Account settings and tools house features that allow you to manage and control your accounts.
Getting to your account settings and tools
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account from the list.
Go to Settings & Tools under Account Actions near the top.
Settings and tools overview
Account settings and tools are housed in a drawer that slides out from the right side from your screen.
The search bar
To find what you need, you can use the search bar in the top-left of the settings drawer side menu. Type in the name of a tool, and Fluency will take you directly to those settings.
Settings and tools sections
Your settings and tools are organized into three sections or "tabs" in the settings drawer:
Settings & Tools (wrench icon)
Targeting (target icon)
Blueprint Data (rocket icon)
Move between sections by selecting a different icon in the top-left of the side menu (found under the search bar). Note: You can also navigate these sections using the icons under Account Actions near the top of the main Manage Accounts page.
Available settings and tools defined
Select the menu items in the settings drawer menu to navigate your account settings and tools. You can get an overview of each menu item below.
Account Settings & Tools
Budget Settings: Manage budgets for your accounts, including updating budget amounts or enabling/disabling overspend protection.
Broadcast: Temporarily update and schedule ad copy for the account, often used for promotions or sales.
Partner Accounts: Connect the Fluency account to partner accounts for seamless integration.
Account Details: Access basic account information, such as the account name and assigned user details.
Account Targeting
Audiences & Targeting Settings (Search, Display, DSP, Social): Set up specific user/audience lists for targeting purposes.
Blueprint Data
Form Data: Create a Blueprint tag by simply filling out a form. To configure forms, contact a Fluency team member.
Promotion Scheduler: Turn your promotion data into Blueprint tags.
Sheet Data
Subscriptions
Competitors: View an automatically generated list of potential competitors for your account.
Account details overview
Account details is a menu item in the Account Settings & Tools "tab."
Get a breakdown of what each field in this section does:
Account Details
Account Name: The name of the account as it appears in Fluency.
Advertised Name: (Optional) Variation of the account name used to show how the name will appear in advertising copy. If left blank, Account Name will be used by default.
Short Advertised Name: (Optional) Variation of the Advertised Name typically used when the full Advertised Name exceeds advertising character limits. If left blank, Advertised Name will be used by default.
Automation Settings
Assigned User: The primary manager/user on the account.
Reverse Sync: The frequency with which Fluency will pull in account updates from channel partners.
Read Only: Toggle on read-only mode to prevent Fluency from making updates at the partner.
URL Settings
Domain: The primary domain of the account (e.g., www.fluency.inc). Instead of inputting http:// and https://, use the prefix dropdown.
Website Provider: Select the lock to specify the website provider directly and prevent the crawler from overwriting the field. Account ingest data will still overwrite this field. You can manually select Re-Crawl to detect the website provider from your primary domain.
Identification Settings
UUID: Universally Unique Identifier that is assigned to each new account when ingested into Fluency.
Vertical: The type of account used to connect your account to a Blueprint and your crawler (e.g., auto, real estate, etc.)
Time Zone/Currency Settings
Business Hours of Operation: The business hours associated with the account.
Time Zone: The time zone associated with the account.
Currency: The currency type associated with the account.
Contact Settings
Phone: The primary phone number associated with the account.
Contact e-mail: The contact email associated with the account. Note: When activated, Can Contact allows direct report distribution to the contact email address.
Address Settings
Street Address: The street address associated with the account.
City: The city associated with the account.
State: The state associated with the account.
Zip: The zip code associated with the account.
Country: The country associated with the account.