Getting Started
Everything you need to set-up and start using Fluent to generate reports..
7 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.
Custom Conversion ActionsUse custom conversion actions to define which events you want Fluent to track and report on from each ad platform. You can add new conversions, reuse existing ones, and assign…
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…