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Frequently Asked Questions

Getting Started

1. Add a Client

(for Agency Accounts only)

2. Add Connections

Connect all your different marketing platforms and then for Agency accounts, define the source properties for each Client.

3. Add new user to collaborate

4. Create your first KPI

5. Create your first Budget

6. Create your first Anomaly Detection

7. Create your first Automate a Job

8. Insights

Insights is your Marketing Inbox. Cards will be automatically created when your Automation jobs run or Anomalies are detected.

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See all categories

Frequently Asked Questions

1. Add a Client

(for Agency Accounts only)

2. Add Connections

Connect all your different marketing platforms and then for Agency accounts, define the source properties for each Client.

3. Add new user to collaborate

4. Create your first KPI

5. Create your first Budget

6. Create your first Anomaly Detection

7. Create your first Automate a Job

8. Insights

Insights is your Marketing Inbox. Cards will be automatically created when your Automation jobs run or Anomalies are detected.