This short guide should give you everything you need to get set up and running with Streamlined Analytics for your business.

Step 1: Install From Marketplace

Installation Steps

1. Click this link to view the app in the marketplace
2. Select the sub-accounts you’d like to install the app on
3. If available, click “Allow Future Automatic Installation” to allow new sub-accounts to be automatically installed
4. Follow the remaining steps on the page to finish your installation

Step 2: Create Your Configuration

Creation Steps

1. Head to the “Configure” tab on the dashboard
2. Click on the blue “New Configuration” button
3. Use the “Edit with AI” button to update your configuration

3. Connect Ad Account(s)

Connection Steps

1. Hit the settings icon at the top right of the dashboard
2. Click on the blue “Add Connection” button, and choose Facebook or Google
3. Click on “Authenticate”, and if it shows an error instead of redirecting you, click it again until it works (lol)
4. Follow the steps outlined in the video to authenticate with your account

Step 4: Reach Out!

What’s Left to Do

• Get your backfill started: we can pull in some data from the last few weeks/months so you have something to look at
• Learn how to use the dashboard: we can look at how you plan to use the software, and make sure you have all the information you need to do that