Client Onboarding & Platform Access

Start here

Getting started

Complete the sections in your scope. If you don't have an account yet, do Create first, then Grant access. Send the items below to your EPŌC point of contact.

01

Shopify

Grant EPŌC collaborator access

1. Log in to your Shopify admin.
2. Click Settings (bottom left).
3. Click Domains and copy your _____.myshopify.com URL.
4. Still in Settings, go to Users → Security.
5. Copy the 4-digit Collaborator request code.
6. Send both the URL and the code to us in our shared chat thread.

Install EPŌCOS

1. Go to connect.epoc.studio.
2. Click Install from Shopify.
3. Sign in to Shopify and select your store, if prompted.
4. Review the requested permissions and click Install.

02

Meta (Facebook & Instagram)

EPŌC Business Manager ID

Create a Business Manager — skip if you already have one

1. Go to business.facebook.com/overview and click Create an Account.
2. Enter your business name, your name, and your business email, then click Submit.
3. Confirm your email using the link Meta sends to your inbox.
4. Open Business Settings and add your Facebook Page and Instagram account.
5. Under Accounts → Ad Accounts, create your Meta ad account.
6. Make sure you have Admin access to both the Business Manager and the ad account.

Grant EPŌC partner access

1. In Business Settings, select Partners under Users.
2. Click Add → Give a partner access to your assets.
3. Enter our Business Manager ID: 493644069519363.
4. Share the following assets with us:
   • Ad account(s)
   • Facebook Page
   • Instagram account
   • Pixel / Dataset
   • Product catalog / commerce assets, if applicable
5. Select Full control (Admin) for each asset, then click Save Changes.

03

Klaviyo (Email & SMS)

Create a Klaviyo account — skip if you already have one

1. Go to klaviyo.com and click Sign up. Use the brand owner's email, a strong password, and your brand name. Save your login somewhere secure.
2. Complete the setup wizard:
   • Connect your store. For Shopify, install the Klaviyo app and authorize it.
   • List size. Enter your approximate current subscriber count.
   • Business info. Add your business name, website, and physical address.
   • Sender info. Enter the from name and from email your customers will see.
   • Branding. Check the logo, colors, and fonts Klaviyo pulls in, and fix anything wrong.
3. Verify your email using the confirmation link Klaviyo sends. It expires in 72 hours; use Resend confirmation email if needed.
4. Confirm the Klaviyo app embed is turned on in your Shopify theme so onsite tracking works.

Grant EPŌC access

1. In Klaviyo, open Settings → Users.
2. Click Add New User.
3. Add user: contact your EPŌC point of contact for the emails required.
4. Select the Admin role.
5. Click Add User.

04

Google

Invite these users to each service:

Create your Google accounts — skip any you already have

Google Ads

1. Go to ads.google.com and sign in with your brand's Google account.
2. Click Start now (top right).
3. Enter your website and click Next.
4. On the next screen, you can uncheck your website under the image suggestions.
5. Click Skip (bottom left) on each following prompt until you reach billing, then enter your billing details.
6. When asked to verify your business, select:
   • Is your organization an advertising agency? → No
   • Who pays for your ads? → Yes, we pay Google Ads directly
7. You'll land in your new ad account.

Google Merchant Center

1. Go to google.com/retail and click Start now (top right).
2. Answer whether you sell online (enter your store website) and whether you have a physical store.
3. Enter your business name and registered country, then click Continue to Merchant Center.
4. Answer the short business questionnaire. Your account is now created.

Google Tag Manager

1. Go to tagmanager.google.com and click Create account.
2. Enter an account name and country.
3. Enter your website as the container name and choose Web as the target platform.
4. Click Create and accept the terms.

Grant EPŌC access

Google Ads

1. Go to Admin (sidebar) → Access and security.
2. On the Users tab, click + and invite both EPŌC emails.
3. Select Admin (recommended) or Standard, then click Send invitation.
4. Send us your 10-digit Customer ID (top right of your account). If you didn't grant Admin, we'll send a manager link request; approve it from the email or under Admin → Access and security → Managers.

Google Merchant Center

1. Go to Settings → Access and services.
2. Click Add person, add both EPŌC emails, and select Admin.

Google Analytics (GA4)

1. Click Admin (gear icon, bottom left).
2. Under Account access management, click + → Add users.
3. Add both EPŌC emails with Administrator (preferred) or Editor access, then click Add.

Google Tag Manager

1. Select your account and container, then go to Admin → User Management.
2. Click + → Add users, add both EPŌC emails, assign Admin, and click Invite.

05

TikTok

Already have a TikTok Business Center and ad account? Skip to Grant EPŌC access.

Create your TikTok accounts — skip if you already have them

1. In Shopify admin, go to Apps → Shopify App Store, search TikTok, and click Add app. Install it and allow the permissions.
2. Open the TikTok app in Shopify and click Connect. Log in to TikTok (or create an account) and choose to create or connect a TikTok Business Account.
3. When prompted, create a new TikTok Ads Manager account. Enter your business name, billing country, and time zone, accept the terms, and click Create. Select Clothing & Shoes as your industry.
4. Let Shopify create and install your TikTok Pixel, and set data sharing to Maximum. Click Continue.
5. Optional: turn on Product Catalog Sync to push your products to TikTok for Product Ads and TikTok Shopping.

Grant EPŌC access

1. Log in to TikTok Ads Manager and open your Business Center.
2. Go to Assets → Ad Accounts and select your ad account.
3. Click Members/Users or Add Partner (usually on the left).
4. Invite user: contact your EPŌC point of contact for the emails required.
5. Select the Admin role and click Confirm.

06

GFX (Creative & Design)

1. Open the GFX New Client Intake Form using the link below.
2. Fill in every field.
3. Submit the form.

onboarding.epoc.studio/gfx

Done

Final checklist

0 of 7 done

• Shopify URL and collaborator code sent
• EPŌCOS installed on Shopify
• Meta partner access granted (Admin on all assets)
• Klaviyo users added as Admin
• Google Ads, Merchant Center, Analytics, and Tag Manager invites sent; Customer ID shared
• TikTok Business Center invite sent
• GFX intake form submitted

Questions? Contact your EPŌC point of contact.