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Fluency platform navigation update (January 2025)
Fluency platform navigation update (January 2025)
Updated this week

We’ve redesigned Fluency’s platform navigation to offer a clearer, more intuitive experience. The update enhances usability and makes it easier to explore and understand key tools, helping you navigate the platform faster and more efficiently.

🛠️ Note about Help Center

We're refreshing our Help Center articles to align with this update. Some instructions may temporarily be outdated, but we're working to update everything as quickly as possible.


Why we made this change

We know that change can be disruptive, so our updates are always designed with you in mind. This new navigation is intended to:

  • Improve usability and speed: A cleaner, more organized layout makes it easier to find tools and navigate quickly.

  • Support future growth: The redesigned structure accommodates new features and integrations, such as targeting options for Basis and Trade Desk, ensuring scalability.

  • Enhance the user experience: Based on your feedback, the update refines Fluency’s usability, making it more intuitive and efficient for all users.


What has changed

1. New left navigation menu

The horizontal top menu has been replaced by a vertical left-side navigation menu. This change simplifies and organizes content into intuitive groups for easier access to essential tasks.

Before: The horizontal top menu could feel cluttered and confusing. Additional horizontal submenus often appeared beneath the global menu.

After: The new vertical left-side menu streamlines access to the platform with fewer, well-organized icons, eliminating unnecessary visual clutter.

Where did the menu items move to in the new left menu? Click for more info.

  • Notifications -> Insights (bar icon), under Monitor

  • Dashboard -> Insights (bar icon), under Monitor

  • Launch -> Automate (rocket icon), under Launch

  • Manage -> Manage (globe icon), under Portfolio > Accounts

  • Blueprints -> Automate (rocket icon), under Blueprints > Blueprint Editor

  • Insights -> Insights (bar icon)

2. Reorganized navigation groups

We’ve reorganized tools into clearer categories for improved accessibility in the left menu.

Before: The original global menu included items like Notifications, Dashboard, Launch, Manage, Blueprints, and Insights, which didn’t clearly align with key user actions

After: Tools are now grouped into three main sections at the top of the left menu. Click the arrows for more info.

Manage (globe icon) is now home to your accounts, bulk manage, and tools.

Portfolio

  • Accounts (formerly Manage, part of the top menu)

Bulk Manage

  • Bulk Edit (formerly Bulk Manage, in Settings & Tools)

  • Bulk Receipts (formerly in Settings & Tools)

Tools:

  • Performance Bounds (formerly in Settings & Tools)

  • Conversion Actions (formerly in Settings & Tools)

  • Budget Rollover (formerly in Insights)

Automate (rocket icon) houses Blueprints, launch, and data sources.

Blueprints

  • Blueprint Editor (formerly Blueprints, part of the top menu)

  • Tag Tester (formerly in Settings & Tools)

Launch

  • Launch (formerly part of the top menu)

  • Launch Status (formerly in Launch)

Blueprint Data

  • Account Ingest (formerly in Settings & Tools)

  • Data Sources (formerly in Settings & Tools)

  • Inventory Catalogs (formerly in Settings & Tools)

  • HTML Ad Templates

  • Facebook Lead Forms (formerly in Settings & Tools)

Automation Tools

  • Recommendation Policies (formerly in Settings & Tools)

  • Budget Relocation Strategy

  • Web Provider Analysis

  • Webhooks

Insights (bar icon) includes reporting tools, notifications, and your dashboard.

Reporting Tools

  • Data Explorer (formerly in Insights)

  • Report Designer (formerly in Insights)

  • Report History (formerly in Insights)

Monitor

  • Notifications (formerly part of the top menu)

  • Anomalies (formerly in Notifications)

  • Dashboard (formerly part of the top menu)

  • Analyst Portfolio Health (formerly in Insights)

  • Budget Groups (formerly in Insights)

  • Prospects (formerly in Insights)

Global search (magnifying glass icon)

Click the magnifying glass in the new left menu to search for a tool.

Additional global and user settings changes

The menus on the right side of the original global menu have also been relocated to the bottom of the new left menu. Click the arrows for more info.

Settings & Tools (gear icon)

Global Settings

  • Customer Info

  • Accounts Management (formerly Accounts)

  • User Management (formerly Users)

  • Platform Integrations

Internal Tools

  • Billing

  • MuseAI Chat

Fluency Help (question icon)

  • Help Center

  • User Forum

  • Request Support (formerly Request Help)

  • Search Resources (formerly Self Help)

User Preferences (person icon)

3. Settings drawer reorganization

We’ve reorganized the settings drawers into a more user-friendly, vertical layout.

