Frequently Asked Questions
Clients
Users
Insights
Insight | Google Search Console
Insight | Google Business Profile
Insight | Google Ads
Insight | Google Analytics
Insight | Website
Insight | Facebook Ads
Insight | Microsoft Ads
Automation Jobs
Automation | Google Search Console
Automation | Google Business Profile
Automation | Google Ads
Automation | Google Analytics
Automation | Website
Automation | Facebook Ads
Automation | Microsoft Ads
KPI Management
KPI Management | Google Analytics
KPI Management | Google Ads
KPI Management | Google Business Profile
KPI Management | Facebook Ads
KPI Management | Microsoft Ads
KPI Management | Google Sheets
Budget Tracking
Budget Tracking | Google Sheets
Anomaly Detection
Data Warehouse
Data Warehouse | Google Looker Studio
Data Warehouse | BigQuery
Data Warehouse | Google Business Profile
Data Warehouse | Google Search Console
Data Warehouse | Facebook Ads
Social Posts
Local Listings
Reviews
Settings
Integrations
Integrations | Google Looker Studio
Integrations | Slack
Integrations | Zapier
Integrations | Make
Integrations | Webhook
Comments
Comments | Slack
Extension
Extension | Explorer
Settings
Comments | Slack
Users
Local Listings
Reviews
Analysis
Anomaly Detection
Anomaly Detection
Integrations | Webhook
Insights
Anomaly Detection
Anomaly Detection
Local Listings
Integrations | Make
Insights
Data Warehouse
Automation Jobs
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Automation Jobs
Budget Tracking
Budget Tracking
Budget Tracking
Budget Tracking
Integrations | Webhook
Budget Tracking
Budget Tracking
Local Listings
Local Listings | Media
Social Posts
Settings
Local Listings | Categories & Services
Local Listings | Categories & Services
Local Listings | Categories & Services
Users
Clients
Clients
Comments
Settings
Settings
Integrations | Zapier
Settings
Settings
Settings
Settings
Integrations | Slack
Settings
Local Listings | Media
KPI Management
Data Warehouse | Google Looker Studio
Data Warehouse | Google Looker Studio
Data Warehouse | Google Looker Studio
Automation Jobs
Social Posts
Clients
Data Warehouse | Google Looker Studio
Data Warehouse
Social Posts
Data Warehouse | BigQuery
KPI Management
KPI Management | Microsoft Ads
KPI Management | Google Business Profile
KPI Management | Google Analytics
KPI Management | Facebook Ads
KPI Management | Google Ads
Data Warehouse
Data Warehouse
Data Warehouse
Clients
Users
Settings
Social Posts
Data Warehouse | Google Looker Studio
Data Warehouse
Comments
Settings
Settings
Social Posts
Data Warehouse | Facebook Ads
KPI Management | Facebook Ads
Automation | Facebook Ads
Insight | Facebook Ads
Reviews
Settings
Data Warehouse | Google Business Profile
Frequently Asked Questions
Settings
Automation | Google Ads
Insight | Google Ads
Automation | Google Ads
Insight | Google Ads
Automation | Google Analytics
Insight | Google Analytics
Data Warehouse | BigQuery
Automation | Google Business Profile
Insight | Google Business Profile
Data Warehouse | Google Business Profile
Automation | Google Business Profile
Insight | Google Business Profile
Automation | Google Business Profile
Insight | Google Business Profile
Automation | Google Business Profile
Insight | Google Business Profile
Data Warehouse | Google Business Profile
Automation | Google Business Profile
Insight | Google Business Profile
Automation | Google Business Profile
Insight | Google Business Profile
Data Warehouse
Data Warehouse | Google Search Console
Budget Tracking | Google Sheets
KPI Management | Google Sheets
Data Warehouse | Google Looker Studio
Comments
Local Listings
Frequently Asked Questions
Local Listings | Media
Insights
KPI Management
KPI Management
KPI Management
Insights
Integrations | Webhook
KPI Management
KPI Management
KPI Management
KPI Management
KPI Management
Local Listings
Local Listings
Local Listings | Media
Integrations | Google Looker Studio
Data Warehouse | BigQuery
Data Warehouse | BigQuery
Integrations | Google Looker Studio
Settings
Local Listings | Media
Local Listings | Media
Local Listings | Media
Local Listings | Media
Social Posts
Local Listings | Media
Automation | Microsoft Ads
Insight | Microsoft Ads
Automation | Website
Insight | Website
Local Listings
Reviews
Data Warehouse
Local Listings | Platforms
Clients
Social Posts | Google Business Profile
Clients
Social Posts
Local Listings
Data Warehouse | Google Looker Studio
Insights
Reviews
Reviews
Reviews
Reviews
Automation | Website
Insight | Website
Automation | Website
KPI Management
Social Posts
Automation | Google Search Console
Insight | Google Search Console
Automation | Google Search Console
Insight | Google Search Console
Local Listings
Clients
Integrations | Slack
Local Listings | Categories & Services
Local Listings | Categories & Services
Social Posts
