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Customizing a NinjaCat Account

Each and every one of your advertisers expects to benefit from the insight gained from their data visualization. There can be a laundry list of details that are exclusive to each advertiser. The NinjaCat Account lets you keep track of all of the details and customizations that each Advertiser may need. This article will outline how to configure all the details under “Settings” in the NinjaCat Account.

 

Section Links

Customize Account Details

Giving a Customer Access to a Dashboard

Selecting a Specific Dashboard Profile

Setting Location-Based Customizations (Localization)

Setting Call Tracking Details

Creating Campaign Groups

Library Global Filters and Metrics

Advanced Account Settings

Margins

 

Customize Account Details

Access Account Settings

1. After clicking on "Accounts" in the Top Navigation Bar

2. Click on the desired account from the account list1.png

 

3. Click on the "Settings" button near the top right2.png

 

4. The "Account" Tab will be visible by default

 

Account Logo

You can upload an image up to 1 MB; the image will be scaled to 300x90. This image is used in reports and on the client dashboard.

  1. Click  on the "Upload" button under "Upload Company Logo"
  2. Use your computer file browser to find the image file
  3. Click on the image file
  4. Click on "Open" in the file browser

Account List Icon

You can upload an image up to 500KB; the image will be scaled to 45x45. This image is used in the accounts list.

  1. Click on the "Upload" button under "Upload Company Icon"
  2. Use your computer file browser to find the image file
  3. Click on the image file
  4. Click on "Open" in the file browser3.png

 

Account Info

Fill in any and all important account details

  1. Company Name - Name of the account you would like to add
  2. Company Website - URL of the website for the account
  3. Primary Contact - Full name of account's primary contact
  4. Email - Email of account's primary contact
  5. Phone Number - Phone number of account's primary contact
  6. External ID - This field allows you to specify a unique identifier for this account
  7. Custom Field - This field allows you to specify the {@CUSTOM_FIELD} placeholder that can be used in a template or the email body of a scheduled report

Account Owner - Please select the user who is the account manager4.png

 

Account Groups

Read the article, How To Create Account Groups for information on this section

 

Groupings

Tags - Assign one or more tags to the account

These tags are not for general organization. They are used exclusively in the legacy metric-based goals (KPIs) system.

When done making any and all edits to the information on this page Clicking on the "Save" button will save your changes. Clicking on the "Save and Exit" button will save your changes and then return you to the Account Command Center.5.png

 

Giving a Customer Access to a Dashboard

Read the article, Giving a Customer Access to a Dashboard for information on this section

 

Selecting a Specific Dashboard Profile

  1. After clicking on "Accounts" in the Top Navigation Bar
  2. Click on the desired account from the account list
  3. Click on the "Settings" button near the top right
  4. Click on the "Dashboard Setting" Tab under the account name
  5. Use the "Select V2 Dashboard" Drop Down Menu to select a dashboard profile to use for this account that is different for the "Default Dashboard Profile".6.png

When done making any and all edits to the information on this page Clicking on the "Save" button will save your changes. Clicking on the "Save and Exit" button will save your changes and then return you to the Account Command Center.

 

Setting Location-Based Customizations (Localization)

  1. After clicking on "Accounts" in the Top Navigation Bar
  2. Click on the desired account from the account list
  3. Click on the "Settings" button near the top right
  4. Click on the "Localization" Tab under the account name

 

Localization Settings

  • Date FormatThe standard date format that will be used in the reports and dashboards
  • Digit FormatThe standard number format that will be used in the reports and dashboards
  • CurrencySelect the default currency you would like `Cost` to be displayed in for the agency. If the currency selected differs from the currency selected in the Network Provider level, Cost will be translated using daily exchange rates
  • Currency FormatThis allows you to set the prefix and/or suffix for the currency that will be used in the reports and dashboards
  • Time ZonePlease choose a time zone for this account7.png

When done making any and all edits to the information on this page Clicking on the "Save" button will save your changes. Clicking on the "Save and Exit" button will save your changes and then return you to the Account Command Center.

