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Step-by-step guides, with screens from the app, for every Relator feature: from the first connection to the approved report and billing.
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Your first week, in order
Follow this order in your first week and Relator will be ready for month-end reporting.
- 1Create an account and choose the typeSign up with email or Google, confirm the code and choose between an agency account and an own-business account.
- 2Initial agency setupThe agency account wizard step by step: name, first client, accounts, RelatorAI and team invites.
- 3Connect Meta AdsAuthorize Relator on your Facebook account and choose the ad account that will feed your reports.
- 4Create a clientSet up a client with name, company details, business type and invites in a single panel, in three steps.
- 5Create a reportPick the sources, a template and the period in the generator and get a document ready to edit, with the RelatorAI text already written.
- 6Schedule automatic deliverySet the frequency, day, time, time zone and recipients so the report goes out by email on its own, with or without your review first.
All topics
Getting startedCreate your account, set up your agency or company and learn the interface
ConnectionsMeta Ads, Google Ads, GA4, Search Console, HubSpot and RD Station
Data and freshnessUpdate frequency, history, time zone, currency and why numbers differ
- How often data updates
- How much history is imported when you connect
- Why numbers differ from the platform
Performance and dashboardsHome, overview, paid media, organic, dashboards and timeline
Metrics, goals and alertsMetric catalog, custom metrics, paced goals and alerts
Campaigns and adsManage campaigns, creatives, campaign spaces and competitors
- Manage Meta Ads and Google Ads campaigns
- Create a new campaign
- Edit a campaign and publish the changes
CRM and revenueConnect your CRM, map stages, real ROAS and attribution
ReportsTemplates, editor, scheduling, approval, public link and PDF
RelatorAIWhat the assistant answers, attachments, report editing and credits
SEOSite audit, domain verification and Search Console
Clients and portalCreate and organize clients, client portal and agency portfolio
Team and accessInvite people, roles and permissions, security and API
SettingsAccount details, branding, notifications, appearance and language
Plans and billingPlans, prices, free trial, add-ons, limits, invoices and cancellation
Privacy and securityLGPD, data deletion, access protection and permissions
TroubleshootingMissing data, connection errors, numbers that differ and more
- Data isn't showing or is incomplete
- Connection error, behind or disconnected
- The numbers don't match the platform
The most common questions
- Data and freshnessHow often data updatesRelator's two update rhythms: the full refresh, which follows your plan, and today's numbers, which update every hour.
- Data and freshnessWhy numbers differ from the platformAttribution window, retroactive corrections, time zone, currency and collection time: the most common causes of differences and how to check.
- ConnectionsConnect the agency BM and MCC and assign accounts to clientsConnect the agency Business Manager and MCC once and send each ad account to the right client.
- CRM and revenueReal ROAS: CRM revenue over spendUnderstand why real ROAS differs from the platform's ROAS, where to see it by channel and by campaign and what must be connected.
- Clients and portalWhat the client sees in the portalThe portal is the version of Relator your client opens with their own login: only their data, with their brand and without the agency’s internal tools.
- Plans and billingPlans and pricingStarter, Pro and Scale, one price table for businesses and agencies: what each limit means, which features each plan unlocks, the add-ons and how to choose.
- Plans and billingFree trialHow the 7-day free trial without a card works: the Pro limits with the three feature add-ons, where to see the days left and how to subscribe before it ends.
- RelatorAIWhat RelatorAI doesMeet Relator's AI assistant: where to open it, what data it queries, the Ask, Dashboard and Report modes, and your conversation history.
- ConnectionsManage connections: status, resync, reconnect and disconnectRead the status of each source, force a sync, renew access or disconnect, and learn what happens to the data in each case.
- TroubleshootingData isn't showing or is incompleteAn empty Performance page, a chart with no numbers or half a period: how to find the cause from what the screen shows and what to do in each case.
Plans
See plans and billingEverything about plans, trial and billing
Compare each plan's limits, see how the free trial works, pay by card or PIX and understand what happens when you change or cancel.
Chat
Didn't find it? Talk to us.
The chat is in the corner of the screen on this site and, inside the app, in your profile photo menu.
Emailsuporte@relator.digital
For account and data questions. Privacy and deletion requests go to privacidade@relator.digital.