Ads
Every ad platform, next to the pipeline
Spend, clicks and conversions from every platform in one table, with the people and deals each campaign brought in.
Ads spend is only interesting next to what it produced. Connect Google Ads and the Ads tab in Reports shows campaigns, search terms and the funnel from impression to paying customer, with the pipeline attributed to it.
Connecting
- 1Settings, Integrations, Google Ads. Sign in with an account that manages the campaigns.
- 2Pick the accounts to read.
- 3Install the conversion tag, or let the website tracking snippet report sign-ups.
The Ads tab
- Performance
- Impressions, clicks, cost, conversions, by campaign and by day.
- Search terms
- What people typed, and the negatives you add from them.
- Keywords
- Bids, match types, quality, and the negatives list.
- The funnel
- Impressions to clicks to sign-ups to paid, with targets per stage.
Through the assistant
Which search terms cost money and converted nothing this week: it reads the terms and proposes negatives. Pause the brand campaign. Set the budget on the demo campaign to fifty a day. Budgets, bidding strategy and status are changeable from the chat.
Around ads
The parts of the workspace this one works with.
Website visitors
Who is on your site, what they viewed, and the moment a visitor becomes a person you already know.
Install the snippet and the page fills with who is on your site and what they looked at. The interesting moment is when an anonymous visitor becomes a person you already know, and every past session attaches to their record.
Reports
Pipeline, revenue, outreach, calls, templates, sequences, rep leaderboards, engagement, and the tabs you build yourself.
Reports is the read-out on whether the machine is working. Every tab reads the same records and conversations the rest of the workspace does, so pipeline, outreach, calls and revenue are one set of numbers, not five exports that disagree.
Questions
Does it change my campaigns on its own?+
No. Reading is automatic. Changes only happen when you ask.
MCC accounts?+
Yes. Connect the manager account and pick the client accounts.
Does it identify people by IP?+
It resolves companies from the network when possible. People are identified only by something they did: a form, a chat, a link, a sign-in.
Where does the data live?+
In your workspace, on the records. Nothing is sold or shared.
Can I export?+
Any table exports. Any chart can be read out by the assistant into a doc.
Why do reply counts differ between tabs?+
Outreach counts replies to a sequence step. Overview counts replies on any thread. Both are labelled.
Real time?+
Reports read live data. A heavy tab may cache for a few minutes.
Try ads on your own data
Connect your email, then open a person. Most of the product shows up on that one page once the mail is in.