Setting up custom costs effectively is crucial for accurate budget tracking and performance analysis in your marketing campaigns.
How to access custom cost settings?
To access the custom cost settings:
Go to Settings from the sidebar.
Select the Cost settings tab.
Click on the Custom cost section.
Once inside, you will have two options for adding custom costs:
Import from Google Sheet (Recommended for bulk or recurring updates).
Add custom cost manually (Recommended for quick or one-time entries).
Method 1: Import Custom Costs Using Google Sheets
Step 1: Start the Import Process
Click the [Import from Google Sheet] tab.
Click [Import] button
Step 2: Create your own sheet
To create your Google Sheet:
Create a Google Sheet for importing custom cost. Go to Google Sheet and sign in to your Google account, then you will see the page to copy our template,
click [Make a copy] to create your own sheet.
Step 3: Share permissions
For the platform to access your data:
Open your newly copied Google Sheet.
Click the Share button in the top right.
Add this email as a Viewer:
[email protected]
Copy the created sheet link, head back to WorkMagic.
Step 4: Backfill created sheet link and verify
Paste the created sheet link into the URL filed below and verify the permission.
Step 5: Fill in Custom Cost Data
In the template, ensure you fill out the following fields:
Cost name – Mainly used for you to identify the cost and will be displayed in the cost list.
Total spend – "Aggregate amount for the effective period in your shop's currency. Must be filled out in numeric format without any currency symbols."
Start date – The date the cost becomes active (YYYY-MM-DD).
End date – The date the cost ends (YYYY-MM-DD).
Channel – "Select the following channel values to fill in:
'ads',
'email',
'social',
'affiliate',
'3rd_party',
'primary_sales_channel',
'organic_search',
'direct'.
Source – Fill in the name of the source that corresponds to the dashboard with lowercase letters.
Step 6: Sync Your Data
After filling in the data, click [Sync now] in the Custom Cost settings page to immediately synchronize your Google Sheet data with the platform.
Alternatively, your data will automatically synchronize daily at 6:00 UTC (2:00 PM China / 1-2 AM North America).
Step 7: Confirm Successful Synchronization
After synchronization:
Successfully imported costs will appear in the Custom Cost List.
These costs will be integrated into your dashboard data during the next update cycle.
Method 2: Manually Add Custom Costs
For smaller or urgent updates, adding costs manually is often the simplest method. Follow these steps:
Step 1: Start the Manual Entry Process
Click the [Add custom cost] button.
A new entry form will appear.
Step 2: Fill in the Required Fields
Ensure you complete the following details:
Name – Assign a unique identifier.
Amount – Enter the expense amount.
Channel – Choose the marketing channel this cost applies to.
Source – Indicate the source (e.g., Meta Ads, Email & SMS, etc.).
Start Date – The effective date the cost starts.
End Date – The date the cost concludes.
Step 3: Save Your Entry
Once the required information is added, click Save to store the cost. It will immediately appear in the Custom Cost List.
❗ Notes:
The currency in cost settings matches that of your store.
The expense is evenly distributed among each order, and we assign the cost to each channel based on the channel attributed to the order.