How to

How to take a screenshot

To take a screenshot on PC press PrtScrn(or PrintScreen) button on your keyboard. It will either take a screenshot or start a program for taking screenshots On a Mac, please follow these instructions.

How to adjust columns

Find the “gear” icon near the top right of any table and click on it, and then “Edit.” Within “Widget Customization,” hovering over the border of a column will allow you to adjust the width of the column.

How to set up filters

For the filtering, we have filters that work for the overall reports based on naming conventions where you can include or exclude certain names. We can also set up filters specific to each chart if you prefer.

How to set up a filter with logical AND?

To create a logical AND operator, define two filters, and then choose them both in the filter dropdown list.

In the filter selection above we will pick up all campaigns that have string Invites. But to only select campaigns with Invites from Hailey, choose filters as shown (logical AND)

How to set up a filter with logical OR?

To create a logical OR operator, define a filter with two rules. This filter will pick up campaign names that match either of the two rules.

In the above example, the Filter ‘Retargeting’ has two rules, one for “Retargeting” and the second for “Re-targeting”. Please also note that search strings are case-insensitive.

How to set up an excluding filter?

To exclude some of the results you can create a filter as shown below.

In the Filter above we exclude campaigns tagged with Jan’18

Sometimes it is easier to create a filter and then flip it which can be with inverse filter conditions checkbox. This should rarely be used and most likely might take some analysis by the end user to ensure that the correct results are being displayed.

How to change the date range on a report

There is a date range filter on the reporting main page that can be adjusted to update all data across all tabs.

Can you compare campaigns to each other

As for visualization of campaigns in comparison to each other, we do have a comparison feature within the charts or we can set up you up with an automated spreadsheet and visualize the data however you like, including stacked charts.

How to customize the table widget, e.g. reorder columns

Find the “gear” icon near the top right of any table and click on it, and then “Edit.” Within “Widget Customization,” you can click and drag a column to reorder the table.

How to find what metrics are available for each platform

Press “Define metrics” button at the top right corner. This will deploy a pop-up window with the list of platforms on the left side and list of metrics for each platform on the right.

How to change the type of clicks or conversions collected

The “Define Metrics” button at the top right of your interface is where all of your metrics can be standardized and mapped. You are also able to rename your labels here to be most appropriate to the metric being tracked.

How to set attribution window for Facebook and Instagram

define data sources –> click on fbook or insta –> set it on top

How to use a whitelabel and what does it mean

Whitelabel allows you to personalize your report dashboard (e.g. by adding your company logo or color scheme). There is also a super-whitelabel mode, which allows hosting on the dedicated server. Contact our support to get instructions on whitelabel setup and be ready to provide following information: domen preferences (default or with a specific domen name) - this will define the set of instructions you will get;

  • preferred color scheme;

  • company logo;

  • contact email.

Support team could request additional data or settings.

How to show YouTube data?

You have few ways to show you data from YouTube in widgets: via AdWords and Google DBM.

Youtube data from Adwords will have its own widgets. To add one look for the Youtube logo in the drop down categories available for each dimension.

To add DBM Trueview (YouTube Data from DBM) to your report, you need to add a Trueview widget: Go to ‘Add Widget’, click on the drop down options for either the Table or Stats widget, and select one of the Trueview dimensions available. You can then choose which accounts you would like to add to your report, and continue customizing the widget as you would any other widget.

You can also add YouTube at the campaign level by going to ‘Edit Data Sources’ in your report and adding it from the options on the right.