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Quickstart Guide - Onboarding to Proxima πŸ‘‹
Quickstart Guide - Onboarding to Proxima πŸ‘‹

This document outlines everything you need to get started using Proxima Audiences.

Clint Ross avatar
Written by Clint Ross
Updated over a year ago

Welcome to the Proxima fam! πŸš€

I'm thrilled to welcome you to the most advanced AI engine for media buyers, and I'm sure you're more than ready to unlock profitable growth for your store with AI audiences.

This document outlines everything you need to get started using Proxima audiences.

Create an Account (if you haven't already)

If you haven't yet logged into Proxima for the first time, you can set up your account here.

3 STEPS TO GETTING STARTED

Once your account is activated, you’ll find yourself on the Audiences page. This is home base, where you'll generate new audiences and monitor performance.

There are three basic steps to getting your account fully optimized:

Plus, we'll show you how to add team members to your account (it's free!).

Okay, let’s break it down.

#1. Connecting your Facebook & Shopify accounts 🌐

Connecting your Facebook ad account and Shopify store couldn’t be easier. To set up your integrations, head to the Integrations tab. Follow the simple steps to connect each, being sure to allow any permissions requested.

For a step-by-step breakdown of the process, click here.

#2. Generating AI audiences πŸ§‘β€πŸ”¬

Generate your first set of AI audiences by selecting the Generate new audiences button on the Audiences page.

Here, you'll find everything you need to build your first set of AI Audiences. To get started, simply select the ad platform where you'll be advertising to the audiences, pick your preferred lookalike size to start with, and then hit Generate & send to platform.

We'll automatically migrate your AI Audiences to your ad account. This process can take a few minutes to sync but you'll get an email when the audiences are loaded up and ready to use.

On the right-hand side of the audience generation modal, you'll find more details on your AI Audiences, including: the data sources our algorithm used to construct the seed audiences, the 5 lookalikes built off those seeds, and the customer criteria that define each audience.

#3. Deploying on Facebook 🎯

Your new AI Audiences will be delivered directly to your ad account.

For a full breakdown on campaign setup and testing methodologies, click here.

PLUS: Adding team members πŸ‘ͺ

Every Proxima account comes with unlimited user seats, for free.

To add a new team member to an account, click on your profile icon in the lower-left corner and select Brand settings, then hit Invite user. Enter their email, click Send invite, and your team member will soon receive an email with instructions on getting connected to your brand's Proxima account.


Got questions? πŸ™‹β€β™€οΈ

We want to hear from you! Reach out to our Customer Success live chat team by clicking the Intercom widget in the lower right-hand corner of your Proxima dashboard.

Thanks for being here with us, and we're beyond excited to see how you'll use Proxima to scale your ads and grow your business profitably. Together, we'll take your brand to the moon! πŸš€

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