Customer Info

In the Customer Info area of Backpack, you can customize budget management, establish global data sources, review other account integrations, enable auto-linking when available, and more. The settings in Customer Info are applied at the customer level, meaning they apply to all accounts in Backpack.

In This Article:

Navigating to Customer Info

Basic Customer Info Configurations

Basic Information

Enforcing MFA Enrollment

Tracking Settings

Suspending All Accounts

Advanced Customer Info Configurations

Other Settings

Exporting Customer Settings

Navigating to Customer Info

Click Settings & Tools (gear icon) in the top menu.
Select Customer Info in the drop-down.

Basic Customer Info Configurations

Basic Information

In the first section of Customer Info, you can configure your company's name, address, phone number, and other basic information.

Enforcing MFA Enrollment

To enhance account security, you can mandate all company users to set up multi-factor authentication (MFA). Users will receive a daily pop-up notification for enrollment, beginning 30 days before the chosen date. After the specified date, users must enroll to log in to Backpack.

Tracking Settings

Tracking Template: Customer-level template for tracking information via URL parameters.
Final URL Suffix: Customer-level template for parameters attached to the end of landing page URLs.
Auto Tagging Enabled: Customer-level tracking templates and final URL suffixes will send to account settings in Google Ads upon account creation in Backpack.

Suspending All Accounts

Enabling this toggle on will temporarily halt all account spending. This feature is particularly useful when you see an unexpectedly high rate of overspending in your accounts.

Advanced Customer Info Configurations

Advanced customer settings are provided to optimize the configuration of all your accounts for maximum efficiency in your business. These settings apply universally unless specific configurations are set at the account level.

Budget Management: Global budgeting settings
Blueprints: Auto-linking to new ODEX Meta Blueprint goals
Custom Bid Restrictions: Min/max bid restrictions for keyword recommendations
Custom Data Sources: Global data sources
Custom Email: Recipients of Fluency's automated email reports
Data Normalization: Extract vehicle inventory in a normalized format

Google Analytics: Auto-linking Backpack accounts to their respective Analytics accounts
Google Merchant Center: Auto-linking Backpack accounts to their respective GMC accounts
Google My Business: Auto-linking Backpack accounts to their respective GMB accounts
Account Integrations: Link to existing Pinterest Business IDs

Other Settings

Meta Posts: Set the number of Meta posts retrieved for your accounts. Posts are updated automatically through Reverse Sync; you can also perform a manual pull.

- Number of days to retain Meta Page Posts (default is 0)
- Maximum number of Meta Page Posts to retain (default is 30 max)

Note: The number of posts retrieved will be limited by the first constraint reached. For example, if the maximum is 30 posts but there are only 20 posts in 60 days, only 20 posts will be retrieved.

Product Catalogs: Set dynamic ad settings for product catalogs. These settings apply to all products in your catalog.

Carousel Ad Image Cropping
Single Ad Image Cropping

Note: To change these settings for specific accounts, update them in Manage > Account Settings > Catalogs > Select a product set > Settings.

Exporting Customer Settings

If you need to export all account information along with their relationship with the customer settings, follow these steps:

After configuring your desired settings, click Save.
Choose CSV to initiate the download automatically.

The CSV file generated will include a comprehensive list of all accounts under the customer profile, along with the customer settings applied to each account. Additionally, account information and the Backpack analyst associated with the account will be included in the file.