Getting Started with Stiddle

Getting Started with Stiddle
Getting Started with Stiddle

In this tutorial we’ll walk you through the following steps to create and setup your new Stiddle account:

  1. Contact Stiddle & schedule an onboarding session to receive a signup link
  2. Creating an account & Onboarding
  3. Creating first workspace
  4. Inviting your team members
  5. Integrating connectors - Shopify, Facebook, Google
  6. Installing the Stiddle Pixel
  7. Setting up UTM parameters with existing and new ads
  8. Configuring campaign manager
  9. Creating a new analytics dashboard
  10. Configuring the analytics dashboard
  11. Sharing the analytics dashboard
  12. Everything you need to know about Stiddle People Profiles


Schedule an onboarding session with a Stiddle expert for a signup link

Go to https://www.stiddle.com/demo/1 for a live demo and onboarding call to receive a signup link for our team.

Book a demo
Book a demo

Create an account and follow onboarding

Follow the account signup and onboarding questions to create your account using the signup link provided during your demo/onboarding session.

Create your first Workspace

If you haven't already created a workspace during your account creation and onboarding, select the “New Space” button in the top right hand corner or navigate to the left hand menu -> hover over the workspace icon -> select “New Space”.

Follow the prompts to name your new workspace and upload an image or logo for the workspace. Workspace images should be unique to each workspace and can be used to white-label dashboard reports when sharing with colleagues and clients. 

New workspace
New workspace

Invite your team members

Now that your workspace is created, you can add team members a few different ways. Remember that when inviting team members to a workspace, they will only have access to the specific workspace you grant access to.

1: Navigate to the top right corner of your dashboard, select your account profile image. Simply click “Collaborate with others” to add new collaborators to your workspace. Keep in mind that adding new members this way default to the workspace you currently have enabled. To enable a different workspace, simply click on the workspace you’d like to enable from the “All Spaces” page or navigate over to your left hand navigation, hover over your workspace icon, and select the workspace you’d like to enable.

2: Select the workspace you want to enable, then navigate to the left hand navigation and select “Settings”. Once in the workspace settings, select “Space” and scroll down to the “Space Members” section where you can invite new team members and clients. 

3: Navigate to “All Spaces”, select the settings icon associated with the workspace located in the top right hand corner. This will take you to the workspace settings, where you can invite new team members.

Now that you know where to invite new members to your workspace, you need to know which permissions to give. This allows you to share access and features within your Stiddle workspace with the people that need access and limit the access to others. 

Permissions include:

-Stiddle Pixel - Allow team members to access the Stiddle Pixel script. This is a great way to share your Stiddle Pixel code with developers, so they can add the Pixel Script on your website.

-Profiles - Allow team members to view all of the visitor and customer profiles that are created and tracked using Stiddle’s Identity Resolution.

-Analytics Dashboards - Give team members access to create new and edit existing analytics dashboards.

-Connectors - Allow team members to connect and configure new and existing connectors.

-Campaign Manager - Give team members access to view and manage campaign data within the Campaign Manager.  

Integrate your connectors

Start connecting your ad and sales channel connectors to Stiddle. 

Ad Channel Connectors - Where a conversion or sale takes place. Such as an online store like Shopify, form builder, or payment provider.

Sales Channel Connectors - Advertising platforms that send paid traffic to your website. Such as Facebook and Google ads.

You can find a list of all the current connectors Stiddle offers here. We are always releasing new connectors on a regular basis. If there is a connector you need that you don’t see, you can contact us here to request it - free of charge.

Connecting Shopify to Stiddle

Connect Shopify to Stiddle to start syncing your Shopify data for a single source of truth with purchase tracking, attribution, identity resolution, and reporting. 

To connect Shopify, select the workspace you want to connect to. Once selected, navigate to the workspace settings and select “Connectors”. 

Select “Sales Channels”, find Shopify, then select “Connect To Stiddle”. 

Paste your Shopify store URL, this is the URL Shopify provides you when creating a new Shopify store - this is NOT your custom domain.

Not Correct:

mystore.com

Correct:

mystore.myshopify.com

Follow the instructions on the screen to complete the integration with Shopify and Stiddle. Make sure to provide access to all of the required permissions requested by Stiddle.

