Accounts are commonly added to Fluency through an ingestion sheet, but you also have the option to do it manually. The process involves three steps:
Create an account
Link sub-accounts
Add data sources
Step #1: Create an account
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click the + dropdown in the top-right, and select Create New Account.
Fill out the form fields (asterisks indicate recommended fields):
Account Settings
Account Name (Required Field)
Advertised Name (Auto-populates but can be edited with an abbreviated name)
Account Budget Settings
Approved Account Budget
Account Preferences
Assigned Users
Domain*
Reverse Sync Method
Vertical*
Account Address and Information
UUID
Time Zone (Required Field)
Business Hours of Operation*
Phone*
Address*
Country (Required Field)
Currency (Required Field)
Click Save and then Exit.
Step #2: Link sub-accounts
If your account already exists in Google Ads, Bing, or Facebook, simply link it to Fluency.
If your account doesn't exist, launching an account on a Blueprint with Search or Facebook campaigns will automatically create a new account and link the new reference ID.
Step #3: Add data sources
Data sources enable the input of real, customized account data into newly created campaigns. Ensure you add a data source to your account for this purpose.