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
Log in to Your Oviond Account
Navigate to Oviond's login page and enter your credentials.
Choose Your Client
On the home page, select the client that you want to work with.
Click 'New Project'
Click the 'New Project' button at the top right-hand side of the screen.
Start From Template
Click 'From a Template', then click 'Next'.
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.
Click 'Next'
Click 'Next' to proceed.
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.
Click 'Create Project'
Open and Edit the Project
The project will open automatically in the Workspace Editor.
Connect Data Source
If you have not connected the data source, click 'Connect' on the data widget to do so now.
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
Navigate to Asset Library
Click on the Asset Library in the toggle menu on the right.
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.
Drag and Drop Asset
Drag the desired asset from the drawer onto the canvas in your project workspace.
Customize the Asset
Click on the asset to customize its settings, such as data source, display options, and more.
Connect Data Source
If the asset requires a data source connection, click 'Connect' on the data widget to authenticate and integrate the necessary data.
Edit the Asset
Modify the asset as needed to fit your project's requirements. You can change its appearance, data specifications, and other settings.
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.
Related Resources
Part 6: Building a Custom Query
Learn to build custom queries in Oviond. This tutorial covers adding data, customizing widgets, and exploring different chart types for effective reporting.
Overview: How to connect data sources
Learn how to connect clients' marketing data sources to Oviond with this step-by-step guide. Set up integrations, troubleshoot issues, and maintain accurate data updates efficiently.
How to use a template
Learn how to use a template in Oviond with this step-by-step guide for quick and efficient project setup and customization.
How to use assets
Learn how to use assets in Oviond with this step-by-step guide for efficient project enhancement using pre-built queries and widgets.
How to build a query from scratch
Learn how to build and duplicate queries from scratch in Oviond with this step-by-step guide for custom data visualizations.