MARKETING ONBOARDING

COMPANY PROFILE

Company Name:

Website URL:

http://

Primary Contact Name:

First Name

Last Name

Email:

Phone:

(###)

###

####

Preferred Method of Contact:

WEBSITE & HOSTING ACCESS

Website Platform:

Website Admin URL:

Hosting Provider:

Hosting Login URL:

Username:

Password:

Domain Registrar:

Domain Login URL:

Username:

Password:

SOCIAL MEDIA ACCOUNTS

We need access to manage, optimize, and run ads effectively.

Facebook Page URL:

Facebook Login Email:

Facebook Login Password:

How to Grant Access to Facebook:

1. Go to your Facebook Business Page → Settings → Page Roles. 2. Enter alexis@lexidesign.com and assign "Admin" access.

Instagram Handle:

Instagram Login Email:

Instagram Login Password:

How to Grant Access to Instagram:

1. Connect Instagram to Meta Business Manager (see Facebook access). 2. Ensure your account is set as a Professional/Business Account.

TikTok Username:

TikToc Login Email:

TikToc Login Password:

How to Grant Access to TikToc:

Go to Settings & Privacy → Business Suite → Invite Team Member.

Twitter (X) Handle:

Twitter (X) Login Email:

Twitter (X) Login Password:

How to Grant Access to Twitter (X)

Twitter does not have built-in team access. Please provide login credentials.

YouTube Channel Link:

YouTube Channel Login Email:

YouTube Channel Login Password:

How to Grant Access to YouTube Channel:

1. Go to YouTube Studio → Settings → Permissions. 2. Invite alexis@lexidesign.com with Manager access

Pinterest Handle:

Pinterest Login Email:

Pinterest Login Password:

How to Grant Access to Pinterest:

Go to Business Hub → Account Settings → Permissions → Invite.

Linktree URL:

Linktree Login Email:

Linktree Login Password:

EMAIL MARKETING & NEWSLETTERS

We need access to manage and send email campaigns efficiently.

Newsletter Platform:

Username:

Password:

How to Grant Access to Bing

1. Sign in at Bing Places. 2. Go to Users → Invite alexis@lexidesign.com.

GOOGLE MY BUSINESS, APPLE BUSINESS CONNECT, AND BING BUSINESS

Google My Business URL:

Primary Google My Business Account Email:

Google My Business Password:

How to Grant Access to Google My Business:

1. Sign in at Google My Business. 2. Click Manage Locations → Users → Add alexis@lexidesign.com as a Manager.

Apple Business Connect URL:

Apple ID Email:

Apple ID Password:

How to Grant Access to Apple Business Connect:

1. Sign in at Apple Business Connect. 2. Click Users → Invite User.

Bing Places URL:

Bing Primary Account Email:

Bing Password:

SOCIAL MEDIA ADVERTISING (META, GOOGLE, TIKTOK, PINTEREST, ETC.)

To run and optimize paid advertising campaigns on your behalf.

Meta Business Manager (Facebook & Instagram Ads) Login URL:

Meta Business Manager ID:

How to Grant Access to Meta Business Manager:

1. Sign in at Meta Business Manager. 2. Go to Business Settings → People → Invite alexis@lexidesign.com as an Admin.

Google Ads Login URL:

Google Ads Account ID:

How to Grant Access to Google Ads:

1. Sign in at Google Ads. 2. Click Tools & Settings → Access & Security → Invite alexis@lexidesign.com.

ADDITIONAL NOTES & ACCESS

Is there anything else we need to know about your accounts or setup?

Thank you for completing this form! Once we receive all credentials and access permissions, we’ll start optimizing your marketing efforts immediately.

Welcome to Spa Social! To ensure a smooth transition and effective marketing management, please complete the following form with all necessary credentials and access permissions. If you have any questions or concerns about security, let us know so we can provide alternative solutions.