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Initial Set Up
Standard
Agencies
Learning Incharge
Start Here - InCharge Basic Training
Step 1: Learn the Main Features
Dashboard
How touse the Dashboard | Video Setup Guide
Note 1
: The Dashboard does not import any previous data, it only shows data that we have tracked from when our pixel was installed onwards.
Note 2
: If you have you website installed and you don't see any data on the dashboard, but you have already tracked at least one sale that you can see in the customer section. Then go to the Reporting section and submit the report, then the dashboard should be populated.
Written Guide
In the Dashboard you can see metrics we have tracked across all your sources and channels.
The dashboard is a quick and easy way to see a high level view of how your business is doing.
The metrics show percentages compared on the previous period, for example if you look at last 14 days of day, we will compare it to the previous 14 days. This is useful to easily see if things like revenue, profit, ad spend are increasing or decreasing blended across all of your channels.
When hovering over the graphs, they will separate by channel with last click attribution.
Reporting
The Reporting Attribution Section | Video Learning Guide
Written Guide
Step 1
: Click on the Reporting Tab
Step 2
: Select an Attribution Mode
First Seen
= The original source that brought a customer to your website
Last Click
= The last (most recent) source that brough a customer to your webbsite before a purchase event.
Ignore Organic Sources
= When checking this box, purchase credit will no look at organic sources, and will instead attribute to the closest paid source. This feature is useful when making media buying decisions so that the ads get the most credit possible.
Example: A customer visits your website 3 times before making a purchase.
- 1st customer touchpoint = Facebook ads,
- 2nd customer touchpoint = Google ads,
- 3rd customer touchpoint = Email
First Seen attribution Facebook ads would get the purchase credit.
Last Click attribution Email would get the purchase credit
Ignore Organic [First Seen] = Facebook ads would get the purchase credit
Ignore Organic [Last Click] = Google ads would get the purchase credit
Step 3
: Click on the blue text to see lower levels of data
Levels 1: Overall
=
Paid and organic combined
Level 2 : Category
=
Seperates the data by paid and organic
Level 3: Campaign
=
Breaks ad account data to the campaign
l
evel
Level 4: Adset/Adgroup
=
Breaks ad account data to the adset/agroup
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evel
Level 5: Ad
=
Breaks ad account data to the campaign
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evel
Level 6: Customer
=
Breaks ads down to the customer
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evel
Any metric that says "reported" in the name such as "reported roas" represents what the ad platform says.
Metrics that don't say reported, such as "Revenue" means it is tracked by the InCharge pixel.
Ad metrics such as impressions are also pulled from the ad platforms.
Note 1
: Click the plus sign when on the ad level or organic level to see the customer data.
Customer
Customer Section | Video Learning Guide
Written Guide
Navigate to the customer section to see the orders that have been tracked.
Click on a customer to open up their customer profile
In the customer section you can see all kinds of information that we have tracked about each individual customer.
- Customer Journey
- Identity (IP, Lifetime Value, and more)
- Product Information
- Events
Click on the date range or source selection box to try filtering the customers
AI Copy
AI Copy Section
Step 1
: Navigate to the AI Copy section and select one of the following prompts for Facebook or Google
Written Guide
Note 1
: We do not permit generating content that is harmful, sexual, foul, or hate related.
Below the prompts you will see all of the ad text and headlines that you have generated.
Step 2
: Check to see if you ad copy has been synced yet
If you don't see any ad copy below, the copy generator, then click the button called "Get Creative"
This may take some time, depending on how much ad copy we are pulling in, but you should start to see it populating it shortly after.
DO NOT continue pressing the "Get Creative " button, as it may pull in your copy multiple times. You only need to press the button once to pull in the copy for all of your sources that you have already integrated.
If you were to get an error here, double check you have correctly logged in to your social media channels and selected the proper ad account.
Step 3
: Once your creative has been pulled in, simply fill out the prompts and click "Generate AI Content"
Our Ai will use your previously best converting ad copy to train the model to give relevant copy specifically for you account.
Play around with the inputs, and you will get different results. You can specify the audience and ton of voice in realy creative ways, with demographic, gender, age, personality, emotions ect...
Audience Examples:
- Kids
- Teenagers
- Parents-
- College Students
- Grandparents
- Athletes
- Men in their 30's
- Women in their 50's
Tone of Voice Examples
- Excited
- Angry
- Sad
- Hopeful
-Optimistic
- Enthusiastic
- Joe Rogan
- Kanya West
Customizing Traffic Sources & Affiliate Links
Note 1
: You MUST be a registered brand on Amazon registered with Brand Registry to be able to use this feature. This feature only works for select countries and you must have a trade mark to be able to do Amazon Brand Registery.
Note 2
: If you would like to create a custom source with a icon that we have not listed on the "Traffic Sources" section, then it may be added by navigating to that section. Click the green "New" button, and uploading an image of your custom source. Afterwards your custom source will show in the URL rules and URL parameters traffic source sections.
Custom Sources & Affiliate Links| Video Learning Guide
Written Guide
Affiliate Link Tracking
: Navigate to the URL Parameters section
Click the green button in the bottom right corner that saws "New"
Here ypu can configure your affiliate tracking links. Enter in the email, category, and parameter for the affiliate.
In the example below, is for a Tiktok influencer with the name Influencer.
The link you could then give your affiliate would be https://yourwebsite.com/?inc=influencer1
If you currently already use a affiliate system, you may put in the custom part of the affiliate link generated into the parameter section here.
Custom Sources:
Navigate to the URL Rules section
Click the green button in the bottom right corner to create a new rule.
Clicking the plus icon will allow you to create multiple constraints for your rules, with and/or statements.
Select the URL type: current, previous, referral.
We recommend setting the constraints to contains/not contains instead of equal/not equal for less chance of the rule not firing properly.
Select your traffic source and then click save.
Verify all the sources for your account are set up correctly for your website.
We have predefined common organic sources for your account. feel free to look at their configuration and alter it if you need to.
A helpful resource for creating your rules, is to look at the "Records" section
The records section is the live feed of tracking data coming into your account. You will be able to sources that may not be categorized and easily see all the UTMs for every source on your website. Use this to create and configure the URL Rules section to your needs.
Make sure to double check the email rule, and verify that your email platform UTMs match the configuration.
One way to check your UTMs is to click on one of your past email campaign's that links to your website and look at the url. If it says the word "email" in it then the rule should work fine. If it doesn't and it says somethings else like Klaviyo or Mailchimp, then you would just need to adjust it according.
We have predefined common organic sources for your account. If you notice in one of the sections that you aren't seeing sales categorized properly for one of the sources then you can click the modify button and change the configuration.
We do not currently have a preconfigured rule for SMS but so if you are running sms campaigns be sure to
Reference the setup guide for Facebook, Google, Snapchat, and Tiktok ads for where to place the Amazon Attribution tracking code.