IMPORTANT: Please note that only one Shopify store can be selected per workspace. If you need to track additional Shopify stores, please create a new workspace then connect and set up Shopify tracking accordingly.

Connecting Facebook to Stiddle

Connect Facebook to Stiddle to start syncing your campaign, ad set, and ads data for a single source of truth with purchase tracking, attribution, identity resolution, and reporting. 

To connect Facebook, select the workspace you want to connect to. Once selected, navigate to the workspace settings and select “Connectors”. 

Select “Ad Channels”, find Facebook, then select “Connect To Stiddle”. 

Follow the instructions on the screen to complete the integration with Facebook and Stiddle. Make sure to provide access to all of the required permissions requested by Stiddle.

Once connected, you’ll see a list of all your Facebook ad accounts. Begin syncing Facebook with Stiddle by selecting one of the ad accounts. 

IMPORTANT: Please note that only one ad account can be selected per workspace. Once connected, your Facebook data will sync with Stiddle. If you need to track and manage additional Facebook ad accounts, please create a new workspace then connect and select your ad account, and set up tracking accordingly.

Connecting Google Ads to Stiddle

Connect Google Ads to Stiddle to start syncing your campaign, ad group, and ads data for a single source of truth with purchase tracking, attribution, identity resolution, and reporting. 

To connect Google, select the workspace you want to connect to. Once selected, navigate to the workspace settings and select “Connectors”. 

Select “Ad Channels”, find Google Ads, then select “Connect To Stiddle”. 

Follow the instructions on the screen to complete the integration with Google Ads and Stiddle. Make sure to provide access to all of the required permissions requested by Stiddle.

IMPORTANT: Note that Stiddle doesn’t support the connection of Google’s Ad “Manager” accounts. Please be sure to connect directly to the ad account within the manager account.

Once connected, you’ll see a list of all your Google ad accounts. Begin syncing Google with Stiddle by selecting one of the ad accounts. Please note that Stiddle also supports Manager (MCC) accounts.

IMPORTANT: Please note that only one ad account can be selected per workspace. Once connected, your Google Ads data will sync with Stiddle. If you need to track and manage additional Google ad accounts, please create a new workspace then connect and select your ad account, and set up tracking accordingly.

Installing and configuring the Stiddle Pixel with Shopify

The Stiddle Pixel helps track and identify visitors from your site. This is required for accurate attribution and identity resolution. Please make sure to follow the steps exactly as they are described below. If set up incorrectly, Stiddle won’t be able to track and identify your customers - resulting in inaccurate ad tracking.

At any point during setup you face issues or have questions with setup, please don’t hesitate to contact one of our support team members - we’re here to help!

To find your Stiddle Pixel, select the workspace you want to enable and set up the pixel for. Once selected, navigate to the left hand navigation, select “Settings” and select “Pixel”.

IMPORTANT: Please note that you need to connect your sales connector (ie. Shopify) to Stiddle before accessing and installing the Stiddle Pixel. If you don’t have a sales connector integrated when selecting “Pixel” in settings, you will see the following prompt to connect.

Once you have a sales integration connected, you will see your Stiddle Pixel script to copy.

Start by copying the “Base Code” of the Stiddle Pixel and navigate to your Shopify store dashboard. Select “Online Store” from the left hand navigation, then navigate to “Themes”. Select the three dot menu, then select “Edit Code”.

Once in the Shopify code editor, navigate to the left hand menu and select “theme.liquid” - this is stored under the “layout” folder. 

Scroll down to the bottom of the page and paste your copied Stiddle Pixel code into the file right above the closing </body> tag.

Make sure to save your changes.

Navigate back to your Stiddle Pixel settings, copy the “Conversion Code” - from step 2. 

Go back into your Shopify dashboard, select “Settings” - found on the left hand navigation. Then select the “Checkout” tab. 

Scroll down to the “Order Status Page” section and paste your Stiddle Pixel Conversion Code, under “Additional Scripts”.

Select “Save” to save your changes.

