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Getting Support
Getting Alli Access
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Alli Service Desk
Submitting a support ticket FAQ
Service Desk Status Guide
Alli Severity Priority Policy - Incidents
Alli Priority Policy - Bugs
Support How-tos
How-To: Create a Support Request
How-To: Choose the Appropriate Request Type
How To: Submit a properly detailed request
Dashboards
Tutorial: Getting started with Alli Dashboards
Tutorial: Embedding new dashboards in Alli
How-To: Reorganize your dashboards
How-To: Create a new Dashboard Section
How-To: Add new dashboards and documents
How-To: Add Tableau Visualizations to Dashboard
Generative Dashboards
How To: Use Gen Dashboards to Create a Dashboard?
How To: Edit a Visualization
How To: Apply Filters Across a Dashboard
How To: Export Your Dashboard Data Table
How To: Save & Share a Dashboard
How To: Work with Code View
How To: Get Help with Gen Dashboards
Generative Dashboards FAQ
Glossary of Terms
How To: Duplicate a Dashboard and create a Saved View
Generative Dashboard Charts & Grids
How to: Create a Creative Grid Table
How to: Create a Calendar Heatmap
How to: Create a Text Box in Gen Dashboards
How to: Create a Dynamic Dual Axis Area Chart
How to: Create a Dynamic Stacked Bar Chart
How to: Create a Dynamic Table with Three Dimensions / Pivot Table
How to: Create a Dynamic Bubble Scatter Chart
How to: Change Data source for a Generative Dashboard
How to: Build a U.S. Choropleth Map (D3)
Products
Tutorial: Getting Started with Alli Products
How-To: Add New Filters
How-To: Apply Filters to a Feed
How-To: Deploy a Feed
How-To: Troubleshoot a Feed Deployment
How-To: Schedule a Product Feed Import and/or Deployment
How-To: Check a Feed Import or Deployment Status
How-To: Import a Feed with a Datetime Stamp
How-To: Configure a Datasource
Products Technical References
Filter Overview
Filter Conditions
Filter Actions
Regular Expressions
Bazaarvoice Deployments
How-To: Set-up Price Competitiveness Report
What's New
Audiences
Importing Lists
Tutorial: Getting started with Alli Audiences as a new users
How-To: Create an Audience List
How-To: QA an Imported List
How-To: Modify an audience list
Restrictions on audience list modification
How-To: Import to an Existing List
How-To: Remove or Modify an Existing Auto Import
How-To: Set up Alli SFTP for Audiences (Basic & Advanced)
How-To: Use a SFTP Manager to Find File Name and Attributes When Creating a New List
How-To: Authenticate a SFTP for Import or Activation
How-To: Select the correct attribute/column type
How-To: Extract headers from a file in Alli SFTP
How-To: Delete a list
Advanced Guide: The Different Types of Audience Lists
Advanced Guide: What SFTP are my clients using?
Advanced Guide: Audience Import Sources
Manipulating Lists
How-To: Create an Audience Segment (and Filter to a Specific Audience)
How-To: Modify an audience segment
How-To: Duplicate a segment
How-To: Delete a segment
How-to: Get Access to Power Audiences
How-to: Create a power audience in alli audiences
How-to: Write Power Audience SQL
CRM List Reference in alli audiences
Power Audience SQL Requirements in alli audiences
Example Power Audience SQL Query
How-to: Delete a Power Audience
Advanced Guide: Join Two Lists with Power Audiences
Deploying Lists
How-To: Authenticate a Partner Platform to Deploy Audiences
How-To: Activate a Segment to Facebook
How-To: Activate a Segment to Linkedin
How-To: Use an Activated Segment for Targeting in Facebook
How-To: Switch Authenticated Accounts on an Existing Deployment
How-To: Authenticate with LiveRamp
How-To Activate an Audience to an SFTP
How-To: send a deployment to The Trade Desk
How-To: send a deployment to TikTok
How-To: send a deployment to S3
How-To: get started with Disney+ Clean Room
Activation Explainers
How-To: Send Audiences to DV360 via Google Customer Match Uploader (CMU)
Google Ads Deployment
Customer Match Uploader Deployment
Alli Audience Gateway
Alli Audience Gateway Placement Instructions
Audience Technical References
File Delivery
Automatic imports in alli audiences
Delete an auto import in alli audiences
Security and Compliance
Transaction Lists and Aggregations
User Doc: Permissions Needed for API Partners
Alli SFTP vs Regular SFTP for alli audiences
Sharing SFTP Credentials
Audience File Requirements/Schema
Alli Activations
Current Activations
Reference Guide: Deployment Partners in Alli Audiences
Authentication
Google Ads Authentication
Customer Match Uploader Authentication
Facebook Authentication
Twitter Authentication
Amazon S3 Authentication
Snapchat Authentication
Meta for Offline Events Authentication
LinkedIn Authentication
The Trade Desk Authentication
Disney+ Cleanroom Authentication
TikTok Authentication
Pinterest Authentication
How-To Deploy
Twitter Deployment
Snapchat Deployment
Meta for Offline Events Deployment
Meta LTV Deployment
Pinterest Deployment
Deployments in alli audiences
Create a deployment in alli audiences
Modify a deployment in alli audiences
Delete a deployment in alli audiences
Marketplace
Marketplace Platform
Tutorial: Getting started with Alli Marketplace
How-To: QA your app
How-To: Set Up a New Workflow
How-To: Schedule an App to Run
How-To: Disable or Remove an Installed App
