Yes; if you wish to customize the emails that we send you, simply:

1. Click on the brand name (upper-right)
2. Click on ‘Account settings’ in the drop down-menu
3. Click on ‘Notifications’ (on the left)
4. Select or unselect the type of emails you will receive

• Account emails
• Marketing emails
• Campaign emails
• Fulfillment emails

Because we handle all orders within the Klickly ecosystem, Shopify treats this as a ‘manual payment’. A manual payment means Klickly needs to be able to pay you directly. To receive these payments, we ask that you set up your banking information in the Klickly dashboard when prompted – this allows us to send your payment directly into your bank account.  

Why can't I update some fields on the Payments tab in my Account settings?

Once an individual is verified through Stripe, that individual’s information cannot be changed.  This is because Stripe needs to comply with KYC/AML laws. For already-verified companies, if you’d like to change your contact info, you’ll need to contact Stripe support to make changes (e.g., the name or EIN on file).

The customer service information is the information you provide to your new customers in case they have questions.

Klickly is unique in that we enable both click-throughs to your site, as well as in-unit engagements (e.g. product discovery, variant selection, and actual off-site purchases). Because the way in which consumers engage with Klickly-enabled marketing messages is unique, the way in which you track Klickly via 3rd-party tools, such as Google Analytics, is also unique. You can track click-throughs via UTM parameters, track off-site engagements as on-site events, and track off-site views and interactions in a separate property.

How do I enable the UTM feature in my Klickly account ?

To tag each Klickly-driven session on your site with a UTM Source of "Klickly" you will need to:

     1. Open your Klickly dashboard and navigate to 'Account Settings' >> 'Account Management ' >> ' Tracking'

2. Toggle the switch to the right of ‘Enable UTMs’ to turn this feature on.

*In the future you will have the ability to customize the UTM values for both source and medium.  

How do I track off-site engagements as on-site events?

         1. Log into your Google Analytics dashboard and open your store’s Google Analytics Account.

        2. Click on Admin > Tracking Info > Tracking Code.

3. Copy your Tracking ID (see highlighted below).

4. Open your Klickly dashboard and navigate to 'Account Settings' >> 'Account        Management' >> 'Tracking'.

5. Scroll to the ‘Track off-site interactions as onsite events’ section at the bottom of the page and paste your store’s Tracking ID into the Shopify Store Google Analytics ID field.

6. Toggle the button in the upper right hand corner of the ‘Track offsite interactions as onsite events’, and click ‘Save.’

And you’re done! Your store’s Google Analytics account should now be set up to view Klickly “in-unit” sessions in your GA dashboard as if the interaction occurred within your store’s site.

How do I track off site views and interactions in a separate property?

1. Log into your Google Analytics dashboard

2. Click on ‘Admin’

3. On the new screen that appears, click ‘+ Create Property’ in the second column

4. Fill in the information requested on the new screen, and click ‘Get Tracking ID’.
a. Website Name = “Klickly”

b. Website URL = www.klickly.com

c. Category = [choose any category]

d. Time Zone = [choose any time zone]  

5. Copy the ‘Tracking ID’ that is shown on the screen.

6. Open your Klickly dashboard and navigate to 'Account Settings' >> 'Account Management' >> 'Tracking'.

7. Scroll to the ‘Track offsite views and interactions in a separate property’ section at the bottom of the page and paste your store’s Tracking ID into the Klickly Specific Google Analytics ID field.

8. Toggle the button in the upper right hand corner of the ‘Track offsite views and interactions in a separate property’, and click ‘Save’.

And you’re done! Your Google Analytics account should now be set up to view Klickly engagement events in an isolated GA dashboard.

How do I analyze Klickly data within Google Analytics?

1. Open your store’s Google Analytics account to analyze Klickly’s UTM parameters  as you normally would. Klickly’s parameters are:

a. Source = ‘Klickly’

b. Medium = ‘Marketing’

c. Campaign = [CAMPAIGN TITLE]

d. Term = [PRODUCT TITLE]


2. Open your Klickly-specific Google Analytics, click  ‘Behavior’ > ‘Events’ > ‘Overview’ to analyze Klickly offsite events.

3. You can also break out events by Engagement Type by selecting ‘Klickly’ under ‘Event Category’ and sorting by a secondary dimension of ‘Event Action’.

4. To open your ‘Klickly Property’ you created to track all engagements people are having within your ad click the dropdown tab in the top left corner.

5. Click on your ‘Klickly Property’ (you can edit the name)

6. You will be brought to the below page- where you can view all Klickly-specific tracking data!!

And you’re done! You can now track traffic to your website in your store’s Google Analytics account, and separately track engagements within your Klickly marketing messages in your Klickly-specific Google Analytics account.

Why is the revenue reflected in Google Analytics different from the revenue reflected in the Klickly dashboard?

