DigitalseroD
Digitalsero

Clients can now create Meta assets during onboarding

Some clients arrive at your access request without a Business Manager, an ad account, a page, a pixel or a product catalog. Until now that meant stopping the onboarding, sending them off to Meta with instructions, and hoping they came back.

They can now create what is missing without leaving the flow. When a client reaches a Meta step and has nothing to share, they get a Create option right in the asset picker. It walks them through creating a Business Manager, an ad account (on its own or together with a new Business Manager), a page, a pixel or a product catalog. The new asset is selected automatically and the client continues straight to granting you access.

One detail: the ad account step checks the payment method but does not block the client if it is not set yet, so you can sort that out together later.

Meta Assets Creation is included on the Pro and Enterprise plans. You can check yours on the Plans page.

new feature

Alex Mansour
Published by Alex Mansour