Agency's Step-by-Step Guide: Creating an Account & Integrating the First eCommerce Client

Created by Jonas Krøis Krøis Damsted, Modified on Fri, 8 Nov at 6:13 AM by Marcin at Reaktion


In this guide and accompanying video below, we'll walk you through the process of creating a free agency account and seamlessly integrating your first ecommerce client.

As you can see in this video, it literally takes under 2 minutes to create your account and install your first Shopify client as an example: 






Step 1: Create your free account here: https://advertiser.reaktion.com/membership/sign-up




Step 2: Select Agency as your account type





Step 3: Enter your client's company name and click Create client account  


All the clients that you add from your Agency Account will automatically receive an extended 30-day trial after they approve their subscription.






If you don't have access to the client's store, you can also share a unique sign-up link with the client. That way they also benefit from the extended free trial and will be automatically linked to your agency account. However, for smooth integration we recommend creating the Reaktion account and store integration for the client, and then simply inviting them to the account.






Step 4: Select your client's ecommerce platform:






Please click below for to see full guides for setting up:


If your client has more than one ecommerce store, based on, for example, separate Shopify accounts, please see this guide on how to add multiple stores to one Reaktion client account.


Note: It can take up to 24 hours to synchronize data after connecting your ecommerce platform for the first time 




Step 5: Invite your co-workers 


It's important that you invite your co-workers from your existing agency account, instead of them creating separate agency accounts. You can do that from here: https://advertiser.reaktion.com/agency/overview/agency-users  


After you create a Reaktion account for one of your clients, you can also invite your client to that account from here: https://advertiser.reaktion.com/setup/user-management





Step 6: Account settings


When you click on the user name in the top right, you can manage settings of the Reaktion account you are currently viewing, like:

  • Currency
  • Localisation (EU or US)
  • Billing
  • Dashboard layout (advanced or basic)
  • Excluding orders










Step 7: Connect your marketing channels


Select and easily connect your marketing channels here:

https://advertiser.reaktion.com/data-sources/select




Step 8: Set up the costs of products, shipping, payments fees, packaging and handling returns.


https://advertiser.reaktion.com/setup/cost-settings



Guide: Setting "Variable costs" in Reaktion (unit economics) →



Guides for setting product costs or Costs of Goods Sold (COGS):



Please note you need to set up costs separately for each of your ecommerce stores - you might have different shipping rates in the US than in Sweden, etc





Step 9: Task Manager


Once you've linked all your ecommerce stores and marketing channels, there are a few straightforward steps to ensure optimal tracking performance. 

These tasks are straight-forward and we have additional guides for each of these. You find the task manager in the top left corner.


https://advertiser.reaktion.com/tasks





Step 10: Introducing you to our Knowledge Base →


https://reaktion.freshdesk.com/support/solutions


We have a searchable knowledge base, where you can find additional articles regarding:




Support and Customer Success Team


If you have any questions, you're welcome to contact support@reaktion.com.





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