Your quick setup guide (you'll be analyzing ads in under 10 minutes):
Sign up to create your account
Connect your social profile under My Connections
Create your workspace and connect ad accounts
Edit/set your data source settings (Meta only)
Invite your team and set permissions
Set up data enrichment (optional but helpful)
Build your first report
1. Sign up to create your account
Go to motionapp.com and click Get Started (top right).
Be sure to use an email address you have access to.
If your team is already using Motion, you should be added to that account right away (You'll probably skip steps 3-6). If in doubt, request an invite from your admin.
If you're setting up a brand new account, follow all of the steps below.
2. Connect your social profile under "My connections"
Each user should connect their own profile for the ad platforms they’ll be working in (Meta, TikTok, etc.)
This verifies that you have access to the ad account(s) you're using
This is a required step for users to view creative reporting data
Whichever profile you connect in My Connections needs proper access in the ad accounts you're using.
For Meta, we recommend Partial access level permissions.
3. Create workspace and connect ad 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
4. Edit/set our data source settings (Meta only)
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 (important for analyzing newly launched creatives)
Access these settings via: Workspace settings → Data sources → Meta → Edit
5. Add team members & set permissions
Invite team members.
Role breakdown:
Guests: view-only - cannot create/edit reports
Collaborators: can create/edit reports, has access to all workspaces within an organization
Admins: can create workspaces, connect/disconnect ad accounts, invite users and set permissions, and create/edit reports.
Account owner: one per organization, super Admin who can edit and access billing info
For Guests, you can invite them to a single or multiple workspace(s) - can be edited later
6. Set up data enrichment (optional)
You can connect other tools like Google Analytics or Northbeam at the ad account level (under Data sources)
Once connected, you'll have extra metric options for your reports (e.g., Northbeam ROAS, or GA4's Bounce rate, Time on site, etc.)
More info here
7. Build your first report
On the left sidebar, hit Create report
A Top performing report is a great place to start
Use filters, groupings, and performance metrics to create a customized report.
Use this article to get started:
(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
Note: As your account grows, you might have a lot of folders. We added a report search feature so you can quickly find a report using keywords. ⬇️
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: