Quick Start Guide For Admatic

Quick Start Guide For Admatic

Admatic App Guide


1. Dashboard Page:


The dashboard page will give you a high level overview of your agency details and current connection integrations you have made mainly (Google, Meta, Tiktok)

You may also grab your primary Agency Profile Link from here as well. 



2. Clients:


This section will display all clients that have used your onboarding link. When a client authenticates or provides any contact details on your connect page we log it into a unified "client identifiers" so we can always tie the same client to multiple connections. Our system utilizes a credit system on the amount of new clients you add into the platform. This way you are never charged additional credits for the same client re using your link now or in the future. 

When clicking view details button on a client it will display all the connections they have attempted on your link and the result of those connection attempts. 


3. Connect Profiles

This is the main area where you will connect your agency integrations for connections and configure your connect profiles to request the type of assets you want your client to provide to your agency. 

Step 1. Connect all integration types that require authentication (Google, Meta, TikTok)
Step 2. Once you have integrated your platforms you can click on the view details on your profile displayed at the bottom of the page. You will see a popup where you can configure the specifics of your link
Step 3. In the pop up you can update your link slug from the randomly generated one as well as choose the manager accounts you want to connect with on platforms like Meta and Google Ads. Additionally toggle the types of assets you wish to use for this link. 


















Depending on your plan level you can setup webhook events to a specific endpoint to send data from whenever a connection event happens on this specific connect profile your clients may use. 

4. Settings


In this section you can update your logo and information that is displayed on your connect profiles like agency name, email, and website. 

5. Team
Use this section to invite team members to your admatic account 

6. Billing 
You can manage your subscription with admatic here and view any invoices and your current credit usage for the month. 


5. Submission:


  • Clients review their selections and submit connections.

  • Steps:

Review selected accounts and asset types.

Click "Submit Connections" to finalize.




6. Connection Review:


  • After submission, users are directed to the Connection Review Page.

  • It displays the results of the connection process.

  • Steps:

Review the status of each connection (success or opted out).

Access detailed connection information via email or portal.



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