How an agent orders a social media ad from their CRM, how the money flows through to Xero automatically, and what happens when a new user needs to be set up first. MRI owns the workflow and the accounts — Stripe, Facebook Ads and Xero. Pixel House delivers the ads through its platform.
The Pixel House iFrame sits inside all three CRMs — a button on the listing in Box & Dice, and a "Social Ads" tab in Vault and Eagle. When it opens, the CRM securely passes the agency, user and listing details. One check — does this user exist and are they set up? — decides which of two journeys they take.
The full journey, start to finish. Steps 1–4 happen in the iFrame; everything after Pay is automatic. Each step shows its owner — MRI owns the money and the books; Pixel House owns the platform and delivers the ads.
Start from scratch or pick a saved preset — presets pre-fill goal, budget, audience and templates.
Traffic / Leads / Awareness, then budget tier — Bronze $150 · Silver $250 · Gold $350 · Custom, with duration and start date.
Location radius from the listing, demographics, creative template, headline / description / CTA pulled from listing data.
Full summary with itemised price and a live preview of the ad creative exactly as it will appear in feed. Agent confirms — this is the point of purchase commitment.
The card is charged for this ad only, via Stripe on the MRI account. One ad = one payment with its own reference number.
Stripe emails the receipt — sent from Social Eazie — the moment the charge succeeds. The description is the property address, so the client can match the charge against VPA spend at a glance.
Pixel House pushes the campaign to Meta via the MRI Facebook Ads account. On ordering, the agent sees a splash page — "Congratulations, your campaign is live!" — no ongoing status is surfaced in the iFrame.
The payment automatically creates a tax invoice in the MRI Eagle Xero account — with the Stripe reference and the property address in the description so the client can match it against VPA spend.
When the Stripe payout lands in the bank, the reference number matches payment to invoice automatically. No manual bookkeeping.
The invoice is marked paid and a paid-in-full tax invoice is emailed to the client. Their paper trail is complete: receipt + tax invoice.
Once the ad starts delivering, a campaign performance report is emailed daily to the client who ordered the ad and to the agents on the property.
All users are sent login credentials to the platform, so anyone who prefers to self-serve can log in to view and manage their active campaigns directly.
Logged-in users see all their active campaigns — performance, spend and controls. Office and agent marketing campaigns also run here; they're not tied to a listing, so they can't be ordered through the CRM iFrame.
The same flow as a table — ready to hand to engineering. One Stripe reference number ties the receipt, invoice and reconciliation together.
| Trigger | System | Action | Client sees | |
|---|---|---|---|---|
| 1 | Agent taps PayReview step, iFrame | Pixel House → Stripe (MRI account) | Create charge for order total with unique reference SA-{orderId} | Processing state in iFrame |
| 2 | Charge succeeds | Stripe | Transaction settled at card level; webhook fired to Pixel House | Splash page — "Congratulations, your campaign is live!" |
| 3 | Charge succeeds | Stripe → Email | Stripe emails its receipt directly to the client, sent from Social Eazie (sender name/brand changeable in Stripe). Description = property address for VPA reconciliation | Stripe receipt email (amount, card, property address, ref) |
| 4 | payment.succeeded webhook | Pixel House → Xero API | Create ACCREC invoice in MRI Eagle org — line items + reference SA-{orderId}, contact = client, description = property address so the client can reconcile against VPA-allocated spend | — |
| 5 | Stripe payout hits bank feedT+1–2 days typical | Xero | Bank transaction auto-matched to invoice via reference; invoice → Paid | — |
| 6 | Invoice marked paid | Xero → Email | Send paid-in-full tax invoice to client | "Invoice paid in full" email with PDF attached |
New users get a seven-step setup wizard, opening with a short Marketing video that explains the product. Target: 10 minutes to their first ad — as long as they have access to the Facebook Page and a credit card. Missing either? The wizard hands them to the support team — see below. Every wizard step is owned by Pixel House.
