Fluency

Accounts

Manage accounts by adding, removing, editing details, and managing partner links.

Adding and removing accounts

Manage key account details, like budgeting, polling sources, and account broadcasts.

Account settings overview

Sort and filter columns to surface essential account data.

Customizing and filtering the accounts table

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

Access account-specific tools for bulk tasks, keywords, syncs, and performance insights.

Accessing tools within an account

The basics

Filter accounts by name, channel, and other criteria.

In-depth guide to account filtering

Google Merchant Center account linking

Connect a Fluency account to a verified Google My Business profile.

Google My Business account linking

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

YouTube channel linking

Account ingestion: Connecting advertising accounts to Fluency

Set up read-only polling sources to connect external data to Fluency in supported formats.

Configuring an external data source (polling source) for a single account

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 polling sources and custom entries.

Adding custom data for an account

Use Bulk Manage for efficient, multi-element changes with a variety of actions.

Bulk Manage

Format products for ad partners like Google and Facebook using inventory catalogs.

Setting up product catalogs for shopping campaigns

Connect product catalogs to manage inventory status, product sets, and diagnostic errors.

Product catalogs

Create product sets in Blueprint ad groups for targeted Facebook ads.

Configuring product sets in Blueprints

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

Reverse Sync: Pulling in changes made in partner platforms

Configuration

Review whether an account, 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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