That’s it! Your Stiddle Pixel is not installed on your Shopify store. To verify it is working and installed correctly, navigate back to your Stiddle Pixel settings page to see if the pixel status is set to “Pixel Active”. 

IMPORTANT: Please note that the Stiddle Pixel status will only change to active status after it has identified a new visitor on your Shopify store. To test this, go into an incognito or private browser and visit your Shopify store and click around to a few pages. Navigate back to your Stiddle Pixel settings, refresh the page, and check to see if the status is now set to active.

If you are unsure of which Shopify store you have connected to Stiddle and want to see where the traffic is coming from, select the “Pixel Status” button to find more information on the status and troubleshooting.

Setting up UTM parameters with existing and new ads

Setting up UTM parameters with your ads are required to start tracking and attributing sales with Stiddle. When using UTM parameters with your ads, Stiddle is able to identify every visitor that visits your website, then attributes them to the ad that was responsible for the visit and/or conversion. This gives you the clarity you need to understand each visitor's journey and accurately make decisions based on which ad was responsible for a conversion.

What is a UTM parameter?

A UTM parameter is a small snippet of code that is added to the end of a URL, allowing you to track campaigns and other content performance. 

There exist various categories of Tracking Parameters and UTMs, along with diverse methods for their implementation. The UTM Tracking Parameters we use are enhanced with Dynamic Values. In the words of Facebook, "Dynamic parameters prove advantageous as they offer an automated approach to fill in the values of your parameters, leveraging the information provided during ad setup and details associated with ad delivery."

Please make sure to follow the steps exactly as they are described below. If set up incorrectly, Stiddle won’t be able to track and identify your visitors/customers - resulting in inaccurate ad tracking.

At any point during setup you face issues or have questions with setup, please don’t hesitate to contact one of our support team members - we’re here to help!

Setup UTM parameters for Facebook Ads

There are a few different ways to add UTM parameters to your Facebook ads, please follow the directions below for correct setup.

Setting up UTM parameters for a single ad or existing ads:

If you are only running one ad or have existing ads you’d like to track using Stiddle, this is the easiest way to set up your UTM parameter tracking.

Login to your Stiddle account, select the workspace you’d like to start tracking, then navigate to your left hand menu and select “UTM Manager”.

Select “Facebook” from the top menu - you should now see your UTM parameter displayed for Facebook. 

Simply copy the UTM parameter by clicking “Copy UTM”.

You can also copy the following UTM parameter from below:

?utm_source=facebook&campaign={{campaign.id}}&adset={{adset.id}}&adid={{ad.id}}

IMPORTANT: Please note that if your ads do not contain the following tracking parameters, Stiddle may not be able track and attribute your ads accurately.

Your URL parameters should include all of the following within the UTM URL:

1.

source=facebook

2.

campaign={{campaign.id}}

3.

adset={{adset.id}}

4.

adid={{ad.id}}

Adding the UTM Parameters manually within Facebook:

When using Facebook Ads Manager, every ad you create or modify includes a Tracking section. Within this section, you'll find a text field labeled "URL Parameters" where you can insert tracking parameters. For effective Pixel tracking, it's essential to include our recommended tracking parameters in this field for each ad you wish to track. To streamline the process, you also have the option to edit multiple ads simultaneously on Facebook, eliminating the need to perform this task individually.

Navigate to your Facebook Ads Manager account, either select an existing ad to edit or create an ad. 

Scroll down to the “Tracking” section, and paste your copied UTM parameter in the “URL Parameters” field within the Facebook ad.

Simply select “Publish” in the bottom right corner. That’s it, you’re all set!

IMPORTANT: Please note that when updating the URL with your UTM parameter, your ad will go into “processing” status. When in this “processing” status, Facebook may stop spend on your ads - this can take up to one hour until your ads become live again.

In some rare cases, updating the ad with a UTM parameter may cause Facebook to reset the ad’s social proof and may cause it to go back into the “learning phase”.

Adding UTM Parameters to a Facebook Ad using the URL Builder: 

Another way to add the UTM tracking parameters to your Facebook ads is using the URL parameter builder within your Facebook ad. 

