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Onboarding With Lemon7


Welcome to Lemon7! To effectively manage and optimise your marketing channels, we require secure access to certain tools and platforms. Rest assured, we will treat your data and accounts with the highest level of confidentiality and follow industry best practices for cybersecurity.

Please follow the steps below to grant us the appropriate permissions. If at any point you have questions or encounter issues, feel free to contact Jen at [email protected]. You can also just click "I need more help on this one" and we will log what's missing on our end and jump on a call with you to solve any issues that crop up.

Your Company Name

Google Analytics Access

How to Provide Access 1. Sign in to your Google Analytics account. 2. Navigate to Admin at the bottom left of the screen. 3. Under the correct Account and Property, click Account Access Management or Property Access Management. 4. Click the + icon in the top right, then select Add users. 5. Enter our agency email address ([email protected]) 6. Tick the appropriate permissions (“Manage Users,” “Edit,” “Collaborate,” and “admin”). 7. Click Add to confirm.
Google Analytics Access

Google Ads Access

How to Provide Access

1. Sign in to your Google Ads account.
2. Click the Tools & Settings icon in the top-right corner, then select Access and security under “Setup.”
3. Select Managers, then click the + button.
4. Enter our Manager Account ID (Our ID is 415-086-6368).
5. Send the invitation.
6. Once we accept, you will see our Manager Account linked to your Google Ads.
Google Ads Access

Meta Business Suite

How to Provide Access 1. Go to business.facebook.com and open Business Settings. 2. In the left-hand menu, select Accounts (choose Pages, Ad Accounts, or Instagram Accounts as needed). 3. Choose Partners and click Add. 4. Enter our Business ID (120011375905128). Select the assets (Pages, ad accounts, Instagram accounts) you want to share. Assign the appropriate levels of access (e.g., “Manage Page,” “Create Ads”). Click Save.
Meta Business Suite

Email Marketing Tool

What We Need
- User or administrator permissions to manage campaigns, contacts, and automation.
How to Provide Access
1. Log into your email marketing platform.
2. Locate the Account Settings or User Management area.
3. Invite a new user by entering our agency email address. ([email protected])
4. Assign the appropriate permission level (Editor/Admin), so we can create, edit, and launch campaigns.
5. Send the invitation.
Email Marketing Tool

CRM

Examples: (HubSpot, Salesforce, Zoho) Not all companies use these, so just click N/A if it is not applicable.
What We Need
- Access to relevant pipelines, contact data, and reporting tools.
How to Provide Access
1.Open your CRM’s Settings or User Management area.
2.Create a new user and input our agency’s email address. ([email protected])
3.Assign permissions that allow us to view and manage leads, deals, or relevant reports.
4. Send the invitation. We will confirm once we have access.
CRM

Website Backend

(Examples: WordPress, Shopify, Magento)
What We Need
Editor or Administrator access to your website backend to implement landing pages, code updates, and track conversions.
How to Provide Access
1. Log into your website platform’s admin panel.
2. Navigate to Users or Settings (depending on your system).
3. Click Add New User (or equivalent).
4. Enter our agency’s email address. ([email protected])
5.Assign us as an administrator.
Website Backend

Google Tag Manager

1. Log in to your GTM account at tagmanager.google.com. 2. Select the relevant Account (top left) and then the Container for your website. 3. Go to Admin (top navigation bar next to “Workspace”). 4. Under Account or Container, choose User Management. 5. Click the + (plus icon) to add a New User. Enter our agency’s email address ([email protected]) 6. Set Permissions as follows: Account Permissions: Admin Container Permissions: We often need at least Edit and Publish rights so we can create and deploy tags. 7. Click Invite. Our team will then receive an email to accept the invitation.
Google Tag Manager

Can you share a link to your brand assets and any creatives you already have created for the brand? (logo, branding etc) Eg. We transfer, Google Drive, One Drive etc.

Need to Share Any Additional Information With Us?

If you need to share passwords we would recommend you do so in a secure manner. If you use LastPass to manage your passwords, we use this tool and you can simply share a password with [email protected] or alternatively using a tool like https://onetimesecret.com/ will allow you to send a password to us securely.

What's Next?

When you click submit below, you will be redirected to book in your kickoff meeting. There's a 4 day gap between clicking submit and the next available date, this is to allow us time to review your accounts and prepare for your kickoff meeting. We're looking forward to working with you!