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Adding Client Level Context

Use ‘Reporting Instructions’ to define which events you want Fluent to track and report on from each ad platform. You can add new instructions or details on a client, including benchmarks, KPI’s, campaign context, or a marketing plan.

Updated over 3 weeks ago

Overview

The ‘Reporting Instructions’ section in a report lets you share relevant client context with the Fluent platform, via natural language instruction.
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This can include client benchmarks, KPI’s, objectives, marketing plans or specific client quirks - like having a number of campaigns live that should always be running, no matter their success.

Each client can have multiple instructions.

Step 1: Open the Client Hub

  1. Find the client you want to update (for example, Acme Corp)
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  2. Click the ⋮ (three-dot) menu next to the report name.
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  3. Select Edit.

You’ll be taken to the client editing view.

Step 2: Scroll Down to “Reporting Instructions”

Scroll to the Reporting Instructions section.
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You’ll see an empty instructions box.

Step 3: Add Client Level Context

  1. Enter your client context/reporting instructions in natural language - they must [currently] be entered in English.
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  2. The recommended format is bullet pointed instructions, segmented by purpose.

    1. I.e. Benchmarks, KPI’s, Context about the clients business
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  3. You can input as much context as required.

NOTE : This context applies to ALL reports generated for that client.

  • Instructions can also be added at a report level, for specific report or campaign level nuance

Walkthrough Video:

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