How to Set Up a New Client
Create a new client
Go to Clients → ‘+ New client’
Enter client name
Connect Ad-Platforms
Select the relevant platforms
Login through your MCC when prompted and, input your Platform ID (I.e. Google Ads ID)
Select all relevant instances for that client (You can select as many as required)
Click ‘Save and Test’
Let Fluent go through the verification and ingestion process
Once successful, the ‘Client Connector’ will turn Orange when it is ingesting the data + Green once the data has been ingested
Repeat this process for each ad-platform you would like to connect
Warning: Sometimes the ingestion process may take up to a few hours for some platforms.
3. Share Client Context
[Optional] Input ‘Client Description’ of what the client does
Choose the Currency to report in
Select when the Client reporting week begins
[Optional] Share additional instructions with Fluent via the ‘Reporting Instructions’ box. This is additional information to inform Fluent of client context that lives outside of the data.
i.e. Awareness campaigns that should be always on, though they deliver no conversions
i.e. Specific Benchmarks or Targets for key metrics over the next quarter/year
i.e. Terminology or phrasing to use or avoid