How-To: Understanding Executions & Execution Logs
How-To: Browse & Explore Available Solutions
Explore Existing Marketplace Apps & Solutions
How-To: Create BigQuery View
Tutorial: How to Automatically Delete and Backfill a Datasource on Schedule
Tutorial: How to Implement a Social Bid Modifier 2.0
Tutorial: TheTradeDesk - Brand Safety Alerts
How-To: Set Up Brand Media Pacing Datastudio Dashboard
How-To: Brand Media Screenshot Calendar Tool
How-To: Pull AppsFlyer Reports to Upload into Alli Data
How-To: Pull Data for TikTok Trends
Tutorial: Creative Banner Wrap Generator
How-To: Weather API App
How-To: Use Weather API Connector within Alli
Pagescraper App
Pagescraper configuration file
FAQ: Pagescraper
Tutorial: AWIN Report Builder
Tutorial: LiftLab Data Delivery - SQL to SFTP Marketplace App Setup
Mobile App Platform Data How-Tos
How-To: Pull App Platform Data
App Platform Templates & Metrics Reference
Backfill Data for App Platforms
Archives
How-To: Pull Applovin Platform Data
How-To: Pull inMobi Platform Data
How-to: Pull Liftoff Platform Data
How-To: Pull Moloco Platform Data
How-To: Pull Unity - Aura Platform Data
How-To: Pull Remerge Platform Data
Backfill Data for App Platform Apps
SensorTower App Performance Export
Pathmatics Report Exports
Appsflyer SSOT Reporting (for AAP-enabled clients)
API Wizard for Analysts GPT (work in progress)
How-To: Setup Social Ad Bloat
How-To: Setup Weather Budget Adjuster
How-To: Use/Install A Template
Microsoft URL Negation V2
Popular App: Social Budget Consolidation
How-To: Onboarding Alli Social Budget Consolidation
Tutorial: Social Consolidation Platform Error-Handling Cheat Sheet
Tutorial: User Guide - Social Budget Consolidation
Popular App: Social Bid Modifier
Popular App: Data Augmented Bidding
Multipliers Feature (DAB)
Matching Logic (DAB)
Popular Apps: Search Automation
Search Automation: Sitelinks App
Search Automation: RSAs App (Responsive Search Ads)
How-To: Set Up Alli RSA 2.0
RSA 2.0 User Reference Document
Search Automation: SQR App (Search Query Report)
How-To: Set Up Alli SQR Automation
Matching Logic - Alli Search Automation
User Doc - Search Automation Google Sheet Overview
How-To: URL and App Placement Negation (self-onboarding)
Marketplace Technical Reference
App Templates Overview
How-To: Creating and Editing a Template
How-To: Publishing a Template
How-To: Deleting a Template
App Process & Development Deep Dive
Bash App
Node App
Python App
How to Connect to Alli Data's Redshift Cluster
How to Read and Write Files to a Client's S3 Bucket
How to Unload To and Copy From Client S3 Buckets
How to Connect to Other Alli APIs from Within an App Execution
How to Use Alli Client Credentials to Connect to Google Cloud (BigQuery)
How to Use Client Credentials to Connect to Google Sheets
How to break marketplace execution logs
How to Automate Repo Upload to S3
Marketplace Variables
Central Settings
Alli Single Sign On (SSO) Setup
How to Set up Single Sign On with Okta
How to: add a user to a client?(& change access levels)
How To: Use the "Remember Me" feature on Alli's Login Page
How to find an Alli client's Google Service Account
Working with Alli Client States
How-to Add A New Slack Workspace to send alerts to
Cloud Storage
Cloud Storage How-Tos
How-to set up a new Alli SFTP
How to use Alli Cloud Storage in an Alli Data datasource
How to Encrypt Files to Alli SFTP
Integrating a Client or Vendor with Alli Cloud Storage
Cloud Storage References
Alli SFTP Technical Reference
Cloud Storage Technical Reference
Cloud Storage
Cloud Storage How-Tos
How-to set up a new Alli SFTP
How to use Alli Cloud Storage in an Alli Data datasource
How to Encrypt Files to Alli SFTP
Integrating a Client or Vendor with Alli Cloud Storage
Cloud Storage References
Alli SFTP Technical Reference
Cloud Storage Technical Reference
Data
Datasources
Tutorial: Getting Started With Alli Data Guide
How-To: Create a new datasource
How-To: Manually upload data to an existing datasource
How-To: Backfill a datasource
How-To: Update datasource owner
How-To: View datasource errors and warnings
How-To: Edit a schema after datasource creation
How-To: Name Datasource Columns
Advanced Guide: Using Global User Authenticated Accounts
Advanced Guide: Updating the Advanced Settings for a datasource
Explorer
Tutorial: Getting started with Explorer Reports
How-To: Use Ask Alli
How-To: Create a report with advanced filters
How-To: Create a report with rolling dates
How-To: Create a report that compares two date ranges
Alerts
How to trigger an Alert in Data Explorer from a Marketplace app
Advanced Guide: Enabling Big Query for a Custom Alert
Tutorial: Getting started with Explorer Alerts
Categorizations
Tutorial: Getting Started With Categorizations
How-To: Add a new categorization
How-To: Use categorizations within your custom report
Exporting Data
How to connect data to Google Sheets using Data Explorer
How-to add a new datasource to an existing Data Studio dashboard
How-to Create a Sentiment Dashboard from FB Sentiment
How to Create a Sentiment Data Source and Dashboard
Certified Datasources
Tutorial: Getting started with Certified Datasources
Tutorial: Onboarding a Platform
Onboarding CM360
Onboarding The Trade Desk
Onboarding Bidtellect
Onboarding Vistar DSP
