How to Share Instagram Access with Your Agency

Published August 1, 2018
There are a lot of reasons why you might want to share access to your company's Instagram account with your digital marketing agency.
  1. You want your agency to run ads for your business on Instagram.
  2. You'd like your agency to boost some of your Instagram posts to achieve specific marketing objectives.
  3. You want your agency to create content and post directly to your feed.
Instagram advertising is handled through Facebook Ads. So, you can achieve the first two objectives by sharing access through Facebook Business Manager. In the third case, you will need to share your company's Instagram account password with your agency or else give them access through a third-party tool like Hootsuite or Buffer.
We've put together this blog post to walk through the steps in each scenario and provided screen shots to make it easy to follow. So, if you are ready to begin sharing Instagram access with your agency, but haven't known how to get started, you've found the right resource. 

Link with Your Facebook Page

First, you need to link your business Instagram account with a Facebook Page that you manage - presumably the Page for the same business that the Instagram account represents. You can do this from the Instagram app on your phone, as described in this Instagram help article. Here's how I linked the Megalytic Instagram account to our Page.


Link Instagram with a Facebook Page


Configure Your Facebook Business Manager to Share Instagram

You use Facebook Business Manager to authorize your agency to advertise with your Instagram account. This includes running ads that use your Instagram account to represent your business and also boosting posts in your Instagram feed.

To start off, the Facebook Page that you have linked with your company Instagram account needs to be added to your Facebook Business Manager account. Check under Business Settings > Accounts > Pages. Here is how the Megalytic Page appears in our Facebook Business Manager:


Facebook Page Added to Business Manager


Next, you need to add your agency as a Partner in Facebook Business Manager. To do that, your agency needs to give you their Facebook Business Manager ID. They can find that ID in their Facebook Business Manager account under Business Settings > Business Info.

In this post, we are going to use an agency named Rare Karma as our example. Here's how Rare Karma looked up their Business Manager ID so that they could share it with Megalytic.


Finding Your Business Manager ID


Once Megalytic received the ID, they added Rare Karma as a partner from Business Settings > Partners.


Enter the Agency's Business Partner ID


Once you have set up your agency as a Partner in this manner, you go to Business Settings > Accounts > Pages and grant access to the Facebook Page that you have linked with your Instagram account. The image below shows us granting the "Page admin" role with full access, but you can choose a different role depending on what tasks you want your agency to perform on your behalf. The "Page advertiser" role is sufficient for advertising with your Instagram account and boosting posts.


Assign a Page Role to the Agency


Assign the Instagram Account and an Advertising Account to Your Agency

Continuing to work within Facebook Business Manager, you will now "assign assets" to your agency. The two assets that you need to assign are the Instagram account and a Facebook ad account. That will allow your agency to run Instagram ads using your ad account.

Open Business Settings > Users > Partners. Select the Partner (agency) that you just added. In our example, that is Rare Karma. Then, select Instagram Accounts and click Assign Assets.


Assign Instagram Account to Agency


You will get a dialog box for selecting Asset Types. Pick Instagram Accounts, and select the account you want to share with your agency. In our example that is the Megalytic Instagram account.


Select and Assign the Instagram Account


Next, you need to assign your ad account to your agency using a similar process. Under Business Settings > Users > Partners, select your agency. Then under Assigned Assets, select Ad Accounts and click Assign Assets.


Assign an Ad Account to Your Agency


You will then be presented with a list of the Ad Accounts in your Facebook Business Manager. Select the one that you want your agency to use for the Instagram ads and boosted posts.


Assign the Ad Account to Your Agency


How Your Agency Runs Ads for your Instagram

At this point, you have shared both an advertising account and your Instagram account with your agency. Now, your agency needs to take some action. In order to run ads, your agency needs to link up your Facebook ad account with your Instagram account on their end. To do that, they log in to their Facebook Business Manager and open Business Settings > Accounts > Instagram Accounts. Then, they select your Instagram account and click Assign Ad Accounts.


Agency Assigns and Ad Account to Instagram


Then they pick the ad account to use. Here, Megalytic's agency (Rare Karma) is adding the Megalytic Advertising account to our Instagram account within Rare Karma's Facebook Business Manager.


Assigning an Ad Account to an Instagram Account


Next, the agency needs to assign one of their employees to have access to your ad account. Here, you can see that Rare Karma has added "Jason Javastern" to Megalytic Advertising with the role "Ad account advertiser".


