This page takes you from a new account to your first live activation. Do the steps in this order: each one needs the one before it.

Most agencies are ready in under an hour.

1. Sign up

Register your agency and start a free trial. See Sign up for a free trial.

2. Check your business details

Your agency's email gets your receipts. See Update your business details.

3. Add the brands you work for

Each campaign belongs to a brand. See Add a brand.

4. Add your team

See Add a user.

5. Create a campaign

A campaign is the brand's promotion as a whole, with its dates and targets. See Create a campaign.

6. Create an activation

An activation is the work on the ground. It has its own locations, promoters, products and promo items. See Create an activation.

7. Add games (optional)

Add Spin the Wheel, Trivia or Mystery Box, with prizes. See Add a game.

8. Launch it and follow it live

Set the activation to active. On its start date, your promoters can sign in and start recording. Follow it on your dashboard, and share the campaign report with your client.

9. Choose a plan before your trial ends

See Choose or change your plan.

Register your agency or brand in three short steps. You start with a 14-day free trial, and you don't pay anything until you choose a plan.

Before you start: have your phone nearby. We text it a code. Each phone number can start one free trial.

Step 1: your organisation

1. Go to admin.momentsanalytics.com and click Register your agency or brand. Or click Get started on momentsanalytics.com.

2. Under Registering as, choose:

   • Agency if you run activations for several brands;
   • Brand if you run your own.
3. Fill in your organisation's name, Email, and location (City, Region, Country). The phone and GPS address are optional.

4. Click Continue.

   

Step 2: you, the first admin

1. Fill in your name, Email address and Your phone number.
2. Choose a Password, and type it again under Confirm password. It needs at least 8 characters, with a letter and a number.

3. Tick that you agree to the Terms of Service and Privacy Policy, and click Continue.

   

Step 3: confirm your email and phone

1. Type the 6-digit Code from the email.
2. Type the 6-digit Code from the SMS.

3. Click Complete registration.

   

No code? Click Send a new one next to it. Check your spam folder for the email.

What happens next

You're signed in, and your dashboard opens on a 14-day free trial.

Next, see Get your agency started.

Your dashboard is the first page you see when you sign in. It shows how your work is going, and what needs your attention.

What's on it

• The four totals at the top:

  • People reached;
  • Sales revenue;
  • Promo items collected;
  • Average rating.
• Needs attention: problems to fix, such as a live activation with no promoters, or a rental overdue for return. Click one to go straight to it.
• People reached each day: a chart. Switch it to Revenue to see sales instead.
• Recent activity: the latest changes in your account.
• At a glance: campaigns, activations, promoters, sales, promo items, games, rentals and your plan. Click a card to open that list.
• Live now: activations running today, with their sales against target.
• Top activations: the ones that reached the most people.
• Plan usage: how much of your plan you've used. Admins only.

Change the time period

Click 7 days, 30 days or 90 days at the top right. The figures and charts change to match.

Managers

Managers see the same dashboard, without the plan and billing parts. See Who can do what.

Your business details appear on your invoices and receipts. Receipts are emailed to your business email and to your admins.

Steps

1. In the menu, click My Business.
2. Change what you need: the name, email, phone or address.
3. Click Save changes.

Only admins can open My Business.

Every campaign belongs to a brand. Add each brand your agency works for before you create its campaigns.

Steps

1. In the menu, click Brands, then Add Brand.
2. Type the Brand Name, Email and Phone Number.
3. Optional: click Click to upload logo to add the brand's logo.
4. Fill in the location: City, Region, Country and GPS Address.

5. Click Add Brand.

   

What happens next

The brand appears in Brands. You can now create campaigns for it, and add its people as brand viewers so they can follow their results.

How many brands you can have depends on your plan. See Choose or change your plan.

See or edit a brand

Click a brand in Brands to open its page: its details, its subscription and its people. To change its details, click Edit, then Save Changes.

Only admins can add people. Choose the role that matches what they'll do. See Who can do what.

Steps

1. In the menu, click Users, then Add User.
2. Type their First Name and Last Name.
3. Type their Phone Number. It's optional for everyone except promoters, who sign in with it.
4. Type their Email.
5. Choose their Role.
6. For a brand viewer, choose the Brand they can see.

7. Click Add User.

   

What happens next

• Admins, managers and brand viewers get an email with a link to set their password. It works for 72 hours. See Set your password from an invitation.
• Promoters can sign in straight away at promoters.momentsanalytics.com with their phone number. To get to work, they need to be on an activation. See Create an activation.

