Fluency

New to Fluency? Here are the essentials to get started.

Quick start guide

Discover Fluency: The digital advertising operating system

Introduction to Fluency

Discover how RPA4A in Fluency streamlines digital advertising with advanced automation and data-driven strategies.

What is Robotic Process Automation for Advertising (RPA4A)?

Learn key terms for confidently navigating Fluency's tools and features.

Fluency glossary of key terms

Explore Fluency’s list of supported platform integrations.

Setting up platform integrations

Explore Fluency's list of supported channel partners and campaign integrations.

Fluency supported channel partners and campaign integrations

Learn how these key features work together to supercharge your advertising.

The difference between accounts and Blueprints

Discover essential concepts, including Fluency's core functions, integrations, and key terms.

Fluency basics

Fluency Academy offers self-paced courses to help you learn the Fluency platform and build your skills.

Fluency Academy: Your hub for learning Fluency

Welcome to your training in Fluency's client learning portal: Fluency Academy!

Fluency Academy quick start guide

Fluency Academy course catalog

Take courses in Fluency Academy to elevate your platform knowledge.

Learning the platform

Get a high-level understanding of Fluency's main sections and tools.

Platform tour: Overview of key features in Fluency

Fluency Help is a one-stop shop for accessing support resources in Fluency.

Complete guide to help resources in Fluency

Receive help by requesting support from the team and engage via the user forum to search and interact with submitted posts.

Requesting support with Fluency via your user forum

Easily make bulk changes across multiple accounts or ad elements.

Streamlining updates with bulk action tools

Monitor and manage account-specific issues with account notifications.

Overview of account notifications

Learn Fluency hotkeys to swiftly navigate and manage your accounts and campaigns.

Using hotkeys to easily navigate the platform

Learn how to quickly access key features via popup menus throughout Fluency.

Quick action menu and tools

Learn to navigate Fluency, use shortcuts, and access support resources effectively.

Getting around the platform

Learn about supported integrations, data formats, and when custom solutions are required for Fluency.

Fluency setup guide: Key info about integrations and data

Understand how to set up data sources and configure them for various needs.

Setting up and configuring data sources

Learn how to connect Google Drive and OneDrive to Fluency.

Setting up cloud storage data sources

Adding new accounts via Manage

Link your Google, Microsoft, and Meta ads to Fluency for streamlined campaign management and tracking.

Linking existing partner accounts to Fluency

Streamline your Fluency experience by hiding unused sections and features.

Visibility preferences: Customizing what you see in Fluency

Set default actions for streamlined recommendation management.

Setting recommendation policy preferences

Customize your settings, establish data connections, and build your first advertising campaign in Backpack.

First steps in Fluency

Platform Status

Blog

Case Studies

Industry Resources

Video Library

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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