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Franchise Advertising Onboarding Checklist

  • 250 views
  • October 20, 2025
  • Brittany West

Standard Advertising Onboarding Process

Here are the standard tasks required from new clients to ensure a smooth campaign launch:

  1. Fill out this intake form. We know some of these questions may seem redundant, but please answer them to the best of your ability.
  2. Give us access to accounts using this link
    • Facebook Page, Facebook Ad Account, Instagram Profile, and Meta Pixel
      • If you don’t already have a Facebook Ad Account, you’ll need to create one and give access via this link, or by adding CyberMark as a partner (ID: 10153479623514564). Click here for instructions to add CyberMark to your existing accounts if the link above doesn’t work.
    • Google Business Profile and Google Analytics (optional)
    • Google Ads: if you have never advertised on Google before, we can create an account  and grant you access to add your payment method.
    • Booking system/CRM/email software: anywhere you want us to send the leads generated by campaigns. Add ourapps@cybermark.com.
  1. Upload photos/videos. You will get a Google Drive link where they can drop any creative assets they want us to use.

 

Franchise adVANTAGE Onboarding Process

Complete these steps at the corporate level to eliminate the need for franchisees to complete the intake process above. You grant us access, we’ll handle the rest.

Step 1: Invite us to the brand Facebook Business Manager OR grant us Partner Access to accounts:

  • Add brittany@cybermark.com as an admin in the brand’s Facebook Business Manager. This allows us to set up ad accounts and permissions for locations. Read this article to learn how CyberMark works in branded Business Managers.
  • Alternatively, you can grant Partner access to pages, pixels, ad accounts, etc. to CyberMark via our ID: 10153479623514564. Click here for instructions.
  • Note: we recommend using a shared Meta pixel between all accounts to improve tracking accuracy and reduce inconsistencies between locations.

Step 2: Grant Google property access: Add ourapps@cybermark.com to the Google Business Profiles and any Google Analytics properties, or use this link to grant access so we can set up location extensions and website tracking.

Step 3: Grant access to any CRM systems the brand uses to ourapps@cybermark.com, or send us your availability for a short call between our technical teams to configure tracking. This ensures leads and sales data flow correctly into our reports.

Step 4: If the brand has approved offers, ad copy, or creative assets (photos or videos), please share those with us now. This helps keep everything consistent and saves time for the franchisees.

Once these items are in place, the only details we’ll need from each location are:

  • Monthly ad budget
  • Select their current offer or promotion
  • Target zip codes or service area
  • Photos or videos (if not already provided by the brand)

If you have questions about onboarding, please reach out to your CyberMark account manager or sales representative for assistance.

  • 22601 N 19th Ave #110 Phoenix, AZ 85027
  • support@cybermark.com

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