Onboarding InnovidXP to Alli
Tutorial: Backfilling Data for a Platform
Tutorial: Building and Refreshing Certified Datasources
How-To: Identify Which Platforms and Report Types are Enabled for Reporting
How-To: Locate Source Data Used in Reporting
How-To: Add New Accounts for an Existing Platform
How-To: Categorize CM360 Conversions
How-To: Reclassify Media Channel
How-To: Include Custom DSP Cost in Display Reporting
How-To: Integrate Fiscal/Promo Calendars for Reporting
How-To: Enable Hourly Reporting
How-To: Create Dynamic Creative Reports
How-To: Enable Product Feed Reporting
How-To: Enable Device and Demographic Reporting
How To: Debugging Discrepancies in Alli Data Library
Advanced Guide: Adding Additional Metrics to Platform-level Reports
Advanced Guide: Troubleshooting Refresh app errors
Advanced Guide: Understanding Google Ads conversion reports
Advanced Guide: Understanding Creative Performance Data
Certified Datasource References
Report Hierarchy
Report Field Mappings
Data Library Field Mapping - Account Performance
Data Library Field Mapping - Account Settings
Data Library Field Mapping - Ad Hourly Performance
Data Library Field Mapping - Ad Performance
Data Library Field Mapping - Ad Settings
Data Library Field Mapping - AdGroup Hourly Performance
Data Library Field Mapping - AdGroup Performance
Data Library Field Mapping - Adgroup Settings
Data Library Field Mapping - Affiliate Performance
Data Library Field Mapping - Audience Performance
Data Library Field Mapping - Campaign Performance
Data Library Field Mapping - Campaign Settings
Data Library Field Mapping - Creative Performance
Data Library Field Mapping - Demographic Performance
Data Library Field Mapping - Dynamic Creative Performance
Data Library Field Mapping - Geo DMA Performance
Data Library Field Mapping - Geo Region Performance
Data Library Field Mapping - Google Ads Performance Max
Data Library Field Mapping - Inventory Performance
Data Library Field Mapping - Keyword Performance
Data Library Field Mapping - Platform Device Performance
Data Library Field Mapping - Product Feed Performance
Data Library Field Mapping - Searchterm Performance
Report Use Cases
Offline Conversions in Data Library 2.0
Placement ID methodology
Creative ID methodology
Core Categorizations
ADL FAQs
Known Issues
MediaOcean/Prisma Print/OOH Data Definitions
MediaOcean Prisma SPOT Data Definitions
Magnite Data Definitions
Data Technical References
Datasources & run times
Datasources Release Notes
May 2025
April 2025
March 2025
February 2025
January 2025
Google Ads API v19 to v22 Upgrade
AccuRanker
Adobe Analytics
Adobe Datawarehouse
Airtable
Airtable (Live)
Alli Cloud Storage
Amazon Ads
Amazon DSP
Amazon Reporting
Amazon S3 - Advanced
Apple Search Ads
Bing
Bing - Structure
Box
Capterra
Criteo
DoubleVerify
Dropbox
Email
Facebook Ads
Facebook Ads - Structure
Facebook Insights
Facebook Sentiment
FTP/SFTP
Google Ads
Google Analytics 4 (GA4)
Google Analytics MCF
Google Campaign Manager
Google Campaign Manager - Structure
Google Display & Video 360
Google Display & Video 360 - Structure
Google Drive
Google Drive (Live)
Google My Business
Google Search Ads 360
Google Search Console
Google Shopping
Google Trends
Instagram Business
Authenticating Owned Instagram Accounts (for external users)
Kochava
LinkedIn Ads
LinkedIn Ads - Structure
Office365
Outbrain
Partnerize
Pinterest Ads
Pinterest Ads - Structure
Reddit Ads
Reddit Ads - Structure
Salesforce
SEM Rush
ShopMy
Singular
Smartsheet
Snapchat
Snapchat - Structure
StackAdapt
Taboola / Yahoo DSP
Tagger
Teads
TikTok
TikTok - Audience
TikTok MMM
The Trade Desk
Tune
URL
Vistar Media
X Ads (formerly Twitter)
X (formerly Twitter) Organic
X (formerly Twitter) Public
Yelp
Yext
Youtube
Youtube Bulk
Calendars
Alli Data API
Data FAQs
Reporting Troubleshooting
Infrastructure Alerts
Set Datasource Custom Default Run Times
Datasource Source Status Deep Dive
Actions
Performance Max
Tutorial: Getting Started with Performance Max
How to: Connect to Google Ads
How-To: Create a Scheduled Version
How-To: Duplicate Versions
How-To: Understanding Version Statuses
How-To: Use the ChatGPT “Generate” Function to Create Ad Copy
How-To: Delete a Version
Tutorial: Understanding How Evergreen & Scheduled Versions Work Together
How-To: Using the Execution Log
Tutorial: Handling Errors in Asset Rotation
Alli Actions
Tutorial: Getting started with Actions
How-To: Manage Partner Platform Authentication in Actions
How-To: View Error Messages on an Action That Ran
How-To: Disable or Remove an Action
How-To: Run an Action One-Off with Manual File
How-To: QA Your Action Runs
How-To: Handle Common Types of Actions Issues
How-To: Connect your Google Sheet to Actions
How-To: Schedule Your Action to Run
How-To: Set Up a Manual Upload Action
How-To: Filter Alli Data Reports by Date to Power Actions - Tips & Tricks
How-To: Test Your Action
Tutorial: Update Meta ASC Campaigns - Tips & Tricks
Tutorial: Adding Negative Keywords to Google Ads
Tutorial: Applying Network Settings in Google Ads
Tutorial: Adding Negative Mobile Placements in Google Ads
Tutorial: Add Locations to Campaigns in Google Ads
Tutorial: Managing DV360 Negative Keyword Lists
Tutorial: Updating Campaign Budgets in Google Ads
Actions Technical References
