Welcome to Billy Grace!
This document contains everything you need to get started with Billy Grace. Below you will find the steps to successfully install Billy Grace.
1. Create an account
You will receive an email from our support/onboarding team with an invitation to create your Billy Grace account.
Please note: the link in the email is only valid for 24 hours, so don't wait too long.
When your account is created, and you log in for the first time, you will find yourself on the dashboard page (see screenshot below). On this page, you will see an overview of the key metrics of your business. You will probably return here once a day for insights and to track the overall marketing performance.
Important: We expect you to have the same currency across marketing channels. If not, please get in touch with us via support@billygrace.com.
The navigation bar on the left (#1 on the screenshot below) is used to toggle between the different features in the app.
2. Setting up your Billy Grace account (to-do list)
Make sure to follow the to-do list below to set up your Billy Grace account properly:
Connect all of your marketing channels to Billy Grace.
Install the BG Pixel to receive your data in the dashboard.
Configure 'Custom Events' that you want Billy Grace to measure and optimize.
Use UTM’s (tracking parameters) to track the origin of website visitors.
Set up 'Automations' to automate part of your daily budget allocation tasks.
Okay, let’s continue with some extra settings!
3. Settings
1. Timezone/currency
Navigate to your 'General Settings' under 'Management' to update your 'Reporting Timezone and Currency':
2. Campaign filtering
Under the 'Metric tab in the General Settings, you are able to filter campaigns. You might want to exclude certain campaigns from the platform, for example, an ad where you are promoting a new job description.
You can exclude these campaigns as follows:
Please note that to exclude, you need to select 'Doesn't Contain'
3. Attribution settings
Within 'General Settings', navigate to 'Attribution' and set the maximum attribution limits for both your branded campaign(s) & organic socials. To make sure the algorithm performs optimally, we strongly advise the following percentages:
Maximum Attribution % for branded: 10%
Maximum Attribution % for organic: 50%
Don't forget to add your branded keywords within the section: 'Input Branded Keyword'. Finally, determine your default attribution window based on the average length of your customer journey.
4. IP addresses exclusion
Under 'Pixel Settings', you can filter IP addresses to exclude test purchases and your own website visits:
Want to know more about our platform? Visit the helpdesk for your next step to success.