AdLogica Client Workspace Setup (Onboarding)

AdLogica Client Workspace Setup (Onboarding)

1. 01

   Log into AdLogica dashboard and navigate to the 'Clients' section.

   Click 'Add Client' to create a new workspace. Enter the client's business name and primary contact email.

2. 02

   Connect the client's ad platform accounts.

   In the 'Integrations' tab, authorize Google Ads, Meta Ads, and Bing Ads. Use OAuth to link accounts without exposing passwords.

3. 03

   Generate a campaign strategy from the client's website URL.

   Paste the client's URL into the 'Campaign Generator' field. Review the suggested ad copy, targeting, and platform recommendations before proceeding.

4. 04

   Deploy campaigns across selected platforms.

   Select the platforms you want to launch on (e.g., Google, Meta). Click 'Deploy' to push the campaigns live. Verify each campaign's status in the 'Campaigns' dashboard.

5. 05

   Configure white-label reporting.

   Go to 'Branding' settings. Upload your agency logo, set brand colors, and enter your agency name. Enable 'White-label mode' to hide AdLogica branding from client-facing reports.

6. 06

   Set up the client's monthly report delivery.

   In 'Reports', schedule a recurring report. Choose the client's email address and select the report template. Ensure the report includes performance metrics like impressions, clicks, and conversions.

7. 07

   Invite team members for collaboration.

   If on the Agency plan, go to 'Team' and invite up to 3 users. Assign roles (admin, manager, viewer) to control access to client data.