Because Klickly orders are not attributed based on last click (the way GA tracks revenue), there may be a discrepancy between the revenue reflected in GA versus the Klickly dashboard.

To see the breakdown of commissions paid by day:

1. Click on brand name (upper right-hand)
2. Click on 'Account settings' in the drop-down menu
3. Click on 'Invoices' (left-hand)
4. Click into a specific date to see an itemized breakdown of commissions paid

Where can I see my total daily spend?

To see the total amount of spend paid per day:

1. Click on brand name (upper right-hand)
2. Click on 'Account settings' in the drop-down menu
3. Click on 'Invoices' (left-hand)
4. Scroll down to the specific date you wish to see
5. Under ‘Amount’ it will give you the total amount  of spend paid for that day (keep in mind, this may also include any Boosts you may have added to your campaigns)

The status for my last invoice says failed – what should I do?

If your last invoice says failed, we will pause your campaign and automatically attempt to recharge your card/account in 24 hours. If there is a known card or banking issue, please let us know by emailing support@klickly.com.

If you need to update the credit card on file in the dashboard to solve the failed payment, simply:

1. Click on the brand name (upper-right)
2. Click on 'Account settings' in the drop-down menu
3. Click on 'Account Management'
4. Scroll to the bottom and update the card on file under 'Billing Information'.

Yes! You can personalize your ads by navigating to the Creative settings page in the dashboard:

1. Click on your brand name (top right-hand corner)
2. Click on 'Account settings' in the drop-down menu
3. Click on 'Creative settings' (left-hand side)
   

Here you can edit your font, choose your brand colors (by hex color code), customize your offer message, and upload your logo.

Can I have a specific 'Offer Message' for each campaign?

At the moment your 'Offer Message' will be used for all of your campaigns. We are working to continue expanding custom settings –– stay tuned!

What size does my logo have to be?

Logos should follow to below criteria for best display in our ad-units:

• 3:1 ratio
• Less than 100KB
• .jpg or .png format
• Not shown here, but recommended: Don't use a transparent background

Rest-of-site commission is an optional % commission that is paid when we drive a sale for a product on your site that isn't in a live campaign. This commission is typically lower than your general “campaign commission” and serves to incentivize Klickly to send more traffic back to your site.

What is the “New-customer commission”?

Think of this as your overall, store-wide blended CPA (while this is brand-dependent, we suggest using your overall blended CPA for your New Customer Commission as it takes into account the impact that prior touch-points may have had on a consumer’s purchase decision)

What is the “Cold-customer commission”?

Think of this as your highest new-customer CPA (typically 75% - 125% or ~1x ROAS –– think of “cold customer sales” as sales to completely unknown, new customers delivered on a silver platter, and hence, the higher commission)

Can I set up multiple log-ins to access the dashboard?

Yes; to add additional team members to your Klickly dashboard, you must first have admin access. Admin access is based upon your permissions within your eCommerce platform (I.E. ShopifyPlus, Magento, etc); if you are not an admin for eCommerce store, please request access.

To add team members:

1. Click on the brand name (upper right-hand)
2. Click on 'Account settings' in the drop-down menu
3. Click on 'Account Management' (left-hand side)
4. Scroll down to 'Team accounts'
5. Click on 'Add a team member' (in blue)
6. Fill out all information

When adding new team members, make sure to assign a specific access level –– either choose Admin (they will have access to all settings) or Member (they will have limited access to settings).

Can I customize admin/member access in the dashboard?

Yes; to do so:

1. Click on the brand name (upper right-hand)
2. Click on 'Account settings' in the drop-down menu
3. Click on 'Account Management' (left-hand side)
4. Scroll down to 'Team accounts'
5. Click on the user
6. Scroll down to 'Access'
7. Adjust accordingly based on the level of access you wish to give the user
   

NOTE: If you want a new user login to be limited in it’s permissions/settings, make sure this user is given Member access and rather than Admin access.

Am I only allowed to pay commissions via credit card?

Klickly requires a credit card in order to set up your account. However, once set up, you can instead choose to add and debit from an ACH connection if preferred.

Yes; to edit your company info:

1. Click on your brand name in the dashboard (upper right-hand corner)
2. Click on 'Account Settings' in the drop-down menu
3. You will be taken to the Company Info page where you can edit this information at any time
4. Click ‘Save’ to update any changes you’ve made
   

Your company details are used by Klickly to contact you when we have important account updates to share (such as when you make a sale!)

The Perks Page is located in the dashboard under the ‘Perks’ tab. This page gives you access to special perks and offers from our partners. You can expect to access everything from preferential shipping rates to lower processing, courtesy of Klickly partners.

What is a Klickly partner?

Klickly partners with numerous industry-leading companies to support our brands in meeting their specific business needs. Most of these partners have offered Klickly-specific discounts or perks for our brands. How nice. These companies are not affiliated with Klickly.

