Hey, welcome to Adpulse!
This article will outline what you should do to get the most from the free 14-day trial and are therefore in the best place to decide whether to continue. There's no point spending the first two weeks setting up - we want to help you get up to speed straight away, so you get that two weeks to see how Adpulse can help you and your agency.
Additionally, this is why we have positioned the first month at $19.99 - so you get a full month of activity and you can see for yourself how Adpulse can help.
So, let's get stuck in...
What are the things I should do first?
This is the order we'd recommend doing things in so you get to the high-value stuff first.
Connect your Ad Platforms (App | Documentation)
This includes your Merchant Centre accounts if you manage Ecom
Import some Ad Accounts (App | Documentation)
The free trial has no limits, and you'll get the most value from the trial if you import a decent number of accounts. After all, Adpulse is designed to help you manage many accounts, doing a trial with one or two accounts won't give you the full picture.
Create Account Budgets for each Ad Account (App | Documentation)
An 'Account Budget' includes all the Campaigns within an Ad Account. To create these you'll need:
The Budget Target for the Account (typically these are per month)
A KPI target - this can be CPA, ROAS, or #Conversions (if the client doesn't have a defined KPI for their activity, you can use a rolling 'Last X periods' and this will generate an average to use as a benchmark for performance)
Enable Smart Budget features (Documentation):
AutoProtect - Pauses campaigns that are part of a budget whenever the spend for those campaigns exceeds a threshold you set. Basically ensures you can never overspend. The campaigns are then automatically unpaused at the start of the next budget period.
AutoPacing - Automatically adjusts your daily budgets to try and spend but not exceed your budget target.
Add some users (App | Documentation)
You can have as many users as you like and we'd recommend users use their own login (rather than share a single agency login). There are a number of reasons for this:
Ability to leverage user tags to filter data to only what is relevant per user
Changelog will record which users have done which actions, which can help with troubleshooting
You can apply User Permissions
Assign Ad Accounts to Users (App | Documentation)
Using Tags you can assign Users to Ad Accounts (note: an Ad Account can have multiple Tags)
As above this, will allow users to filter Adpulse to only see their accounts - making it easier to manage.
Once you've got to here you've got the basics set up - great work! 👍
You are now able to leverage the Adpulse Dashboard (App | Documentation) to give you a portfolio overview into the performance of your accounts, segment these by a user and identify which Accounts need attention - and those that are in the Sweet Spot!
Account Performance
This is a timelapse from the Dashboard demonstrating the impact of AutoPacing on a large number of Ad Accounts. This also shows how Accounts can shift in their quadrants - meaning your focus could change day to day as the performance of certain Accounts fluctuates.
Timelapse showing the impact of AutoPacing on a large number of Ad Accounts