Account settings houses features that allow you to manage and control your accounts.
Navigating to account settings
Go to Manage in the top menu.
Click on an account from the list.
Select Settings in the top toolbar.
Available account settings
Account settings are organized into the following sections:
Budgeting: Manage budgets for your accounts, including updating budget amounts or enabling/disabling overspend protection.
Blueprints: Configure settings associated with the Blueprint for the account.
Broadcast: Temporarily update and schedule ad copy for the account, often used for promotions or sales.
Audiences: Set up specific user/audience lists for targeting purposes.
Keyword Sets: Set up global keyword sets, including negative keywords if needed.
Partners: Connect the Fluency account to partner accounts for seamless integration.
Basic: Access basic account information, such as the account name and assigned user details.
Basic account settings explained
The Basic tab in account settings houses two additional tabs: General and Competitors.
General
Basic settings
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.
User 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.
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.
Competitors
Within the Competitors tab, you can view an automatically generated list of potential competitors for your account.