Welcome to WorkMagic! If you are new to the platform, here's how to get started:
Login. Before logging in, please acquire access from your Account Manager. After your Account Manager has granted you account access, login to https://platform.workmagic.io. Please check your email inbox for the one-time code to finish logging in.
Onboarding. After logging in, you will be redirected to onboarding for the first time. If you haven't completed your onboarding journey, there will be a banner on your overview page to continue the onboarding process.
Step 1 - Invite your team members.
Enter one or more email addresses of your team members, separated by commas (,). You can assign roles using the dropdown menu, selecting from available access levels such as Admin, Operator, or Viewer. Click the "Invite" button to send an invitation email.
Also read: What user permission does WorkMagic support?
Step 2 - Link your Store Data.
Select the primary sales channel you use for your store. At this moment, we support Shopify store integration or a custom-built website. Please note that you can no longer switch to another option once you finish connecting and setting up your primary sales channel here.
2a. Shopify Store
If you select Shopify as your primary sales channel, you will need to connect your Shopify platform to WorkMagic. You will be redirected to the shopify app page and required to grant a permission for the WorkMagic app.
Please follow this article: Install the Workmagic app on shopify.
2b. Custom-built website
If you select a Custom-built website as your primary sales channel, you will need to complete:
Store information,
WorkMagic Pixel installation
Orders API Integration.
Checkout match ratio.
Make sure to get all the tags are marked as "Completed"
For a more detailed explanation, please follow this article: Custom-built website integration
2c. Connect secondary sales channel (Optional)
You may also have secondary sales channels, such as Amazon and TikTok Shop. While WorkMagic cannot provide attribution analysis for these channels, we can still provide meaningful insights by running lift tests to help you optimize your marketing strategies. Just click the "Connect" button for each channel and follow step-by-step as in the articles below:
Step 3 - Connect marketing platforms.
After connecting your sales channel, you will connect to your marketing and advertising channels. Please note, we support multiple accounts for most of the platforms. Some platforms that connect via API key (such as AppLovin & Klaviyo) only support connecting to 1 account.
Note: We are continuously working on adding new channels. If a marketing platform you use is unavailable, you can make a request to add the integration.
Step 4 - Set up tracking.
After successfully connecting your sales and marketing channels, you will need to set up your ad tracking settings. This is to optimize your experience and to ensure high quality data is being attributed accurately within WorkMagic.
Click on "Connect a marketing platform" to get started.
After connecting your marketing channels, depending on your campaign volume, it may take up to few minutes or longer to import all of your campaigns. You can skip this step after connecting and set it up later in Setting > Tracking setting.
If you find that you have missing campaign tracking parameters, WorkMagic provides you with an automatic tracking updater tool that allows you to automatically update your Meta ads, Snapchat, and TikTok ads. Click on the "Update all" button to automatically update your campaign tracking settings.
It may take up to a few minutes to update all of your campaigns.
We recommend you to turn on auto campaign updates, so every time you create a new campaign, the utm will be automatically appended.
If you still experience issues with your campaign set up, you can contact us for more support.
The ads will re-enter the "under-review" / "processing" state when you update the tracking parameters on Meta ads and TikTok Ads.
Please read this article : I want to avoid kicking my campaigns back into the learning phase. How long is the learning phase?
Note: The tracking setup won’t block incrementality tests so you can always complete it later in Settings -> Tracking Settings. However, we recommend completing it promptly before using the attribution dashboard for data accuracy.
Step 5 - Cost settings.
After completing your tracking settings setup, you will finish the onboarding process by inputting your costs settings. This cost will be used for cost profit analysis, such as calculating Net Profit, POAS, etc.
This will include syncing with your store COGS data, your shipping platforms (Shippo, ShipStation, and ShipBob), and connecting to your payment gateway platform fee.
Use a different shipping provider? Click "Request Integration" and we will let you know when the requested shipping provider is available in the future.
Find instructions for connecting each cost platform in the articles linked here
Congrats, You have completed account setup and onboarding! 🎉
Looking at your dashboard and seeing no data? Your data is syncing and will take some time. Check back in 1-2 days to review your fully updated dashboard and uncover data-driven insights. You will receive a follow up email from us when your data is fully synced. From there, you can explore the platform yourself or review your data with your Account Manager to plan your next steps.
Meanwhile, you can explore the platform using the existing demo data.