Whom do I contact if I can’t access an offer?

If you experience any issues when trying to claim an offer, email our partnership team at bradley@klickly.com and we will be happy to assist.

What happens after I claim a perk?

Claiming a perk typically puts you in contact with a helpful representative at the selected partner you wish to contact. If you run into any issues, please email our partnership team at bradley@klickly.com and we will be happy to connect you.

To increase your sales, you can do any or all of the following, depending on your strategic goals:

• Increase your commissions – the larger your commission, the more exposure you will get
• Add a recurring boost – boosts guarantee a certain number of views for a very affordable price starting at $10
• Add more products to your campaign – the more products in your campaign, the easier to show consumers products they want to see
• Add a cold-customer commission (if you don’t already have one attached to your account)
• Add a new-customer commission (if you don’t already have one attached to your account)
• Add a rest-of-site commission (if you don’t already have one attached to your account)
  
  If you’ve completed the above and still feel you’d like to optimize further (and you hit our data point minimum – see question: 'Why don’t I have any sales?'), you may schedule a call with your Growth Specialist via email or by clicking the “Support” tab on the right hand side within your Klickly dashboard.
  

How do I increase my views?

To increase your product views, you can do any or all of the following, depending on your strategic goals:

• Set an Entire-Catalog campaign– the more products you have, the more optionality for our algorithm to better target potential customers.
• Increase Campaign Commissions – the larger your commission, the more exposure you will get.
• Set up a Rest-of-Site Commission – we recommend a setting of a ROS commission that reflects the percent- impact Klickly has on this type of sale. You can change your ROS commission under the Account Management tab in Account Settings
• Use a Boost! — Boosts guarantee a certain number of views for a very affordable price starting at $10.

To download your performance metrics as a CSV file:

1. Click into the 'Performance' tab
2. Click into 'Last 30 days' calendar selector
3. You can 'Quick Select' the following metrics:

- Last 7 days
- Last 30 days
   - Last 12 month
- Week-to-date
- Month-to-date
- Year-to-date

4.  You can also select a custom date range

5.  The metrics shown will reflect the date range selected

6.  Scroll down and click 'Download CSV' icon (blue)

7.  The metrics downloaded will only be what is reflected in the 'Details' section of the Performance page

NOTE: in some cases, for larger or more unique data cuts, you will need to input an email to which the report will be sent. This is because certain data aggregations can take minutes or hours to complete.

In the 'Performance' tab of the dashboard, you will see two key areas of data, Summary Graph and Details. The metrics you'll see reported are:

Summary:

• Revenue
• Spend
• Product views
• Interactions
• Orders
  

Breakdowns:

• Top products
• Top campaigns
• Top locations
• Top websites
• Devices
  

Reports:

• Revenue
• Spend
• ROAS
• Product views
• Interactions
• Orders
• Products sold
• New customers
• Average order value
• Avg. days from first touchpoint
• Avg. days from last touchpoint
  
  

What does the ‘Average days from first touchpoint’ metric mean?

This is an average of days for all users who have interacted with your ad-unit from first touchpoint to sale.

What does the ‘Average days from last touchpoint’ metric mean?

This is an average of days for all users who have interacted with your ad-unit from last touchpoint to sale.

Why don’t I have any sales?

There could be several reasons your brand hasn’t seen sales yet:

Klickly works with brands of all sizes, but we usually see the best results from brands with more than 30k data points per month. “Data points” may include total site visitors per month, $30k of GMV per month, or other similar metrics.  (These data points give us a good baseline of information from which to identify your likeliest potential customers – without data, we can’t predict who is potentially interested in your products and thus, whom to target).

Don’t worry if you’re not there yet! We’re more than happy to work with you as you grow, just don’t expect many sales, if any, out of the gate. For brands under 100k site visitors, it usually takes 30-60 days to find the correct audience and see a positive performance.

What are interactions?

Interactions happen when a potential customer engages with your ads. These interactions might range from ad unit clicks, to mouse-overs, to scrolls through photos, to selection of sizes or colors within our Commerce Modules™. If a consumer has engaged in any way, this is called an “interaction.”

How can I customize the metrics I see on the performance tab?

To customize what metrics you view within the 'Performance' tab:

1. Scroll to 'Details'
2. Click on the gear icon
3. Select or deselect the metrics you'd like to see or not see
4. Click ‘Apply’

How do I change the date range in the Performance tab?

To customize the date range for metrics you're viewing:

1. Click into the 'Last 30 days' calendar selector
2. You can 'Quick Select' the following:

- Last 7 days
- Last 30 days
- Last 12 months
- Week-to-date
- Month-to-date
- Year-to-date

3.  You can also select a custom date range

4.  The metrics shown will reflect the date range selected

To see details on the number of engagements and days to conversion:

1. Click into the 'Orders' tab in the dashboard
2. Find the order that you would like to see these specific details for
3. Hover your mouse on the 'i'  next to 'Commission'
4. Review 'Total engagements,' ‘Last engagement date,’ and 'Days to conversion'

When viewing my orders, how can I change the date range?

