Add brands, competitors and channels

Steps

1. Go to Settings → Sources & budget.
2. Add each brand and give it a role: client, sibling or competitor.
3. Add channel handles and confirm the ones you have checked.
4. Review the collection budget before starting the history collection.

What good looks like

Each brand has confirmed channels and the collection shows months completing.

Common mistakes

• Two client brands in one workspace without turning on brand groups.
• Leaving discovered channels unconfirmed and wondering why they are excluded.

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