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

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

Guide to marketing mediums.

 

A. Navigate to: Performance AI ➡️ Settings ➡️ Attribution Settings ➡️ Attribution Mapping.

 

B. To add a medium to the Performance AI list:

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

b. This will add you to the Medium table. Click on ADD MEDIUM.

c. Write the name of the medium.

d. Write the tags you use for the medium.

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

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

 

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

     lead will be tagged with the default medium.

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

    menu.

 

Add and Manage Medium How-To - 2

 

D. To manage a medium from the table, find the required medium, and

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

 

Add and Manage Medium How-To - 3

 

b. You can delete the tags already associated with the medium by clicking .

c. You can add additional tags by filling in the table and then clicking CONFIRM.

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

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

 

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