Running an Action from Alli Marketplace
How Actions reads files
Workflows
Tutorial: Getting Started With Workflows
Tutorial: Use the Workflow Visual Editor
Popular Workflow: Alli Data > ChatGPT > Slack
Popular Workflow: Alli Data > Slack
Popular Workflow: Google Sheet > Slack
Popular Workflow: RSS Feed > ChatGPT > Slack
How-To: Add A Schedule / Scheduled Trigger
How-To: Browse Available Templates
How-To: Creating and Managing Credentials
How-To: Applying Credentials to Tasks
How-To: Deleting a Workflow
How-To: Duplicate A Workflow
How-To: Delete A Task
How-To: Manually Run Your Workflow
Tutorial: Understanding Workflow Logs
How-To: Find Your Alli Client's Google Service Account
How-To: Embed File into a Template Input
How-To: Execute A Workflow From A Google Sheet (using a webhook trigger)
How-To: Create a Shareable Workflow Link
How-To: Write Custom Code Task
How-To: Add & Manage Webhook Triggers
How-To: Execute a Webhook Trigger
Explore Existing Templates
Airbyte Templates Overview
Airbyte Authorization
Airbyte - Trigger Sync
Airbyte - Check Sync Status (Deprecated)
Airbyte - Authorization
Airtable Templates Overview
Airtable - Authorization
Airtable - Upload File from Workflows to Airtable
Airtable - Download Table or View to Workflows
Alli Cloud Template Overview
Alli Cloud - Download Files to Workflows
Alli Data Templates Overview
Alli Data - Download Query Results to Workflows
Amazon Athena Templates Overview
Amazon Athena Authorization
Amazon Athena - Execute Query
Amazon Athena - Download Query Results to Platform
Amazon Athena - Download Query Results to Workflows
Amazon Athena - Authorization
Amazon Redshift Templates Overview
Amazon Redshift - Authorization
Amazon Redshift - Upload File to Table from Workflows
Amazon Redshift - Execute Query
Amazon Redshift - Download Query Results to Workflows
Amazon S3 Template Overview
Amazon S3 Authorization
Amazon S3 - Download Files to Platform
Amazon S3 - Move or Rename Files
Amazon S3 - Delete Files
Amazon S3 - Upload Files from Platform
Azure Blob Storage Templates Overview
Azure Blob Storage - Upload Files from Workflows
Azure Blob Storage - Download Files to Workflows
Azure Blob Storage - Move or Rename Files
Azure Blob Storage - Delete Files
Azure Blob Storage - Authorization
Azure Data Factory Templates Overview
Azure Data Factory - Trigger Job
Azure Data Factory - Authorization
Box Templates Overview
Box - Authorization
Box - Upload Files from Workflows
Box - Download Files to Workflows
Census Templates Overview
Census - Check Sync Status (Deprecated)
Census - Trigger Sync
Census - Authorization
Clickup Templates Overview
Clickup - Add Comment
Clickup - Create Task
Clickup - Edit Task
Clickup - Authorization
Coalesce Templates Overview
Coalesce - Trigger Job
Coalesce - Check Job Status (Deprecated)
Coalesce - Authorization
Confluence Templates Overview
Confluence - Create Page
Confluence - Create Page From Template
Confluence - Download
Confluence - Authorization
Data Manipulation Templates Overview
Data Manipulation - Compare Datasets
Databricks Templates Overview
Databricks - Download Files from DBFS to Workflows
Databricks - Move or Rename Files on DBFS
Databricks - Delete Files from DBFS
Databricks - Upload Files to DBFS from Workflows
Databricks - Authorization
Databricks Sql Warehouse Templates Overview
Databricks SQL Warehouse - Upload File to Table
Databricks SQL Warehouse - Download Query Results to Workflows
Databricks SQL Warehouse - Execute Query
Databricks SQL Warehouse - Authorization
Dbt Cloud Templates Overview
dbt Cloud - Download Logs and Artifacts to Workflows
dbt Cloud - Trigger Job and Download Results to Workflows
dbt Cloud - Trigger Job
dbt Cloud - Check Run Status (Deprecated)
dbt Cloud - Authorization
Domo Templates Overview
Domo - Authorization
Domo - Check Refresh Status (Deprecated)
Domo - Upload File as Dataset from Workflows
Domo - Download Card to Workflows
Domo - Download Dataset to Workflows
Domo - Trigger Dataset Refresh
Dropbox Templates Overview
Dropbox - Authorization
Dropbox - Download Files to Workflows
Dropbox - Upload Files from Workflows
Email Templates Overview
Email - Authorization
Email - Send Message
Email - Send Message Conditionally
Email - Send Message with File
Email - Send Mass Message
File Manipulation Templates Overview
File Manipulation - Convert CSV
File Manipulation - Decompress Files
File Manipulation - Compress Files
File Manipulation - Convert JSON to CSV
File Manipulation - Filter CSV
File Manipulation - Upload Manual File
Fivetran Templates Overview
Fivetran - Check Sync Status (Deprecated)
Fivetran - Trigger Sync
Fivetran - Trigger Sync and Check Status (Deprecated)
Fivetran - Update Connector
Fivetran - Authorization
Google Drive Templates Overview
Google Drive - Download Files to Workflows
Google Drive - Upload Files from Workflows
Google Drive - Authorization
Google Drive - Upload Files from Shipyard
Google Docs Templates Overview
Google Docs - Authorization
Google Docs - Download Document to Workflows
Google Docs - Clear Document Content
Google Docs - Upload Content to Document
Google Sheets Templates Overview
Google Sheets - Authorization
Google Sheets - Clear Data from Sheet
Google Sheets - Download Sheet to Workflows
Google Sheets - Upload File to Sheet from Workflows
