Setting Up Clients in UpHex (ONLY FOR THOSE WHO AREN'T USING GoHighLevel)
This guide is for users who do not use GoHighLevel or do not plan to use it with UpHex. If you are a GoHighLevel user, please refer to the guide for connecting UpHex to GoHighLevel.
Step 1: Create a Client
Log in to your UpHex account and go to My Clients.
Click Create Client.
Enter the client's business name.
Step 2: Connect Client Assets
This will take you to the Integrations tab.
For Facebook:
Select the ad account and Facebook page you want to use for the client's Facebook ads.
Click Save.
For Google:
Select the Google Ads account you want to use for the client's Google ads.
Click Save.
Important Notes on Asset Access:
The accounts listed in the Integrations tab are pulled from the agency account you connected when setting up your UpHex account.
If you need to gain access to a client's ad account, you can request partner access. For instructions on how to do this in Facebook, search for "partner access" in the UpHex support resources.
Step 3: Check for Account Issues
Go to the Dashboard for the client.
UpHex will automatically detect any issues that might prevent you from launching ads.
If there are issues, UpHex will provide a direct link to the location where you can fix them.
Once you have resolved an issue, refresh the dashboard to update the status.
Step 4: Launch Ads
Once you have connected the client's assets and resolved any account issues, you are ready to launch ads for them.
If you have any questions, please don't hesitate to contact UpHex support.