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Quickstart Guide for Workspace Setup

Updated over 8 months ago

This guide will walk you through the essential steps to set up your workspace, integrate data, invite your team, and create rules for dimension mapping based on your naming conventions. At the end, you’ll find advanced setup options to get the most out of the spyne platform.

What is spyne?

Spyne is an media data centralization platform, built to help teams increase their productivity in their reporting and daily optimization tasks.

Spyne automatically consolidates media campaigns, site centric data and third party measurements for a central view of all your activation across all channels, brands and countries.

🚀 Start here

  • Overview: How to navigate spyne (reports, tools, spyneAI, and more)


Essential setup

Admins are key to initial workspace setup, including connecting data sources, defining custom dimensions, and preparing the workspace for team use.

1. Connect data sources

Integrate platforms like ad platforms (Meta, DV360, Google Ads…) and Site centric tools (Google Analytics, Piano…). Spyne supports integration with over 70 platforms, most of which you can connect yourself by following the instructions.

🔥 Learn More

2. Invite your team

Add workspace members and guests, create teams, define roles, and manage permissions to ensure everyone has the right access.

Steps to get started:

  1. Add colleagues or external partners to your workspace.

  2. Assign roles such as admin, editor, or viewer (guest)

  3. Manage data access for security and efficiency

📌 Learn More

3. Dimension mapping

This is a critical step of workspace setup to ensure precise analytics and actionable insights.

By mapping dimensions, you’ll extract key values (Country, Brand, Strategy,...) from your naming convention. These dimensions are used across reports, tools, and AI recommendation.

🎯 Get Started

You’re All Set to Launch! By completing these steps, you’ll have an operational workspace ready to deliver value for your team.


Advanced setup

Take your workspace to the next level with advanced data enrichment and customization features.

These tools align the platform with your business needs and improve report clarity.

1. Analytics Matching

Link data from ad platforms (e.g., Meta, DV360) with analytics tools (e.g., Google Analytics). By creating rules, you gain a meaningful view of campaign performance, combining with site centric metrics.

📌 Learn how to set it up

2. Custom style

Customize and personalize the colors to match your brand identity.

Admins can set a color palette to represent specific metrics and dimensions, automatically applying these styles across all reports.

🎨 Learn more

3. Custom metrics and workspace-level filters

Customize your spend calculation to take into account margin, apply a set CPM to your adserver IOs, etc.

Create custom conversions from specific and custom conversions on different media platforms.

Apply account-level filters within a workspace. By doing so, you ensure that all data accessible within the workspace is limited to the specified filters.


Glossary


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