Onboarding in Voluum: How To Set up Voluum From The Beginning

Onboarding Get Started checklist blog header

Voluum is a flexible platform offering many possibilities for advertisers with different business cases. From agencies to iGaming advertisers, commerce media marketers to solo affiliates, and everything in between, Voluum has ways to facilitate growth and maximize ROI.

But first, it needs to be correctly set up.

That’s why we’ve prepared a new interactive onboarding experience for everyone wanting to learn by doing at their own pace.

This complements all other ways of learning how to set up Voluum. Dive in to understand what starting work with Voluum looks like and what benefits following the onboarding process brings.

Various onboarding methods in Voluum

You can find the perfect way for you to discover Voluum from these available paths:

  • Get Started checklist—This is the recommended way of setting up Voluum, as it is a focused process that teaches you by helping you set up a working campaign.
  • Affiliate Academy—This is the best way to learn about tracking and the affiliate marketing industry.
  • Personalized onboarding call or with an Account Manager—This is the recommended method for agencies or marketers with a more complex business case who require a more guided approach.
  • Get Started docs—This is documentation tailored for various use cases for users who want to use it as a reference point for their own business case.

The benefits of onboarding

We highly recommend that you follow the onboarding paths that suit you best. Figuring everything out on your own may be time-consuming, and iterating to the best setup may eat into your advertising budget.

Learning how to set up Voluum through one of the ways mentioned above gives you the following benefits:

  • Saved time that allows you to start advertising quicker
  • Peace of mind due to correct setup ensured by the onboarding
  • Future scalability from using Voluum to the fullest

Guesswork is not sustainable! It costs time and money.

 Learn how to use Voluum from trusted sources to get the most out of it.

Get Started Checklist

When you log in to Voluum for the first time, you will be greeted with the Get Started Checklist on your right. This list serves as an interactive Voluum tracking tutorial.

What is the end goal?

This list aims to help you build a working campaign that can record conversions.

How does it work?

The contents of this list adapt to your business case based on the answers from the initial questionnaire and selected pricing plan, but in its maximal scope, it contains four modules:

  • Account—This is where you can set up custom domains, invite additional users, and assign workspaces. You should start with setting up custom domains (if you plan to use them) before setting up tracking, as domains affect tracking links.
  • Basic–This is where you set up tracking with a preferred method using traffic sources of your choice.
    • Some traffic sources were already added to your account based on the answers to the query.
    • You can add different campaign types: QuickStart, Simple, and Advanced
  • Advanced–This is where you can set up custom conversion or pass conversion data back to a traffic source
  • Resources–This module contains answers to the most popular questions a beginning user might have

When you click on an element in each module, you will receive an explanation and be directed to the appropriate place in Voluum. Once you complete a step, you can check it off. Note that some elements are checked off automatically upon completion, but you can still go to the place in Voluum where they were pointed.

How can I access it?

The list will always be available via the button in the bottom-right corner of the screen. It will be closed automatically once you register your first conversion.

Great tracking starts with great onboarding

We’ve made the Getting Started Checklist intuitive to use, even for people who know nothing about ad tracking.

But even if you get lost, remember, you are never alone! You will always have access to documentation that provides deep explanations on all Voluum-related topics, to our support team that is ready to answer your questions, or to onboarding specialists, which you can access for an additional fee.

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