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Initial Setup

Before you can create campaigns in Whathead, you need to set up your account and connect at least one advertising platform. This guide walks you through account creation, platform authentication, and your first connection.
What you’ll need:
  • Business account on Meta, TikTok, Snapchat, or Google
  • Admin or advertiser access to your ad account
  • A few minutes to complete the authentication flow

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Creating Your Whathead Account

1

Sign up for Whathead

Navigate to whathead.com and click Sign Up in the top-right corner.Provide your:
  • Email address
  • Password (minimum 8 characters)
  • Company name
Click Create Account to proceed.
2

Verify your email

Check your inbox for a verification email from Whathead. Click the verification link to activate your account.
Can’t find the email? Check your spam folder or click Resend Verification Email on the login page.
3

Complete your profile

After verifying your email, log in and complete your profile:
  • Your name
  • Role (Advertiser, Agency, Marketing Manager, etc.)
  • Time zone (used for campaign scheduling)
Click Save to finish account setup.
Your Whathead account is now active! Next, you’ll connect your first advertising platform.

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Connecting Your First Platform

Whathead supports Meta (Facebook/Instagram), TikTok, Snapchat, and Google advertising platforms. You can connect multiple platforms and switch between them anytime.
1

Navigate to Integrations

From your Whathead dashboard:
  1. Click Settings in the left sidebar
  2. Select Integrations from the settings menu
You’ll see all available platforms with Connect buttons.
2

Choose your platform

Click Connect next to the platform you want to add:
  • Meta - For Facebook and Instagram ads
  • TikTok - For TikTok ads
  • Snapchat - For Snapchat ads
  • Google - For Google Ads
You can connect multiple platforms. Most users start with one platform and add others later as needed.
3

Authenticate with the platform

A new window opens with the platform’s authentication flow:
  1. Log in to your business account on the platform
  2. Review permissions that Whathead requests (read/write access to campaigns, ads, and assets)
  3. Authorize Whathead to access your account
  4. The window closes automatically after successful authentication
You must have admin or advertiser permissions on your platform account. If you only have analyst access, you won’t be able to create or edit campaigns.
4

Select your ad account

After authentication, Whathead displays all ad accounts you have access to:
  1. Choose the ad account you want to work with
  2. Click Select Account
If you have multiple ad accounts, you can add more later from the same Integrations page.
Working with multiple clients or brands? You can connect multiple ad accounts from the same platform and switch between them in the Campaign Builder.
5

Confirm connection

You’ll see a success message confirming your platform is connected. The Integrations page now shows:
  • Platform name with a green Connected status
  • Connected ad account name and ID
  • Option to Disconnect or Add Another Account
Your platform is connected! You’re ready to start creating campaigns.

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Platform-Specific Setup Notes

Different platforms have slightly different authentication requirements:
Requirements:
  • Facebook Business Manager account
  • Admin access to the ad account
  • Two-factor authentication enabled (recommended)
Permissions granted:
  • Read and manage ad campaigns
  • Access media library
  • View ad account insights
What Whathead can access:
  • Your ad accounts and campaigns
  • Media assets in your library
  • Campaign performance data
What Whathead cannot access:
  • Personal Facebook profile
  • Pages you don’t explicitly share
  • Billing information

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Troubleshooting Connection Issues

If you encounter problems connecting your platform, try these solutions:
Cause: Your browser may be blocking pop-ups.Solution:
  1. Check your browser’s address bar for a blocked pop-up icon
  2. Click the icon and select Always allow pop-ups from whathead.com
  3. Click Connect again to retry
If the issue persists, try a different browser or disable browser extensions temporarily.
Cause: Your account doesn’t have the required access level on the platform.Solution:
  1. Contact your ad account admin and request advertiser or admin access
  2. Wait for the admin to grant permissions
  3. Log out of Whathead and log back in
  4. Try connecting again
Analyst or viewer roles cannot create or edit campaigns. You need at least advertiser-level access.
Cause: Your platform account may not have any ad accounts, or there’s a sync delay.Solution:
  1. Verify you have at least one ad account on the platform
  2. Wait 1-2 minutes and refresh the page
  3. If still no accounts appear, disconnect and reconnect the platform
  4. Check that you’re logged into the correct business account on the platform
Cause: Platform authentication tokens expire after a period of time (typically 60-90 days).Solution:
  1. Go to Settings > Integrations
  2. Click Reconnect next to the expired platform
  3. Complete the authentication flow again
Whathead will notify you before your connection expires so you can reconnect proactively.
Cause: The platform requires two-factor authentication (2FA) for API access.Solution:
  1. Log into your platform account directly
  2. Navigate to security settings
  3. Enable two-factor authentication
  4. Return to Whathead and try connecting again
This is most common with Meta accounts.
Cause: Network issues or platform API delays.Solution:
  1. Refresh your browser
  2. Check your internet connection
  3. Try again in a few minutes (platform APIs occasionally have brief outages)
  4. If the problem persists for more than 30 minutes, contact Whathead support
Cause: Your ad account has been suspended or restricted by the platform.Solution:
  1. Log into your platform account directly to see the suspension reason
  2. Follow the platform’s appeal or resolution process
  3. Once your account is reinstated, reconnect in Whathead
Whathead cannot override platform account restrictions.

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Managing Multiple Platforms

Once you’ve connected your first platform, you can add more:
1

Add another platform

Go to Settings > Integrations and click Connect next to any platform you haven’t connected yet.
2

Add multiple accounts from the same platform

If you manage multiple ad accounts on the same platform:
  1. Click Add Another Account next to the connected platform
  2. Authenticate again (you may be automatically logged in)
  3. Select the additional ad account
You can connect unlimited ad accounts per platform.
3

Switch between accounts

In the Campaign Builder:
  1. Click the Platform dropdown when creating a campaign node
  2. Select the platform and ad account you want to use
Each campaign node can use a different platform and ad account.
Pro tip: Connect all your platforms upfront if you plan to run cross-platform campaigns. This makes it easier to transfer campaigns between platforms later.

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Security and Privacy

Whathead takes security seriously:
  • OAuth 2.0 authentication - Industry-standard secure authentication
  • Encrypted token storage - Your credentials are encrypted at rest
  • Minimal permissions - Whathead only requests necessary permissions
  • No password storage - We never see or store your platform passwords
  • Automatic token refresh - Connections stay active without re-authentication
  • Revocable access - You can disconnect platforms anytime
You can revoke Whathead’s access anytime by disconnecting the platform in Settings or by removing Whathead from your platform’s authorized apps list.

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What’s Next?

Now that your account is set up and your platform is connected, you’re ready to create campaigns!

Quickstart Guide

Follow our step-by-step guide to create and publish your first campaign in under 10 minutes.

Key Concepts

Learn essential terminology and concepts that will help you understand how Whathead works.

Campaign Builder Overview

Explore the visual canvas where you’ll create and manage all your campaigns.

Platform-Specific Guides

Deep dive into your connected platform’s specific features, objectives, and requirements.

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Need Help?

If you’re still having trouble with setup: Welcome to Whathead! 🎉