Question 1

How do I set up my Lumis account?

Accepted Answer

After signing up, complete your profile in Settings by adding your company name, industry, and website. Then navigate to Settings > Integrations to connect your first data source (Google Ads, GA4, Search Console, Meta Ads, or LinkedIn Ads). Once connected, your Dashboard will automatically populate with your marketing data.

Question 2

How do I connect Google Analytics?

Accepted Answer

Go to Settings > Integrations and click "Connect" next to Google Analytics. Sign in with the Google account that has access to your GA4 property, grant read-only permissions, and select the specific property you want to track. Data will begin syncing within a few minutes.

Question 3

How do I connect Google Ads?

Accepted Answer

Go to Settings > Integrations and click "Connect" next to Google Ads. Sign in with your Google account, grant read-only access, and select your Ads account using the Customer ID. Your campaign data, including spend, clicks, impressions, and conversions, will start appearing on the dashboard.

Question 4

How do I connect Google Search Console?

Accepted Answer

Go to Settings > Integrations and click "Connect" next to Search Console. Sign in with your Google account, grant access, and select the website property you want to monitor. You will be able to see search queries, page performance, click-through rates, and Core Web Vitals.

Question 5

How do I connect Meta Ads?

Accepted Answer

Go to your client settings and click "Connect Meta Ads." Sign in with your Facebook account and authorize access to your ad account. Select the ad account you want to track. Lumis will import campaigns, spend, impressions, clicks, conversions, reach, and ROAS data.

Question 6

How do I connect LinkedIn Ads?

Accepted Answer

Go to your client settings and click "Connect LinkedIn Ads." Sign in with your LinkedIn account and grant access. Select the ad account to track. Lumis imports campaigns, spend, impressions, clicks, conversions, leads, and CPL data.

Question 7

Can I connect multiple properties?

Accepted Answer

Yes! You can connect multiple properties by creating additional data sources from the Integrations page. The number of data sources you can connect depends on your plan: Free allows 1, Starter allows 3, Pro allows 5, and Agency allows unlimited data sources.

Question 8

How do I read the dashboard?

Accepted Answer

The Dashboard provides an overview of all your connected data sources with key metrics. Each section shows the most important KPIs for that service: spend, clicks, and CTR for Google Ads; sessions, users, and bounce rate for Analytics; and clicks, impressions, and position for Search Console. Click into any section for a more detailed breakdown.

Question 9

What metrics are shown on the dashboard?

Accepted Answer

The dashboard displays key metrics from each connected service. For Google Ads: spend, clicks, impressions, CTR, CPC, conversions, and ROAS. For Meta Ads: spend, reach, impressions, clicks, conversions, ROAS, and CPA. For LinkedIn Ads: spend, impressions, clicks, conversions, leads, and CPL. For Google Analytics: sessions, users, bounce rate, traffic sources, and top pages. For Search Console: search queries, clicks, impressions, CTR, and average position.

Question 10

How do I change the date range?

Accepted Answer

Use the date range picker located in the top right corner of the page. You can select preset ranges (Last 7 days, Last 30 days, Last 90 days, etc.) or set a custom date range. The selected date range applies to all metrics and charts on the current page.

Question 11

How do I use the Report Builder?

Accepted Answer

Go to Report Builder from the sidebar (requires Pro plan or higher). Select your data source from the dropdown, then click "Add Widget" to add charts, KPI cards, or tables. Drag widgets to rearrange them on the grid and resize by dragging their edges. Click "Save" to store your report for future access.

Question 12

How do I export reports?

Accepted Answer

You can export reports as PDF from the Report Builder or individual data source pages. Look for the export or download button in the top right area of the page. PDF report exports are available on the Starter plan and above.

Question 13

What is the AI Agent?

Accepted Answer

The AI Agent is Lumis's built-in AI-powered marketing advisor. It analyzes your connected marketing data automatically and provides actionable recommendations, detects anomalies and unusual patterns, and generates a health score for your campaigns. Access it from the "AI Agent" option in the sidebar. It requires a Starter plan or higher.

Question 14

How does the health score work?

Accepted Answer

The health score is a 0-100 rating of your overall marketing performance. 80-100 means Excellent (campaigns performing well), 60-79 means Good (minor optimizations available), 40-59 means Needs Attention (several areas for improvement), and below 40 means Critical (immediate action recommended). The score is calculated based on your campaign metrics, trends, and best practice adherence.

Question 15

How often are insights updated?