 

Setting Call Tracking Details

  1. After clicking on "Accounts" in the Top Navigation Bar
  2. Click on the desired account from the account list
  3. Click on the "Settings" button near the top right
  4. Click on the "Call Tracking" Tab under the account name

 

Conversion Settings

  • Conversion Period - Enter the number of days that must pass before a repeat caller is eligible to convert (Min: 0 days, Max: 90 days)
  • Conversion Threshold - Enter the number of seconds that must pass before a caller converts (Min: 0 seconds, Max: 99999 seconds)
  • Use Phone Number Mappings in Shinobi (Toggle)Choose whether to display calls for mapped phone numbers only (on) or for all phone numbers in new reports/dashboards. This will not change Legacy reports or dashboards (Toggle Left = Off / Toggle Right = On)8.png

 

NinjaTrack Settings

Documentation and Notification settings for the NinjaTrack Call Tracking service

  • Email for Notifications - Enter the email which should receive NinjaTrack email notifications
  • Frequency TogglesChoose whether to send a NinjaTrack call digest to the client. The digest can be daily, weekly (Mondays), or monthly (1st). There is a toggle for each. (Toggled Left = Off / Toggled Right = On)
  • Enable Conversion Only Notifications (Toggle)Choose to only send Email and SMS Notifications (per call) when the call is longer than the Conversion Threshold (unique is NOT checked) (Toggled Left = Off / Toggled Right = On)
  • Anonymize Caller Data (Toggle)Choose to hide all personal caller data from all users - this includes Caller Number, Name and Address (Toggled Left = Off / Toggled Right = On)9.png

When done making any and all edits to the information on this page Clicking on the "Save" button will save your changes. Clicking on the "Save and Exit" button will save your changes and then return you to the Account Command Center.

 

Creating Campaign Groups

Read the article, How To Create Campaign Groups, for information on this section

 

Library Global Filters and Metrics

Read the articles, Setting Up Agency Library Filters and Setting Up Agency Library Metrics, for information on this section

 

Advanced Account Settings

  1. After clicking on "Accounts" in the Top Navigation Bar
  2. Click on the desired account from the account list
  3. Click on the "Settings" button near the top right
  4. Click on the "Advanced" Tab under the account name

Facebook

  • Facebook Campaign Filter - Enter one or more Facebook Ads campaign names to filter this client's Facebook Ads reports. Campaign names must be an exact match. One campaign name per line.
  • Facebook Action As Conversion - Please select one or more actions that will be summed for the conversion metric for Facebook Ads. This will not change Legacy reports.
  • Facebook Action As RevenuePlease select one or more values that will be summed for the Action Value metric (this is also the Revenue metric for calculations) for Facebook Ads. This will not change Legacy reports.
  • Facebook Clicks (Toggle)Enabled this option to use the Inline Link Click metric wherever the Click metric is referenced for Facebook Ads. This will not change Legacy reports.
  • View Attribution Window For ConversionsSelect from the drop-down menu the time window within an ad view can be attributed to a conversion
  • Click Attribution Window For ConversionsSelect from the drop-down menu the time window within a click can be attributed to a conversion10.png

 

SEO

  • GSC/BWT KeywordsEnter one or more queries that can (optionally) be used to filter the Google Search Console or Bing WebMasterTools widgets in Reports. You may filter on multiple queries by separating them with a line break (e.g., "acme, acme widgets" will filter results for both "acme" and "acme widgets")

Budget

  • Target Monthly Budget - Enter the total amount for the account's budget. Currently, only references Google AdWords and Bing Ads spend data. A value of 0 means the budget is disabled.
  • Budget Warning Threshold - Enter the amount, as a percent of target monthly budget, to differ from the account's projected total monthly spend to cross into the warning threshold
  • Budget Critical Threshold - Enter the amount, as a percent of target monthly budget, to differ from the account's projected total monthly spend to cross into the critical threshold11.png

When done making any and all edits to the information on this page Clicking on the "Save" button will save your changes. Clicking on the "Save and Exit" button will save your changes and then return you to the Account Command Center.

 

Margins

Read the article, Setting Agency Default Margins for Currency Metrics, to learn more about Margins in general and setting margins at the agency set up level.

  1. After clicking on "Accounts" in the Top Navigation Bar
  2. Click on the desired account from the account list
  3. Click on the "Settings" button near the top right
  4. Click on the "Margins" Tab under the account name
  5.  Click on the desired Data Source to configure a margin12.png

 

6. Click on the "Plus" button under Margins13.png

 

7. Click on "Set" under "Start Date"

8. Select the month and year for the margin start14.png

 

9. Click on "Set" under "Margin"

10. Either type numbers or click the arrow stepper to input the percentage of the total spend which constitutes the margin.

NinjaNote: If the Data Source spend is $750 and your markup is $250, your margin is 25% ($250 is 25% of the total = $1000) and would be input as .2515.png

 

11. Click the "Save Margins" button near the bottom left

To edit an already created margin: 

Click on the data source network for which you want to edit an existing margin

On this screen, you can change the start date, the margin percentage or delete the margin altogether16.png

 

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