Onboarding Status: Progress Indicators – BuyerBridge

BuyerBridge allows you to easy see the steps needed to onboard a new client details so you can help onboard clients quickly.

The Onboarding Status page allows an agency or end user the ability to see exactly where their account is during the onboarding and setup process.

You can view the onboarding details several way:

Main onboarding screen: https://app.buyerbridge.io/onboarding-status
This shows all clients across your agency that are in onboarding.
Client Page of a single client

Page Access

This status indicates if the Agency Business Manager has Page Access with publishing or admin right for the clients Facebook page.

Pending: Page access has been requested and needs to be approved by the page owner associated with this client.
Completed: Page access has been successfully granted!

Inventory

This status indicates if BuyerBridge is receiving inventory from the clients feed provider.

Pending: Inventory request has been sent to the feed provider and needs to be completed.
Completed: Inventory has been received and processed!

Marketplace

This status indicates if BuyerBridge is positing to Marketplace. Note: Facebook Page Access must be granted and Inventory must be received by BuyerBridge before the system will try to publish to Facebook Marketplace.

Pending: Marketplace is waiting on Page Access to complete.
Pending: Marketplace is waiting on Page Access & Inventory to complete.
Completed: Marketplace catalog has been successfully processed by Facebook. There a many reasons why vehicles may have been excluded so check your listings thoroughly.

Product Catalog

This status indicates if BuyerBridge has created and publishing a Facebook DPA (Dynamic Products Ads) Catalog.

Pending:
Completed: Facebook product catalog has been successfully created!

Auto Catalog

This status indicates if BuyerBridge has created and publishing a Facebook AIA (Automotive Inventory Ads) Catalog.

Pending:
Completed: Facebook auto catalog has been successfully created!

GTM

This status indicates if the BuyerBridge Google Tag Manager script has been installed and detected on the clients website.

Pending:
Completed: GTM container successfully installed!

TOS Acceptance

This status indicates if client has accepted Facebook Terms of Service (TOS) on their Ad Account.

Pending: TOS Acceptance is waiting on Page Access to complete.
Completed: Custom audience terms of service has been accepted!

Payment Method

This status indicates if client has entered a Payment Method for their ads. Note: TOS must be complete for BuyerBridge to check this status.

Pending: Payment Method is waiting on GTM & TOS Acceptance to complete.
Completed: Facebook ad account billing has been successfully configured!

Ad Campaigns

This status indicates if BuyerBridge has created the Ad Campaigns needed to run Facebook Automotive Inventory Ads.

Pending: Ad Campaigns is waiting on GTM, TOS Acceptance & Payment Method to complete.
Completed: All ad campaigns have been successfully created within Facebook.