Moments Analytics runs brand activations from start to finish: product tastings, sampling, in-store promotions and roadshows. It helps you plan them, run them on the ground, and prove what happened.

• Plan: set up a campaign, its activations, the promoters, the products to sell, the promo items to give away (samples, merchandise and prizes), and the games.
• Run: promoters record every sale, free sample and game at the stand, on their phones.
• Prove: the results appear live in reports for your team and the brand. You can download them as a PDF to share.

The four portals

Moments Analytics has four parts, called portals. Each person uses the one for their role.

Admins, managers and brand viewers sign in with their email and password. Promoters sign in with their phone number and a code sent by SMS. Shoppers don't sign in at all.

Who's who

For everything each role can and can't do, see The roles, explained.

Agency or brand?

An account belongs either to an agency that runs activations for several brands, or to a brand that runs its own. See Agencies and brands.

What happens, start to finish

1. An admin signs up and adds the team.
2. An admin or manager creates a campaign and its activations, with products, promo items and games.
3. On the day, promoters sign in on their phones and record each sale, sample and game.
4. Everyone with access follows the results live, and downloads the report at the end.

See How a campaign works for the details.

Every account in Moments Analytics belongs to one of two kinds of organisation. You choose which when you sign up.

An agency

A marketing or activation agency that runs campaigns for several brands, its clients.

• The agency adds each brand it works for.
• The agency's own team does all the work: its admins, managers and promoters.
• A brand run by an agency can't have its own admins, managers or promoters. Its people can only be brand viewers, added by the agency's admin. They follow the results and change nothing.
• The agency pays for one plan, which covers all its brands. The plan sets how many brands can be active at the same time.

A brand on its own

A brand that runs its own activations, with no agency in between.

• The account is the brand, so there are no other brands to add.
• The brand has its own team: brand admins, brand managers and brand promoters.
• People in the brand who only need to follow results, for example a marketing director or someone in finance, are added as brand viewers by the brand's admin.
• The brand pays for its own plan. Brand plans are separate from agency plans.

Side by side

Which one am I?

• You're an agency if you run activations for brands that pay you to do it.
• You're a brand if the products are yours and your own team runs the activations.
• You're a brand viewer if you only need to see the results, for example because an agency runs your activations. You don't sign up: an admin adds you.

Moving a brand

A brand can move from one agency to another, join an agency, or leave one to stand on its own. To do this, email support@momentsanalytics.com. The Moments Analytics team makes the move.

Everyone in Moments Analytics has one role. It decides which portal you use, what you see and what you can change. If you're not sure which role to give someone, read this page first.

Each role below exists for agencies and for brands that run their own activations. The agency and brand versions do the same job, within their own organisation.

Admin

Agency admin or brand admin: the person who runs the account.

• Who it's for: the owner or lead of the agency or brand, usually one or two people.

• What they do: everything a manager does, plus:

  • add and manage everyone on the team, including promoters and brand viewers;
  • agencies: add and edit the brands they work for;
  • the plan, payments, add-ons, SMS packs, invoices and rentals;
  • the business details, the audit log, and requiring two-step sign-in for everyone.
• Signs in to: the Admin Portal, with email and password.
• Added by: themselves when they sign up, or another admin of the same agency or brand.

Manager

Agency manager or brand manager: the person who runs the work day to day.

• Who it's for: account managers and activation leads.

• What they do:

  • create and run campaigns, activations and games;
  • choose which promoters work on each activation, and restock;
  • pause, resume, complete or cancel activations and campaigns;
  • check sales and promo items, and approve or reject promoters' corrections;
  • read reports and download them for the client.
• What they can't do: add or change people (including promoters), billing, rentals, business details or the audit log. Agency managers can see the agency's brands, but not add or change them. If they open one of these pages, they see Access Denied.
• Signs in to: the Admin Portal, with email and password.
• Added by: an admin.

Promoters are told to ask "your manager" when something needs changing. That's this role.

Promoter

Agency promoter or brand promoter: the person at the stand.

• Who it's for: brand ambassadors, merchandisers and sampling staff.

• What they do:

  • record sales, and edit or void their own sales on the same day;
  • ask for a correction to an earlier day's sale;
  • give product samples and brand merchandise;
  • set up game screens, unlock games and hand over prizes.
• What they can't do: see other promoters' sales, change prices or stock, or work on an activation they haven't been added to. They can only record while the activation is running.
• Signs in to: the Promoter Portal on their phone, with their phone number and a code by SMS. No password.
• Added by: an admin. A manager then puts them on activations.