To add your UTM parameter using this method, navigate to the same “Tracking” section of your ad, then simply click the “Build a URL parameter” button below the manual entry field.

You’ll then be prompted to select a dynamic parameter for the following presets: campaign source, campaign medium, campaign name, and campaign content. DO NOT USE THESE PRESETS!

Instead scroll down to “Custom Parameters”, select “Add Parameter”, then paste the following parameter names and values.

Be sure to create a new custom parameter for each of the following. 

Parameter Name:

source Value: facebook

Parameter Name:

campaign Value: {{campaign.id}}

Parameter Name:

adset Value: {{adset.id}}

Parameter Name:

adid Value: {{ad.id}}

What’s the difference between using the manual UTM parameter (copy & paste) vs. the UTM Builder within Facebook?

There are no pros or cons to either UTM tracking parameter installation methods listed above - both work the same. However, do make sure to add these UTM tracking parameters to every active ad - if no UTM parameters are added, Stiddle will not be able to track and attribute properly. 

Verifying that UTM parameters are setup correctly on my ads

You can quickly verify that your UTM parameters are set up correctly on your ads using the Ads Manager. 

Go to your Facebook Ads Manager, then navigate to the Ads tab.

Simply select the “View Setup” toggle switch. You should now see a list of which ads have UTM parameters properly set up under the column “URL Parameters”. If an active ad doesn’t have a UTM parameter setup it will remain blank, if this is the case simply repeat the above process to add your UTM parameter to that ad.

If you do not see the “URL parameter” column in your ads manager after selecting “View Setup”, select the “Columns: Setup” button, scroll down and select the “Customize Columns” button.

From here, you will be able to select the columns you want to see in your Ads Manager. Simply search for “URL Parameter”, select, and click the “Apply” button at the bottom of the window. You should now see all of your UTM parameters listed for each ad.

Setup UTM parameters for Google Ads

There are a few different ways to add UTM parameters to your Google ads, please follow the directions below for correct setup.

Setting up UTM parameters

IMPORTANT: Please note that to set up UTM Parameters within a Google Ads account, you will need to have user or admin privileges to the ad account. A manager account (MCC) is also acceptable as long as you have access to the ad account.

If you are not currently using any existing UTM parameters in your Google ads that you’d like to track using Stiddle, this is the easiest way to set up your UTM parameter tracking.

Login to your Stiddle account, select the workspace you’d like to start tracking, then navigate to your left hand menu and select “UTM Manager”.

Select “Google Ads” from the top menu - you should now see your UTM parameter displayed for Google Ads. 

Simply copy the UTM parameter by clicking “Copy UTM”.

You can also copy the following UTM parameter from below:

{lpurl}?utm_source=google&utm_medium=paid&utm_campaign={{campaignId}}&utm_content={{adGroupId}}&utm_term={{keywordId}}&gadid={{adsId}}

Google Tracking Templates - Creating your own parameter URL

IMPORTANT: Please note that if your ads do not contain ALL of the following tracking parameters, Stiddle may not be able track and attribute your ads accurately.

Your Tracking Template should include all of the following URL parameters:

1.

{lpurl}

2.

source=google

3.

utm_medium=paid

4.

utm_campaign={{campaignId}}

5.

utm_content={{adGroupId}}

6.

utm_term={{keywordId}}

7.

gadid={{adsId}}

Adding the Stiddle UTM parameters to an ad with existing UTM parameters:

If you are already using UTM parameters in your ad’s Tracking Template, you can simply add the following parameters to the end of your existing UTM parameter URL.

To append new parameters to the end of your existing UTM parameter URL, simply add an “&” then add the new parameter. 

Here’s an example:

Existing UTMs in place:

{lpurl}?utm_source=google&utm_keyword=advertiser

Stiddle UTM Tracking:

{lpurl}?utm_source=google&utm_medium=paid&utm_campaign={{campaignId}}&utm_content={{adGroupId}}&utm_term={{keywordId}}&gadid={{adsId}}

Combined:

{lpurl}?utm_source=google&utm_keyword=advertiser&utm_medium=paid&utm_campaign={{campaignId}}&utm_content={{adGroupId}}&utm_term={{keywordId}}&gadid={{adsId}}

IMPORTANT: Please note that you should not use the name parameter twice in the same URL. For example if you are combining the Stiddle UTM parameters to an existing UTM parameter URL and they both have the same parameter such as utm_campaign=myfavoritecampaign and the Stiddle UTM parameter, utm_campaign={{campaignId}} Stiddle will not be able to identify which parameter is a priority. In this case, please rename your existing parameter or simply add a “1” to the end of your existing (non-stiddle) parameter name. 