Google Bigquery Templates Overview
Google Bigquery Authorization
Google BigQuery - Execute Query
Google BigQuery - Download Query Results to Workflows
Google BigQuery - Download Query Results to Google Cloud Storage
Google BigQuery - Upload File to Table from Workflows
Google BigQuery - Authorization
Hex Templates Overview
Hex - Trigger Project
Hex - Check Run Status (Deprecated)
Hex - Authorization
Hightouch Templates Overview
Hightouch - Trigger Sync
Hightouch - Check Sync Status (Deprecated)
Hightouch - Authorization
Hubspot Templates Overview
Hubspot - CSV Header Validator
Hubspot - Download List Data to Workflows
Hubspot - Upload Data
Hubspot - Authorization
Jira Templates Overview
Jira - Authorization
Jira - Add Comment To Ticket
Jira - Create Ticket
Jira - Edit Ticket
Looker Templates Overview
Looker - Download Look as File to Workflows
Looker - Download SQL Query as File to Workflows
Looker - Create SQL Runner Query
Looker - Download Dashboard as File to Workflows
Looker - Authorization
Magnite Templates Overview
Magnite Authorization
Magnite - Update Budget Fields
Magnite - Authorization
Microsoft 365 Excel Templates Overview
Microsoft 365 Excel - Download Data from Workbook to Workflows
Microsoft 365 Excel - Upload Data to Workbook from Workflows
Microsoft 365 Excel - Authorization
Microsoft 365 SharePoint Templates Overview
Microsoft 365 Sharepoint Authorization
Microsoft 365 SharePoint - Download Files from SharePoint to Platform
Microsoft 365 SharePoint - Upload Files from Workflows to SharePoint
Microsoft 365 SharePoint - Move or Rename Files in SharePoint
Microsoft 365 SharePoint - Remove Files from SharePoint
Mode Templates Overview
Mode - Authorization
Mode - Check Run Status (Deprecated)
Mode - Download Report as File to Workflows
Mode - Trigger Report Refresh
Motherduck Templates Overview
MotherDuck - Upload File to Table
MotherDuck - Execute Query
MotherDuck - Download Query Results to Workflows
MotherDuck - Authorization
Notion Templates Overview
Notion - Download Database to Workflows
Notion - Upload File from Workflows to Notion Database
Notion - Authorization
OneDrive Templates Overview
OneDrive Authorization
Microsoft OneDrive - Download Files to Platform
OneDrive - Move or Rename Files
Microsoft OneDrive - Upload Files from Platform to OneDrive
OpenAPI ChatGPT Templates Overview
ChatGPT - Generate Response
ChatGPT - Translate a Text File
ChatGPT - Optimize Product Feed
ChatGPT - Response from a File Upload
OpenAI Whisper Templates Overview
Whisper - Transcribe Audio with API
Whisper - Transcribe Audio
Whisper - Translate Audio to English with API
Portable Templates Overview
Portable - Trigger Flow
Portable - Authorization
Salesforce Templates Overview
Salesforce - Authorization
Salesforce - Download Data to Workflows
Salesforce - CSV Header Validator
Salesforce - Upload Data
Shortcut Templates Overview
Shortcut - Create Story
Shortcut - Edit Story
Shortcut - Add Comment to Story
Shortcut - Authorization
Smartsheet Templates Overview
Smartsheet - Download Sheet to Workflows
Smartsheet - Upload File from Workflows to Smartsheet
Smartsheet - Authorization
Snowflake Templates Overview
Snowflake - Execute Query
Snowflake - Download Query Results to Workflows
Snowflake - Upload File to Table from Workflows
Snowflake - Authorization
Tableau Templates Overview
Tableau Authorization
Tableau - Download View to Workflows
Tableau - Trigger Datasource Refresh
Tableau - Trigger Workbook Refresh
Tableau - Check Refresh Status (Deprecated)
Tableau - Authorization
Thoughtspot Templates Overview
Thoughtspot Authorization
Thoughtspot - Authorization
Thoughtspot - Download Search Results to Platform
Thoughtspot - Export Answer Report
Thoughtspot - Export Liveboard Report
Thoughtspot - Export Metadata
Thoughtspot - Download Search Results to Workflows
Trello Templates Overview
Trello Authorization
Trello - Add Comment to Card
Trello - Create Card
Trello - Edit Card
Trello - Authorization
SFTP Template Overview
SFTP Authorization
SFTP - Delete Files
SFTP - Download Files to Workflows
SFTP - Move or Rename Files
SFTP - Upload Files from Platform
Slack Templates Overview
Slack - Authorization
Slack - Send Message with File
Slack - Send Message
Slack - Send Message Conditionally
Youtube Templates Overview
Youtube - Download Video to Platform
Youtube - Create Video Ads Bulk Sheet
How-To: YouTube Ad Automation Bulk Sheet
Youtube - Download Video to Workflows
YouTube - Authorization
Geospatial Templates Overview
Workflows-Helper Templates Overview
List All Files in A Folder
Check If File Exists
Browse CSV
Filter CSV
Zoom Templates Overview
Zoom - Parse Meeting Data
Zoom - Authorization
Generic Rss Templates Overview
Generic RSS - Authorization
Generic RSS - Download Feed to Workflows
Alli Solutions Templates Overview
How to: Campaign Build Automation
Alli Solutions - Campaign Build Automation
Alli Solutions - SQR Automation
How to: SQR Automation
Meta Templates Overview
Meta - Download EMQ Scores
Openai Chatgpt Templates Overview
ChatGPT - Generate Response From File
ChatGPT - Create Data Dictionary
ChatGPT - Create Dummy Data
ChatGPT - Add Comments to Code
OpenAI ChatGPT - Authorization
Chatgpt Templates Overview
ChatGPT - Authorization
ChatGPT - Generate Message (Deprecated)
