• Build, Launch, and Sell Your Online Course

    Building and selling an online course doesn’t have to be complicated. With the right setup, you can quickly turn your knowledge into a structured product, package it into an offer, and start sharing it with your audience. This guide walks through the full process—from creating your course to publishing and…

  • Offline Conversion Tracking Setup for Accurate Campaign Measurement

    Tracking offline conversions is essential for understanding the true impact of your advertising efforts. While many interactions happen online, important outcomes—such as qualified leads, booked appointments, or closed deals—often occur outside of your website. Setting up offline conversion actions ensures these results are captured, attributed correctly, and used to improve…

  • Client Spend & Management Fee Setup Guide

    Client Spend settings allow you to include management fees directly within your reporting. This ensures your total advertising cost reflects both ad spend and service fees, giving you more accurate financial visibility. TABLE OF CONTENTS What is Client Spend Who Can Access This Setting How Client Spend is Calculated How…

  • Troubleshoot Guide For Google Ad Reporting

    Accurate reporting is essential for understanding campaign performance and making informed decisions. When tracking is not configured correctly, it can lead to missing data, duplicate entries, or incorrect attribution. This guide walks through the most common issues and how to fix them to ensure reliable reporting. TABLE OF CONTENTS Overview…

  • Understand Lead Sources & Improve Marketing Performance

    Understanding where your leads come from is essential for improving marketing performance and making better decisions. Attribution helps you identify which channels are driving results so you can focus on what works and optimize what doesn’t. TABLE OF CONTENTS What is Attribution? First vs. Latest Attribution Where to Find Attribution…

  • Facebook Ad Attribution and UTM Tracking Best Practices

    Accurate attribution is critical for understanding which campaigns, ad sets, and ads are driving results. By combining UTM parameters, tracking tools, and consistent naming conventions, you can ensure that every lead is correctly linked back to its source. This enables clearer reporting, better optimization decisions, and improved return on investment…

  • Facebook Ad Reporting Metrics and Performance Insights

    Understanding advertising performance is essential for making informed marketing decisions. Facebook Ad Reporting provides a centralized view of campaign performance, allowing you to evaluate results, optimize spend, and improve overall return on investment. This reporting system transforms raw campaign data into clear, actionable insights so you can quickly identify what…

  • Brand Board Colors in the Form, Survey, and Quiz Builder

    You can use your saved Brand Board colors directly inside the Form, Survey, and Quiz builders. This article explains how the color picker surfaces Brand Colors so you can keep every asset on-brand without manually copying color codes. TABLE OF CONTENTS What are Brand Board Colors in the Form, Survey,…

  • How to Set Up a Precautionary Ad Tracking Script

    Adding a precautionary ad tracking script helps protect your attribution data if your standard tracking template does not apply correctly. This script acts as a fallback by automatically applying tracking parameters, ensuring your campaign data remains accurate and reliable. TABLE OF CONTENTS What This Script Does Before You Start How…

  • Apify – Actions & Triggers in Workflows

    Connect workflows with Apify to automate web scraping, run actors, and process external data in real time—without third-party tools. This guide explains what the integration is, key benefits, setup, and best practices so your CRM workflows can leverage external data seamlessly. What is Apify Actions & Triggers in Workflows? Apify…