Onboarding Status: Progress Indicators

BuyerBridge allows you to easily 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 in several ways:

  1. Main onboarding screen: https://app.buyerbridge.io/onboarding-status
    This shows all clients across your agency that are in onboarding.
  2. 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 client's 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 client's website.

  • Pending
  • Completed: GTM container successfully installed!

TOS Acceptance

This status indicates if the 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 have been accepted!

Payment Method

This status indicates if the 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.