Where to manually add the UTM Parameters in Google

When setting up your UTM parameters within Google Ads, make sure to follow ALL of the following steps. If a parameter is missing or a UTM is in the wrong place, Stiddle may not track and attribute your ads accurately. 

There are three places to add the Stiddle UTM Parameters within your Google Ads account.

Step 1: Adding UTM Parameters to Account Settings

Go to your Google Ads account, then navigate to the left hand menu and select “Account Settings”. This is found under the “Settings” menu tab.

Navigate to the “Tracking” section, click to expand.

Paste the Stiddle Google Ads UTM parameter. This is found above (and below) or copied from the Stiddle UTM manager page within your Stiddle workspace. Select save.

You can also copy from here:

{lpurl}?utm_source=google&utm_medium=paid&utm_campaign={{campaignId}}&utm_content={{adGroupId}}&utm_term={{keywordId}}&gadid={{adsId}}

You’re all setup for your Google Account. Now you’ll need to add the Stiddle UTM parameters to your Campaign Settings. Proceed to step 3, “Campaign Settings”.

Step 2: Adding UTM Parameters to Campaign Settings

Navigate to the left hand menu and select “Campaign Settings”. This is found under the “Settings” menu tab.

Next, select (using the checkbox selector) all campaigns (top checkbox) or select the specific campaigns you want Stiddle to track.

Select the “Edit” dropdown, then scroll down and select “Change tracking templates”.

Paste the Stiddle Google Ads UTM parameter. This is found above (and below) or copied from the Stiddle UTM manager page within your Stiddle workspace. Select save.

You can also copy from here:

{lpurl}?utm_source=google&utm_medium=paid&utm_campaign={{campaignId}}&utm_content={{adGroupId}}&utm_term={{keywordId}}&gadid={{adsId}}

Step 3: Adding UTM Parameters to AdGroups

Navigate to the left hand menu and select “AdGroups”.

Next, select (using the checkbox selector) all ad groups (top checkbox) or select the specific ad groups you want Stiddle to track.

Select the “Edit” dropdown, then scroll down and select “Change tracking templates”.

Paste the Stiddle Google Ads UTM parameter. This is found above (and below) or copied from the Stiddle UTM manager page within your Stiddle workspace. Select save.

You can also copy from here:

{lpurl}?utm_source=google&utm_medium=paid&utm_campaign={{campaignId}}&utm_content={{adGroupId}}&utm_term={{keywordId}}&gadid={{adsId}}

Configuring Campaign Manager

Once you’ve connected your ad channel connectors (ie. Facebook Ads & Google Ads) and setup your Stiddle Pixel with Shopify, you’ll be ready to start managing your ad campaigns within the manager. 

Navigate to the left menu and select “Campaign Manager”.

Once in the Campaign Manager, you’ll see an overview of all the ad channels (ie. Facebook Ads & Google Ads) listed by ad account names under the first tab called “Channel Sources”.

IMPORTANT: Please note that the ad accounts shown in the campaign manager, under the tab called “Channel Sources”, are the accounts enabled for the workspace within the connector settings. Only one ad account can be connected to each workspace. You can create additional workspaces to connect additional ad accounts.

Under Channel Sources you’ll see a default overview of all your ad account data. Once you select one of your Channel Sources, you’ll be able to view the campaign details and configure your table view.

By selecting the “Orders” metric within the columns, you’ll be able to see a list of every customer that purchased a product from that Channel.

Select a Channel Source to dive deeper into the Campaign, Ad Set, and Ads performance.

By default, you’ll see a list of metrics on the top row of the campaign manager followed by the values for each column.

