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Use a client-owned ad account dedicated to FloKit-managed campaigns. The customer retains ownership of its Business Portfolio, billing method, spending limit, Facebook Page, Instagram account, and Dataset or Pixel. Authorize the connection through FloKit and Meta. Keep access tokens out of chat and support messages.

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Copy this prompt

Complete Meta login, security challenges, and consent yourself. Never paste a Meta access token into a chat.

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Prepare the account

Have a Meta Business administrator confirm the intended App, account currency and time zone, payment method, account spending limit, daily campaign cap, and placements.
1

Select the customer's Business Portfolio

In Meta Business Settings, use the portfolio that owns the advertising assets. Create or confirm the dedicated client-owned ad account. Choose its currency and time zone carefully and retain customer administrator access.
2

Set billing controls

Add the customer’s payment method and the agreed account spending limit. Keep unrelated campaigns out of this dedicated account.
3

Choose the advertising identities

Confirm the exact Facebook Page. For Instagram delivery, use the intended Instagram Professional account linked to that Page. A Facebook-only setup does not require Instagram access.
4

Choose the Dataset or Pixel

Confirm the website Dataset for the Flow and its connection to the intended ad account. Check advertising access and measurement settings separately.
5

Share only the selected assets

Use the FloKit partner details displayed in the setup screen. Share the dedicated ad account, selected Page, Instagram account when used, and selected Dataset. Review the requested permissions before approving them.
6

Complete FloKit authorization

Return to the Meta connection in FloKit and select the same account and identities. Complete the authorization and account verification steps. When Instagram is selected, the connection requests instagram_basic; review that consent together with the selected account.Resolve any account or permission error before continuing. Contact FloKit with the safe error reference rather than supplying another account’s credentials or legal identity information.

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Before activation

Check the selected account, identities, measurement setup, destination, offer, and budget. Keep prepared campaigns paused until the activation approver authorizes live spending. Review the resulting delivery status after any action. The customer retains the ability to revoke partner access. Review live activity before doing so; revoking access is not a substitute for confirming that advertising has stopped. Continue with Meta Pixel and Conversions API setup.