Brand viewer

Someone who follows a brand's results and changes nothing. There are two kinds of brand viewer:

• The client of an agency: the brand's marketing team, who want to see what the agency is doing for them. The agency's admin adds them.
• Someone inside a brand that runs its own activations: for example a marketing director, sales head or finance, who need to track results but take no part in running them. The brand's admin adds them.

What a brand viewer gets:

• One brand only: its dashboard, its campaigns and every report, live.
• The client version of reports: no promoter names on the map, and none of the team's internal notes. Shoppers' phone numbers are never shown.
• Downloads: each report as a PDF or Excel.
• Notifications: when an activation starts, when it ends, and when a campaign ends.
• Signs in to: the Viewers Portal, with email and password.
• Cost: brand viewers are unlimited on every plan. Adding one never uses a paid seat.

Moments Analytics staff

The Moments Analytics team (super admins and platform admins) help customers, record payments made outside the website, run rentals, set up Enterprise plans, lend Mystery Boxes and move brands. They can see campaigns, activations and games, but don't change them.

Shopper

A member of the public at the stand. Shoppers have no account and never sign in. They're known only by the phone number they give the promoter: for a sale, a free sample, or a game.

Choosing a role

You can change someone's role later, within the same agency or brand. See Edit, suspend or remove a user.

What you can see depends on your role and on which brand or agency you belong to.

Brands and activations

Sales and promo items

Reports

Admins and managers see the full report. Brand viewers see the client version: the same figures, but the map doesn't name promoters, and the team's internal notes are left out. For example, "Kofi hasn't recorded anything today" is shown to the team, not to the client.

Billing

Only admins see the plan, payments, invoices and rentals. Managers, promoters and brand viewers don't.

An agency sees the billing for its brands only from the day each brand joined it. See Agencies and brands.

How far back

How many months of results you can see depends on your plan. Older campaigns and activations are kept, and come back into view if you move to a plan with more history. See Plans, trials and limits.

The building blocks

Brand
 └─ Campaign             e.g. Sunny Malt Summer Refresh, 1 Oct – 30 Nov
     └─ Activation       e.g. Accra Mall Tasting & Sales, 15 Oct – 14 Nov
         ├─ Locations     where it happens (one or more)
         ├─ Promoters     who works there
         ├─ Products      what's sold, with stock and prices
         ├─ Promo items   what's given away: samples, merchandise, game prizes
         └─ Games         Spin the Wheel, Trivia, Mystery Box

• A campaign is a brand's promotion as a whole, with its dates, goal and targets. Its report adds up all its activations.
• An activation is the work on the ground: one event or run of days, in one or more places. Its dates must fit within the campaign's.
• A promoter can be on more than one activation, but not on two whose dates overlap.

Statuses

Activations

An activation also ends by itself after its end date. Days run from midnight to midnight, Ghana time.

Campaigns: Active, Paused, Completed or Cancelled. Pausing, completing or cancelling a campaign does the same to all its activations. See Edit, pause, end or cancel a campaign.

What gets recorded

At the stand, promoters record:

• Sales: the products, how they were paid, the buyer's phone number, and their ratings.
• Promo items: a sample or merchandise, handed over when the shopper's SMS code is entered.
• Game plays: who played, and what they won.
• Where: the promoter's location at that moment, if their phone allows it.

Everything appears in the reports straight away.

How results are counted

Targets

Each activation has targets, such as people reached and revenue. Reports show where each one should be by now, and whether it's on track, ahead or behind. A campaign's targets add up its activations'.

Moments Analytics tells each person only what concerns their role. Everything shows under the bell in your portal. Security and billing notices also arrive by email.

Notifications can't be turned off. They're kept to what you need to act on, and they're the same for everyone with the same role.

Promoters

In the Promoter Portal:

Admins and managers

In the Admin Portal:

Admins only are also told about:

• the team: someone is added, removed, suspended, reactivated, or given a new role (not when you did it yourself);
• the plan: you're near a limit or have reached one, the trial is ending or has ended, a payment is in its grace period or final reminder, or the plan has expired.

Brand viewers

In the Viewers Portal, brand viewers are told when one of their brand's activations starts, when it ends, and when a campaign ends, so they know when the results are ready.

About your own account

Everyone except promoters is told, in the app and by email, when:

• your password is changed or reset;
• your sign-in is locked after too many wrong passwords (it unlocks in 15 minutes);
• two-step sign-in is turned on or off, new recovery codes are made, or a recovery code is used;
• you're signed out everywhere.

If you didn't do it, change your password straight away and tell your admin.

Anyone is told when their role changes or their account is active again.

Emails about the plan

The plan's emails (trial reminders, renewal reminders, receipts, late payments, limits and SMS) go to the organisation's email address and to every admin. Managers don't get them.

For the full list of SMS and emails, and how to tell they're really from us, see Every SMS and email we send.

