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Account settings and tools overview

Manage account details, budget settings, blueprint data, and targeting.

Updated over a week ago

Account settings and tools house features that allow you to manage your accounts.


Finding account settings and tools

  1. Go to Manage (globe icon) in the left menu.

  2. Select Accounts.

  3. Click on an account from the list.

  4. Go to Settings & Tools under Account Actions near the top.


Settings and tools overview

Using the search bar

If you know what you need, use the search bar in the top-left under Account Settings & Tools. Enter the name of a tool, and Fluency will take you directly to those settings.

Using the settings tabs

Your settings and tools are organized into three sections 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 (under the search bar).

Settings and tools defined

Account Settings & Tools (wrench icon)

Budgeting

  • Budget Settings: Manage the account’s budgets, including updating budget amounts, enabling/disabling overspend protection, and editing budget groups.

Account Tools

Partners

  • Partner Accounts: Connect the Fluency account to partner accounts for seamless integration.

  • Tracking Tags: Manage advertising tags and track user activity on your website to run more targeted ad campaigns.

  • Options: Advanced Options

  • YouTube Channel

Basic

  • Account Details: See below for more details.

Account Targeting (target icon)

Cross-Channel

Search, Display, DSP, Social

  • Audiences, Keyword Sets, etc.:Set up specific user/audience lists for targeting purposes.

Blueprint Data (rocket icon)

Data Sources

Blueprint Tools

Account details

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

    • Contact e-mail: When Can Contact is toggled on, it allows direct report distribution to the contact email address.

  • Address Settings

    • Street Address

    • City

    • State

    • Zip

    • Country

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