Sftp Templates Overview
SFTP - Upload Files from Workflows
SFTP - Authorization
Alerts 2.0
Dbt Core - Run Command
Workflow Technical Reference
How-To: Creating A New Template
How-To: Understanding and Utilizing Arguments
How-To: Referencing Credentials
How-To: Understand and Create Environment Variables
How to Access Environment Variables with Code
How-To: Access Environment Variables in the UI
Workflow's Environment Variables
How-To: Reference Workflows Environment Variables in File Names
How-To: Kick Off a Workflow to Run in the Middle
How-To: Version Control
How-To: Delete a Template
How-To: Duplicate A Template
How-To: Understand and Create Template Variables
How-To: Reference User Input from a Template Variable
How to Reorder Template Variables
How-To Insert a Date into any Field
Template Visibility
Understanding Match Types
How-To: Upload a Local File
How-To: Use Private AgencyPMG GitHub packages in Workflows
How-To: Instrument Python Tasks with OTEL
How-To: Install Packages
How-To: Kick Off a Workflow to Run From the Middle
Creative
[Beta] Creative Fatigue
Ad Feed & Details
Tutorial: Understanding your Ad Feed
Tutorial: Walking through the Ad Details Page
Tutorial: Filtering your Creative
How-To: View your creative through its PreviewURL
How-To: Save your filters
Top & Bottom Performers
How-To: Display the Top & Bottom Performing Creatives
Creative Analyzer
Tutorial: Understanding the Frequency vs Performance view
Creative Scorecard
How-To: Update Creative Scorecard Settings
Creative Scorecard feature breakdown
Creative Labs
Creative Insights Technical Reference
How-To: Do Initial Setup for Creative Insights
How does data flow into Creative Insights?
Preview URL Troubleshooting
FAQ
How-To: Backfill YouTube Assets into Creative Insights
How-To: Set up YouTube in Creative Insights
CI - Data Export Technical Reference
How To: Request Asset Renewals
[Alpha] Creative Studio - WIP
Creative Studio End-to-End How-To Guide
Strategy & Planning
Audience Planner
Audience Planner Vision
Audience Planning FAQ
How to: Save Persona as a Draft
How to: Un-publish a Persona in Audience Planner
How to: Publish a Persona in Audience Planner
How to: Archive a Persona in Audience Planner
Interpreting Index and Audience Share
Competitive Analysis for Audience Planner
Audience Planner Playbook
Media Planner
How-To: Create Admin Columns
How-To: Create a Media Plan
How-To: Visualize your Plans
How-To: Leverage Plan Statuses in your workflow
How-To: Create and Manage Plan Versions
How-To: Manage a Media Plan
How-To: Use Record Breakdowns
Advanced Guide: Using formulas in your Media Planner columns
Advanced Guide: Linking Performance Data to Media Plans
Media Planner FAQs
Submit a Ticket
Main
Performance Max
Tutorial: Getting Started with Performance Max
How to: Connect to Google Ads
How-To: Create a Scheduled Version
How-To: Duplicate Versions
How-To: Understanding Version Statuses
How-To: Use the ChatGPT “Generate” Function to Create Ad Copy
How-To: Delete a Version
Tutorial: Understanding How Evergreen & Scheduled Versions Work Together
How-To: Using the Execution Log
Tutorial: Handling Errors in Asset Rotation
Alli Actions
Tutorial: Getting started with Actions
How-To: Manage Partner Platform Authentication in Actions
How-To: View Error Messages on an Action That Ran
How-To: Disable or Remove an Action
How-To: Run an Action One-Off with Manual File
How-To: QA Your Action Runs
How-To: Handle Common Types of Actions Issues
How-To: Connect your Google Sheet to Actions
How-To: Schedule Your Action to Run
How-To: Set Up a Manual Upload Action
How-To: Filter Alli Data Reports by Date to Power Actions - Tips & Tricks
How-To: Test Your Action
Tutorial: Update Meta ASC Campaigns - Tips & Tricks
Tutorial: Adding Negative Keywords to Google Ads
Tutorial: Applying Network Settings in Google Ads
Tutorial: Adding Negative Mobile Placements in Google Ads
Tutorial: Add Locations to Campaigns in Google Ads
Tutorial: Managing DV360 Negative Keyword Lists
Tutorial: Updating Campaign Budgets in Google Ads
Actions Technical References
Running an Action from Alli Marketplace
How Actions reads files
Workflows
Tutorial: Getting Started With Workflows
Tutorial: Use the Workflow Visual Editor
Popular Workflow: Alli Data > ChatGPT > Slack
Popular Workflow: Alli Data > Slack
Popular Workflow: Google Sheet > Slack
Popular Workflow: RSS Feed > ChatGPT > Slack
How-To: Add A Schedule / Scheduled Trigger
How-To: Browse Available Templates
How-To: Creating and Managing Credentials
How-To: Applying Credentials to Tasks
How-To: Deleting a Workflow
How-To: Duplicate A Workflow
How-To: Delete A Task
How-To: Manually Run Your Workflow
Tutorial: Understanding Workflow Logs
How-To: Find Your Alli Client's Google Service Account
How-To: Embed File into a Template Input
How-To: Execute A Workflow From A Google Sheet (using a webhook trigger)
How-To: Create a Shareable Workflow Link
How-To: Write Custom Code Task
How-To: Add & Manage Webhook Triggers
How-To: Execute a Webhook Trigger
Explore Existing Templates
Airbyte Templates Overview
Airbyte Authorization
Airbyte - Trigger Sync
Airbyte - Check Sync Status (Deprecated)
Airbyte - Authorization
Airtable Templates Overview
Airtable - Authorization
Airtable - Upload File from Workflows to Airtable