Someone isn't getting them

• Suspended or deactivated accounts get nothing until they're active again.
• Emails: check spam, and check the email address on the person's account. An admin can correct it in Users.

Shoppers are the people at the stand who buy, try a sample or play a game. They have no account and never sign in.

What's kept about a shopper

Only their phone number. No name, age, gender, email or address is asked for or kept.

With the phone number, Moments Analytics keeps what happened at the stand:

• what they bought and how they paid;
• the promo items they were given, and the games they played and won;
• the stars they gave, if they rated the product.

Why the phone number

The phone number lets the platform:

• send codes: promo item codes, prize codes and game links arrive by SMS;
• keep things fair: one product sample per person in each activation, and a limit on how often each person plays a game;
• count people, not visits: someone who buys, tries a sample and plays counts once in People reached;
• show whether trying led to buying: the same number, from a sample or a game to a paid sale.

What shoppers are sent

Only messages they asked for at the stand: their promo item code, their prize code, or their game link. Moments Analytics doesn't send shoppers marketing messages. See Every SMS and email we send.

Before a promoter unlocks a game, they must tick that the shopper agreed to get the game SMS.

Who can see a shopper's number

At the stand

• Every sale, promo item and game needs the shopper's phone number.
• Say what it's for when you ask: "for your code by SMS", or "so we count you once".
• Type it straight into the Promoter Portal. Don't write numbers down anywhere else.

More

How BrandSauce Marketing Technologies, which runs Moments Analytics, handles personal data is set out in the Privacy Policy.

Agencies and brands each have their own plans. Prices are on the pricing page. Your own plan and how much of it you've used are in Plan & usage, which only admins can open.

The free trial

Every new agency or brand starts with a free trial of the plan it chose. You don't pay anything during the trial.

• It lasts 14 days, unless you've been told otherwise.
• During the trial, some limits are lower than the plan's own. By default: 2 active activations, 10 promoter accounts, 200 promo item SMS a month and 3 exports a month.
• You can switch the trial to another plan at no charge.

When the trial ends without a plan being paid for, recording pauses until you pay. Nothing is deleted. See If a payment is late or your plan ends.

What plans limit

Some features also depend on the plan: Trivia and Mystery Box games need Growth or higher, and requiring two-step sign-in for everyone needs Pro or higher.

Exports (Excel and report PDFs) are unlimited on paid plans. Only the free trial has a monthly cap.

When you reach a limit

What you already have keeps working. You just can't add more until you:

• free one up: for example, complete an activation that's over, or deactivate someone who's left;
• buy an add-on: extra promoter accounts, admins and managers, active activations or active brands, without changing plan. See Buy add-ons and SMS;
• buy an SMS pack, if the month's promo item SMS have run out;
• or upgrade. See Choose or change your plan.

You're warned by email and in the app when you're near a limit, and when you reach one.

History

Your plan keeps a set number of months of history. A campaign or activation that ended before then is hidden from reports, but not deleted: moving to a plan with more history brings it back.

Enterprise

For larger teams, Enterprise plans have limits and features agreed with you. To talk about one, email support@momentsanalytics.com.

Your work is never deleted because of a late payment. At worst, recording pauses until you pay.

Before the renewal

• Paying by card with auto-renew on: the card is charged on the renewal date. You get a reminder before.
• Paying by Mobile Money or bank transfer: you get reminders by email before the renewal date and on the day. Pay from Plan & usage.

If a renewal isn't paid

The usual timeline, counted from the renewal date:

Your Moments Analytics team may set different days. The banner always says how many days are left.

When the account is read-only, or a trial has ended

Getting going again

An admin pays for the plan in Plan & usage. As soon as the payment is received, everything works again. Promoters tap Check again, or reload the page. See Choose or change your plan.

If you cancel

You keep your plan until the end of the period you've paid for. After that, it works the same as a read-only account. You can reactivate before the period ends.

Most questions are answered in this help. Search at the top of any page, or start from If something goes wrong, which lists every message you might see and what to do about it.

Who to ask

Many things can only be changed by someone in your own team. Asking them first is the quickest way.

Not sure who your admin is? Promoters can ask their manager. Anyone else can ask Moments Analytics support, who will tell you.

Contact Moments Analytics support

• Email: support@momentsanalytics.com
• Phone: 0244 934 333

So it's sorted the first time

Tell us:

1. Who you are: your name, your agency or brand, and your role.
2. Where: which portal, and the page you were on.
3. What happened: the exact message you saw. A screenshot helps.
4. What it's about: the campaign or activation, and for a sale its transaction ID.

Never send a password, a sign-in code or a recovery code. Moments Analytics staff will never ask you for one.