🧐Introduction
When we go to the tab "Ad Account", we see all the accounts that we have on all accounts. If you first select a specific account(s), then we will see the offices of the selected account. If there is no cabinet in the list, make sure that the social account has sufficient rights for this cabinet (Administrator rights must be set). Without Administrator rights, social accounts will not be displayed.
Let's divide the tab into 4 points and consider each of them:
Basic functions for working with the cabinet
Additional functions for easy sorting
Ad Account information
Statistics
Basic functions for working with the Ad Account
Tags - add a tag to the account, by which you can easily sort accounts later
Archive
Allows you to remove from visibility those accounts that you want to keep, but they are not needed in work.To archive an account, you must: select the account with a tick and click in the top menu Dolphin {Cloud} - "Archive".
Create ad - You can read how to do your first pour here.
3 dots
Attach bank card
After creating the FP, you need to link the cards to the advertising offices. This is very easy. Select the accounts that you want to process, using the checkboxes, go to the tab "Ad Account". Choose the accounts that you need, then "Three dots" and "Bind the card".В этом окне введите карту или список карт в таком формате: 1111222233334444;01/21;888;CARDHOLDER NAME;ZIP;VAT ID.
⚠️VAT ID (12 digit TIN of the card) - at the moment you can add for geo Ukraine billing.CARDHOLDER NAME;ZIP;VAT ID parameters are optional and not all can be entered. The main thing is to keep the sequence. ZIP is for American cards and can have 5 digits. This menu also contains the following parameters
Set ad accaunt currency - sets or changes the current cabinet currency
Set ad accaunt timezone - Read more.
Set ad accaunt countries - Changing the country of the cabinet often helps to solve some errors with non-binding cards
Set card as primary.
After entering the data, click "Continue" and you will be taken to "Data check".
⚠️Note pay attention to the "Parallel execution" and "Pause between Ad Account" sliders. This only works if you are linking cards to classrooms from different accounts with different proxies. If the cabinets are within one account, this functionality does not matter. Also, if you have, for example, 10 cards, but the cabinets for the binding of 100, you can assign the cards (on the left there are two choices). If sequentially, then the 10 cards will be tied in turn 10 times. The 1st card will be at 1, 11, 21, 31, 41 ... etc. cubicles, the 2nd card will be at 2, 12, 22, etc. If every N classrooms, the 1st card will be tied to N classrooms, the 2nd card will be tied to the next N classrooms. For example, a total of 100 classrooms, N is set to 12. For the first 12 classrooms the system will try to attach the 1st card, for classrooms from 13th to 25th the 2nd card, etc.
After selecting the desired data, click "Bind".
Delete cards
Deletes a card from the cabinet, if you have two or more cards, then after deleting the main card, the second attached card automatically becomes the main card
Transfer to prepaid - is an option to quickly and easily change the form of payment on the cabinets. The functionality doesn't trigger limits, doesn't change currency and country, but simply switches the cabinet to prepaid. For your convenience, we have added an indication of whether the cabinet is prepaid or not.
Ссылка на видео: https://cli.co/excf6N_
AD accounts payment/Cabinet payment - You can refill Prepaid accounts directly through Dolphin{cloud}, bypassing manual refill via FB. To do this, select the account you want to top up, then select a card, enter the amount and top up the account. In a few seconds the cabinet will be topped up and the account will continue to spin up.
Link to video: https://cli.co/tuquI91
Change billing country - Probably everyone has encountered a situation where the purchased FB account has already been pouring traffic and in the advertising account is selected Russia, or you opened your old account and also do not want to pay the VAT levy. This function will help you
Delete VAT/TAX ID UA - When you delete VAT ID, you switch from legal entity to physical person to return the hold. To use this feature you must have a cabinet with billing Ukraine and active social, then the request will be executed successfully. Also added column "VAT ID" on the level "Cabinets", which will show the presence of TIN on the cabinet and its absence when you delete it.
Unarchive - to remove an account from the archive, you must click "Filters" in the top menu, select "Show Archived", select the account with a check mark, click in the menu above "three dots" - "Unarchive".
Rename - changes the name of the selected cabinet(s)
Deactivate ad account - it will be useful to bypass some problems with advertising cabinets, which are encountered when working with them
❗️ Please note that if you deactivate an account that is shared on a social network, you will lose access to it both from the social network and from the account you were using.
The functionality works correctly only with personal native advertising accounts.Link to video: https://cli.co/FaIojno.
Create Pixel - Facebook Pixel allows you to divide your audience into groups and show ads to those who are really interested in them - website visitors.
Set of Cost Limit - You can set the number of cents you can deduct from the billing, and set the limit so that you can make it to the firstbill.
