Are you an agency running ads for multiple stores on Triple Whale? Let me introduce you to the Pods View. Let's unpack how to navigate through the data and switch between the different stores you manage.
The Pods View is where you will be able to see all the stores your account has access to, as well as a general overview of their top metrics.
At the top of your screen, you will see your Pod Name, the Search button to search all of your stores, Date where you can sort through different date ranges, View where can select multiple stores or a select few, the Gear Icon which will show you your Pod Settings, and lastly the + button where you can log in to a new store.
The Blended Metrics at the top of your page shows you aggregated data for all of your stores. This is can be helpful in a few ways:
If you work at an agency and want to see your Blended ROAS for all stores that you manage, you could see that here.
Additionally, say you have a store in the UK as well as a USA store, you could blend their metrics to see how well you are doing overall.
Selecting the Metrics for each Store
Tap into the dotted button on the upper right-hand corner of the desired store to pull up the full list of metrics available for that store. Choose the top 5 that you want to see on the Pods page.
Click the "Submit" button and your metrics will save. Proceed to do this for all of the stores in your Pod.
Adding Additional Users to an Individual Store 👥
On the Pods Page tap on the Gear Icon in the top right-hand corner of one of your stores.
It will then pull up a screen where you can see your Store Settings.
From this view, you can see everyone who has access to your store and what their roles are. At the bottom of the Invite section, enter the new member's email address, choose their role on the dropdown, and tap invite.
NOTE: Only Owners can invite members at this time.
Once you do that, you will be prompted to enter the email address and you're good to go!
Adding a user to your Pod will automatically give them admin access to all of the stores owned by your Pod. Note: The *Admin access level is and has historically been the default permission level for all Triple Whale users.
To add a user to your entire Pod, click the user icon at the top-right of the navigation bar, and enter the email address of the team member you'd like to invite. Anyone invited to the Pod will be granted Admin access. Note: Admin access level is and has historically been the default permission level for all Triple Whale users
Entering a Store and Switching from Pod to Pod
Simply click on your store name to enter your TW dashboard.
If you want to switch over to another that you manage, go to the bottom left corner of your screen and click on your store name.
This will pull a couple of options:
Pods view - this will take you back to see the overall Pods view.
Switch to "storename" - by tapping on this you can switch from one dashboard to the next.
Search Shops - instead of scrolling down to find the shop you want to enter, type it in the search bar and then click into it. NOTE: Refresh your page when entering a new dashboard.
Any questions? Reach out to our Customer Success team for help!