Mastering Guide for Tracking and Analysis
You'll need to complete the following seven simple steps:
Invite your team members
Install the Live Chat for logged-in users
Create your first custom event
Check out your query history
Save your first chart
Create your first dashboard
Add charts to your dashboard
Step 1: Invite your team members
Invite your team members to your workspace under the Admin menu point within the Workspace section.
Under the Members option, click on the Invite Team Member button and enter the email addresses of those people you want to see in your workspace.
After each email, click on Add, and when ready, click on next, and select the permissions you want to give to these members. They can either be
owners with unlimited access,
managers with editing access,
or members with usage access to your workspace.
When you’re done with the setup, click on Send invite.
Step 2: Install the Live Chat for logged-in users
Please note that you might need the assistance of a technical specialist to complete the following steps.
You have to install a different type of script on your website. You'll find this your Inbox Settings, under the Installation Guide. Here, click on the Chat + CRM option and copy the script at the bottom. Then paste this code snippet before the closing body tag on every page when a customer is logged in to your application to load SAAS First's chat.
However, please remember to replace all variables based on your customers' details. Then, you'll have a live chat that can send information about contact data, which you can check out in your CRM later.
Step 3: Create your first custom event
To create your first custom event, go the Customers, and under Settings, find the Event types option. Here, click on Add new event type.
A popup will ask you to enter the details of the new event type. Here, enter the label, name, and description of your new event. Set up the time you want us to store the data for, and start building your JSON schema on the right.
Set the Data name, data type, title and description according to your needs.
On the left, you’ll see the schema that displays the data that the customers will send to the event. This shows you the specific, fixed structure in which you can send the events. You can add more child nodes by clicking on the + sign on the right. Plus, you can also select a color for the event type you created.
Once you are finished, click on Save.
You can find more information on how you can create custom events in this article.
Step 4: Check out your query history
Go to the Queries and click on the History button in the top left corner, next to Intelligent Query.
You can see all the previous queries you have generated and go back to them whenever you want to. Just choose the title of the query you wish to see again.
Step 5: Save your first chart
Once you think a query would be useful to have constantly at hand, save it by clicking choosing the specific query and click on Save chart. Then, come back to the chart any time you want.
Step 6: Create your first dashboard
Go to your Dashboard and click on the Add Dashboard button. Give it a good name, and save it.
Step 7: Add charts to your dashboard
By clicking on the Add elements button, you can select the charts or tables you would like to include in there. Give them a name and click on Save.