Columns can be customized according to the metrics that are most important to you. To select the metrics you want to view, simply select the “Metric Configurator” - located in the top right hand corner of the Campaign Manager.

In the “Metric Configurator”, you’ll see two options to select from - “Attributed” and “Original”. 

Attributed metrics are the accurate data tracked by the Stiddle Pixel. These metrics are attributed and the most accurately reported.

Original metrics are the reported data by your ad channels like Facebook Ads and Google Ads. This data is unreliable and not accurate. We recommend using this data to compare between Stiddle’s attributed data.

Easily identify which campaigns, ad sets, and ads are performing well and cut losses on underperformers. See a side by side comparison of both your platform original reported metrics and the accurate Stiddle attributed metrics.

As you can see below, Stiddle has reported 13 purchases, when compared to the original Facebook reported 6. Now that we know this, we can scale a campaign we would’ve otherwise stopped - thinking it was a loss.

Easily change the position of columns by simply dragging and dropping each column to its new position. 

Change the date view of your campaigns, ad sets, and ads by simply selecting the date selector button. 

IMPORTANT: If you do not see any data for your campaigns, it is most likely that the date is not set to a date you have active data for. To solve this, simply select “Maximum” to see all of your historical data.

To compare dates, select the “Compare” toggle switch at the bottom of the date selector, then select the first period and last period dates to compare within your campaign manager.

Creating a New Analytics Dashboard

Once you’ve connected your connectors, you can start creating your first analytics dashboard. 

There are two options to create a new dashboard. You can create one from scratch or select a pre-built template. 

Creating a new dashboard using a template

Navigate to the “All Dashboards” page located on the left hand menu.

Select the “New Board” button located at the top right of the page, then select the “Find Template” button.

Browse from a catalog of dashboard reports, these are pre-build dashboards that give you a great starting point to expand and configure on. 

Select the dashboard template you want to configure.

Once you’ve selected a template, you’ll be able to configure it according to the metrics and sections you want to display.

IMPORTANT: Please note that some metrics may not display in your dashboard, this is because the metrics configured in the template may not have any data in your ad account for the selected date range. Simply increase the date range to “Maximum” to see your historical data.

Creating a new dashboard from scratch

To create a dashboard from scratch, simply navigate to the “All Dashboards” page and select “Start from scratch”. 

Configuring and Sharing your Analytics Dashboard

Once you’ve created a new blank dashboard, you’ll see a blank screen with a section and an “untitled” name. 

First navigate to the top left of the page, hover over the “untitled” text and select the edit button.

Give the dashboard a new name and select “Save”.

Adding a new section

Sections are a way to keep your metric widgets organized. Metric widgets are added to sections and sections are added to your dashboard. Sections can be named and moved to reposition your dashboard.

To add a new section, simply navigate to the top right side of the page and select the new widget button. Once selected, you’ll see a dropdown menu of available widgets. Simply click to drag and drop the section to your dashboard.

Once the section is added to the dashboard, you’ll see it is named “Untitled” by default. Simply hover over the text and select the edit button to change and save the name.

IMPORTANT: Please note that you need to drop the section widget on the above or below section you want to add it to. Once added, you can drag the section to a different position on the dashboard.

Deleting a section

To delete a section, simply hover over the right side of the section and select the trash icon. 

Adding a new metric

There are two ways to add your first metric widget - either drag and drop the widget or hover over a section to add. 

First, navigate to the right and select the new widget button. Next, simply drag and drop the “Single Metric” widget over to the section. Once dropped, you’ll see options to configure the metric widget.

Alternatively, hover over the section and select “Add metric widget”. Once selected, you’ll see options to configure the metric widget.

Configuring a new metric

After adding a new metric widget to a section, you’ll be prompted to configure the widget by selecting the metric you want the widget to display. 

To configure your new metric widget, simply navigate to the left side menu of the metric widget configurator and select which connector you want to view the data for.

IMPORTANT: Please note that “Blended Metrics” are the calculation of all ad channel metrics added together. For example, “Blended Impressions” would be the total Facebook and Google impressions added together.

Once selected, you’ll notice two options to display data from the selected channel - “Original” and “Attributed”. 

