Getting Started

This is a guide on how to get started with Airtomic and getting your dashboard setup correctly

1. Start by adding a Data Source

Start by connecting your accounts to your dashboard using the "Data Sources" tab. This will allow you to select the relevant accounts and campaigns when you create your Clients & Budgets.

2. Create a Client

Select "Create Client" from the left menu navigation and enter the relevant details about your client or account. The selected time zone will impact how your data is displayed as the dates and times will match up with the chosen time zone. The currency will just display the corresponding currency symbol next to your metrics. This will not convert the values that are fetched from your digital accounts. The data is fetched as a raw metric, for example, if your Google Ads account is in USD and the spend for yesterday was $200 then the dashboard would display "200" even if you selected the currency as £ (GBP). If you have a client or account that has multiple accounts across multiple currencies and you wanted to match the display symbol for each currency then we'd recommend creating multiple clients and choosing the appropriate currency symbol.

3. Then create a Budget

Select "Create Budget" from the left navigation and then select the client you just created in the previous step. Budgets need to be assigned to a client so you need to create the client first.

You can have multiple budgets across multiple channels in each Client. You can create a budget that is just for monitoring one channel e.g. "Client A - Google Ads" or you can group campaigns across channels to fit more complex structures, for example, grouping campaigns by product, service or location.

Once you've selected the relevant Client, you can choose the type of Budget you want to create. You can choose a standard Monthly or Weekly budget which will automatically renew or you can add a custom budget with specific start and end dates.

The budget amount and cycle can be adjusted at any time by selecting the budget in your dashboard view and clicking on "Edit".

Once the budget type has been set, you can add all of the campaigns that you'd like to keep track of. Clicking on an account whilst viewing the "Accounts" tab will filter to all of the campaigns in that account. You can the select the desired campaigns for that Budget.

You can also navigate back to the "Accounts" tab and select a different account if you need to track campaigns across multiple accounts or channels.

Best practice is to usually group either channels or product / service types together. For example, a simple structure and client / account would look like this; Client A

• Client A - Facebook Ads

• Client A - Google Ads

Although a more complex structure could segment the budgets further to ensure budgets and performance are monitored separately, for example;

Client B

• Client B - Facebook Ads - Remarketing

• Client B - Facebook Ads - Prospecting

• Client B - Google Ads - Brand

• Client B - Google Ads - Generic (Product Group A)

• Client B - Google Ads - Generic (Product Group B)

If you need further guidance on getting your dashboard setup then please email us at [e-mail]