How many users you can have depends on your plan.

If it doesn't work

• "Promoters need a phone number: they sign in with it": type the promoter's phone number.
• A phone number that isn't valid: type all 10 digits, starting with 0.

In the menu, click Users, then click the person to open their page.

The page shows their contact details, their account, when they last signed in, and whether they use two-step sign-in. For a promoter, it also shows whether they're on an activation.

Change their details or role

1. On their page, click Edit.
2. Change what you need. You can change their role within your agency or brand. They'll need to sign in again.
3. Click Save Changes.

Resend their invitation

If someone hasn't set their password yet, their page says so. Click Resend invite to send a new link. It works for 72 hours.

Suspend or deactivate them

Use this to stop someone's access while keeping their history.

1. On their page, click Edit.
2. Change Account status to suspended or deactivated, and give a reason.
3. Click Save Changes.

They can't sign in, and they see the reason when they try. To restore their access, set them back to active.

Turn off their two-step sign-in

If someone has lost the phone or email their codes go to, open Edit and turn off their two-step sign-in. They can turn it on again once they're in.

Remove them

On their page, click Delete, then Yes, delete.

A campaign is a brand's promotion as a whole, for example "Sunny Malt Summer Refresh". It holds one or more activations, and its report adds them all up.

Before you start: agencies need to add the brand first.

Steps

1. In the menu, click Campaigns, then Add Campaign.
2. Type the Campaign Name, and describe its goal under Campaign Objective.
3. Choose the Brand.
4. Choose the Start Date and End Date. Its activations must fit within these dates.
5. Choose the Status. Choose Active to run it between its dates.

6. Click Add Campaign.

   

What happens next

The campaign appears in Campaigns. Open it to add activations. See Create an activation.

The campaign's page

Click a campaign to see its activations, the people reached, and revenue against its target.

Delete a campaign

You can delete a campaign only before it has any activations. On its page, click Delete and confirm.

Steps

1. Open the campaign from Campaigns, and click Edit.
2. Change its name, objective or dates, or its Status.
3. Click Save changes.

What each status does

The status affects every activation in the campaign.

Everything recorded before stays in the reports.

An activation is one event or promotion on the ground, such as a weekend of tastings at Accra Mall. Promoters record everything against it.

The form is long, so this page covers the first half. The second half (products, promo items and their rules) is on Add products and promo items.

Before you start: create the campaign, and add your promoters.

Basic information, dates and status

1. In the menu, click Activations, then Add Activation.
2. Type the Activation Name.

3. Choose its Category and Type:

   • Category: Sales Promotion, Product Sampling, Event Activation or Social Media Activation.
   • Type: Offline, Online or Kiosk.
4. Choose the Brand, then the Campaign.
5. Choose the Start Date and End Date. They must be within the campaign's dates, which are shown under the dates.
6. Choose the Status. Leave it on Draft while you're setting it up. See What each status means.

Locations

7. Under Locations, type the Place name, and choose the Region and Town. The GhanaPost GPS address is optional.
8. If the activation runs in more than one place, click Add Location for each one. Promoters choose which one they're at each day.

Targets

9. Set the targets the reports measure against. Which ones you see depends on the category. For example, a sales promotion has a People Reached Target and a Revenue Target.

The revenue target is the sales you aim for. It isn't the value of the stock you bring.

Promoters

10. Under Promoters, click Add Promoter and choose one. Repeat for each promoter.

A promoter can't be on two activations with overlapping dates.

Finish

11. Fill in the rest of the form. See Add products and promo items.
12. Click Add Activation.

If something is missing, it's shown in red on that field.

What each status means

If it doesn't work

• Errors when creating an activation
• At the plan's limit of active activations

This is the second half of the activation form. You fill it in when you create an activation, or later with Edit on the activation's page.

Sales products

What promoters sell. For each product:

1. Click Add Product.
2. Type the Product Name, the Quantity you're bringing, and the Unit Price.
3. Optional: type a Promo Price. Promoters then sell at it automatically. It must be lower than the unit price.

Promoters can't change prices. The quantity is the stock they sell from. When it runs out, the product shows as sold out.

Promo items

What's given away free. For each item:

1. Click Add Prize Item.
2. Type the Item Name and Quantity.

3. Choose its Type:

   • Product sample: a free product to try;
   • Brand merchandise: a cap, T-shirt or other branded item;
   • Game prize: a prize shoppers can win in a game.
4. Optional, for a game prize: set a Daily limit, the most that can be won each day.

