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:
Click the chat bubble in the bottom-right corner for live support.
Review these related guides: