This checklist outlines everything you need to get started with Motion. These steps will walk you through the initial set up, as well as how to begin pulling insights from your reports!
Signing Up
Motion pulls in your ad data to build creative reports. We connect with Meta, TikTok, YouTube, and LinkedIn ad accounts and can enrich data with Google Analytics and Northbeam!
Head to motionapp.com and select Get Started in the top-right corner to start your trial or create an account. If your company already has an account, ask an admin to invite you.
Set up your Motion dashboard
This is your getting-started checklist! Throughout this article, we'll dive into each step.
✅ Optional: Add data enrichment
Workspace set up and ad account connection
Workspaces are nested within Organizations and house your reports. Each workspace can have one ad account (per social platform) connected.
As a brand - create an individual workspace for each ad account type you connect. For example, one workspace for your Meta account and one workspace for TikTok.
As an agency - create an individual workspace for each client, keeping all ad accounts for that client in the one workspace.
Head to the top left menu, and select Create workspace.
Next, connect the required data source (Meta, TikTok, etc.)
Only Account Owners or Admins can connect new ad accounts in Motion.
Optional: Add your default metrics for Meta
These are the metrics that matter, specific to your Meta reporting in Motion.
They take 2 minutes to set up by going to your Workspace settings (top-left drop-down) >> Data sources >> and hitting edit next to Meta.
Goal Metric - this is the big KPI you care about across your entire account. Top picks are ROAS, CPA, and Cost per Lead.
Your goal metric will be attached to your Home page (in the account overview) as well as Launch Analysis reports.
Attribution Window -how long you're giving your ads to impress you. (ex. 7-day click, 1-day view)
This will be the default window for all of your reports, but you can change it for a specific report in the customize columns section of the table view (scroll down!)
Spend threshold - what counts as "meaningful" spend. (ex. 500 USD)
This plays a big role in your Launch Analysis reports for an ad that has 'qualified' as a scaled ad.
Add team members to the account
There are four types of member roles on Motion - the listed Owner, Admins, Collaborators, and Guests.
Owners, Admins, and Collaborators can create and edit reports, while Guests can view reports.
You can add unlimited Guests on any Motion plan. They won't count towards your total member count.
To add new users:
Head to the bottom left menu
Select 'My account'
Select 'Members'
Choose the 'Add New Members' button in the top right corner
Add the email address for the new user account, and select the role, then click 'Send Invite'- Team members should use the "log in with email" option to create and access their profiles securely.
If the invited user doesn't receive the email, try sending it to their personal email. When clicking the invite link the user can notate their work email.
Set up permissions
Each Motion member will need to connect a platform profile that has permissions to the ad account, and Meta page or TikTok asset. This authentication allows platforms to confirm they have permission to release the ad account data and ad previews to Motion.
For a breakdown of setting up users, follow the links below:
Guest accounts will now see 14 days worth of data, without connecting a profile to Motion! In order for them to see additional date ranges, we do though recommend they connect a profile still. More information on this here.
Add data enrichment
Attribution softwares allow you to paint a better picture of your ad effectiveness. As an optional step, you can pull in additional metrics through different attribution platforms, such as Northbeam and Google Analytics. Once connected, you can pull these metrics in as new columns within the table and add them to reports.
Build your first report
You're all set up! Now it's time to dive into building reports. Two resources that will guide you through this process:
Curating reports with filters, grouping functions and metrics can speed up your reporting and help you find more actionable insights. Here’s a video with a quick rundown of how to build and navigate your reports!
This video walks through some of our favorite reports. We'll talk through insights you can pull and stories you can start to tell from the reports.
💬 Don't be shy, reach out to us through the chat bubble in the bottom right hand corner if you have any questions! We're always here to help.