.

When it counts

Nothing can read these platforms for you yet, so your client's "done" alone does not finish the link. It becomes your move:

• LinkedIn adds the person at once. Check on LinkedIn that the access is there, then choose I have access on the client's page.
• Microsoft Advertising, Klaviyo and App Store Connect send an invitation to the address you typed. Accept it, then choose I've accepted it. Microsoft's invitation expires after 30 days, the link in Klaviyo's email after 24 hours, and Apple's after 3 days.
• If the access is not there, choose Not there yet: the row stays open.

If mail about clients is on for you, you get one mail when your client says something is done. The rest is in follow a client's progress.

If it did not work

• The platform is not in the list. It is switched off for new links right now, or it is already added to the box. The Integrations page lists what is available.
• Enter the field's name that receives the row's name. A field under a row is empty. Fill it in and choose Create link again.
• Enter a profile address, like https://www.linkedin.com/in/your-name. The value does not look like what the field asks for. An address pasted without https:// is accepted.
• A row's name, then is switched off for new links right now. Leave it out, or try again later. The platform was switched off after you opened the page. Remove it and create the link without it.