Getting started & onboarding

Essential Requirements: Before Connecting the Platform

We have designed our onboarding to be as simple as possible, automatically creating many of the Meta assets you need. However, there are two fundamental requirements that you must have ready, as the platform cannot create them for you:

Captura de pantalla de la sección de Requisitos Previos de la aplicación MarkettAI. Se muestra un listado visual de los requisitos de Meta (Cuenta de Anuncios, Business Manager, Píxel y Pago) con iconos verdes/rojos indicando el estado de verificación de cada activo, animando al usuario a completar los faltantes. Foco en la interfaz de la aplicación asistiendo al usuario en la creación de activos de Meta.

What You MUST have Ready (Non-Negotiable Requirements)

  • 🔒 Personal Meta Account: You need an active personal Facebook/Meta account to log in and authenticate access to MarkettAI. (MarkettAI never accesses your personal profile).
  • ⚠️ Conversion Website or Landing Page: You must have your own website or landing page where you will receive your potential clients. Although the platform allows you to register, you will not be able to launch campaigns that redirect to your website if this requirement is not complete.

Assets that MarkettAI Helps You Create and Configure

If you are missing any of these assets, don't worry! The MarkettAI wizard will guide you or create them automatically for you during the 5-minute onboarding:

  • ⚙️ Business Manager and Ad Accounts: If you do not have a Business Manager created, MarkettAI will create one or assign you an Ad Account to start operating.
  • 💳 Payment Method: If your Meta Ads account does not have an active payment method, you will be redirected to a tab to quickly set it up and return to the MarkettAI flow.
  • 🛠️ Meta Pixel: We will provide you with the exact instructions to install the Pixel manually on your website.
Soft Conversion Lock: The MarkettAI AI requires sales data (Pixel) to operate the BOOST Engine. As long as the Pixel is not installed, the system will only allow you to launch Lead Generation (Forms) campaigns.
Captura de pantalla de la sección de Requisitos Previos de la aplicación MarkettAI. Se muestra un listado visual de los requisitos de Meta (Cuenta de Anuncios, Business Manager, Píxel y Pago) con iconos verdes/rojos indicando el estado de verificación de cada activo, animando al usuario a completar los faltantes. Foco en la interfaz de la aplicación asistiendo al usuario en la creación de activos de Meta.

Next Step: Complete Onboarding Guide

Once you have verified these requirements, you can start with the Assisted Onboarding Guide in the next page, where you will see step-by-step how to navigate the setup process inside the application.