Breadcrumbs

How-To: Onboarding Alli Social Budget Consolidation

Google Sheet

  1. Make a copy of this google sheet: Alli Budget Consolidation Template

  2. Make sure to keep the same Share settings. You can change the PMG group to Editor

    Screenshot 2024-08-14 at 3.59.48 PM.png


  3. Update the Sheet name but do not edit tab names or headers

Workflow Application

  1. Create a New Workflow (Actions > Workflow > New Workflow)

  2. Under the Alli Solutions Vendor you’ll find Social Consolidation. Alternatively you can search for “Social Consolidation”

Screenshot 2026-02-24 at 2.22.33 PM.png

  1. Follow the set up steps noted in the application

    1. Click the the platforms you plan to use.

    2. Hit SAVE

Slack

  1. Go to the slack channel you want error messages in

  2. Open channel setting and select Integrations tab.

  3. Select Add Apps. Search for “Alli Social Automation” and hit Add.

Platform Access

Depending on what platforms you’re using, you’ll need to get the following users added to the Ad Accounts. You can post this request in #social_platformaccess. You need to let them know the Ad Account ID & name and the user email.

once access is granted, the application is ready to be used

Schedule

Set the Workflow’s schedule to run every 15 minutes every hour (hourly :00, hourly :15, hourly :30, hourly :45)

You will get access errors until you get the proper access granted

Sheet Usage

You can follow our User Guide for setting up the google sheet. Keep in mind, you won’t be able to use the tool until your onboarding ticket is marked as done by the Alli Solutions team
Alli Budget Consolidation User Guide

Platform Specific Steps:

Meta:

  • For users who are seeking to use Custom Audiences on their ads, in order for our app the be authorized please agree to their terms of service using the following link, replacing <AD_ACCOUNT_ID> with your business' account ID
    https://business.facebook.com/ads/manage/customaudiences/tos/?act=<AD_ACCOUNT_ID>

Social Ad Bloat Integration

Users can now integrate Social Ad Bloat with Social Consolidation, allowing users to receive a list of underperforming ads and pause them through the social consolidation sheet. Find onboarding instructions for Social Ad Bloat along with steps to integrate the two apps here.