Introduction
This article explains how to start a new project in Oviond, enabling you to effectively manage your marketing metrics and reports.
Step-by-Step Instructions
Log in to Your Oviond Account
Navigate to Oviond's login page and enter your credentials.
Select a Client
On the home page, select the client for whom you want to start a new project.
Click 'New Project'
Click the 'New Project' button at the top right-hand side of the screen.
Select 'From Scratch'
In the slide-over menu, select 'From Scratch' and then click 'Next'.
Choose Project Type
Select which type of project you need:
Dashboard: To view your marketing metrics on a single, full-screen dashboard. Ideal for account monitoring and quick insights (widget limit: 50).
Report: For a multi-page layout tailored for detailed and comprehensive assessment of your marketing data. Ideal for in-depth client reporting and analysis.
Click 'Next'
Click 'Next' to proceed.
Name Your Project and Select a Theme
Enter a name for your project and select a theme that suits your preferences.
Create the Project
Click 'Create New Project' to save your new project.
Open Project Workspace Editor
Your new project will automatically open in the project workspace editor.
Summary
By following these steps, you can start a new project in Oviond, allowing you to efficiently manage and analyze your marketing data.
Related Resources
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.
Part 1: Getting Started with Oviond in Under 5 Minutes - Video
Get started with Oviond in under 5 minutes! Learn how to set up a project, connect data sources, use asset groups, set up automations, and share your work efficiently.