How do I add and manage assists for the PAI reports?

You can add or manage your marketing assist sources in the Attribution Mapping page.

Guide to marketing assists.

B. To add an assist source to the Performance AI source list:

a. Click on Assist at the top of the page.

b. This will add you to the Assists table. Click on ADD ASSIST TAG.

c. Write the name of the assist source.

d. Write the source tags you use for the assist source.

e. You can save your source using the SAVE button.

f. You can cancel the addition of the source using the CANCEL button.

C. You can add an assist as a default, i.e., when a lead comes in without an assist tag, that lead

will be tagged with the default assist.

a. Choose the Default assist by clicking on your chosen assist in the dropdown menu.

D. To manage an assist source from the table, find the required assist source, and

a. Click on the tag to manage the tags associated with the source.

b. Use the button to delete the assist source.

c. You can delete the tags already associated with the source by clicking .

d. You can add additional tags by filling in the table.

e. You use the CONFIRM button to confirm the changes in the tags.

f. You can use the CANCEL button to cancel the changes you have made.