When brands work with agencies to run lead gen campaigns, current lead access permission is a blocker for them. The agency owns the ad accounts, so they can access leads. But brands don't have access to agency-owned ad accounts, so they can't access leads.
To fix this issue, we've introduced the "Transfer leads access to Business Center" feature to clients. By transferring leads from an agency ad account to the Business Center, brands will be able to access leads.
The Lead Generation objective on Ads Manager is a solution for collecting leads through TikTok ads. The collected leads can be transferred into and managed by a Business Center as an asset.
This article explains how agencies can transfer their leads from ad accounts to the brand's Business Center (BC).
Features and Benefits
This solution ensures that only the brand has access to lead data (CSV, CRM Integration, Leads Center) instead of its agency, which is setting up Lead Generation campaigns for the brand through agency-owned ad accounts.
This solution allows the Agency advertiser (admin of the ad account) to transfer the Brand's lead access in Ads Manager to the brand client's own Business Center. Once the transfer is completed, the agency's access to the brand client's leads will also be removed.
This solution strengthens the Lead Generation objective as a secure solution for lead collection by ensuring that collected leads are only accessed by the brand.
Note:
The brand needs a regular or direct Business Center first to be able to use this solution.
Currently, only the admin role of a Business Center can download and manage the owned leads.
Actions that agencies can take: How to transfer lead access from the agency ad account to the brand's Business Center
1. Access transfer function.
Click Download Lead Data at the ad result level or instant form level.
The agency ad account that is transferring access to the brand Business Center will be able to access this entrance.
Note: Only the Admin user of the ad account will be able to access the leads and transfer function.
2. Click Transfer leads access permission to Business Center.
3. Enter the Business Center ID
Enter the Business Center ID that belongs to the brand to transfer lead access to the Business Center.
4. Confirm the access transfer.
After entering the Business Center ID and confirming it, the corresponding success status is displayed. Lead access has now been transferred to the brand.
Note: Once access is transferred, the agency ad account will NOT have access to the leads.
Actions that brands can take: How to access leads and CRM integration at Brand Business Center
Leads as Assets in Business Center
Once the access has been transferred, the brand Business Center will have access to the leads and will also be able to manage the users who can have access to the leads. The brand Business Center admin can view or edit the users who want to manage the leads.
2. Access the leads.
Click the top left Go to Leads Center icon to access the leads in Leads Center.
3. Download leads and access CRM integration.
Click Download.
Access "Leads Center" for downloading leads and accessing CRM integration
Note: LeadsBridge and Zapier will not be accessible as an integration methodology for Brands. Salesforce and Custom API will work.
4. Assign Leads access to members.
The brand Business Center admin can assign access to members of their team to access the leads (download, CRM, and Leads Center).
Visual product demos
To learn more about answers to frequently asked questions, refer to FAQs for transferring leads from agency ad account to the brand Business Center.