To create a Clarisights workspace for your company, visit this link.
The team member who's signing up should ideally have access to all the data sources you'd like to integrate initially. This person will also be assigned to an "Admin" role by default, and can invite other team members to the workspace once the signup and data source integration is complete.
Once you are on the website, enter your information and a password, and click on "Sign up":
Once you have signed up, check your inbox for a verification mail.
Click on the confirmation link once you receive the email, and you'll be taken to the data source integration workflow.
On Clarisights, you would first need to connect any one advertising channel and then would be able to connect an analytics source. To connect an advertising channel, click the "+" symbol below the channel you wish to add. Ad channels are categorized by type, such as Search, Social, etc.
The advertising channel will now request you to grant permission to Clarisights to access your data. Once you have granted permission, you will see the accounts for that channel. Select the accounts you wish to connect in Clarisights and click on "Connect Accounts".
The selected accounts are now linked to Clarisights. You can link other advertising channels in a similar fashion.
The integration steps for a few ad channels are a little different from the rest, you can find more details about the steps for those here - Bing, Apple Search Ads, Seznam.
Once you're finished linking your ad-channels, click "Next". You can always come back post signup and integrate more of them if you've missed out on any.
You'll then be taken to the analytics sources integrations. To connect an analytics channel, as earlier click the "+" symbol below the channel you wish to add.
If you need to go back to the ad channel integrations, you can click on "<- Back". Note that you can skip connecting analytics by directly clicking on "Next".
The analytics channel will now request you to grant permission to Clarisights to manage your analytics channel. Once you have granted permission, Select the accounts you wish to link and click on "Connect Accounts".
The integration steps for a few analytics sources are a little different from the rest, you can find more details about the steps for those here - Adjust, Appsflyer.
Once you're finished linking your ad channels and analytics, click on "Next" to set up your preferences.
Please select your preferred currency and timezone for your company. Note: The chosen timezone and currency cannot be changed later. All of your data will be converted to/displayed in the currency and timezone that you choose here.
Congratulations! You've successfully signed up on Clarisights. Relax while we get all your data together and create some sample reports to help you get started. This process typically takes 12-24 hours and we will send you an email as soon as they are ready to go.
Once you've taken a look at the sample ones, learn how to create your first report on Clarisights.