TWITTER (X)

Get set up and ready to go on X.

In order to create a Twitter Ads account, your Twitter account must comply with our rules and policies. 

 

  1. Go to Twitter.com.
  2. Log in to the account that you want to promote Tweets from. This is the handle that your Twitter Ads account will be created for.
  3. Once logged in, go to ads.twitter.com.
  4. Select your country and time zone. Select the country whose currency you’d like to be billed in, and the time zone you’d like your campaign results to show up in. You cannot change these values once you’ve created your account.
  5. You’ll be brought to the campaign setup form or Twitter Promote Mode setup, depending on your choice at step 4.
  6. Enter your billing information to complete your ads account and start your campaign.

When you create an ads account, your handle will be an account administrator by default. You can grant and edit other users permissions with this access level. 

  1. Log into your ads.twitter.com.
  2. In the top right corner, select the name of your ads account and select “Edit access to account” from the drop-down menu.
  3. Once on the multi-user login screen of your ads account, you can choose “Add access” or “Edit access”.
  4. To add a user: 
    • Click “Add access”.
    • Enter their handle.
    • Choose the access level you want to grant them from the drop-down menu.
    • If you’re choosing Account administrator or Ads manager, you will also have the option to turn on “Can compose promotable Tweets”.
    • Click “Save changes”.
  5. To edit a current user:
    • Click “Edit access”.
    • Scroll to the handle of the user you want to edit.
    • Choose the new access level you’d like to grant them from the drop-down menu.
    • If you’re choosing Account administrator or Ads manager, you will also have the option to turn on “Can compose promotable Tweets”.
    • Click “Save changes”.

Set up billing

  1. Log in to ads.twitter.com.
  2. Click on your account name in the top-right corner.
  3. Select “Payment methods”* from the drop-down menu.
  4. Click “Add new funding source” in the top-right corner.
  5. Enter your card number, expiration date, CVV, billing address, and email address.
  6. Click “Proceed to confirmation” and confirm.
  7. Your card will go through an internal check.
  8. You’re all set! If your card is approved, it will appear as “Valid” in the “Payment methods” tab, and you’re ready to start your campaigns.

 

Switch billing to an existing card

  1. Go to ads.twitter.com and click on your account name in the top-right corner.
  2. Select “Payment Methods” from the drop-down menu. You’ll be taken to the page where you can add, delete, and manage your card information.
  3. If the card you want to select has already been added, click on the credit card and click “Mark as default”. Your campaigns will now be billed to the card you selected.

 

Switch billing to a new card

  1. Click “Add new funding source” in your ads account and fill in the relevant card fields.
  2. Click “Make this card the active, default payment method”.
  3. Click “Proceed to confirmation” and confirm that the information you’ve entered is correct. 
  4. Click “Add this card” once you’ve verified the information.
  5. Your card will then go through an approval process. Once we’ve determined that the new card you’ve entered is valid, it will display the “Active Card” icon. 

 

Once this card is active, all your campaigns being billed will be switched over to the new, active card.

  1. Log into your ads account at ads.twitter.com
  2. Under “Tools,” select “Events Manager”
    • Not seeing a Tools tab in your account? This is likely because a credit card hasn’t been added to your account. Find how to add one here.
  3. If you have created a Pixel before you’ll be able to see the Twitter Pixel in the left column list and you can skip to step 6. 
    • If you have never created a Pixel on Twitter before, you will need to add an event source. In “Events Manager” click on “Add event source”. 
  4. This option is also accessible via the settings tab if you previously created a Pixel
    • You are now in the “Install pixel code” page. Here you have the option to deselect “Allow 1st-party cookies” if you choose. 
  5. Click the “Save event source” button to save your new Pixel. You will be brought to the “Events Manager” main screen.
    • Note: if you previously set up events using the Universal Website Tag or Single Event Tags, they will appear as events here. We do still recommend upgrading their pixel codeand enabling event parameters where relevant. 
  6. Next, you’ll need to create events to track actions across your website. Which actions to track may vary, depending on your goals. For example: an e-commerce company may want to implement “Add-to-Cart” and “Purchase” events while an automobile dealership may want to implement “Lead”.
    • Note: if you previously created a Single Event Tag, they will still appear in “Events Manager”. To re-use them and update the code, skip to the “Event Code Implementation” section. If you would like to create new events to replace any previously made Single Event Tags, continue to follow the steps below.
  7. Click the “Add events” button.
    • Note: Advertisers creating Twitter Pixel events for Dynamic product ads are required to add the following conversion events:
      1. Page View 
      2. Content View
      3. Add to Cart
      4. Purchase
  8. On the “Event Details” screen, enter a name for the event. From the Type dropdown, choose the type of action you would like to track. Click “Next”
  9. On the “Setup method” screen, you will be able to choose how you want to define your event. We recommend defining your event with code as this will provide you the most flexibility. For example, it allows you to send key information back via event parameters. Select “Define event with code” and click “Next”.
  10. In the “Event installation” screen, you can see three tabs at the top, which allow you to access the instructions for your preferred installation approach. More details on the Tag Manager installation is provide here and more details on Conversion API can be found here.

    When choosing to install the pixel code in your website code, you’ll be able to use the checkboxes to create a template of your event code pixel. Select the event parameters that you wish to use and the template pixel code will dynamically change below.  Hit “Save” to save your newly created event.

    Note: the parameter check boxes only serve to create a template of your event code. Checking the boxes will not automatically measure these event parameters. The code will need to be updated to dynamically pass values for the event parameters. More detail is provided in the implementation details below.
  11. Repeat steps 7 to 10 to create events for all the relevant actions you would like to track.
    • In almost all cases, a particular conversion type (i.e. Purchase or Download) should only be used once on your website. Creating several conversion events of the same conversion type leads to bifurcating of signal and will lead to an inefficient optimization setup.
    • Advertisers defining event code implementation for Dynamic Product Ads campaigns are required to select the following parameters 
      • Contents (choose this for all events)
      • Value (choose for Purchase event, it denotes purchase value)
      • Currency (choose for Purchase event, it denotes purchase currency)
      • Email (choose this for all events)

 

After doing the above, you will need to implement your newly created Pixel base code and event code in order to start tracking actions.

 

Click here for more info on installing tracking codes.

Click here for more info on configuring tracking codes with Google Tag Manager.

Let’s work together.