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.

Introduction

This article explains how to use assets in Oviond, allowing you to efficiently incorporate pre-built queries and groups of widgets into your projects.

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 create or edit a project.

  3. Access the Project Workspace Editor

    • Select an existing project or create a new one.

  4. Click 'Edit'

    • Click 'Edit to open the project workspace editor.

  5. Navigate to Assets drawer

    • Click on Assets in the action sidebar menu on the right.

  6. 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.

  7. Drag and Drop Asset

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

  8. Customize the Asset

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

  9. Connect Data Source

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

  10. Edit the Asset

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

  11. Save the Project

    • Click 'Save' to save your changes and incorporate the asset into your project.

Additional Information

  • Tip: Using assets can save time and ensure consistency across your projects by leveraging pre-built components.

Summary

By following these steps, you can efficiently use assets in Oviond, enhancing your projects with pre-built queries and widget groups.

Relate 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.

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