HOW-TO DOCUMENTS

CLIENT RESOURCES

Understanding Your Client Portal

Understanding Self-Promotion Campaign KPIs

Using NoteShred

Understanding Funded Ad Campaign KPIs

ONLINE ACCESS

Many of our digital accounts use our primary business name Riley & You. You may be asked to grant access to either Riley & You or AffluentBridgeâ„¢, depending on the platform.

META

Grant Access to Your Meta Ad Account

Grant Access to Meta Business Account

Accept Facebook Page Access Request

Increase Meta Access to Page Management

Alternative Process to Grant Access to Meta

OTHER

Grant Access to a Yelp Account

GOOGLE

Grant Access to a Google Business Profile

Verify Your Business on Google Ads

Grant Admin Access to a Google Analytics Account

Grant Viewer Access to Google Analytics

LINKEDIN

Grant Admin Access to a LinkedIn Page

Grant Advertising Access to a LinkedIn Page

Sharing a Job Posting on LinkedIn

BILLING FAQ

INVOICING

Remit Payment

Accessing Your Invoice Archive

Understanding Your Invoice

CO-OP FUNDS

Monitoring Your GE Co-op Funds

Monthly Co-op Reports

MASTERMIND GROUPS & TRAINING PLATFORM

Setting Up Your Profile

Posting In Your Group