Create and Use Templates

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Overview of Templates and Assets in Oviond

In this video, we take a first look at using templates and assets in Oviond. Learn how to leverage pre-made templates and assets to quickly set up and customize your projects. We'll demonstrate how to integrate data from different sources, such as Google Analytics and Facebook Ads, and show you how to modify templates to fit your specific needs.

This guide is perfect for users looking to speed up their workflow and maintain consistency in their reports.

Step-by-Step Instructions

How to use a template

1. Log in to Your Oviond Account

   • Navigate to Oviond's login page and enter your credentials.

2. Choose Your Client

   • On the home page, select the client that you want to work with.

3. Click 'New Project'

   • Click the 'New Project' button at the top right-hand side of the screen.

4. Start From Template

   • Click 'From a Template', then click 'Next'.

5. Select a Template

   • Search for a template or scroll down the list to find the one you need.

   • Choose from single data source templates or multiple data source templates.

6. Click 'Next'

   • Click 'Next' to proceed.

7. Name the Project and Choose a Theme

   • Enter a name for your project and choose a theme. Note that these can be edited at a later stage.

8. Click 'Create Project'

9. Open and Edit the Project

   • The project will open automatically in the Workspace Editor.

10. Connect Data Source

    • If you have not connected the data source, click 'Connect' on the data widget to do so now.

11. Edit the Template

    • Everything on a template project can be edited. Data widgets can be built from scratch, or you can use the asset library's pre-built queries to save time.

How to use assets

1. Navigate to Asset Library

   • Click on the Asset Library in the toggle menu on the right.

2. Choose an Asset

   • Browse through the pre-built queries or grouped queries available in the Asset Library.

   • You can also search for specific assets using the search bar.

3. Drag and Drop Asset

   • Drag the desired asset from the drawer onto the canvas in your project workspace.

4. Customize the Asset

   • Click on the asset to customize its settings, such as data source, display options, and more.

5. Connect Data Source

   • If the asset requires a data source connection, click 'Connect' on the data widget to authenticate and integrate the necessary data.

6. Edit the Asset

   • Modify the asset as needed to fit your project's requirements. You can change its appearance, data specifications, and other settings.

7. Save the Project

   • Click 'Save' to save your changes.

Additional Information

• Tip: Utilizing templates can save time and provide a solid foundation for your projects, which you can customize as needed.

Summary

By following these steps, you can efficiently use a template in Oviond, allowing you to set up and customize your projects quickly.

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