--- title: Trellis Setup Checklist description: Getting Started With Trellis --- [Skip to content](https://support.gotrellis.com/en/knowledge-base/trellis-setup-checklist#main-content) [![Trellis\_Logo](https://support.gotrellis.com/hs-fs/hubfs/Trellis_Logo.png?width=250&height=75&name=Trellis_Logo.png)](https://gotrellis.com/) - [Home](https://gotrellis.com/) Show submenu for Home - [Advertising](https://gotrellis.com/advertising-ppc-automation/) - [Dynamic Pricing](https://gotrellis.com/dynamic-pricing/) - [AI-Content Optimization](https://gotrellis.com/product-content/) - [Promotions](https://gotrellis.com/promotions/) - [Pricing](https://gotrellis.com/pricing/) - [Blog](https://gotrellis.com/blog/) - [Contact](https://gotrellis.com/contact-us/) Open main navigation Close main navigation - [Home](https://gotrellis.com/) Show submenu for Home - [Advertising](https://gotrellis.com/advertising-ppc-automation/) - [Dynamic Pricing](https://gotrellis.com/dynamic-pricing/) - [AI-Content Optimization](https://gotrellis.com/product-content/) - [Promotions](https://gotrellis.com/promotions/) - [Pricing](https://gotrellis.com/pricing/) - [Blog](https://gotrellis.com/blog/) - [Contact](https://gotrellis.com/contact-us/) - [Log In](https://app.gotrellis.com/) [Log In](https://app.gotrellis.com/) How can we help you? - There are no suggestions because the search field is empty. 1. [Trellis Knowledge Base](https://support.gotrellis.com/en/knowledge-base?hsLang=en) 2. [Getting Started](https://support.gotrellis.com/en/knowledge-base/getting-started?hsLang=en) # Trellis Setup Checklist ## Your step-by-step guide to setting up Trellis so you can automate your Amazon Advertising, Pricing, and Content optimization confidently. #### 🧭 Step 1: Set Up Your Trellis Account **Goal:** Connect your Amazon data and get your workspace ready. | Task | Description | Sub-Article | | --- | --- | --- | | ✅ **1.1. Connect Amazon Advertising & Seller Central** | Link Trellis to your Amazon Ads account for data sync and campaign management. | [Connecting Amazon Ads to Trellis](https://support.gotrellis.com/en/knowledge-base/connect-amazon-advertising-seller-central?hsLang=en) | | ✅ **1.2. Invite Your Team Members** | Add users, assign roles (Admin, Marketer, Analyst), and manage permissions. | [Managing Users & Roles](https://support.gotrellis.com/en/knowledge-base/managing-organization-settings?hsLang=en) | | ✅ **1.3. Review Organization Settings** | Verify business info, preferences, and billing information | [Organization Setup Overview](https://support.gotrellis.com/en/knowledge-base/managing-organization-settings?hsLang=en) | --- #### 🧩 Step 2: Organize Your Products **Goal:** Ensure your catalog is organized before launching campaigns or pricing plans. | Task | Description | Sub-Article | | --- | --- | --- | | ✅ **2.1. Create Product Categories** | Group similar SKUs to manage pricing and ad strategies efficiently. | [Getting Started with Categories](https://support.gotrellis.com/en/knowledge-base/getting-started-with-categories?hsLang=en) | | ✅ **2.2. Tag Products for Filtering** | Add tags to organize by brand, marketplace, or campaign objective. | [How to Tag Products in Trellis](https://support.gotrellis.com/en/knowledge-base/tag-products-for-easier-management?hsLang=en) | --- #### 🎯 Step 3: Create or Enroll Your Ad Campaigns **Goal:** Set up Media Plans that Trellis can manage automatically or import your existing campaigns. | Task | Description | Sub-Article | | --- | --- | --- | | ✅ **3.1. Understand Media Plans** | Learn what a Media Plan is and how it structures your