Copyable client message
Hi [client name], before campaign setup, please send the access and campaign details we need to avoid delays.
We need ad account access, billing or budget constraints, landing page URLs, conversion tracking access, creative assets, audience notes, offer details, brand restrictions, and approval rules.
Request checklist
| Area | Ask for |
|---|---|
| Accounts | Google Ads, Meta Ads, LinkedIn Ads, TikTok Ads, manager access |
| Budget | Monthly spend, pacing rules, campaign limits |
| Tracking | Pixel, Tag Manager, Analytics, conversions, offline events |
| Creative | Images, videos, copy, offers, landing pages |
| Audience | Target locations, exclusions, customer lists, personas |
| Approval | Review owner, compliance restrictions, launch approval |
Campaign readiness
Do not start with only the ad account. Paid media onboarding also depends on landing pages, tracking, creative availability, and approval speed.
Portal upgrade
A Kicklayer portal keeps the campaign launch request in one place, so missing tracking access or creative files do not surface at the last minute.
Client-ready request
A version you can paste into an email, Slack thread, or Kicklayer portal.
Hi [client name], please send the paid media onboarding details: ad account access, billing owner, landing pages, conversion tracking, creative assets, offer details, budget range, approval process, brand restrictions, and any campaigns or audiences we should review first.
How to structure the request
Break the ask into fields a client can answer cleanly, rather than a single vague upload request.
Ad account
Required access
Request the correct Google Ads, Meta, LinkedIn, TikTok, or platform account.
Tracking
Required access
Collect Tag Manager, pixel, analytics, conversion, and event setup details.
Landing pages
Required url
Ask for final URLs, draft pages, forms, thank-you pages, and offer pages.
Creative
Required file
Request logos, images, video, copy, claims, disclaimers, and brand rules.
Approval
Required approval
Name who approves budgets, ad copy, creative, tracking, and campaign launch.
Client request breakdown
These are the asks that make the request specific enough for the client to complete without a follow-up loop.
Account
Invite [agency email] to each advertising account.
Campaign review requires access to real settings and history.
Budget
Confirm monthly budget, test budget, and spending limits.
Budget controls affect campaign structure.
Tracking
Share conversion events, pixels, Tag Manager, and analytics access.
Paid campaigns need measurement before launch.
Creative
Send approved images, video, copy, disclaimers, and offer details.
Creative approval is a common launch blocker.
Compliance
List prohibited claims, regulated terms, or legal review rules.
This prevents avoidable ad disapprovals.
Make the request easier to complete
Small wording choices change whether a client sends useful material or another incomplete reply.
Do
- Collect billing ownership and account access separately.
- Ask for tracking before campaign buildout.
- Get creative approvals in writing before launch.
- Document claim restrictions and regulated language early.
Avoid
- Start campaign setup before conversion events are confirmed.
- Assume access to one platform means access to pixels or analytics.
- Use old creative without confirming it is still approved.
- Let budget approval live only in a phone call.
When the checklist becomes a portal
The same request becomes more reliable when every field has an owner, a status, and a place to submit it.
Ad access, tracking, creative, budget, and approval requests live in one place.
Clients can see exactly what still blocks launch.
Your team can keep regulated claims and disclaimers attached to the workflow.
Practical questions
What should paid media onboarding collect?
Collect ad account access, billing owner, budgets, landing pages, conversion tracking, creative assets, offers, compliance rules, and launch approvals.
Should I request billing access?
Clarify who owns billing and spending authority. You may not need billing access, but you do need to know who can resolve payment issues.
When should tracking be set up?
Before launch. Campaign performance cannot be judged cleanly if conversion events are created after traffic starts.