Airtable - Download Table or View to Workflows
Alli Cloud Template Overview
Alli Cloud - Download Files to Workflows
Alli Data Templates Overview
Alli Data - Download Query Results to Workflows
Amazon Athena Templates Overview
Amazon Athena Authorization
Amazon Athena - Execute Query
Amazon Athena - Download Query Results to Platform
Amazon Athena - Download Query Results to Workflows
Amazon Athena - Authorization
Amazon Redshift Templates Overview
Amazon Redshift - Authorization
Amazon Redshift - Upload File to Table from Workflows
Amazon Redshift - Execute Query
Amazon Redshift - Download Query Results to Workflows
Amazon S3 Template Overview
Amazon S3 Authorization
Amazon S3 - Download Files to Platform
Amazon S3 - Move or Rename Files
Amazon S3 - Delete Files
Amazon S3 - Upload Files from Platform
Azure Blob Storage Templates Overview
Azure Blob Storage - Upload Files from Workflows
Azure Blob Storage - Download Files to Workflows
Azure Blob Storage - Move or Rename Files
Azure Blob Storage - Delete Files
Azure Blob Storage - Authorization
Azure Data Factory Templates Overview
Azure Data Factory - Trigger Job
Azure Data Factory - Authorization
Box Templates Overview
Box - Authorization
Box - Upload Files from Workflows
Box - Download Files to Workflows
Census Templates Overview
Census - Check Sync Status (Deprecated)
Census - Trigger Sync
Census - Authorization
Clickup Templates Overview
Clickup - Add Comment
Clickup - Create Task
Clickup - Edit Task
Clickup - Authorization
Coalesce Templates Overview
Coalesce - Trigger Job
Coalesce - Check Job Status (Deprecated)
Coalesce - Authorization
Confluence Templates Overview
Confluence - Create Page
Confluence - Create Page From Template
Confluence - Download
Confluence - Authorization
Data Manipulation Templates Overview
Data Manipulation - Compare Datasets
Databricks Templates Overview
Databricks - Download Files from DBFS to Workflows
Databricks - Move or Rename Files on DBFS
Databricks - Delete Files from DBFS
Databricks - Upload Files to DBFS from Workflows
Databricks - Authorization
Databricks Sql Warehouse Templates Overview
Databricks SQL Warehouse - Upload File to Table
Databricks SQL Warehouse - Download Query Results to Workflows
Databricks SQL Warehouse - Execute Query
Databricks SQL Warehouse - Authorization
Dbt Cloud Templates Overview
dbt Cloud - Download Logs and Artifacts to Workflows
dbt Cloud - Trigger Job and Download Results to Workflows
dbt Cloud - Trigger Job
dbt Cloud - Check Run Status (Deprecated)
dbt Cloud - Authorization
Domo Templates Overview
Domo - Authorization
Domo - Check Refresh Status (Deprecated)
Domo - Upload File as Dataset from Workflows
Domo - Download Card to Workflows
Domo - Download Dataset to Workflows
Domo - Trigger Dataset Refresh
Dropbox Templates Overview
Dropbox - Authorization
Dropbox - Download Files to Workflows
Dropbox - Upload Files from Workflows
Email Templates Overview
Email - Authorization
Email - Send Message
Email - Send Message Conditionally
Email - Send Message with File
Email - Send Mass Message
File Manipulation Templates Overview
File Manipulation - Convert CSV
File Manipulation - Decompress Files
File Manipulation - Compress Files
File Manipulation - Convert JSON to CSV
File Manipulation - Filter CSV
File Manipulation - Upload Manual File
Fivetran Templates Overview
Fivetran - Check Sync Status (Deprecated)
Fivetran - Trigger Sync
Fivetran - Trigger Sync and Check Status (Deprecated)
Fivetran - Update Connector
Fivetran - Authorization
Google Drive Templates Overview
Google Drive - Download Files to Workflows
Google Drive - Upload Files from Workflows
Google Drive - Authorization
Google Drive - Upload Files from Shipyard
Google Docs Templates Overview
Google Docs - Authorization
Google Docs - Download Document to Workflows
Google Docs - Clear Document Content
Google Docs - Upload Content to Document
Google Sheets Templates Overview
Google Sheets - Authorization
Google Sheets - Clear Data from Sheet
Google Sheets - Download Sheet to Workflows
Google Sheets - Upload File to Sheet from Workflows
Google Bigquery Templates Overview
Google Bigquery Authorization
Google BigQuery - Execute Query
Google BigQuery - Download Query Results to Workflows
Google BigQuery - Download Query Results to Google Cloud Storage
Google BigQuery - Upload File to Table from Workflows
Google BigQuery - Authorization
Hex Templates Overview
Hex - Trigger Project
Hex - Check Run Status (Deprecated)
Hex - Authorization
Hightouch Templates Overview
Hightouch - Trigger Sync
Hightouch - Check Sync Status (Deprecated)
Hightouch - Authorization
Hubspot Templates Overview
Hubspot - CSV Header Validator
Hubspot - Download List Data to Workflows
Hubspot - Upload Data
Hubspot - Authorization
Jira Templates Overview
Jira - Authorization
Jira - Add Comment To Ticket
Jira - Create Ticket
Jira - Edit Ticket
Looker Templates Overview
Looker - Download Look as File to Workflows
Looker - Download SQL Query as File to Workflows
Looker - Create SQL Runner Query
Looker - Download Dashboard as File to Workflows
Looker - Authorization
Magnite Templates Overview
Magnite Authorization
Magnite - Update Budget Fields
Magnite - Authorization
Microsoft 365 Excel Templates Overview
Microsoft 365 Excel - Download Data from Workbook to Workflows
