Marketing Engine — Help Guide

Complete guide to setting up and using the Marketing Engine platform.

1. What is Marketing Engine?

Marketing Engine is your central hub for managing all marketing across Little East Hampton (wall art & homewares) and CareAid Supplies (disability & aged care products).

It automates:

Email recovery — Abandoned cart emails, welcome series, post-purchase flows
Google Shopping — Product feed sync, title optimisation, disapproval alerts
Ad budget protection — Alerts when campaigns overspend or underspend
Performance tracking — Sessions, revenue, ad spend, ROAS in one view
Weekly reports — AI-written performance summary every Monday
Health monitoring — Alerts if any service goes down

Your two businesses:

🎨 Little East Hampton (LEH) — littleeasthampton.com.au — WooCommerce
♿ CareAid Supplies — careaidsupplies.com.au — Shopify

Key URLs

Dashboard	http://54.66.74.4
n8n (automations)	http://54.66.74.4:5678
Supabase (database)	Go to supabase.com → your project

2. Initial Setup (10 Steps)

Follow these steps in order. Each step tells you exactly where to go and what to do.

Create Supabase Project (Database)

This is where all your data lives — sessions, revenue, email stats, ad performance.

Go to: https://supabase.com

Click "Start your project" → Sign up with GitHub or email
Click "New Project"
Project name: marketing-engine
Database password: choose something strong and save it somewhere safe
Region: Southeast Asia (Singapore) — closest to Sydney
Plan: Free
Click "Create new project" — wait about 1 minute

What to copy (Settings → API):

Project URL — looks like https://abcdefg.supabase.co
anon public key — long string starting with eyJ...
service_role key — click "Reveal" to see it, also starts with eyJ...

Run Database Migrations

Creates all the tables the system needs.

Go to: Supabase Dashboard → SQL Editor (left sidebar, looks like a database icon)

Click "New query"
Open the file deploy/all-migrations.sql from the project folder
Copy the entire contents and paste into the SQL editor
Click "Run" (or Ctrl+Enter)
You should see "Success. No rows returned" — this is normal

How to verify: Go to Table Editor (left sidebar) — you should see tables like businesses, email_flows, ad_campaigns, etc. The businesses table should have 2 rows (LEH and CareAid).

Connect Dashboard to Supabase

Tell the dashboard where the database is.

Give the 3 Supabase values (from Step 1) to your developer/Claude. They will update the server configuration. You don't need to do anything technical here.

What happens: The file .env.local on the server gets updated with your Supabase URL and API keys. The dashboard is restarted and now shows real data.

Create Google Cloud Project

This gives the system access to Google Analytics, Search Console, and Ads.

Go to: https://console.cloud.google.com

Sign in with the Google account that owns your GA4 and Ads accounts
Click the project dropdown (top-left) → "New Project"
Project name: Marketing Engine
Click "Create"
Go to APIs & Services → Library
Search for and Enable each of these:
- Google Analytics Data API
- Google Search Console API
- Google Ads API
- Content API for Shopping
- PageSpeed Insights API
Go to APIs & Services → Credentials
Click "Create Credentials" → OAuth Client ID
Application type: Web application
Authorized redirect URI: http://54.66.74.4:5678/rest/oauth2-credential/callback
Save the Client ID and Client Secret

What to save:

Google OAuth Client ID
Google OAuth Client Secret

Connect Google Analytics (GA4)

So the system can track sessions, revenue, and conversions.

Go to: https://analytics.google.com

Click the gear icon (Admin) at bottom-left
Under each property (LEH and CareAid), note the Property ID (a number like 123456789)
Go to n8n: http://54.66.74.4:5678
Settings → Credentials → Add credential → Google Analytics OAuth2 API
Paste your Client ID and Client Secret from Step 4
Click "Sign in with Google" — authorise access

What to save:

GA4 Property ID for LEH
GA4 Property ID for CareAid

Create Klaviyo Account (Email Automation)

This sends your abandoned cart emails, welcome series, and post-purchase flows.