Share personal account - transfer private office to private office (transfer private office to another account, rascharka cabinet, how to transfer private office autoreg on trust account "king, social") are all the same concepts performed by one action.
Share personal account to BM - transfer of the PM (transferring the PM cabinet to another account, sharing the PM cabinet, how to transfer the PM cabinet to a trusted PM account "king, social" ) are all the same concepts performed by the same action.
Enable/disable notifications - these are exactly the notifications that come to the offices in ads manager
Verify account Risk Payment
Risk Payment (RP) is a blocking of the means of payment. This problem occurs after the card is linked. After the check on the payment, the card gets a ban. You can pass them in three specified ways. also there is a possibility of Parallel execution for several offices at once.
Is it possible to debit pre-authorization through our autopay? Yes, you can, just select the required item in Risk Payment.
Pre-authorization is card verification or hold verification.Apply automation rule
To manage, delete, enable and disable auto-rules, you need to click on "Rules" (if you already have them applied), then you will open a window where you can perform the actions described above.
Apply automation rules group - Allows you to apply or delete a group of rules on a cabinet.
Learn more about creating and adding auto-rules and auto-rules groups.
Additional functions for easy sorting
Filters - allows you to filter offices by statuses, account tags and the presence of linked cards. You can also choose to display archived offices and offices without active campaigns.
Only selected - when the slider is enabled, it shows only selected offices.
Columns setting - you can choose which metrics you want to display statistics by here
Update data from FB - you can also set the automatic update.
Sort stats by Date - helps you navigate by dates and improve accuracy of tracking by metrics.
Search by name or ID
Ad Account information
Basically all the data is clear to the user, let's dwell on the most frequently asked questions.
Ad Accaunt statuses
ACTIVE - account is fine
RISK_PAYMENT - more info
POLICY - any violation of Facebook policy
PENDING_CLOSURE - pending closure, for example: if you have closed the account via Facebook. You can read more about this in the Facebook documentation.
TOKEN_ERROR - You need to check your FB token. How to update the token in the Accounts tab. If there is this error, it will be on all tabs
UNSETTLED - this status means that there is no payment for the current account or the account has passed the risk paiment (card confirmation). If the first option - the status will be resolved if you pay the debt. If the second option - then after updating the statistics it will disappear and change to the current for the cabinet.
Ad Accaunt time zone - about this parameter is a little bit more detailed here.
Time of last statistic update - In the screenshot this 26 апреля, 13:12
AD Account prepaid or not - displays the status of the AD Account, you can make it prepaid manually
Changing the map to the main map - gives you the opportunity to change the map to an already added
The bar under the name of the Ad Accaunt - This is the status of moderation on the cabinets. Green - uprove, red - reject, yellow - under consideration, several different colors - different statuses.
Facebook API Log- Here you can see all the actions that have been carried out on the API with your cabinet. It also shows the errors and their causes or reasons for not filling ads on this cabinet.
Forced payment
This feature appears immediately when a payment is linked to the advertising office and is provided for manual payment, in case of
if the billing threshold has not been reached yet, but immediate payment is required to extend the limits in Business Manager,
or for a second attempt to write off the funds (if at the time of the next billing there were not enough / not enough funds on the payment).This function appears only after receiving the data on expenses for this advertising account.
If there are no expenses on this account, there will be no button.
For example:
0/8.12 USD - first billing Ad Accaunt
49.71 USD - daily limit Ad Accaunt
Here you can also see the trust indicator from FB. In total FB has 4 indicators - 0,1,2,3, where 0 is the weakest account and 3 is the top one. There is a help near this indicator in Dolphin, in it you will find the value of this or that Tier account.
Tier 0 - High risk.
Limits Limit of advertising account costs from 25$ to 50$. 1 advertising account per Business Manager is allowed.
Tier 1 - Medium/High Risk.
Limits Spend Limit in an advertising account from $50 to $250. Up to 3 x advertising accounts are allowed in a Business Manager.
Tier 2 - Low/Medium Risk.
Advertising Account Spending Limit restrictions from $250 to $5,000. The Advertising Account limit in Business Manager is no longer dependent on trust level.
Tier 3 - High Trust Level
There are no limitations in the Daily Spend Limit of an advertising account.There are no limitations in the advertising accounts in Business Manager. DSL (Daily Spend Limit) can be requested from $5000 and higher.When an advertising account has a trust level Tier 3, all advertisements are no longer checked by the system, but are submitted to a moderator (not the system checks, but a human).
Statistics
Here you will display the metrics that are listed on Facebook. or those that are in the columns setting. If you do not have the necessary metric and it is not in Facebook, then it can not be displayed here. Read more about problems and working with statistics.