Wicked Onboarding Instructions

Step-by-step instructions to get you onboarded as fast as possible.

Tips

  • Click each hyperlinked step to open it in a new window. Keep this document open while you complete the list.
  • Accounts with Non-Native Integrations: As soon as possible, set up your tracking and schedule a call with a Tracking Specialist; do not wait for your integration to be complete. Expect a delay in your onboarding timeline based on your team's time to complete the integration.

Complete the Checklist in display order

Need help? Contact Customer Support

Est. Timeline Section Steps (complete these in step-by-step order) Goal
Day 0 Log In &
Customer Support
  1. Log In
  2. Access Customer Support
  3. Consider our Done For Your Services (Onboard 3x Faster)
Logged in and fully supported
Day 1-3 Get Set Up
  1. Complete the Wicked Setup Steps
  2. Search our Help Center for platform-specific setup instructions
Fully integrated
Day 3-15 Validate Your Data Accuracy
  1. Complete the Tracking Validation Routine
  2. Schedule your call with a Tracking Specialist to help validate your data
  3. Record your First Trust Date
Keep your 7-Day Attribution Health above 60%

Day 15-60

Optimize Your Ad Spend

  1. Complete Lesson #1: Establish Your Analysis Routine
    1. Get started with FunnelVision

    2. Find your Evaluation Time and Future Customer LTV Impact

    3. How to Optimize Your Ad Spend

  1. Complete Lesson #2: Additional Tips & Tricks

    1. Live Data Reporting
    2. Facebook View-Through Conversions
  2. Schedule your call with a Marketing Specialist to help analyze your marketing performance


Note: Use the In-App Guides for the most interactive experience with your data

Keep your Optimization Health above 80%

Day 0:
Log In & Customer Support

Step 1 - Log In

Click here to log in.

Step 2 - Access Customer Support

Click here to access customer support

Step 3 - Consider our Done For Your Services (Onboard 3x Faster)

We offer Tracking Setup, Custom Integrations, and Full-Service Marketing Consulting
View our DFY Services



Day 1:
Get Set Up

Step 1 - Complete the Wicked Setup Steps

1. Log in to your Wicked Reports account

2. Then, click here to complete the Wicked Setup Steps inside your account  

Step 2 - Search our Help Center for platform-specific setup instructions

Search our Help Center



Day 3:
Validate Your Data

Step 1 - Complete the Validation Routine

Complete the Validation Routine

The Tracking Validation Routine is the gold standard for trusting your data.
Run the routine on a regularly scheduled basis for as long you use a tracking software like Wicked Reports. You'll be glad you built the habit!

Step 2 - Schedule Your Call with a Tracking Specialist

Schedule your Tracking Validation call

The purpose of this call is to verify the accuracy of your data. We'll teach & run the Tracking Validation Routine, including live testing, to help you reach your First Trust Date.

Step 3 - Record Your First Trust Date

Your First Trust Date is the first date you the accuracy of your data. It's important to remember this date because you will only analyze your attribution data from this point forward. This is the earliest "Start Date" you will use to analyze your attribution data.



Day 7-21:
Optimize Your Ad Spend

Step 1 - Complete Lesson #1: Establish Your Analysis Routine

  1. Get started with FunnelVision

  2. Find your Evaluation Time and Future Customer LTV Impact

  3. How to Optimize Your Ad Spend

Step 2 - Complete Lesson #2: Additional Tips & Tricks

  1. Live Data Reporting
  2. Facebook View-Through Conversions

Step 3 - Schedule Your Call with a Marketing Specialist

Schedule your Marketing Analysis call

Our team will help you read your reports, analyze your marketing performance, and offer high-level recommendations for optimizing your spend

What is Optimization Health?

Optimization Health is the percentage of your overall ad budget that is being actively wasted.

The purpose is to drive efficiency into your marketing budget by removing wasted ad spend at an optimal pace.


What should be my target Optimization Health score?

You should maintain an Optimization Health of 80% or better.
An Optimization Health of 100% means $0 of your active marketing budget is being wasted. An Optimization Health of 0% means all of your active marketing budget is being wasted. 


How do I improve my Optimization Health?

1. Complete Lesson #1: Establish Your Analysis Routine to learn how to identify where to scale and kill your ad spend

2. Our team will send you a list of ad-buying recommendations using your account's data.
If you haven't received your recommendations, please contact support@wickedreports.com


How is Optimization Health calculated?

Ad spend is considered "active waste" when the ad has been running longer than your Campaign Evalution Time and is performing below your Target ROAS.

Can I customize my Optimization Health calculation?
Yes! To customize your Optimization Health calculation, please contact support@wickedreports.com

Our team will send you customized, automated ad-buying recommendations straight to your inbox. Less analysis, more action... greater efficiency.