Go to: https://www.klaviyo.com/sign-up

Sign up for a free account
Create your account — you can use one account for both businesses using separate lists, or two separate accounts
Go to Settings → API Keys
Copy your Private API Key (starts with pk_)
Connect to your stores:
- CareAid (Shopify): In Klaviyo → Integrations → Shopify → Connect
- LEH (WooCommerce): In WordPress admin → Plugins → Install "Klaviyo" plugin → Enter API key
In n8n: Settings → Credentials → Add → HTTP Header Auth
- Name: Klaviyo
- Header Name: Authorization
- Header Value: Klaviyo-API-Key pk_your_key_here

What to save:

Klaviyo Private API Key

Connect Shopify (CareAid Supplies)

So the system can read products for the Google Shopping feed.

Go to: Your Shopify Admin → Settings → Apps and sales channels → Develop apps

Click "Create an app"
App name: Marketing Engine
Click "Configure Admin API scopes"
Enable these scopes:
- read_products
- read_orders
- read_customers
- read_inventory
Click "Install app"
Copy the Admin API access token (starts with shpat_)
In n8n: Add credential → Shopify API → paste token

What to save: Shopify Admin API access token

Connect WooCommerce (Little East Hampton)

So the system can read products for the Google Shopping feed.

Go to: WordPress Admin → WooCommerce → Settings → Advanced → REST API

Click "Add key"
Description: Marketing Engine
User: Your admin user
Permissions: Read
Click "Generate API key"
Copy both:
- Consumer Key (starts with ck_)
- Consumer Secret (starts with cs_)
In n8n: Add credential → WooCommerce API → paste both keys + store URL

What to save: Consumer Key + Consumer Secret

Set Up Slack Alerts (Optional but Recommended)

Get instant alerts on your phone when something goes wrong.

Go to: https://api.slack.com/messaging/webhooks

Create a Slack workspace (or use existing)
Create a channel called #marketing-alerts
Go to Slack App Directory → search "Incoming Webhooks"
Add to your workspace → choose #marketing-alerts channel
Copy the Webhook URL (starts with https://hooks.slack.com/services/...)
In n8n: Settings → Variables → Add SLACK_WEBHOOK_URL

Alternative: If you don't use Slack, alerts will still show on the dashboard Alerts page. Slack just gives you mobile push notifications.

Connect Google Ads & Merchant Center

For Shopping feed management and ad budget monitoring.

Google Ads:

Go to https://ads.google.com
Note your account IDs (format: xxx-xxx-xxxx) for both businesses
Apply for API access: Google Ads API dev token
This takes 1-3 business days for Google to approve

Google Merchant Center:

Go to https://merchants.google.com
Create accounts for both businesses (or use existing)
Link each Merchant Center account to its Google Ads account
Note the Merchant IDs

Note: Google Ads API approval takes a few days. Everything else works without it. Shopping feed and budget monitoring will activate once approved.

Optional: Email for Weekly Reports (SendGrid)

If you want the Monday weekly report emailed to you (not just on the dashboard).

Go to: https://signup.sendgrid.com

Create a free account (100 emails/day free)
Go to Settings → API Keys → Create API Key
Name: Marketing Engine
Permissions: Mail Send only
Copy the API key
In n8n: Add credential → SendGrid API → paste key

Not required. Weekly reports are saved to the database and visible on the dashboard. SendGrid just adds email delivery.

Final: Import & Activate Workflows in n8n

Turn on the automations.

Go to: http://54.66.74.4:5678

FIRST: Change the default password (Settings → Personal)
Import each workflow: Workflows → Import from File → select JSON files from /opt/n8n/workflows/
Open each workflow → link the correct credentials (Supabase, Google, Klaviyo, etc.)
Test each workflow manually once (click "Execute Workflow")
If it works → toggle "Active" to ON

Activation order:

global_health_check — every 5 minutes
global_ga4_daily_pull — 6am daily
global_klaviyo_performance_sync — 7am daily
global_shopping_feed_sync — 5am daily
global_budget_pacing — 9pm daily
global_weekly_report — Monday 7am