ad strategy. | [Introduction to Media Plans](https://support.gotrellis.com/en/knowledge-base/understand-media-plans-in-trellis?hsLang=en) | | ✅ **3.2. Enroll Existing Amazon Campaigns (NTM)** | Import current campaigns into Trellis for optimization. | [How to Enroll Non-Trellis Managed Campaigns](https://support.gotrellis.com/en/knowledge-base/how-to-enroll-non-trellis-managed-media-campaigns-to-trellis?hsLang=en) | | ✅ **3.3. Create Your First Media Plan in Trellis** | Build a new campaign using Trellis’ pre-templated ad strategies. | [Creating a Media Plan in Trellis](https://support.gotrellis.com/en/knowledge-base/creating-media-plans-in-trellis?hsLang=en) | | ✅ **3.4. Customize Advanced Campaign Settings** | Learn about discovery, harvesting, and optimization rules. | [Advanced Media Plan Settings](https://support.gotrellis.com/en/knowledge-base/advanced-advertising-features-in-trellis?hsLang=en) | | ✅ **3.5. Launch and Monitor Performance** | Activate your campaign and track initial results. | [Monitoring Ad Performance in Trellis](https://support.gotrellis.com/en/knowledge-base/conducting-a-media-plan-review?hsLang=en) | --- #### 📈 Step 6: Analyze and Scale **Goal:** Use Trellis reports and dashboards to make data-driven decisions. | Task | Description | Sub-Article | | --- | --- | --- | | ✅ **6.1. Navigate the Merchandising Dashboard** | Get a top-level view of ad, pricing, and content performance. | [Using the Trellis Dashboards](https://support.gotrellis.com/en/knowledge-base/navigating-dashboards-in-trellis?hsLang=en) | | ✅ **6.2. Review ACOS & ROAS Trends** | Interpret performance over time and identify opportunities. | [Understanding and Managing Trellis ACOS Ranges](https://support.gotrellis.com/en/knowledge-base/managing-acos-ranges--optimization-settings?hsLang=en) | | ✅ **6.3. Create Custom Reports** | Build filters by product, category, or marketplace. | [How to Use Trellis Reports](https://support.gotrellis.com/en/knowledge-base/working-with-ad-product-target--search-term-reports?hsLang=en) | --- #### 🧭 Step 7: Best Practices & Ongoing Optimization **Goal:** Keep campaigns efficient and continuously improving. | Task | Description | Sub-Article | | --- | --- | --- | | ✅ **7.1. Weekly Optimization Checklist** | Routine tasks to keep campaigns healthy. | [Weekly Optimization Routine](https://support.gotrellis.com/en/knowledge-base/conducting-a-media-plan-review?hsLang=en) | | ✅ **7.2. Troubleshooting Common Issues** | Resolve sync delays, reporting gaps, or inactive ads. | [Trellis Troubleshooting Hub](https://support.gotrellis.com/en/knowledge-base/trellis-faq--common-issues?hsLang=en) | --- - [Getting Started](https://support.gotrellis.com/en/knowledge-base/getting-started?hsLang=en) - [Advertising](https://support.gotrellis.com/en/knowledge-base/advertising?hsLang=en#main-content) - [Media Plan Settings](https://support.gotrellis.com/en/knowledge-base/advertising?hsLang=en#media-plan-settings) - [How To](https://support.gotrellis.com/en/knowledge-base/advertising?hsLang=en#how-to) - [FAQs](https://support.gotrellis.com/en/knowledge-base/faqs?hsLang=en) - [Dynamic Pricing](https://support.gotrellis.com/en/knowledge-base/dynamic-pricing?hsLang=en#main-content) - [Pricing Strategies](https://support.gotrellis.com/en/knowledge-base/dynamic-pricing?hsLang=en#pricing-strategies) [![Trellis\_Logo](https://support.gotrellis.com/hs-fs/hubfs/Trellis_Logo.png?width=250&height=75&name=Trellis_Logo.png "Trellis_Logo")](https://gotrellis.com/) [mailto:support@gotrellis.com](mailto:support@gotrellis.com) Copyright © 2025, Trellis Corporation