For agencies
More clients.
Less untangling.
Keep each client’s links, traffic and conversions together. Give your team one place to understand the journey, from campaign to result.
A portfolio, properly organised
One workspace.
A place for every client.
A new client shouldn’t mean another collection of disconnected links. Organise campaigns in projects, with their own domains, routes and conversion setup.
Keep client work separate
Put links and results in the project they belong to.
Bring in the right people
Use project access and roles to control who can work on each client.
Keep the client’s identity
Use a custom domain for campaign links and manage it alongside the project.
Retail client
Paid social · Store campaigns
Lead-generation client
Search · Landing pages
Subscription client
Creator partnerships · Trials
The campaign review
Where did it start?
Source · Campaign · Creative
Where did it go?
Flow · Route · Destination
What came back?
Conversion · Status · Value
Reporting with a trail
Answer the next
client question.
A total tells you how much. The campaign context helps explain why. Start with a report, narrow it by source or device, then inspect the click behind the result.
A consistent review across clients
Compare campaigns using the same dimensions and conversion definitions.
Follow the handoff
See which route was attempted and which outcome was actually observed.
Use the stack they already have
Receive postbacks from an existing tracker or network, then map the events you need.
Your first client rollout
Start small. Make it repeatable.
- 01
Choose one client
Create a project and connect a campaign domain. Invite the people who will manage it.
- 02
Connect one campaign
Set the route, preserve campaign parameters and map the conversion event.
- 03
Check the whole journey
Test the destination and returned event before you roll the setup out to more campaigns.
Questions & answers
Good to know.
Do we need to replace our current tracker?
No. You can start with browser handoff and send or receive postbacks alongside your existing tracker. Agree on the click identifier and conversion mapping before sending traffic.
Can each client use a different domain?
Yes. Custom domains can be associated with the client’s project, subject to your plan’s domain allowance.
Can we control who works on each client?
Use project access and roles to give team members the permissions they need. Project and seat allowances depend on your plan.
Give your next client a connected campaign.
Start with one project, one link and a conversion event. Build a workflow your team can use again.