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Managing your customer information

Learn about global customer settings that impact all Blueprints and accounts.

Updated yesterday

In the customer settings area of Fluency, you can customize budget management, establish global data sources, review other account integrations, enable auto-linking when available, and more. Customer settings apply to all accounts in Fluency.


Navigating to your customer settings

  1. Go to Settings & Tools (gear icon) in the left menu.

  2. Select Customer Info.


Configuring basic settings

Let's break down the options for customizing your Fluency experience:

1. Basic information

Configure your company's name, address, phone number, and other basic information.

2. Suspending all accounts

Enabling this toggle on will temporarily halt all account spending. This feature is particularly useful when you see an unexpectedly high rate of overspending in your accounts.

3. Tracking

  • Auto Tagging Enabled: Tracking templates and final URL suffixes will send to account settings in Google Ads upon account creation in Fluency.

4. Security: Enforcing MFA enrollment

To enhance account security, you can mandate all company users to set up multi-factor authentication (MFA). Users will receive a daily pop-up notification for enrollment, beginning 30 days before the chosen date. After the specified date, users must enroll to log in to Fluency.


Configuring advanced settings

Advanced customer settings help optimize the configuration of all your accounts for maximum efficiency in your business. These settings apply globally unless specific configurations are set at the account level.

Blueprint Features and Settings

  • Disable Automated Competitor Analysis

  • Override Blueprint with Read Only Budget

  • Scan for additional verticals for competitor analysis

  • Enable Blueprint Support for Creative Labels

  • After this many days, automatically unlatch campaigns (-1 means no timeout)

  • Enable Fetching Weather Info (for us in Blueprints)

Budget Management: Global budgeting settings

  • Fast Recovery Response Days

  • When performing budget reallocations, this value is used for the rounding level of the adjustment.

  • The setting controls Account Level Overspend. Typically, this is MANAGED (fully managed). This reduces the chance an unmanaged campaign can cause your account to overspend. Other settings are PARTIAL and NONE.

  • Scale budgets automatically when the Account Approved Budget changes from customer ingest or next month scheduled budget changes

  • Enable Budget Manager Fast Recovery (set response days above)

  • Default Budgets to Read-Only. This setting is only used when new budgets are created.

  • Default setting to Pause Campaigns when Individual Budgets Exhaust. This setting is only used when new budgets are created.

  • Meta ONLY: Default setting to Pause Meta Campaigns when Individual Budgets Exhaust. This setting is only used when new budgets are created.

  • Use Google Account Budget Orders

  • Accelerate the STRONG START pacing strategy for Performance Max budgets

  • Minimum account underspend from last month in order to suggest budget rollovers/adjustments (default = $10)

  • Proposal Default Markup

  • Ad Schedule Additional Late Hours on Underspend

  • Ad Schedule Additional Early Hours on Underspend

  • Prorate monthly budgets that are created from Fluency or start mid-month (set to NEVER to turn off proration for newly created budgets)

  • Prorate monthly budgets that are created from Reverse Sync or start mid-month (set to NEVER to turn off proration for newly created budgets)

Custom Bid Restrictions

  • Max Bid Recommendation

  • Min Bid Recommendation

  • Account Data Source

  • Broadcast Data Source

Products and Catalogs

  • Extract Vehicle Inventory: Named data sets defined here will automatically attempt to extract vehicle inventory into a normalized format for ease of use.

  • Set dynamic ad settings for product catalogs. These settings apply to all products in your catalog.

    • Carousel Ad Image Cropping

    • Single Ad Image Cropping

    Note: To change these settings for specific accounts, update them in Manage Accounts > Select an account > Blueprint Data (under Account Actions near the top) > Catalogs > Select a product set > Settings.

System Messaging

  • Budget Manager Status Email

  • Email Receipts for Applied CoLab Changes

  • Email Receipts to Internal Users for Applied CoLab Changes

  • Summary of Weekly Forum Activity

  • General Status Email

System Settings

  • Enable Overspend Protection on New Account Creation

  • Prevent Fluency from updating account names at the partner. Enabling this will only impact accounts created in Fluency from this point forward.

Website Integration (Validation and Tracking)

  • Website Integration (Validation and Tracking)

    • This is a rate limit for concurrent page requests per second from Fluency crawlers

    • Fluency's crawler will send this User Agent so your websites can be made aware of our specific activities

    • Targeting And Tracking Fluency provides automatic support the following custom URL parameters:

      • Campaign Level - fcycmpid (Unique ID), fcycmp (Name), partnercampaign (Name @ Ad Partner), partnername (Name of Ad Partner ex. Google), fcycmptrk (Call Tracking), foycreated (Created Date)

      • Ad Group Level - fcyagid (Unique ID), foyag (Name), partnerag (Name @ Ad Partner), fcyagtrk (Call Tracking)

      • Creative Level - fcycvid (Unique ID)

      • Keyword Level - fcykwid (Unique ID)

      • There is a limit of 8 at the ad networks, you can restrict the values you wish to allow Fluency to send (comma separated list).

    • Global Geo Negatives (Other Countries, Other States, Outside North America)

Data Normalization

  • Extract vehicle inventory in a normalized format


How to export your customer settings

If you need to export all account information, follow these steps:

  1. After configuring your desired settings, click Save.

  2. Choose CSV to initiate the download automatically.

The CSV file generated will include a comprehensive list of all accounts under the customer profile, along with the customer settings applied to each account. Additionally, account information and the Fluency analyst associated with the account will also be included.

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