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 |
| ✅ 1.2. Invite Your Team Members | Add users, assign roles (Admin, Marketer, Analyst), and manage permissions. | Managing Users & Roles |
| ✅ 1.3. Review Organization Settings | Verify business info, preferences, and billing information | Organization Setup Overview |
🧩 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 |
| ✅ 2.2. Tag Products for Filtering | Add tags to organize by brand, marketplace, or campaign objective. | How to Tag Products in Trellis |
🎯 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 |
| ✅ 3.2. Enroll Existing Amazon Campaigns (NTM) | Import current campaigns into Trellis for optimization. | How to Enroll Non-Trellis Managed Campaigns |
| ✅ 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 |
| ✅ 3.4. Customize Advanced Campaign Settings | Learn about discovery, harvesting, and optimization rules. | Advanced Media Plan Settings |
| ✅ 3.5. Launch and Monitor Performance | Activate your campaign and track initial results. | Monitoring Ad Performance in Trellis |
📈 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 |
| ✅ 6.2. Review ACOS & ROAS Trends | Interpret performance over time and identify opportunities. | Understanding and Managing Trellis ACOS Ranges |
| ✅ 6.3. Create Custom Reports | Build filters by product, category, or marketplace. | How to Use Trellis Reports |
🧭 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 |
| ✅ 7.2. Troubleshooting Common Issues | Resolve sync delays, reporting gaps, or inactive ads. | Trellis Troubleshooting Hub |