3. Using the Dashboard

URL: http://54.66.74.4

Pages

Page	What It Shows	When to Check
Dashboard (All)	Both businesses side by side — KPIs, health	Daily morning check
Dashboard → LEH	LEH detail — email flows, ad campaigns, shopping feed	When investigating an issue
Dashboard → CareAid	CareAid detail — same modules	When investigating an issue
Email tab	All email flows: status, sends, opens, clicks, revenue	Weekly review
Ads tab	Campaigns, spend, ROAS, CTR, budget alerts	Daily or when alerted
Shopping tab	Product feed: approved/disapproved/pending items	When alerted about disapprovals
Alerts	All active alerts across both businesses	When you see the red badge
Health	API connection status — is everything working?	If dashboard shows no data
Help	This guide	Anytime

KPI Tiles Explained

Tile	What It Means	Good vs Bad
Sessions Today	How many people visited the website today	Green = more than yesterday. Red = less.
Revenue Today	Total sales in dollars today	Green = up. Red = down.
Ad Spend Today	How much Google Ads spent today	Compare to revenue — spend should be less.
ROAS (7-day)	Return on Ad Spend — for every $1 spent on ads, how much revenue	Above 3.0 = good. Below 2.0 = investigate.
Email Revenue (7d)	Revenue from email campaigns in last 7 days	Should grow over time as flows activate.

4. Using n8n (Automation Hub)

URL: http://54.66.74.4:5678

n8n is the automation engine that runs all the background tasks. You generally don't need to touch it daily — it runs on autopilot.

When to Check n8n

If the dashboard shows stale data (no updates for >24 hours)
If you get a Slack alert about a workflow failure
If you want to manually trigger a report early

Common Tasks in n8n

Task	How
Check if workflows are running	Workflows tab → look for green "Active" toggles
See recent executions	Click a workflow → Executions tab → shows history with pass/fail
Manually run a workflow	Open workflow → click "Execute Workflow" button
Fix a failed workflow	Executions → click the failed one → see which step failed and the error message
Update an API credential	Settings → Credentials → find and edit the credential

5. Email Automation (Klaviyo)

Klaviyo handles all customer-facing emails. The Marketing Engine monitors performance and feeds data into the dashboard.

Active Email Flows

Flow	What It Does	Triggered By
Abandoned Cart	3 emails: reminder (1hr), social proof (24hr), discount (72hr)	Customer adds to cart but doesn't buy
Welcome Series	5 emails over 12 days: intro, bestsellers, guide, reviews, urgency	New email signup
Post-Purchase	5 emails: confirmation, shipping, tips, review request, cross-sell	Customer makes a purchase
SMS Cart Recovery	1 SMS at 30 minutes after cart abandon	Cart abandon (before email)
NDIS Renewal	CareAid only: reminder when NDIS plan is nearing renewal	10 months after purchase

You manage flows in Klaviyo (not in n8n or the dashboard). The dashboard only shows performance metrics. To edit email content, timing, or create new flows → log into Klaviyo.

6. Google Ads & Shopping

The system monitors ad performance and protects your budget. You manage campaigns in Google Ads directly.

What the System Does Automatically

Shopping feed sync: Products from Shopify/WooCommerce synced to Google Merchant Center daily at 5am
Title optimisation: Product titles reformatted for better Shopping performance
Budget pacing: Daily check at 9pm — alerts if campaigns under or overspending
Auto-pause: If a campaign exceeds 150% of daily budget, it gets paused automatically
Performance reports: Weekly summary with ROAS, spend, conversions

Budget Alert Types

Alert	What It Means	Action
Underpacing	Campaign is spending too slowly (30%+ behind)	Check ad approval status, keyword bids
Overpacing	Campaign spending too fast (20%+ ahead)	Review if clicks are converting
Threshold 70/90/100%	Monthly budget nearing limit	Decide if you want to increase or let it cap
Auto-Pause	Campaign exceeded 150% daily budget — paused automatically	Check Google Ads for issue, resume manually

7. Alerts & Monitoring

Alert Severity Levels

Level	Meaning	Response Time
CRITICAL	Site down, budget auto-paused, API completely failed	Check immediately
HIGH	Traffic dropped 30%+, product disapprovals, delivery issues	Check within a few hours
MEDIUM	Budget threshold reached, open rate declining	Check within 24 hours
LOW	API degraded performance, non-urgent informational	Check at next review

8. Weekly Reports

Every Monday at 7am AEST, the system automatically generates a performance report for each business.