A game needs at least one game prize. See Add a game.

Promo item and prize collection (optional)

The rules for the codes shoppers get. The standard rules suit most activations:

A one-day event may want shorter times; a month-long sampling campaign, longer ones. Changes apply to codes sent from then on.

Feedback questions (optional)

Promoters ask two questions with every sale and promo item, and the shopper answers with 1 to 5 stars:

• Overall rating: "How was your experience today?";
• Product rating (optional for the shopper): "How did you like the product?".

You can change the wording of each question, and what each star means. Promoters read them out, so everyone rates the same way.

In the menu, click Activations, then click the activation. Its page has two tabs: Details and Games.

Follow it live

The Details tab shows the activation's overview, targets, locations and promoters. For each product and promo item, you also see how many were sold or given and how many are left.

Products running low are marked, and empty ones show Sold out or None left. Promoters see the same on their Overview.

Edit it

1. On the activation's page, click Edit.
2. Change what you need: dates, locations, targets, promoters, stock, prices or rules.
3. Click Save Changes.

To restock, raise the Quantity of the product or promo item.

Pause, end or cancel it

Edit it and change the Status:

• Inactive pauses it. Promoters can't record anything until you set it back to Active.
• Completed ends it and frees its promoters.
• Cancelled calls it off.

To pause every activation in a campaign at once, pause the campaign. See Edit, pause, end or cancel a campaign.

See its report

For the full picture (targets, map, team and feedback), open its report from the campaign report. See Read a campaign report.

Games give shoppers a reason to stop at your stand. Every play is unlocked by a promoter for one shopper's phone number, and the server decides the result.

Before you start: the activation needs at least one promo item of type Game prize. See Add products and promo items.

Steps

1. Open the activation from Activations, and click the Games tab.

2. Choose the game to add.

   

3. Type the Game Name and a Description. Optional: add a background image and the brand colour.

4. Choose Where the game is played:

   • On a game screen at the stand: a tablet, TV, kiosk or laptop. A winner's code is texted to them.
   • On the shopper's own device, by SMS link: one promo item SMS per play. A winner's code shows on their screen.
   • Physical Mystery Boxes (NFC): for Mystery Box only. The Moments Analytics team assigns the boxes to your game.
5. Set Plays per person: how many times a day, or in the whole activation.
6. Set up the prizes. See the section for your game below.
7. Click Create Game.

Spin the Wheel

Add at least 2 Wheel Segments. For each one, type a Label, pick a Colour, and set its Odds. Tick Wins a prize and choose the Prize for a winning segment.

Odds are relative to each other. A segment with odds of 2 comes up twice as often as one with odds of 1. Type the Message for a play that doesn't win.

Trivia

Add your Questions. For each one, type the Options, choose the Correct Answer, and the Prize for correct answer. Each play asks one question the player hasn't had yet.

Mystery Box

Choose how many Boxes on screen (6 to 12). Then, under What can be in a box, add the outcomes and their odds: a prize, or an empty box. Boxes don't hold a fixed prize. The outcome is drawn after the shopper picks.

What happens next

The game runs with the activation, from its start date until it ends. Promoters see it on Play games in the Promoter Portal.

Each person can win one game prize in each activation.

If it doesn't work

• No game prizes on this activation
• Trivia and Mystery Box need the Growth plan

An activation's games are on its Games tab. To see every game in all your activations, click Games in the menu.

See how a game is doing

Click the game to open its results:

• Plays, Players, Win rate and Prizes collected;
• what each promoter unlocked, and the prizes they handed over;
• plays by day;
• the prizes, and how many are left;
• for Spin the Wheel, the odds you set against where the wheel actually landed. For Mystery Box, the same for what was in the boxes. For Trivia, how often each question was asked and answered right.

Pause or resume it

On the Games tab, or the game's page, click Pause. Promoters can't unlock it until you click Resume. On the game screen, shoppers see that the game has been switched off.

Edit it

On the Games tab, open the game's edit form. Change its prizes, odds, questions or plays per person, and click Save Changes.

Delete it

You can delete a game only before anyone has played it. After that, it can only be paused, so its results stay in the reports.

See your sales

In the menu, click Sales. At the top you see the revenue, average sale, buyers, units sold and average rating, your best sellers, and how people paid. Below is every sale.

Use the search and filters to narrow the list. Click Export Excel to download it.