Two steps can stop setup dead: connecting the Facebook Page and adding a credit card. No admin access to the Page, or the card belongs to the company? Then they can't finish setup or run an ad — and most will quietly give up. Both gates are tracked and supported below.
Every user entering setup is tracked, step by step. If they hit a gate or leave, the exit is logged with the reason and they land in a follow-up queue — so the team can reach out before "too hard" becomes never.
A Get Support button on every step opens a short form — details pre-filled, one dropdown for the blocker (Facebook access · company card · branding · other) — and raises a ticket for email and virtual-meeting follow-up.
Connecting needs the Facebook Page ID. A short video inside the Connect Facebook step shows exactly where to find it — removing the most common Gate 1 failure. Produced by Marketing with Pixel House.
After each month closes, MRI runs and owns the monthly tracking and ad-spend report and shares it with Pixel House in the first week of the new month. Pixel House runs its own internal report, the two are reconciled into one approved dataset, and the numbers flow to sales — with insights looping back to pre-sales.
MRI runs and owns the monthly tracking and ad-spend report — agency, agent, property, spend, published date and amount from Stripe/Xero — and provides it to Pixel House in the first week of the new month.
Master report → Pixel House MRI · FinancePixel House runs its own internal report from the platform, purely for reconciliation — checking their activity against MRI's master report.
Internal reconciliation report Pixel HouseThe two reports are matched by the SA-{orderId} reference and aligned against previous-month usage. Exception checks required — mismatches route to a variance queue.
Approved reconciled dataset MRI · Finance Pixel HouseMRI shares client spend details with sales for booking entry and visibility — this feeds sales reporting.
Booking entry prepared MRI · SalesSales reporting identifies adoption, activity, expansion and upsell opportunities — and loops back into pre-sales for the next cycle.
Growth opportunities → pre-sales MRI · SalesThe whole programme in two pictures: four stages, and one five-step play used for every client. Hard deadline: everyone migrated and Social Eazie switched off by 31 July.
Platform tested end to end — including Vault, Eagle and Box & Dice — the asset pack built (FAQ, guides, videos, email templates, Pixel House-owned knowledge base), and support + sales teams trained.
Readiness sign-off · ProductClients with paid campaigns in the last 12 months, active spend, multiple users and higher revenue. They adopt fastest, give real feedback, and validate the play before it scales.
Exit: live + no critical issues · CSEveryone else, in waves — medium usage → low → inactive → legacy — with more self-serve each wave. All users across and Social Eazie switched off by 31 July.
Social Eazie off · ProductWith everyone across: review adoption, support demand and feedback, confirm the switch-off is complete, and fold the lessons into everyday onboarding.
Post-migration review · Product + Partner ConnectThe system is tried and tested before anything is announced — CRM connections, logins, campaigns and lead flow — so no client ever hits an unproven system.
Platform validated MRI · ProductEvery existing client is set up before the announcement — environment, branding, users, permissions. Anyone missed simply follows the new-client setup in Part 01.
All clients provisioned Pixel HouseMarketing announces the new MRI Engage Market - Social product — EDMs and CRM in-app Pendo announcements — with the video, FAQs, webinars and the Pixel House-owned knowledge base live on day one.
Clients notified · KB live MRI · Marketing Pixel House · KBA video pop-up introduces the new product on first use. Running an ad is barely different from today, so training happens in the product, not in a virtual meeting.
Pop-up → first ad Pixel HouseCheck ads are delivering, reports are arriving, invoices and receipts are landing, leads are flowing into the CRM — and that support itself is holding up.
Steady state MRI · CS Pixel HousePer-client exit test — three questions: first campaign live? No critical issues? Client satisfied? Yes to all three = migrated.
The entire client experience end to end: one gate, six steps, and the money and reporting run automatically behind the scenes.
The real ad-builder — Create Campaign — rebuilt as one long form with the step wizard removed, so every section is visible at once. Embedded inline within this file, so it always renders (no external reference).
Actions agreed in this session, in two threads: product & launch, and the partner economics & reconciliation sequence.