What's in the Report

Sessions this week vs last week
Revenue this week vs last week
Ad spend and ROAS
Email performance (sends, opens, clicks, revenue)
AI commentary — 3 sentences: what changed, why, what to do next

Reports are saved in the database and visible on the dashboard. If SendGrid is configured, they're also emailed to you.

9. Daily Operations (What You Do)

Total time needed: 10-15 minutes per day

Morning Routine (5 minutes)

Open the dashboard: http://54.66.74.4
Check both businesses — are KPIs green or red?
Check Alerts page — any new alerts?
If everything is green, you're done

Monday Routine (10 minutes)

Read the weekly report (dashboard or email)
Note the AI recommendations
Check Klaviyo for email flow performance
Check Google Ads for any campaign issues

Monthly Routine (30 minutes)

Review ad budgets — approve next month's spend
Check Shopping feed for persistent disapprovals
Review email flow performance — any flows underperforming?
Review overall ROAS — are ads profitable?

When You Get an Alert

Alert	What to Do
Site down	Check the website in your browser. If it's down, contact your hosting provider.
Traffic drop	Check GA4 directly — is it a tracking issue or real drop? Check if ads are paused.
Budget alert	Open Google Ads — check campaign performance. Adjust budget if needed.
Shopping disapproval	Open Merchant Center — fix the product data issue. Common: missing images, price mismatch.
Email bounce spike	Open Klaviyo — check if a list was imported with bad addresses. Clean the list.
API down	Check Health page — which service? Usually temporary. If persists >1 hour, check the service status page.

10. Troubleshooting

Problem	Solution
Dashboard shows "No businesses configured"	Supabase is not connected. Check that .env.local on the server has the correct Supabase URL and keys. Restart the dashboard.
Dashboard shows all zeros	Data hasn't been pulled yet. Check n8n — are the workflows active? Run the GA4 daily pull manually.
n8n login page won't load	SSH into the server and run: `cd /opt/n8n && docker compose restart`
Dashboard won't load	SSH into the server and run: `pm2 restart marketing-dashboard`
Workflow shows "Error" in n8n	Click the workflow → Executions → click the failed run → read the error. Usually a credential issue or API rate limit.
Emails not sending	Check Klaviyo directly — the Marketing Engine monitors emails but doesn't send them. Issue is in Klaviyo.
Shopping feed products disapproved	Open Google Merchant Center → Products → Diagnostics. Fix the listed issues (usually image, price, or description problems).
Server SSH not working	Check AWS Lightsail console — is the instance running? Try restarting it from the console.

Useful SSH Commands

# Connect to server

ssh -i ~/.ssh/id_ed25519 ubuntu@54.66.74.4

# Restart dashboard

pm2 restart marketing-dashboard

# View dashboard logs

pm2 logs marketing-dashboard --lines 50

# Restart n8n

cd /opt/n8n && docker compose restart

# View n8n logs

cd /opt/n8n && docker compose logs --tail 50

# Check everything is running

pm2 status && docker ps

Need Help?

Contact your developer or open Claude and describe the issue. Include:

What you were trying to do
What error you see (screenshot if possible)
Which business it affects (LEH or CareAid)

Complete Requirements Checklist

Service	Required?	Cost	What It Does
Supabase	Required	Free	Database — stores all data
Google Cloud Project	Required	Free	API access for GA4, GSC, Ads
Google Analytics (GA4)	Required	Free	Traffic and revenue tracking
Klaviyo	Required	Free tier	Email automation (cart recovery, etc.)
Shopify API (CareAid)	Required	Free (existing)	Product feed for Shopping
WooCommerce API (LEH)	Required	Free (existing)	Product feed for Shopping
Google Ads API	Recommended	Free (1-3 day approval)	Ad performance + budget monitoring
Google Merchant Center	Recommended	Free	Shopping feed management
Slack	Optional	Free	Mobile push alerts
SendGrid	Optional	Free (100/day)	Email delivery for weekly reports
Claude API	Optional	$20-80/mo	AI commentary on weekly reports