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 at https://platform.workmagic.io. Please check your email inbox for the one-time code to finish logging in.
Onboarding: After logging in, you will need to complete a quick onboarding questionnaire to initialize your account setup.
Connect marketplace
Connect marketplace
Select the sales channels you use for your store. At this moment, we only support Shopify store integration and you can connect to 1 account. Other store integrations will be released in the future.
Connect marketing platforms
Connect marketing platforms
After connecting your sales channel, you will connect to your marketing and advertising channels. Please note, we only support connecting to 1 account per marketing platform.
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.
Set up tracking
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, it may take up to 1 minute to import all of your campaigns.
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.
Note: It may take up to 1 minute to update all of your campaigns.
If you still experience issues with your campaign set up, you can contact us for more support.
Cost settings
Cost settings
After completing your tracking settings setup, you will finish the onboarding process by inputting your costs settings.
This will include syncing with your store COGS data, your shipping platforms (Shippo, ShipStation, and ShipBob), and connecting to your payment method gateway.
Use a different shipping provider? Click "Request Integration" and we will let you know when the requested shipping provider is available in the future.
Congrats! You have completed your account setup.
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.