To change the date range of the orders you want to view:

1. Click into the 'Orders' tab in the dashboard
2. Click into the 'Last 30 Days' calendar icon
3. You can 'Quick Select':

• Last 7 days
• Last 30 days
• Last 12 months
• Week-to-date
• Month-to-date
• Year-to-date

4.  You can select a custom date range

5.  The orders shown will reflect the date range selected

How can I download all of my orders for a specific date range?

To download your orders as a CSV file:

1. Click into the 'Orders' tab in the dashboard
2. Click into 'Last 30 days' calendar icon (box)
3. You can 'Quick Select':

• Last 7 days
• Last 30 days
• Last 12 months
• Week-to-date
• Month-to-date
• Year-to-date

4. You can select a custom date range

5.  The orders shown will reflect the date range selected

6.  Click 'Download CSV' icon (blue)

If for any reason you feel you’ve been mischarged for an order, please reach out to support@klickly.com or click on the pink ‘Support’ tab within the dashboard and supply the following info: Klickly order number, date of order, commission amount charged, and a brief description as to why you feel you were mischarged. We will review on our end and make sure to get back as quickly as possible with a solution.

I have wholesale customers and I am being charged a commission on these orders –– what do I do?

We have many brands that have wholesale customers. Typically your e-commerce platform does a good job of making sure wholesale orders aren’t charged a commission via Klickly. If, however, any wholesale orders are charged a commission, simply send a CSV file of ALL wholesale customers’ emails and we will block these on our end.

A customer bought a product after clicking on our marketing email – why is Klickly taking a commission?

If Klickly has shown an ad to one of your customers, they will be put into a funnel. If that customer purchases your product during a specified time window after interacting with or viewing the ad, Klickly will claim attribution since we helped to sell your product.

Imagine a scenario where you send a marketing blast to your customer list – a customer might get your email, but not yet be motivated (or forget) to buy. The next day, Klickly may show an ad to remind that customer about your brand, thus driving them to go open the email and use the code you sent. This is just one example of why multi-touch marketing is valuable.

When this or similar circumstances occur, Klickly isn’t able to see that the order was placed after additionally opening a marketing email. We can only see that we drove the consumer down the purchase funnel.

If this is an issue you are seeing a lot, you have the ability to adjust your commission to reflect the percentage of impact you feel Klickly has on your orders. (I.E. simply lower your commission.)

One of my coworkers bought a product and Klickly took a commission –– how do I request a refund?

If one of your coworkers was served or interacted with our ad before purchasing your product, Klickly will take a commission as if they were normal customers (after all, we don’t know who your employees are).

To request a refund, reach out to support@klickly.com or click on the pink ‘Support’ tab within the dashboard with the following info: Klickly order number, date of order, the commission amount charged, and a brief description detailing that this was an internal purchase. We will review on our end and get back as quickly as possible. To avoid this in the future, please send us over a CSV file of any internal emails who will be purchasing to make sure we don’t take a commission on those orders in the future.

A customer placed a subscription order for the 2nd time — why is Klickly taking a commission?

Many affiliates take ongoing commissions from the subscriptions they drive. This could mean you’re paying a rev-share for the duration of a subscription’s lifetime. Klickly does not do this.

For subscription orders enabled by Klickly we only take 2 months of commissions – the 1st is the applicable acquisition fee; the 2nd is the applicable campaign commission.

As an example: If Klickly drives a subscription from a Cold Customer (someone who has never purchased/been to site) the payout might look like this:
1st order: $[cold customer commission]
2nd order: %[campaign commission]
3rd order: no payout

If Klickly drives a subscription from an existing customer (for example, someone who previously purchased a one-off product but has now gone on to buy a subscription), the payout might look like this:
1st order: %[campaign commission]
2nd order: %[campaign commission]
3rd order: no payout

Note that commission is only charged on the purchase amount, not shipping.

For those orders which happen directly within Klickly ads (Commerce Modules™), Shopify will show a ‘manual payment’ tag. This is due to the fact that we have already processed the payment and the payment has gone directly into your bank account.

As a note: make sure to set up your banking information in the dashboard when prompted, so that we can deposit order revenue as Klickly Commerce Module transactions come in. (For customers we’ve sent to your site, this does not apply – they will transact on your site per usual.)

On Shopify, how do I tell if an order came from Klickly?

If you are using Shopify and want to see if an order came from Klickly, simply head to the order page of your Shopify account. Here, at the bottom-right corner under tags, you will find ‘Klickly’ to help identify that Klickly was a part of driving that specific sale.  (Attach screenshot)