Original - Original metrics are the standard metrics reported and synced directly from the channel connector. These are often not attributed or accurate and are a great way to compare between the Attributed metrics.

Attributed - Attributed metrics are tracked and calculated using Stiddle’s first-party tracking pixel. These are accurate and attributed metrics with up to 100% accuracy. These metrics are great to gain a comprehensive understanding of your data, giving you the confidence you need to scale.

Select either “Original” or “Attributed”, then select the metric listed below that you want to view in your dashboard and select “Apply”.

You’ll then see the metric added to your dashboard under the section you added it to.

IMPORTANT: Please note that at any time you can click to drag and drop any of your metrics to reposition within a section or move between different sections.

Editing a metric widget

To edit an existing metric, select the menu (three dots icon) on the upper right side of the widget, then select “Edit”.

You’ll then be prompted to reconfigure the widget by selecting a new metric. Simply select “Apply” after selecting your new metric.

Deleting a metric widget

To delete an existing metric widget, select the menu (three dots icon) on the upper right side of the widget, then select “Delete”. This will remove your widget from the dashboard.

IMPORTANT: Please note that to delete a widget it needs to be placed at the last position in your section. To do this, simply drag and drop the widget to the end of the section, you’ll then see the trash icon available to select in the widget menu.

Selecting a specific campaign, ad set, or ad to view

To select a specific campaign, ad set, or ad to view in your dashboard, navigate to the top of the page and select “All Campaigns”. 

Next select an ad channel, then select a campaign, ad set, or ad to view.

You’ll then see the data on your dashboard change in reflection to the campaign, ad set, or ad you’ve selected. 

At anytime you want to view the data for all ad channels, simply navigate back to the selector and select “Select All Campaigns”. 

IMPORTANT: Please note that when a specific ad channel is selected, any metric widgets you have on the dashboard that are not the selected ad channel will not show any data. To view the data for all metric widgets, regardless of the ad channel, simply navigate back to the selector and select “Select All Campaigns”. 

Selecting a date range

Easily select a date range to view your dashboard data from a specific period of time. Stiddle syncs historical data as far back as 37 months for ad channel connectors (Facebook & Google). Other connectors may have longer historical data ranges.

To select a date range, navigate to the top right of the dashboard and select the date icon.

Once selected, you are able to choose a custom date or simply select one of the presets to the left of the date selector. Select apply.

Comparing a date range

Comparing date ranges is a great way to compare past performance. 

To compare date ranges, navigate to the date selector and select the “Compare” toggle switch on the bottom left of the date selector.

Once selected, simply hover over the compared percentage of change on the metric widget to see more details.

IMPORTANT: Please note that if there is no data found for the selected date range, no data will display in the metric widget. To view all historical data, simply disable the compare toggle and select “Maximum” at any time.

Adding your logo to the dashboard

Easily whitelabel your dashboard with your workspace logo. Your workspace logo can be updated within your workspace settings.

To enable your workspace logo on your dashboard, navigate to the top right of the dashboard, select the share icon, then select “Share Link”.

From here, simply select “Add Workspace logo to this board” and refresh your page.

You’ll now see your workspace logo added to the top left corner of your dashboard.

Once enabled, your workspace logo will appear on your dashboard when it’s shared, downloaded, or printed.

Sharing your dashboard with a live link

Sharing your dashboard is a quick and easy way to give clients and stakeholders a live view of your performance. When shared, the dashboard will automatically be synced in real time whenever there is a change in metrics or configuration.

To share your dashboard, simply navigate to the top right of the dashboard, select the share icon, then select “Share Link”.

Next, select “copy” and start sharing your live dashboard link.

IMPORTANT: Please note that currently there is no way to revoke access to the shared dashboard after sharing. Once the link is shared, anyone with the link can view your dashboard. If needed, the easiest way to stop sharing the dashboard is to duplicate and delete the dashboard that is shared. Then you’ll have a new dashboard with a new link.

Printing your dashboard

Printing and downloading your dashboard as a PDF is easy. 

To download and print your dashboard, navigate to the top right of the dashboard, select the share icon, then select “Print PDF”. Your PDF will begin downloading.