Frequently Asked Questions
Settings
Extension | Explorer
Settings
Comments | Slack
Users
Local Listings
Reviews
Analysis
Anomaly Detection
Anomaly Detection
Integrations | Webhook
Insights
Anomaly Detection
Anomaly Detection
Local Listings
Integrations | Make
Insights
Data Warehouse
Automation Jobs
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Integrations | Webhook
Automation Jobs
Budget Tracking
Budget Tracking
Budget Tracking
Budget Tracking
Integrations | Webhook
Budget Tracking
Budget Tracking
Local Listings
Local Listings | Media
Social Posts
Settings
Local Listings | Categories & Services
Local Listings | Categories & Services
Local Listings | Categories & Services
Users
Clients
Clients
Comments
Settings
Settings
Integrations | Zapier
Settings
Settings
Settings
Settings
Integrations | Slack
Settings
Local Listings | Media
KPI Management
Data Warehouse | Google Looker Studio
Data Warehouse | Google Looker Studio
Data Warehouse | Google Looker Studio
Automation Jobs
Social Posts
Clients
Data Warehouse | Google Looker Studio
Data Warehouse
Social Posts
Data Warehouse | BigQuery
KPI Management
KPI Management | Microsoft Ads
KPI Management | Google Business Profile
KPI Management | Google Analytics
KPI Management | Facebook Ads
KPI Management | Google Ads
Data Warehouse
Data Warehouse
Data Warehouse
Clients
Users
Settings
Social Posts
Data Warehouse | Google Looker Studio
Data Warehouse
Comments
Settings
Settings
Social Posts
Data Warehouse | Facebook Ads
KPI Management | Facebook Ads
Automation | Facebook Ads
Insight | Facebook Ads
Reviews
Settings
Data Warehouse | Google Business Profile
Frequently Asked Questions
Settings
Automation | Google Ads
Insight | Google Ads
Automation | Google Ads
Insight | Google Ads
Automation | Google Analytics
Insight | Google Analytics
Data Warehouse | BigQuery
Automation | Google Business Profile
Insight | Google Business Profile
Data Warehouse | Google Business Profile
Automation | Google Business Profile
Insight | Google Business Profile
Automation | Google Business Profile
Insight | Google Business Profile
Automation | Google Business Profile
Insight | Google Business Profile
Data Warehouse | Google Business Profile
Automation | Google Business Profile
Insight | Google Business Profile
Automation | Google Business Profile
Insight | Google Business Profile
Data Warehouse
Data Warehouse | Google Search Console
Budget Tracking | Google Sheets
KPI Management | Google Sheets
Data Warehouse | Google Looker Studio
Comments
Local Listings
Frequently Asked Questions
Local Listings | Media
Insights
KPI Management
KPI Management
KPI Management
Insights
Integrations | Webhook
KPI Management
KPI Management
KPI Management
KPI Management
KPI Management
Local Listings
Local Listings
Local Listings | Media
Integrations | Google Looker Studio
Data Warehouse | BigQuery
Data Warehouse | BigQuery
Integrations | Google Looker Studio
Settings
Local Listings | Media
Local Listings | Media
Local Listings | Media
Local Listings | Media
Social Posts
Local Listings | Media
Automation | Microsoft Ads
Insight | Microsoft Ads
Automation | Website
Insight | Website
Local Listings
Reviews
Data Warehouse
Local Listings | Platforms
Clients
Social Posts | Google Business Profile
Clients
Social Posts
Local Listings
Data Warehouse | Google Looker Studio
Insights
Reviews
Reviews
Reviews
Reviews
Automation | Website
Insight | Website
Automation | Website
KPI Management
Social Posts
Automation | Google Search Console
Insight | Google Search Console
Automation | Google Search Console
Insight | Google Search Console
Local Listings
Clients
Integrations | Slack
Local Listings | Categories & Services
Local Listings | Categories & Services
Social Posts
Frequently Asked Questions
Settings
Extension | Explorer
What are Clients?
A Client is a grouping of data connections and represents a Business. Each Client will have a website and numerous data connections. Some data connections (such as Google Business Profile) allow you to select multiple Profiles, where others only allow you to select 1 per data source. When running Automations / KPIs / Budgets/etc. it will use your Client settings so that you have control over how you configure your account.
There are two ways to create a new Client:
1. Create a client under the Portfolio page by clicking the plus Button
2. You can add a new client in the Client Switcher if you are on any of the Feature Pages (Insight, KPI Management, Budget Tracker, Anomaly Detection or Automation)
Once you click Create New Client a Modal will appear to input the Client Name and the Domain (The domain is used to fetch pages for Automation jobs so ensure that it's correct)
All Clients will be visible on the Portfolio page, unless you apply filters.
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