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Getting started with Motion checklist

New to Motion? Use this checklist to ensure you're set up!

Joel Charboneau avatar
Written by Joel Charboneau
Updated this week

1. Sign up and access our account

  • Go to motionapp.com and click Get Started (top-right).

  • If your organization already uses Motion, request an invite from an admin.

  • Be sure to use an email address you control and can authenticate.

2. Create workspace and connect accounts

  • Create Workspaces:

    • Brands: one workspace per ad platform (e.g., Meta, TikTok, YouTube).

    • Agencies: one workspace per client, with that client’s ad accounts inside.

  • Connect Ad Accounts: Meta, TikTok, YouTube, LinkedIn.

Only owners and admins can connect/disconnect ad accounts

3. Configure default metrics for Meta

If Meta is one of your connected platforms, set these defaults:

  • Goal Metric (ROAS, CPA, Cost Per Lead, etc.)

  • Attribution Window (7-day click, 1-day view, etc.)

  • Spend Threshold (minimum spend before an ad appears in scaled-ad / launch analysis reports)

Access these settings via: Workspace Settings → Data Sources → Meta → Edit

4. Add team members & set permissions

  • Invite team members as Owners, Admins, Collaborators, or Guests.

  • Role breakdown:

    • Guests: view-only; don’t count against most user quotas.

    • Collaborators: create/edit reports.

    • Admins/Owners: full access to workspaces and account settings.

  • Assign each user to the right workspaces.

  • If the invite doesn’t arrive, try an alternate email address.

5. Connect your social profile under "My connections"

  • Each user should connect their own profile for the social platforms they’ll be working in (Meta, TikTok, etc.).

  • This ensures Motion can pull complete data and provide full reporting access.

  • This is a required step to ensure users can view report data.

Whatever profile is connected under My Connections will need to be granted the proper access in the corresponding Ad Account.

6. Set up data enrichment (optional)

  • Connect additional tools like Google Analytics or Northbeam to bring in external metrics.

  • Add enrichment columns to reports for a more comprehensive view of campaign performance.

7. Build your first report

  • Use filters, groupings, and goal metrics to create a customized report.

  • Explore dashboards for quick, high-level performance overviews.

  • Recommended guide:

(Optional) Organize your reports with folders

  • You can create folders and subfolders to organize all of your reports

  • On your left sidebar, hit the + sign to create a folder

  • Once you have a folder, you can hit the three dots beside it to create a subfolder

  • You can drag and drop reports between folders and subfolders

  • Need a starting point? Create these three folders:

    • Top of Funnel (TOFU) - for your awareness ads

    • Middle of Funnel (MOFU) - for your education/consideration ads

    • Bottom of Funnel (BOFU) - for your purchase-focused ads


Pro tips & best practices

  • Update your Goal Metrics as your business priorities change.

  • Keep naming conventions consistent across workspaces, accounts, and reports.

  • Schedule weekly/monthly reviews of your dashboards to track progress.


Support & further resources

If you run into issues:

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