IMPORTANT: Please note that for the best view select landscape when exporting.

Favoriting a dashboard

Favoriting a dashboard allows you quick and easy access to a dashboard in two ways - when selecting a campaign, ad set, or ad within the Campaign Manager, and when selecting the “My Favorite Board” from the navigation menu. 

To select a dashboard as your favorite, navigate to the “All Dashboards” page from the left navigation. 

Find the dashboard you want to favorite, then select the dashboard menu (three dots).

Select “Mark Favorite”.

Once marked as favorite, you’ll see the dashboard move to the first position on your “All Dashboards” page. Your favorite dashboard is indicated by the gold star icon next to the name.

To quickly access your favorite dashboard, simply select “My Favorite Board” from the left navigation. You’ll then be directed to your favorite dashboard.

To see analytics from the Stiddle Campaign Manager, simply hover over a campaign, ad set, or ad, then select the “Analytics” button.

Once selected, you’ll see the select campaign, ad set, or ad enabled in your favorite dashboard for quick analysis.

Deleting a dashboard

Deleting a dashboard is easy, however do keep in mind that once a dashboard is deleted - it’s gone forever!

To delete a dashboard, navigate to the “All Dashboards” page, find the dashboard you want to delete, then select the dashboard menu (three dots).

Select the “Delete” from the dropdown. That’s it - all deleted!

Duplicating a dashboard

Duplicating a dashboard is quick and easy.

To duplicate a dashboard, navigate to the “All Dashboards” page, find the dashboard you want to duplicate, then select the dashboard menu (three dots). 

Select the “Duplicate” from the dropdown. You’ll see your new duplicated dashboard added to your “All Dashboards” page with the same name plus the word “copy”.

Everything you need to know about Stiddle Profiles

Stiddle Profiles are created for every website visitor - even before they purchase. Profiles are used for identity resolution and attribution, this allows Stiddle to track every website visitor and build a detailed profile for a complete user journey. Anytime a website visitor converts into a customer, Stiddle will know which ad was responsible for the conversion and attribute the purchase to the correct ad, leaving you with accuracy and a transparent timeline of every action the customer took that led up to the purchase.

Previewing a profile

To preview a specific profile, navigate to the “Profiles” page, located on the left side navigation menu.

From here, you’ll see a complete overview of every website visitor and customer since the time you installed the Stiddle Pixel.

See a quick overview of which products customers have purchased by selecting the number under the “Order Number” column.

Select a profile to learn more details about that customer and their conversion journey.

See an overview of the following:

- Purchases

- Add to carts

- AOV

- Avg. CPC

- LTV

- Page views

- Sessions

- First name

- Last name

- Email

- Phone number

- Landing page

- Page converted from

- Source

- Date added

- Unique Stiddle Pixel ID

- Location

- IP address

- Activity timeline 

Understand the complete journey of a visitor / customer

To see the complete journey of every profile, find and select a profile, then scroll down to the “All Activity” section. 

From here you can see the following tracked and recorded actions taken by the customer:

- Home page view

- Collection page view

- Product page view

- Products added to cart

- Shopify purchase

- Facebook ad

- Google ad

- More coming soon!

Simply click on one of the actions in the activity timeline to expand and view more details. In the below example, you can see which Facebook campaign, ad set, and ad was responsible for the most recent purchase. Simply select the campaign, ad set, or ad to view more details inside the Stiddle Campaign Manager. 

Merged & anonymous profiles - What are they? How to find them?

When a visitor visits from multiple different devices, browsers, or uses different checkout details, they are created into an anonymous profile. Once the visitor purchases a product or has a common unique identifier (email/phone), they become merged into a single profile. This gives you a single source of truth for the customer’s journey. 

To find the merged profiles of a customer, simply navigate to the “All Profiles” page, and select the customer profile you want to view.

Once inside the customer profile, scroll down and select “Merged Profiles”. 

A list of all the profiles associated with that customer will be displayed with any additional information collected by the previous merged profiles.

IMPORTANT: Please note that once a profile is merged, the anonymous profile will no longer exist, instead the information associated with that profile will be merged into a single profile.

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