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Help centre
How can we help?
Step-by-step help for setting up Balanik and reading your reports. If you can’t find an answer, email us.
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Getting started
- Install and set up
Requirements, installing the ZIP and the four setup steps.
- FAQ
Free trial, licence, updates, renewal, refunds and invoices.
Costs
- Product costs
Where product costs come from, and how to add missing ones.
- Shipping, fees and running costs
Carrier costs, payment fees, overhead and recurring expenses.
Ad spend
- Connect Meta Ads
Create a system user token and bring in daily spend per campaign.
- Connect Google Ads
Paste a script into Google Ads and it sends your spend every hour.
- TikTok, Windsor.ai and CSV
Other ad platforms through Windsor.ai, a sheet link or a CSV file.
- Assign campaigns to products
Tie campaign spend to the products it promotes.
Reports
- The Overview
Your profit for any period, and where the money went.
- The live view
Today’s profit against yesterday, last week or your 4-week average.
- Channels
Profit by where orders come from, after each channel’s own ad spend.
- Customers
Repeat customers, and what a customer is worth over time.
- Insights
Month outlook, when you sell, and five more short reports.
- Opportunities
The short list of what to fix, and how to act on it.
Email and data
- Summary email and background refresh
A short profit email each morning, and hourly refresh.
- Privacy and your data
What stays on your server, who can see it, and uninstalling.
- Troubleshooting
Error messages and what to do about each one.
Still stuck?
Email hello@balanik.com with your WordPress and WooCommerce versions and what you see. Please leave out passwords and API keys.