Stephen is a builder of a Klipfolio partner account, which manages 10 clients. Also within Facebook business manager, Stephen has permission to access insights of his clients’ Facebook pages and ad accounts. He wants to build out a template Facebook dashboard in Klipfolio, which he then wants to import to his clients accounts and have it configured to show their specific Facebook data. What is the best practice to create such a template dashboard?

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Stephen is a builder of a Klipfolio partner account, which manages 10 clients. Also within Facebook business manager, Stephen has permission to access insights of his clients’ Facebook pages and ad accounts. He wants to build out a template Facebook dashboard in Klipfolio, which he then wants to import to his clients accounts and have it configured to show their specific Facebook data. What is the best practice to create such a template dashboard?

  • Create static datasources where Facebook page and ad account id are hard coded, create the template Klips using the static datasources, import the dashboard into a client account and reconfigure all the datasource to change the Facebook page and ad account ids after import
  • Don’t bother with importing a dashboard, build all the Klips that a specific client account needs individually
  • None of the above
  • Set the Facebook page and Facebook ad account id as company properties, create dynamic datasources which uses the company properties as variables, create the template Klips using the dynamic datasources and import the template dashboard into a client account

Correct Answer: Set the Facebook page and Facebook ad account id as company properties, create dynamic datasources which uses the company properties as variables, create the template Klips using the dynamic datasources and import the template dashboard into a client account

Stephen is a builder of a Klipfolio partner account, which manages 10 clients. Also within Facebook business manager, Stephen has permission to access insights of his clients’ Facebook pages and ad accounts. He wants to build out a template Facebook dashboard in Klipfolio, which he then wants to import to his clients accounts and have it configured to show their specific Facebook data. What is the best practice to create such a template dashboard?

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