Account Setup

Welcome

This guide will help you setup your Daasity D2C Suite account.  It will walk you through, but you are welcome to hop on a conference call and walk you through.  Setup should take about 15 minutes.   

Here’s a little background information about the product.  There are two main parts to the Daasity Analytics platform:

  1. The Daasity Admin app (https://app.daasity.com)
  2. The Analytics / Reporting Visualization app  

Setting up your admin account

During the initial setup we’d like to get the following FIVE (5) integrations going:

(Integration is just a fancy way of saying where the data comes from)

  • eCommerce - Shopify
  • Site Analytics - Google Analytics
  • Site Analytics - Google Analytics: Multi Channel Funnel
  • Ads/ Marketing Spend - Google Ads
  • Ads/ Marketing Spend - Facebook Ads

We recommend Setting up the integrations in the following order:

  1. Shopify - do this first so when you configure Google Analytics next, you may connect it to your Shopify account.
  2. Google Analytics
  3. Google Analytics: Multi Channel Funnel
  4. Google Ads
  5. Facebook Ads

Setting up Shopify

You will click the Integrations / new and choose Shopify or Shopify Plus.  The main difference in functionality is: Shopify Plus Integration supports the ability to report on gift cards.

 

 

You will fill out the Shopify Integration information.  The key to note is the store domain name.  As illustrated below, we just need the subdomain of your shopify admin url.

 

Click the green [Create] button in the top right corner

 

Once created, you will then Activate the integration.  Click the [Activate] button.

This will redirect you to Shopify and display a screen asking permission to grant Daasity access to your Shopify Data.   

 

Click the [Install unlisted app] button.  You will then be redirected back to the Daasity App.  

At this point, Shopify is all setup and we may start a history load.

 

Setting up Google Analytics

You will click the Integrations / new and choose Google Analytics.

 

 

You will fill out the Google Analytics information.

 

 

The GA Integration requires you to Authorize access first, so we may help you select the proper Analytics account ID.   Click the [Authorize] button.  This will redirect you to a Google page. You will be prompted to grant Daasity access to your Google Analytics Account.

 

Click the [Allow] button.  

You will be redirected back to the Admin App.  Select the View ID and select your Shopify store store and click [Create].  At this point, your Google Analytics Integration setup is complete and we may start a history load.

 

Setup Google Ads

You will click the Integrations / new and choose Google Ads

 

You will fill out the Google Ads information.

 

The Google Ads Integration requires you to Authorize access first.  You must enter your Google Ads account ID first.  Then click the [Authorize] button.  This will redirect you to a Google page. You will be prompted to grant Daasity access to your Google Analytics Account.  

 

Click the [Allow] button.  

 

You will be redirected back to the Admin App.  Click [Create].  At this point, your Google Ads Integration setup is complete and we may start a history load.

 

Setup Facebook Ads

You will click the Integrations / new and choose Facebook Ads

 

You will enter your Facebook account information.  We only require the account ID.

 

You may click [Create], but we still need to activate the integration.

 

Facebook is different than other integrations.  Facebook requires that you add Daasity as a Partner before you can successfully activate the integration.  There are 6 steps to perform.

 

Refer to this article in Facebook for Adding a partner - note you may have already done this before with your ad agencies.  https://www.facebook.com/business/help/1717412048538897.  In summary these steps are:

  1. Go to Business Settings.
  2. Below Users click Partners.
  3. Click the + Add button.
  4. Enter the Daasity Business ID 220721691970176 and click Next.
  5. Choose a type of asset in the first column (Ad Accounts), then select the individual assets you want to add your Partner to in the second column (Ads) and assign a role for your Partner in the third column (Ads Analyst).
  6. Click Assign Assets.

At this point Daasity is a partner.  However, we must confirm the partnership in our account and complete the setup.  At this point, you should notify Daasity that the integration is setup and is waiting for us to complete the setup.  Once we complete the setup, we will activate the integration and we may start the historical data load.

 

Setting up your visualization account 

You will receive a Welcome email from Looker.  This is the invitation to activate your account in the Visualization part of the product.

 

 

Click the [Activate Your Account] button, fill in your information and you’ll be done!  Once completed, you will have access to the Analytics / Report part of the product.

It is worth noting that the dashboards and reports will be empty.  Don’t panic! This is normal.  Your account services haven’t been setup to start extracting data.  This leads us to setting up your account.

Summary

Do not hesitate to reach out and schedule a conference call so we may work together to get this setup for you.                                                      

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