Welcome to WorkMagic! Our onboarding process is designed to be simple and straightforward. If you're new to the platform, follow these steps to get started:
Login
Before logging in, please obtain access from your Sales or Account Manager. Once you have access, log in at https://platform.workmagic.io. Check your email inbox for the one-time code needed to log in.
Onboarding
After logging in, you'll be guided through a quick onboarding process to set up your account, which will only take 10-20 minutes.
Connecting sales channels
Connecting sales channels
We now support Shopify, Amazon, and TikTok Shop integrations to help you track your sales channels' performance.
Connecting your Shopify store is required to complete your account setup.
By connecting multiple sales channels, you can measure how your marketing efforts impact each channel (the halo effect) by incrementally testing and optimize your strategies.
Connecting marketing platforms
Connecting marketing platforms
Once your sales channels are connected, the next step is to integrate your marketing and advertising platforms.
We now allow you to connect multiple accounts per marketing platform, making it easier to manage your campaigns across different accounts.
Learn how to connect each marketing platform with the articles linked here.
Note: We are continuously adding new channels. If a marketing platform you use is unavailable, you can make a request to add the integration by clicking "Request integration" at the bottom of the page.
Set up tracking
Set up tracking
Next, you'll need to set up ad tracking to ensure accurate attribution of high-quality data. After connecting your marketing channels, it may take up to one minute to import all of your campaigns.
Click the "Update all" button to complete all tracking updates at once.
Turn on the "Automatically update" feature to allow WorkMagic to update your Meta, Google, Snapchat, and TikTok ads automatically, so you won't need to manually configure when you have new ads or campaigns added.
Learn how to set up tracking for each platform with the articles linked here.
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.
Cost settings
Cost settings
After configuring your tracking settings, you will need to finish the onboarding process by setting up cost-related data. This includes syncing your store's COGS data, integrating with shipping platforms like Shippo, ShipStation, and ShipBob, and connecting your payment gateway.
Find instructions for connecting each cost platform in the articles linked here.
Note: Cost setting is optional but essential for net profit calculations.
Congrats! From here, you have completed your account setup and onboarding! 🎉
A few recommendations after onboarding
Invite your team
Invite relevant team members to join your workspace by adding them through Your account -> Team management. Learn more about team access and user permissions.
Explore the dashboard
Your data will begin syncing upon onboarding and may take 24-48 hours to complete. In the meantime, you can explore the platform using the demo data we have pre-stored for you. Learn more about the WorkMagic dashboard and insights.