Before: The horizontal layout took up too much screen space and had multiple submenus, making navigation difficult.

After: The new vertical design reduces submenu nesting and organizes settings into clear, accessible categories.

Settings drawer search bar

There's now a search bar in the top-left of your settings navigation. Type in the name of a tool, and Fluency will take you directly to those settings.

General settings changes

We’ve consolidated the tools within menus, their submenus, and Tools and organized them in a new left panel so all necessary tools are more easily accessible. Click the arrows for more info.

Quick actions

The quick actions that appeared when you hovered over an account, campaign, etc., have been simplified.

Account table

  • Wrench icon (Account Settings & Tools)

  • Target icon (Account Targeting)

  • Rocket icon (Blueprint Data)

Campaign table

  • Wrench icon (Campaign Settings & Tools)

  • Target icon (Campaign Targeting

Budget table

  • Wrench icon (Budget Settings & Tools)

Account settings

Pull From Partners is more prominently displayed on the settings page, as opposed to being under Tools in the previous navigation.

Account settings have been organized into three categories:

  • Account Settings & Tools (wrench icon)

  • Account Targeting (target icon)

  • Blueprint Data (rocket icon)

Settings & Tools (wrench icon): These settings were previously found as tabs in account settings or under Tools.

  • Budgeting

    • Budget Settings (formerly Budgeting tab)

  • Account Tools

    • Conversion Actions

    • Broadcast

    • Account Performance (formerly in Tools)

    • Keyword Recommendations (formerly in Tools)

    • Blocked Keywords (formerly in Tools)

  • Partners

  • Partner Accounts (formerly Partners tab)

    • Tracking Tags (formerly under Partners tab)

    • Name Overrides (formerly under Partners tab)

    • VLA Checklist (formerly in Tools as Google Vehicle Ads Readiness)

    • Pinterest Checklist (formerly in Tools as Pinterest Ads Readiness)

  • Basic

    • Account Details (formerly Basic tab)

Targeting (target icon): Account targeting has been re-organized according to channels so you can find the relevant tool more quickly.

  • Cross-Channel

    • Locations

  • Search

    • Google Audiences (formerly under Audiences > Search)

    • Negative Keyword Sets (formerly Keyword Sets)

  • Display

    • Display Audiences (formerly under Audiences > Display)

  • DSP

    • Domain Lists

    • Contextual Targets (formerly under Target Sets)

    • Audiences (formerly under Target Sets)

    • Audience Groups (formerly under Target Sets)

    • Custom Audiences (formerly under Audiences > DSP)

  • Social

    • Meta User Lists (formerly under Audiences > Meta)

    • Facebook Page Posts

Blueprint Data (rocket icon): You will find many of the tools that used to be under the Blueprints menu.

  • Data Sources

    • Data Sources

    • Media Sources

    • Account Data

    • Form Data

    • Promotion Schedule

  • Blueprint Tools

    • Feature Flags

    • Blueprint Tweaks

    • Subscriptions

    • Catalogs

    • Competitors (formerly under Basic tab)

Budget settings

Budget settings remain the same.

Campaign settings

Campaigns settings can be found within two categories:

  • Campaign Settings & Tools (wrench icon)

  • Campaign Targeting (target icon)

Settings and Tools: These settings were previously found as tabs in campaign settings or under Tools.

  • General

    • Campaign Details (formerly Basic tab)

    • Bidding

    • Attributes

  • Tools

    • Analyze Campaign (formerly in Tools)

    • Settings Replicator (formerly in Tools)

    • Partner Check

Targeting

  • Targeting

    • Locations

    • Applied Audiences

    • Languages

    • Start/End Dates

  • Other Settings (Varies depending on campaign type)

    • Ad Scheduling (Google, Basis)

    • Negative Keywords (Google)

    • Blocked Keywords (Google)

    • Keyword Recommendations (Google)

    • Contextual Targets (Basis)

    • Audience Groups (Basis)

    • Custom Audiences (Basis)

    • Domain Lists (Basis)

Ad group settings

Settings & Targeting: These settings were previously found as tabs in campaign settings or under Tools.

  • General

    • Ad Group Details (formerly Basic tab)

    • Attributes

    • Partner Check

  • Targeting

    • Negative Keywords

    • Audiences

    • Targets

4. Updated theming and colors

The updated navigation features a refreshed color scheme that is more visually cohesive and accessible.

Before: The original design had a mix of reds, greens, and other colors, which created a less cohesive visual experience.

After: A new indigo-focused theme provides a more unified and engaging look.


Requesting help

Your Advertising Engineer is ready to help you navigate these changes. Reach out to them for additional support.

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