Process Flow
Animated overview of the full workflow
TL;DR
Audit all platforms using a consistent framework: tracking verification (pixels, CAPI, GTM tags all firing correctly), account structure (campaigns organised logically, not fragmented), targeting review (audiences appropriate, exclusions in place, no overlap waste), creative assessment (asset performance, refresh cadence, format diversity), bidding and budget (strategies aligned to goals, budgets sufficient for learning), reporting (conversions attributed correctly, cross-platform deduplication), and strategic alignment (platforms complementing each other across the funnel, not competing). Run comprehensive audits quarterly.
Overview
Audit all platforms using a consistent framework: tracking verification (pixels, CAPI, GTM tags all firing correctly), account structure (campaigns organised logically, not fragmented), targeting review (audiences appropriate, exclusions in place, no overlap waste), creative assessment (asset performance, refresh cadence, format diversity), bidding and budget (strategies aligned to goals, budgets sufficient for learning), reporting (conversions attributed correctly, cross-platform deduplication), and strategic alignment (platforms complementing each other across the funnel, not competing). Run comprehensive audits quarterly.
Related Guides
See our complete guide library for detailed coverage of setup, tracking, analysis, and optimisation across all platforms.
Step-by-Step Guide
Follow these 3 steps to complete this guide
- 1
Step-by-Step Setup
Access your account or platform. Navigate to the relevant section. Complete each configuration step, testing along the way. Verify your setup using built-in diagnostic tools before relying on the data for decisions.
- 2
Best Practices
Start with recommended defaults and optimise based on data. Review performance regularly. Make incremental changes. Document your configuration.
- 3
Common Issues and Solutions
Check the platform's help centre for troubleshooting. Allow 24-48 hours for data to populate. Ensure correct permissions. Verify all integrations are active and properly configured.
Frequently asked
Questions & answers
How long does setup take?
Most configurations take 10-30 minutes.
What if data is not appearing?
Allow 24-48 hours for data processing. Use real-time reports or debug tools to verify installation immediately.
Where can I learn more?
Check our related guides and the platform's official documentation for advanced topics.
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