Agency Users: Adding clients and co-workers

Modified on Tue, 5 Aug at 12:31 PM

As an agency user, here are the steps to add your clients and co-workers to your Reaktion account.

Adding Clients:

You can add your clients from here: https://advertiser.reaktion.com/agency/overview/agency-users

Adding agency co-workers:

You can add your co-workers from here: https://advertiser.reaktion.com/agency/overview/agency-users

In the 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 e-commerce platform

Please click below to see full guides for setting up:

IMPORTANT:
If your client has more than one e-commerce (ex., shop.dk, shop. se, and shop.com), 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 from your ecommerce platform (we pull up to 2 years of data).

Step 5: 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 5: Invite your client or co-workers

You can easily add and manage the users who have access to your account here:

https://advertiser.reaktion.com/setup/user-management

Step 6 - Connect your marketing channels

Select and easily connect your marketing channels here:

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

Step 7 - Setting your costs for products, shipping, payments, handling returns, and pick&pack / packaging:

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

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

https://reaktion.freshdesk.com/support/solutions/articles/101000448652-setting-variable-costs-in-reaktion-unit-economics-

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

Shopify:
https://reaktion.freshdesk.com/support/solutions/articles/101000500131-setup-cogs-shopify-

Magento2:
https://reaktion.freshdesk.com/support/solutions/articles/101000500133-setup-cogs-magento-2-

WooCommerce:
https://reaktion.freshdesk.com/support/solutions/articles/101000462595-setup-cogs-woocommerce-

DanDomain Classic:
https://reaktion.freshdesk.com/support/solutions/articles/101000500134-setup-cogs-dandomain-classic-

Please note that you need to set it for all your e-commerce stores. i.e., you might have different shipping rates in the US than in Sweden.

Step 8: Task Manager

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

These tasks are straightforward, 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 8 - 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:

Step 10 - Introducing you to our Support and Customer Success Team

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