Adding a User to a Facebook Advertising Account


Now, when Jason logs in to the Rare Karma Facebook Business Manager, he can go to Ads Manager, select the Megalytic Advertising account, and create a new campaign to run one or more ads using the Megalytic Instagram account.


Creating an Ad in a Client Account


How Your Agency Can Boost Your Instagram Posts

To boost your Instagram posts, your agency needs to grant at least one of their employees access to the Facebook Page that is linked with the Instagram account. To do that, the agency would open Business Settings > Accounts > Pages and select your Facebook Page. Then, they would click Add People and select one of their users. Here, you can see that Rare Karma has granted Jason the "Page editor" role. Note that "Page advertiser" privileges are sufficient.


Assigning a User to the Facebook Page


Jason can now log in to Facebook, go to the Megalytic Page, and he will be able to boost Megalytic's Instagram posts.


Boost an Instagram Post


How Your Agency can Post to Your Instagram

In order to enable them to post with the Instagram app, you will need to share the password to your Instagram account with your agency. Some folks are reluctant to do that, but the only alternative is to use a third-party tool like Hootsuite or Buffer.

Assuming that you have shared the password with your agency, an agency employee ("Jason Javastern" in our example), can add your Instagram account to the Instagram app on his device. First, he opens Instagram and clicks on the gear icon to open settings.


Instagram App Settings


Next, he scrolls to the bottom and clicks on "Add Account".


Add Instagram Account to the App


Lastly, he enters the username and password for your business Instagram account (which you will need to share with your agency).


Adding Instagram Credentials


That's pretty much it! Jason (on behalf of your agency) can now post to your Instagram feed.


Instagram was designed as a single-user app. As it has moved into the business world, and become a staple of digital marketing, features have been added to make it easier for teams to work together on accounts. Since Facebook owns Instagram, they have made the decision to implement these team features using Facebook Business Manager and Facebook Pages. Team collaborations have been added first to the advertising features. Recently, Hootsuite and Buffer have taken advantage of new features in the Instagram API to enable multiple users to post to a single Instagram feed without having to share passwords. The Instagram app itself is not there yet. But, we expect that team collaboration features will be added to the core Instagram app at some point in the not too distant future.


When the client first came to you, you talked up the value of Google Analytics. You emphasized the importance of seeing where your traffic was coming from. You went on and on about how Google Analytics can show traffic sources to pinpoint whether people came from search, social media or a specific site referral, and how valuable this data was. You sold them on it, so much so that your client looked forward to receiving that first report, the magical day when they would finally understand where visitors were coming from.
But then the report came, and it looked like this:



It showed that 10% of your client’s traffic came from “(direct)/(none)”. What does this label mean? How do you explain Direct traffic to your client? Better yet, how do you explain “none”?
Let’s take a closer look at understanding Direct traffic in Google Analytics and how we can address it with clients.
Digital marketers spend a lot of time focused on PPC and SEO campaigns in order to drive desirable traffic to a website. The phrases we’re ranking for and bidding on get meticulous attention, so much so that we often forget about some of the other ways that visitors find us.

We put a tremendous amount of the effort we put into reviewing organic search data and PPC campaign performance in analytics. But how closely do we monitor referral reports?

If that’s not a channel you review regularly, you may be missing out on seeing traffic that is coming directly from links you’ve obtained around the web, local business listings, news mentions, and more. Many times, links are only considered as a means to an end, a metric that Google uses in determining how to rank sites in the SERPs (search engine results pages). But the fact is, many of a site’s links may be directly contributing to its traffic.

In this article, we’ll review how to look at referral reports in Google Analytics, and some of the many ways to use that data to better inform your web marketing decisions.


Remember how your mom told you not to stand too close to the television because it might hurt your eyes?

The same rules can apply to data. If you’re too close, you may miss the patterns and trends that are crucial to understanding your website’s performance. You can’t judge a site’s performance looking at data in the bubble of a single day, you must consider any day’s traffic compared to the days before and after.

Google Analytics makes it fairly easy to analyze trends over long periods of time. But it also allows you to stand right in front of that TV, to look at more granular levels of time, right down to the hour.
There’s a better way to get that close to the data, without burning your retinas. We’ll cover how to analyze traffic effectively in today’s post.