Getting Started
Everything you need to set-up and start using Fluent to generate reports..
8 articles
- New Client Workspace and Data ConnectionsHow to create and set-up client in Fluent, covering the essentials you need to connect ad platforms, give additional context, and set up the workspace to begin building reports.
- Client and Agency Theme ConfigurationFluent allows you to personalise your workspace by updating your brand theme, layout styles, and profile information. This ensures reports and presentations align with your agency and clients visual identity.
- Setting Up Custom Conversion ActionsCreate and manage custom conversion actions inside Fluent, so you can standardise naming, group platform-specific events, and ensure the platform reports conversions exactly as you want them.
- Adding Client Level ContextUse ‘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…
- Duplicating a ClientDuplicating a Client allows you to immediately copy across your report formats, custom conversion actions and reporting instructions to a new Client Hub. From here you can update the data…
- Duplicating a Report or Slide Deck across-clientDuplicating a Report type allows you to immediately copy across your report format & report level instructions to a new client. You can then update the data queries and requisite…
- Inviting Additional Team Members to FluentInviting additional team members to Fluent allows them to access the platform, and begin generating reports. There is no cap on the number of users you can invite, or have…
- Configuring Advanced SettingsAdvanced Settings allow you to control report-level options, such as currency formatting and the ability to run programmatic calculations within Fluent.