Microsoft 365 Excel - Upload Data to Workbook from Workflows
Microsoft 365 Excel - Authorization
Microsoft 365 SharePoint Templates Overview
Microsoft 365 Sharepoint Authorization
Microsoft 365 SharePoint - Download Files from SharePoint to Platform
Microsoft 365 SharePoint - Upload Files from Workflows to SharePoint
Microsoft 365 SharePoint - Move or Rename Files in SharePoint
Microsoft 365 SharePoint - Remove Files from SharePoint
Mode Templates Overview
Mode - Authorization
Mode - Check Run Status (Deprecated)
Mode - Download Report as File to Workflows
Mode - Trigger Report Refresh
Motherduck Templates Overview
MotherDuck - Upload File to Table
MotherDuck - Execute Query
MotherDuck - Download Query Results to Workflows
MotherDuck - Authorization
Notion Templates Overview
Notion - Download Database to Workflows
Notion - Upload File from Workflows to Notion Database
Notion - Authorization
OneDrive Templates Overview
OneDrive Authorization
Microsoft OneDrive - Download Files to Platform
OneDrive - Move or Rename Files
Microsoft OneDrive - Upload Files from Platform to OneDrive
OpenAPI ChatGPT Templates Overview
ChatGPT - Generate Response
ChatGPT - Translate a Text File
ChatGPT - Optimize Product Feed
ChatGPT - Response from a File Upload
OpenAI Whisper Templates Overview
Whisper - Transcribe Audio with API
Whisper - Transcribe Audio
Whisper - Translate Audio to English with API
Portable Templates Overview
Portable - Trigger Flow
Portable - Authorization
Salesforce Templates Overview
Salesforce - Authorization
Salesforce - Download Data to Workflows
Salesforce - CSV Header Validator
Salesforce - Upload Data
Shortcut Templates Overview
Shortcut - Create Story
Shortcut - Edit Story
Shortcut - Add Comment to Story
Shortcut - Authorization
Smartsheet Templates Overview
Smartsheet - Download Sheet to Workflows
Smartsheet - Upload File from Workflows to Smartsheet
Smartsheet - Authorization
Snowflake Templates Overview
Snowflake - Execute Query
Snowflake - Download Query Results to Workflows
Snowflake - Upload File to Table from Workflows
Snowflake - Authorization
Tableau Templates Overview
Tableau Authorization
Tableau - Download View to Workflows
Tableau - Trigger Datasource Refresh
Tableau - Trigger Workbook Refresh
Tableau - Check Refresh Status (Deprecated)
Tableau - Authorization
Thoughtspot Templates Overview
Thoughtspot Authorization
Thoughtspot - Authorization
Thoughtspot - Download Search Results to Platform
Thoughtspot - Export Answer Report
Thoughtspot - Export Liveboard Report
Thoughtspot - Export Metadata
Thoughtspot - Download Search Results to Workflows
Trello Templates Overview
Trello Authorization
Trello - Add Comment to Card
Trello - Create Card
Trello - Edit Card
Trello - Authorization
SFTP Template Overview
SFTP Authorization
SFTP - Delete Files
SFTP - Download Files to Workflows
SFTP - Move or Rename Files
SFTP - Upload Files from Platform
Slack Templates Overview
Slack - Authorization
Slack - Send Message with File
Slack - Send Message
Slack - Send Message Conditionally
Youtube Templates Overview
Youtube - Download Video to Platform
Youtube - Create Video Ads Bulk Sheet
How-To: YouTube Ad Automation Bulk Sheet
Youtube - Download Video to Workflows
YouTube - Authorization
Geospatial Templates Overview
Workflows-Helper Templates Overview
List All Files in A Folder
Check If File Exists
Browse CSV
Filter CSV
Zoom Templates Overview
Zoom - Parse Meeting Data
Zoom - Authorization
Generic Rss Templates Overview
Generic RSS - Authorization
Generic RSS - Download Feed to Workflows
Alli Solutions Templates Overview
How to: Campaign Build Automation
Alli Solutions - Campaign Build Automation
Alli Solutions - SQR Automation
How to: SQR Automation
Meta Templates Overview
Meta - Download EMQ Scores
Openai Chatgpt Templates Overview
ChatGPT - Generate Response From File
ChatGPT - Create Data Dictionary
ChatGPT - Create Dummy Data
ChatGPT - Add Comments to Code
OpenAI ChatGPT - Authorization
Chatgpt Templates Overview
ChatGPT - Authorization
ChatGPT - Generate Message (Deprecated)
Sftp Templates Overview
SFTP - Upload Files from Workflows
SFTP - Authorization
Alerts 2.0
Dbt Core - Run Command
Workflow Technical Reference
How-To: Creating A New Template
How-To: Understanding and Utilizing Arguments
How-To: Referencing Credentials
How-To: Understand and Create Environment Variables
How to Access Environment Variables with Code
How-To: Access Environment Variables in the UI
Workflow's Environment Variables
How-To: Reference Workflows Environment Variables in File Names
How-To: Kick Off a Workflow to Run in the Middle
How-To: Version Control
How-To: Delete a Template
How-To: Duplicate A Template
How-To: Understand and Create Template Variables
How-To: Reference User Input from a Template Variable
How to Reorder Template Variables
How-To Insert a Date into any Field
Template Visibility
Understanding Match Types
How-To: Upload a Local File
How-To: Use Private AgencyPMG GitHub packages in Workflows
How-To: Instrument Python Tasks with OTEL
How-To: Install Packages
How-To: Kick Off a Workflow to Run From the Middle
Breadcrumbs
Actions
Workflows
Explore Existing Templates
On this Page
Alli Cloud Template Overview
Alli Cloud - Download Files to Workflows
