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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 ad platforms

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

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

  • Guests may see limited data without an authenticated profile.

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:

💡 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.

  • Use Motion’s Favorites feature to quickly access key reports.

🚧 Support & further resources

If you run into issues:

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