How to start a new project

Learn how to start a new project in Oviond with this step-by-step guide for effective marketing data management and reporting.

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

  1. Log in to Your Oviond Account

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

  2. Select a Client

    • On the home page, select the client for whom you want to start a new project.

  3. Click 'New Project'

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

  4. Select 'From Scratch'

    • In the slide-over menu, select 'From Scratch' and then click 'Next'.

  5. 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.

  6. Click 'Next'

    • Click 'Next' to proceed.

  7. Name Your Project and Select a Theme

    • Enter a name for your project and select a theme that suits your preferences.

  8. Create the Project

    • Click 'Create New Project' to save your new project.

  9. 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.

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