Review a correction

Promoters can edit or void their own sales on the day. For an earlier day's sale, they ask you for a correction, and you get a notification.

1. Click the notification. Or, in Sales, set the Corrections filter to correction requested.
2. On the sale, click Review correction. You see what the promoter says is wrong.

3. Choose:

   • Approve and void: the sale stops counting, and its items go back into stock;
   • Reject: the sale stays as it is.
4. Optional: add a Note to the promoter (optional) saying why.

What happens next

The promoter gets a notification with your decision. In their sales history, the sale shows Correction approved or Correction rejected. In your Sales list, an approved one shows Corrected.

If the sale should have been recorded differently, the promoter records it again.

In the menu, click Promo items. It lists every product sample, piece of brand merchandise and game prize your promoters gave out, and whether each one was collected.

What the statuses mean

Search by item, prize or phone number, or filter by type, status, campaign or activation. The summary at the top changes to match your filters.

A campaign report adds up all the campaign's activations. It's live, so it changes as promoters record. Your clients see the same report in the Viewers Portal.

Open it

1. In the menu, click Campaigns, and open the campaign.
2. Click Analytics.

For one activation, open its report from the Activations compared section.

What's in it

People are known only by their phone number. The report never shows names.

Did trying it lead to buying?

For a sampling campaign, the report shows how many people who tried a sample later bought. You see this for the whole campaign, for each activation and for each promoter.

Download it

• Download PDF: the whole report, laid out for A4 with a cover, to send to your client.
• Export Excel: the figures, to work with in a spreadsheet.

Both count towards your plan's monthly export limit.

Click Refresh to load the latest figures.

The bell at the top right shows how many notifications you haven't read. Click it to see the latest ones.

You get a notification when something needs you. For example:

• a promoter asks you to fix a sale;
• stock is low;
• an activation starts tomorrow, or it's paused or over;
• promoters at a live stand haven't recorded anything yet;
• you're near a plan limit;
• a payment came in, or one is late;
• your trial or plan ends soon.

Click a notification to go straight to what it's about.

See them all

Click See all notifications. Filter by category, or show unread ones only. Click Mark all read to clear the count.

Security and billing notifications are also emailed to you.

Your plan sets your limits: active brands, campaigns, activations, users, games and promo item SMS. Only admins can change the plan or pay.

In the menu, click Plan & usage.

Usage shows how much of each limit you've used.

Pay for a plan after your free trial

During the trial, you're already on a plan. To keep using it after the trial:

1. At the top of Plan & usage, click Pay for….
2. Pay on the Paystack page, by card, Mobile Money or bank transfer.

To try a different plan during the trial, click Switch trial to … on that plan. There's no charge.

Upgrade

1. Under Plans, click Upgrade to … on the bigger plan.
2. Click Continue, and pay.

The upgrade applies straight away. You pay the difference for the rest of this period.

Move to a smaller plan

Click Move to … at renewal on the smaller plan, then confirm. You keep your current plan until it renews.

If you'd be over the smaller plan's limits, they're listed. What you have keeps working, but you can't add more until you're under them.

Pay yearly

Click Annual above the plans to see yearly prices, which are about 15% less. Then click Switch to annual billing.

Cancel

1. Click Cancel plan at the top.
2. Click Yes, cancel. Or click Keep plan if you change your mind.

You keep your plan until the end of the period you paid for. Changed your mind? Click Reactivate before then.

Enterprise

For bigger limits, click Contact us on Enterprise. The Moments Analytics team sets up your plan with the limits and features you agree, and invoices you.

After you pay

You come back from Paystack to Plan & usage, with a message:

Both are on Plan & usage, and you need to be on a paid plan first.

Add-ons

Need a few more promoter accounts, admins and managers, active activations or active brands, but not a bigger plan? Buy them as add-ons.

1. Under Add-ons, use − and + to choose how many of each you need.
2. Check the amount due now, and click Pay for add-ons.
3. Pay on the Paystack page.

Add-ons work straight away. You pay for the rest of this period, then they renew with your plan.

Remove an add-on

Click Remove at renewal next to it. It stays until your plan renews.

Promo item SMS

Every promo item and game prize code goes to the shopper by SMS. Your plan includes a monthly allowance. Used this month shows how much you've used.

When it's running out, buy a pack:

1. Under Promo item SMS, choose a pack.
2. Click Pay for SMS, and pay.

Purchased SMS last 12 months. They're used only once your monthly allowance runs out. The allowance resets each month on your renewal date.

