New Client Onboarding

In a new client relationship, taking the time to get to know each other is crucial. We believe strong client relationship can lead to increased satisfaction, loyalty, and long-term success for both parties. Let us know you. 

A brand guide outlines the visual and messaging elements of your credit union, including its personality, tone of voice, and overall style. Include all of your brand’s logo, colors, typography, and other visual elements.

YMC’s team of experts can monitor and optimize your website, social media, email marketing, and digital advertising campaigns. To ensure data-driven decisions that enhance results and growth, please help us with digital credentials for your credit union.

Marketing collateral is a crucial aspect of shaping your brand image and influencing customer behavior. As a result, we request that you provide us with a list of collateral you are currently using in your marketing efforts.

At Your Marketing Co., we have a team of experts who are well-versed in managing digital advertising campaigns for credit unions. By continuously monitoring and analyzing the performance of your campaigns, we can make data-driven decisions to optimize your result and help you grow your credit union.

Digital Contract

We strongly recommend that our clients sign a digital advertising contract. However, we understand that you may not be ready to commit at this time. We want to assure you that signing the contract does not obligate you to use our services for your digital advertising needs. Instead, it simply provides a framework for our potential partnership and makes it easy for you to engage our services in the future should you decide to work with us.

Digital Advertising Credentials

We kindly ask that you invite us to your digital advertising Google accounts and platforms (Google Ads, Google Search Console, etc.) using the email address ymcdigital@gmail.com. Once we have the necessary access, we can begin setting up and managing your campaigns. For all other logins that are not a Google product, please create one for us at digital@yourmarketingco.com.

To give YMC access to your Google Ads, Analytics, Tag Manager, Search Console account, you will need to follow these steps:

  1. Sign in to your:
    Google Ads account at ads.google.com
    Google Analytics account at analytics.google.com
    Google Search Console account at search.google.com
    Google Tag Manager account at tagmanager.google.com
  2. For Google Ads: Click the “Tools & settings” icon in the upper right-hand corner of the page, and select “Access and Security” from the dropdown menu.
    For Google Analytics: Click “Admin”, click “Access Management”, and in the Account/Properties permissions list, click the blue + button
    For Google Search Console: Click on “Settings”, click on “Users and permissions”
    For Google Tag Manager: Click “Admin”, in the Account column, select “User Management”, and click the blue + button
  3. Click on the “Invite other users” button.
  4. In the “Email” field, enter ymcdigital@gmail.com to give us access to the account.
  5. Select the “Admin” level of access from the dropdown menu.
  6. Click “Send invitation.”

YMC will receive an email invitation to access your Google account. We will need to accept the invitation and sign in to our own Google account to access your account. Once we have accepted the invitation, we will be able to manage your campaigns on your behalf.

 

Google My Business Access

 

Bing Business Account Access

  • Go to the BingPlaces.com and sign in with your Microsoft account. 
  • Select the business you want to manage.
  • Click on the “Users” tab.
  • Add digital@yourmarketingco.com and select manager.

If you have any questions or concerns, please contact your Marketing Strategist or Bo McDonald.

Skip to content