Account Setup & Onboarding
Learn how to create your Zaplane Insights account and complete the onboarding process in under 5 minutes.
Feature Availability Notice
Some features described in this documentation are planned for future releases.
View RoadmapWelcome to Zaplane Insights!
Setting up your Zaplane Insights account is quick and straightforward. This guide will walk you through the entire process, from creating your account to completing your first onboarding steps.
Prerequisites
Before you begin
- • A valid business email address
- • Access to at least one advertising platform (Google Ads, Meta, Amazon, etc.)
- • Admin permissions for the advertising accounts you want to connect
Step 1: Create Your Account
Visit the Signup Page
Navigate to zaplane.io/signup or click "Start Free Trial" from any page on our website.
Enter Your Information
Provide the following details:
- • Full Name: Your first and last name
- • Email Address: Use a business email (Gmail, Outlook, etc. all work)
- • Password: Create a strong password (minimum 8 characters)
Verify Your Email
You'll receive a verification email at the address you provided. Click the "Verify Email" button in the email to activate your account.
Didn't receive the email? Check your spam folder or click "Resend Verification Email" on the confirmation page.
Step 2: Complete Onboarding
After verifying your email, you'll be guided through a quick 2-step onboarding process:
Workspace Setup
Workspace Name
Choose a name for your workspace (usually your company name). You can always change this later.
Company Size
Select your team size. This helps us customize your experience and provide relevant recommendations.
Industry
Choose your primary industry to receive industry-specific benchmarks and insights.
Platform Connections
Connect your advertising platforms to start receiving AI-powered recommendations. You can connect:
Note: You can skip this step and connect platforms later from the Settings page.
Step 3: Explore Your Dashboard
Once onboarding is complete, you'll be taken to your main dashboard where you can:
View AI Recommendations
See intelligent optimization suggestions based on your campaign data.
Monitor Performance
Track key metrics across all your advertising platforms in one place.
Receive Alerts
Get notified about important changes and optimization opportunities.
Access AI Hub
Dive deep into the 5-phase AI orchestration system powering your optimizations.
Choosing Your Plan
During your 14-day free trial, you have access to all Professional tier features. After your trial:
Starter - $397/month
Perfect for small businesses managing up to $50K/month in ad spend across 3 platforms.
Professional - $797/month (Most Popular)
Ideal for growing brands managing up to $250K/month across 6 platforms with advanced automation.
Enterprise - $1597/month
For agencies and large brands with unlimited ad spend and unlimited platforms with white-label features.
Note: No contract required for your free trial. You'll be prompted to choose a plan before your trial expires.
Common Questions
Can I change my workspace name later?
Yes! Go to Settings → Workspace → General Settings to update your workspace name, industry, or team size at any time.
Do I need to connect platforms during onboarding?
No, you can skip platform connections during onboarding and add them later. However, connecting at least one platform allows you to start receiving AI recommendations immediately.
What happens after my free trial ends?
You'll receive email notifications 7 days and 1 day before your trial expires. If you don't select a plan, your account will be downgraded to read-only access until you subscribe.
Can I invite team members during the trial?
Yes! You can invite unlimited team members during your trial. Team member seats are included in all paid plans.
Next Steps
Now that your account is set up, here's what to do next:
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