What to Do After Your DatAds Onboarding

This guide will help you get started with DatAds and give you a clear overview of what to do after your onboarding session.

To get started, make sure all your ad accounts are connected as well as any attribution platforms like Adtribute, Triple Whale, Tracify or Hyros. If you're using Slack, you can also connect your workspace to streamline team collaboration.

To collaborate efficiently, head to the “Team” section in the navigation menu. From there, you can invite team members by entering their email address and assigning them a role (e.g., Admin).

Once added, the person will receive an email invitation with a link to join your company’s DatAds workspace. Access will be based on the role you’ve assigned.

This setup helps your entire team work together seamlessly — analyzing performance, sharing insights, and producing more winning creatives.

Now that your accounts and team are all set, it’s time to configure your client setup. Head over to the “Clients” tab, choose the client you’d like to set up, and click “Manage” to access the detailed settings.

This feature automatically sends you a weekly / Monthly email or Slack message highlighting your top-performing ads, based on your chosen settings. It’s a quick and effortless way to keep your team in the loop. No need anymore to manually build reports every week.

Here, you can define the key metrics that matter most to your team, including any custom metrics you’d like to track. These will appear in your reports as well as in the Top Creative Digest.

Filters help you tailor your analysis. For example, by campaign name if you operate in different markets. These same filters are also used in your Digest and any reports you build later.

Important: Don’t forget to save your filters after creating them to ensure they're applied consistently.

Now it’s time to dive into the analysis:
Head over to the “Top Performer Reports” section and create your first report. Apply filters, choose the desired date range and you’ll instantly get a clear overview of your best-performing creatives.

This helps you spot trends early and make data-driven decisions with confidence.

When looking at reports, you can choose which metrics you want to display. To save time, you can create metric presets – basically a saved view with your most relevant KPIs.

✅ Our recommendation: We recommend setting up one preset per campaign type or strategy. You can also reuse these presets across different clients.

This keeps your analysis focused and consistent.

Defining what qualifies as a “Winning Creative” is one of the most important foundational steps in DatAds.

Once your Top Performer Reports are set up, you should define clear criteria for what a winner means for your business. This creates a consistent performance benchmark across your team.

After setting your definition, you’ll immediately see how many of your newly launched ads meet those criteria within the selected timeframe. This gives you a transparent overview of which creatives are truly driving results.

You can also set up Slack alerts to be notified automatically whenever a new winner is identified. This allows you to react quickly, scale strong performers, and keep your creative team aligned on what’s working.

If you have any questions or would like to share feedback, feel free to reach out to us anytime via the chat widget in the bottom right corner of your dashboard. 💬