Fluency

Accounts

Use Accounts Management to remove accounts, edit them, assign users, and manage partner links.

Managing, updating, and removing accounts

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

Account settings and tools overview

Add and organize table columns to surface essential account data.

Customizing and editing table columns in Manage

Add, view, and manage notes with timestamps for any account.

Adding notes to an account

Use labels to streamline account management for easy filtering and reporting.

Creating and managing account, campaign, and ad group labels

Enable read-only mode to prevent updates in accounts, budgets, and campaigns across partners.

Read-only mode

Find account, budget, campaign, and other settings for budgeting, targeting, and data sources.

Finding settings in Manage

The basics

Filter accounts by name, channel, and other criteria.

Account filters

Link your Fluency account to a verified and claimed Google Merchant Center (GMC) account.

Google Merchant Center account linking

Connect a Fluency account to a verified Google Business profile.

Google Business account linking

Link a YouTube channel to Fluency for easy video access and ad integration.

YouTube channel linking

Sync new and existing account information.

Account ingestion: Adding and syncing accounts to Fluency

Manage eligible audiences across channels.

Account audiences

Use the Media Sources tool to upload, resize, and organize media assets.

Managing media assets for your accounts

Manage Blueprint subscriptions to access data for campaigns.

Managing your accounts' Blueprint subscriptions

Access and manage account-specific data, including data sources and custom entries.

Adding account data in Manage

Use Bulk Manage to apply changes to multiple elements (e.g., accounts, budgets, campaigns, etc.).

Applying bulk actions with Bulk Manage

Create and connect product catalogs to power your ad campaigns

Setting up product catalogs

Configure Meta product sets, filters, and retargeting for ads.

Configuring Facebook (Meta) product sets

Use Reverse Sync to pull updates from partners and sync new campaigns.

Reverse Sync: Pulling in changes made in partner platforms

Manage and disconnect from partners from within Fluency.

Disconnecting from partner connections (CID)

Configuration

Review whether an account, budget, campaign, ad group, ad, or keyword is actively serving.

Checking an account's serving status

Set performance bounds to get alerts when account performance deviates outside of a specified range.

Monitoring metrics using performance bounds

Monitoring others' accounts can help with alignment and collaboration.

Watching accounts outside your assigned scope

Track history and actions across budgets, campaigns, ad groups, and ads.

Reviewing account activity with change history

Monitoring and troubleshooting

Platform Status

Blog

Case Studies

Industry Resources

Video Library

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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.

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

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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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.

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