In Adpulse you have the ability to add notes to tasks you complete within the platform, with these then being able to be downloaded to use in client reporting. Each note contains:
Ad Account
User
Date
Note
Adding a note
On the right-hand edge of the platform is a floating tab that contains two buttons:
Add a note
View and edit existing notes
You can create a note by pressing N - this will open the 'Add new note' modal
Click the 'Add a note' button
or press NA modal will open that will contain the below fields:
Ad Account (this will pre-populate if within an Ad Account in Adpulse)
User - this is the logged-in user
Date - defaults to today, but can be back-dated
The note section - max 500 characters
Save - you can press 'enter' to save the note
Viewing and editing notes
Click the 'Edit Note' button
Use the filters to;
Select Users
Ad Accounts
Select a date range
Select the note and either:
Click the pencil to edit it
Click the trash can to delete it
Downloading the notes
You can download the notes as a CSV to use in your client reporting.
Click the 'Edit Note' button
Use the filters to;
Select Users
Ad Accounts
Select a date range
Click the Download Icon
