Get Started Quickly

AdsPolar Quick Started Flow Chart

📣The following instructions will guide you to quickly get started with AdsPolar. Please follow the steps below to complete the preparations.

Step 1. Authorize Ad Accounts

After logging in to the AdsPolar account, to achieve one-stop management of the entire platform, you need to bind the Ad accounts of each channel to the AdsPolar account first.

Step guide: 【Management > Ad Accounts > Add】

Instructions:

1. Select the channel you want to add on the left, click 【Add】. It will automatically navigate to the media platform. log in to the account and give authorization.

⚠️After adding the Ad account, the data will be synchronized within 15-30 minutes, please wait a moment.

Click to jump to view more account authorization settings and specific platform binding process

Step 2. Ads Management and Data Viewing and Analysis

After authorizing your Ad account, you can manage your ads and view advertising delivery data on the Ads Manager page.

Step guide: 【Ads Manager】

Instructions:

1. Select the channel you want to view data on the left, and select different dimensions at the top, such as Media buyer/Account/Campaigns/Ad Set/Creative to view data.

2. Click 【Create】 on the right to select different channels to start creating ads.

👉Click to jump to see more Ads Manager page functions

Step 3. AdsPolar Library Sharing Management (uploading creatives)

Before creating Ads,  you can create your AdsPolar library first. The creatives only need to be uploaded once and can be placed on all channels. The creative library can be shared across teams.

Step guide: 【Assets > Creative > AdsPolar Library > Upload】

Instructions:

1. Click 【Upload】 to upload creatives in bulk. At the same time, you can set custom labels such as Folders/Tag/Designer/Planner/Creator to achieve refined management of creatives.

2. Uploading local folders is allowed, and all subfolders and creative files within the folder will be uploaded.

3. The created libraries are on the left. Users with permissions can collaborate to upload and manage creatives in the Team Library.

👉Click to jump to see more AdsPolar Library functions

Step 4. Create Campaigns in Bulk

You can create a large number of campaigns in multiple Ad accounts at one time to meet the batch creation needs of various scenarios.

Step guide: 【Ads Manager > Create】

Instructions:

1. Select the corresponding channel in the channel column and click 【Create】 to create new campaign.

👉Click to view more ad creation guides

Step 5. Team, Product and Platform Settings

5.1 Add Teams and Users

Step guide:

Create Teams & Users: 【Management > Teams & Users> Create Team】

Instructions:

1. Follow the prompts, fill in the team and user information to be created, and set the user login email. After the setting is completed, the filled-in email will receive the account activation email. Please log in to the email within 24 hours to check the email and complete the corresponding activation process.

2. Superiors can batch operate the information management of users under the team and enable or disable their status.

⚠️The email filled in is the account used by the user to log in to AdsPolar. After activation, the password can be modified in the account settings.

👉Click to jump to view the permission instruction of different user roles

5.2 Add Stores

Step guide: 【Management > Products > Add Store】

5.3 Add Products

If you need to view site and product transaction data in AdsPolar, you must authorize the account from the store.

Step guide: 【Management > Products > Add Products】

5.4 Associate Product

Method 1:

Step guide: 【Ads Manager > Bulk Operation > Associate Product

In the batch edit product popup, it is recommended to select 'Smart' for the settings. AdsPolar will automatically associate products based on the matching rules you set. For example, if the matching rule is to automatically tag a product when the ad account name contains the product name, then an ad account named 'SPU001-X' will automatically be associated with the product tagged 'SPU001'.

Method 2:

Step guide: 【Tool > Smart Assistant > Automatically associate products】

5.5 Product Report

When adding a new report, select 'Product Report' as the report type, then choose the associated object for the product. The report will aggregate data based on the associated object.

Step guide: 【Report > Add Report > Product report】

If you have any further questions, please feel free to contact us via xmp-support@nativex.com.

Thanks!