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setting up for success

Ready to get started with Retail Analytics?

We’ve created a handy checklist to help you get started in minutes. Within just a few steps you’ll create an account, connect your platforms and we’ll finalize the rest.

Maximize your experience

Connect one of each to unlock the power of Retail Analytics

eCommerce

Connecting either Shopify or Big Commerce is essential. 

Amazon is optional but advisable. 

Digital Ads

Connect any or all of the four supported ad platforms. 

A minimum of one platform is required. 

Tracking

Connect your Google Analytics account. Remember, after July 1st 2024, GA4 is required only. 

Get ready for Retail Analytics with this handy guide to each platform

Getting started with Retail Analytics is easy. You may need to check-in with a colleague if you don’t have the right access to connect your platforms. Don’t worry though, it only takes a few minutes to get started and we promise all of your data is secure and unchanged after connecting. Take a look at each of the tabs for your platforms. 

eCommerce Platform Guides

If you’re using Shopify, check the details below. If not, take a look at the Big Commerce guide and Amazon Marketplace guides.

  1. Check you have admin access to your Shopify store. You may need to connect with a store owner. 
  2. Install the Shopify connector app from Conjura here. 
  3. Then click here to start your Free Trial

To grant access to additional users, follow these steps:

 

  1. Sign in to your Merchant Center account
  2. Click the tools iconTools and setting menu icon [Gear], then select Account access under the “Settings” menu
  3. Click the plus button plus
  4. Enter google@optily.com
  5. Click Add user
  6. On the next page, select the level of user access you’d like to grant, and email preferences for that user
  7. Click Save

 

After you’ve done this, the Optily Squad will receive the invitation and accept it. 

To grant access to additional users, follow these steps:

 

  1. Sign in to your Merchant Center account
  2. Click the tools iconTools and setting menu icon [Gear], then select Account access under the “Settings” menu
  3. Click the plus button plus
  4. Enter google@optily.com
  5. Click Add user
  6. On the next page, select the level of user access you’d like to grant, and email preferences for that user
  7. Click Save

 

After you’ve done this, the Optily Squad will receive the invitation and accept it. 

Digital Ad Platform Guides

Connecting ad platforms is essential to determine the impact of your advertising investment. To get started:

  1. Check you have admin access to authorise Conjura to read Google Ads data. 
  2. During the onboarding process you’ll be asked to connect and authorise Google Ads. 
  3. When you click “connect” a window will open asking for your Google ads credentials. 
  4. Enter your credentials, read the information on screen and authorise Conjura to connect to your account. 

Note: Conjura has no access to change anything within your Google Ads account. The data can only be viewed within the Conjura application and utilised to create dashboards and recommendations. 

  1. Go to your Facebook Business Manager account
  2. Go to Business settings (click 3 lines at top left of screen to find the link)
  3. Under Users, click Partners
  4. Click + Add
  5. Add Optily as a partner by selecting Give a Partner Access to Your Assets
  6. Optily business account ID =  961032370577274
  7. Click Next
  8. Grant access to the following assets
    1. Facebook Page: View Page performance & create ads
    2. Ad Account: View performance
    3. Pixel: View Pixels
    4. Catalog: Create ads (partial access)
  9. Click Save Changes
  1. Go to your Business Center and click the Members on the navigation bar on the left.
  2. Click Invite Member
  3. Enter the email address google@optily.com and select Standard access
  4. Click Next
  5. Click Skip or Confirm and your invitation will be sent.
  1. Share your 8 digit Microsoft Ads account ID by clicking the button below (XXX XXX XXXX)
  2. The Optily Squad will send you an access request using your supplied ID
  3. Approve the access request and that’s it



Submit your Microsoft Ads ID here

Additional Platform Guides

To grant access to additional users, follow these steps:

 

  1. Sign in to your Merchant Center account
  2. Click the tools iconTools and setting menu icon [Gear], then select Account access under the “Settings” menu
  3. Click the plus button plus
  4. Enter google@optily.com
  5. Click Add user
  6. On the next page, select the level of user access you’d like to grant, and email preferences for that user
  7. Click Save

 

After you’ve done this, the Optily Squad will receive the invitation and accept it. 

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Need help?

Start a chat with a member of the team and we’ll complete the onboarding process in record time! 

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