Accepted Answer

AI insights are refreshed when you click "Generate Insights" on the AI Agent page. Generated insights are cached for 24 hours. You can manually trigger a refresh at any time to get the latest recommendations based on your most recent data.

Question 16

What anomalies does it detect?

Accepted Answer

The AI Agent can detect various anomalies in your marketing data, including sudden spikes or drops in spend, unusual changes in CTR or conversion rates, unexpected shifts in traffic patterns, budget pacing issues, and significant changes in keyword performance. When an anomaly is detected, you will receive a notification with an explanation and suggested actions.

Question 17

What plans are available?

Accepted Answer

Lumis offers five plans: Free ($0/month) with 1 data source and basic dashboard; Lite ($39/month or $31/month annually) with essential analytics and reporting; Starter ($69/month or $55/month annually) with 3 data sources, AI insights, PDF reports, and 3 team members; Pro ($149/month or $119/month annually) with 5 data sources, unlimited AI, Report Builder, custom data, and 5 team members; and Agency ($299/month or $239/month annually) with unlimited everything, priority support, and white-label reports.

Question 18

How do I upgrade my plan?

Accepted Answer

Go to Billing in the sidebar to view all available plans. Click "Upgrade" on the plan you want to switch to. You will be directed to complete payment via PayPal. Once payment is confirmed, your account will be upgraded immediately and you will gain access to the new features.

Question 19

How do I cancel my subscription?

Accepted Answer

Go to Billing in the sidebar and click "Manage Subscription" or "Cancel Plan." Your access will continue until the end of your current billing period. After cancellation, your account will revert to the Free plan and you will retain access to 1 data source and the basic dashboard.

Question 20

What payment methods are accepted?

Accepted Answer

Lumis currently accepts payments via PayPal, which supports credit cards, debit cards, and PayPal balance. All payments are processed securely through PayPal's payment system. You can manage your payment method from the Billing page.

Question 21

Is there a free trial?

Accepted Answer

Lumis offers a Free plan that you can use indefinitely with 1 data source and a basic dashboard. This allows you to explore the platform and see your data before deciding to upgrade. When you are ready for more data sources, AI insights, or team features, you can upgrade to a paid plan at any time.

Question 22

How do I invite team members?

Accepted Answer

Go to Settings > Team tab and click "Invite Member." Enter their email address and select their role (Admin or Viewer). They will receive an email invitation to join your Lumis organization. The number of team members you can invite depends on your plan.

Question 23

What are the different roles?

Accepted Answer

Lumis has three roles: Owner (full access, can manage billing and delete the organization), Admin (full access to data and settings, can invite and manage members), and Viewer (read-only access to dashboards and reports). The account creator is automatically the Owner.

Question 24

How do I change a member's role?

Accepted Answer

Go to Settings > Team to see all team members. Click on the member you want to modify and select a new role from the dropdown. Only Owners and Admins can change member roles. Note that there must always be at least one Owner on the account.

Question 25

How many team members can I have?

Accepted Answer

Team member limits depend on your plan: Free allows 1 member (just you), Starter allows up to 3 members, Pro allows up to 5 members, and Agency allows unlimited team members. To add more members beyond your plan limit, you will need to upgrade.

Question 26

Data is not showing up

Accepted Answer

First, verify your data source is connected in Settings > Integrations (look for a green "Connected" status). Check that the correct date range is selected using the date picker in the top right. Data may take a few minutes to sync after the initial connection. Also make sure your Google account has access to the property you are trying to view. If the issue persists, try disconnecting and reconnecting the data source.

Question 27

Connection errors

Accepted Answer

If you are experiencing connection errors, try these steps: 1) Disconnect the data source in Settings > Integrations and reconnect it. 2) Clear your browser cache and cookies, then try again. 3) Ensure you granted all required permissions during the OAuth setup. 4) Check that your Google account still has access to the property. If the problem continues, try using a different browser or contact support.

Question 28

Slow loading

Accepted Answer

Slow loading can be caused by large date ranges that require processing more data. Try narrowing the date range to improve load times. Also check your internet connection and try refreshing the page. If specific pages are consistently slow, it may be due to the volume of data in your account. The Report Builder and AI Agent pages may take slightly longer on first load.

Question 29

How do I reset my password?

Accepted Answer

Click "Forgot Password" on the login page and enter the email address associated with your Lumis account. You will receive a password reset email with a link to create a new password. If you do not receive the email, check your spam folder. If you are already logged in, you can change your password from Settings > Profile.

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