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

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

Guide to marketing methods.

 

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

 

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

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

b. This will add you to the Method table. Click on ADD METHOD.

c. Write the name of the method.

d. Write the tags you use for the method.

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

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

 

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

     lead will be tagged with the default method.

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

    menu.

 

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

a. Click on the tag to manage the tags associated with the method by clicking .

 

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b. You can delete the tags already associated with the method.

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. 

 

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