Invoices and receipts

In the menu, click Invoices. Each invoice has its receipt once it's paid. Receipts are also emailed to your business email and to your admins.

Your business name and address on them come from My Business. See Update your business details.

Every payment

In the menu, click Transactions. It lists every payment: successful, failed or refunded.

How your plan renews

To turn on Card auto-renew, pay by card once, then switch it on at the bottom of Plan & usage.

If a payment is late

You see a banner at the top of the Admin Portal, with how many days are left before your account becomes read-only. Pay from Plan & usage to clear it.

Turn this on so a stolen password alone can't get into any account in your organisation. It's available on the Pro plan and higher.

Steps

1. In the menu, click Plan & usage.
2. At the bottom, switch on Require two-step sign-in for everyone.

What happens next

Everyone in your organisation signs in with a code from then on. People who haven't set up two-step sign-in themselves get their code by email. They can choose SMS instead. See Turn on two-step sign-in.

Promoters already sign in with an SMS code, so nothing changes for them.

You can hire equipment for your activations from Moments Analytics, such as canopy tents, branded tables, sampling coolers and speakers.

Request a rental

1. In the menu, click Rentals, then New Request.
2. Choose the Start date and Return date.
3. Under Equipment, use − and + to choose how many of each item. You can see how many are free for your dates.
4. Optional: add Notes, such as the delivery location or the activation.
5. Click Submit Request.

You're charged per day, with both dates included. You pay only once the rental is approved.

Pay for it

When the Moments Analytics team approves your request, you get an email. The equipment is reserved for your dates.

1. In Rentals, open the rental.
2. Click Pay … by card or Mobile Money, and pay.

The equipment is handed over once it's paid. The Timeline on the rental shows each step: requested, approved, handed over, returned and completed.

Return it

Return the equipment by the return date. Returns after it are charged a late fee for each day. If there's a late fee, it shows on the rental, with a button to pay it.

Withdraw a request

Changed your mind before it's approved? Open the rental and click Withdraw request. You can request again any time.

The audit log records changes to your organisation's accounts, and security events. For example:

• someone was added, suspended or changed role;
• a password was changed or reset;
• someone was locked out after wrong passwords;
• a campaign or activation was deleted;
• a payment was made, or the plan changed.

In the menu, click Audit log. Only admins can open it.

Each entry shows what changed, who did it and when. Filter by type of change, person or date to find what you need.

How far back the audit log goes depends on your plan.

A field is shown in red

Something required is missing, such as the name, a date, a location or a target. Each field says what it needs.

"… is already on "…", which overlaps these dates"

A promoter can only be on one activation at a time. The one you chose is already on another activation with overlapping dates.

Choose another promoter, change the dates, or take the promoter off the other activation first.

"The promo price of "…" must be below its price"

A promo price is a discount, so it has to be lower than the Unit Price. Lower it, or leave Promo Price empty to sell at the normal price.

The dates are outside the campaign

An activation must run within its campaign's dates, which are shown under the dates. Change the activation's dates, or edit the campaign to make it longer.

"The end date has passed"

Choose an end date of today or later.

"No promoters available for this brand"

You haven't added promoters yet, or they're all busy. Add a promoter first.

No game prizes

You see This activation has no Game prizes yet when you try to add a game. A game needs prizes to give.

1. On the activation's Details tab, click Edit.
2. Under Promo Items, add an item with the type Game prize.
3. Click Save Changes, then add the game.

Your plan sets how many brands, campaigns, activations and users you can have, and which features you get. When you reach a limit, the message tells you what it is and how to raise it.

"Your … plan allows up to …"

For example: During the trial you can have up to 2 active activations (you have 2).

What you already have keeps working. To add more:

• Admins: buy an add-on, or upgrade your plan. See Buy add-ons and SMS and Choose or change your plan. During the trial, choose a plan.
• Managers: ask your admin.
• Or free one up: for example, complete an activation that's finished. Draft activations don't count.

Trivia and Mystery Box need the Growth plan

On the Starter plan, you can add Spin the Wheel only. Trivia and Mystery Box games come with the Growth plan and higher.

The monthly export limit

Each Excel export and report PDF counts as one export. When you've used this month's allowance, you can export again next month, or upgrade your plan.

Enterprise plans

Your limits were agreed with the Moments Analytics team. Contact them to change them, at support@momentsanalytics.com.