OCTOBOARD KNOWLEDGE BASE
TUTORIALS
Octoboard products, pricing and plansConnecting and using your first appMultiple clients, users and app loginsSharing data and building white label client portalsSending insights via Slack and EmailHow to send Zapier events to OctoboardScheduling automated reportsHow to capture leads with SEO Audit formsHow to configure SEO Rank TrackerConfiguring Dashboard Areas
SHARING DATA
Creating client portals with white label subdomainsCreating public dashboardsSharing TV LoopsSetting up TV dashboards in your officeWhite Label Subdomains: Creating client portalsEmbedding: Adding white label dashboards to your websiteIs my TV compatible with Octoboard?Configuring email templates and custom email domainHow to configure custom SMTP serverConfiguring custom email templates
INTEGRATIONS
List of Octoboard integrationsSQL Database / Text data importHow to upload custom data?Connecting to Google SheetsConnecting to SalesForceConnecting second accountConnecting to StripeConnecting to FacebookConnecting to Google Analytics 4 (GA4)Connecting to InstagramConnecting to WooCommerce APIHow to connect to an SQL databaseHow to add SQL widgets to dashboardsREST APIConfiguring Facebook Ads Leads and ActionsHow to connect and display HubSpot data
PURCHASING
DASHBOARD AND REPORT DATA
FEATURES
MISCELLANEOUS
Octoboard roadmapCloning dashboards between clientsSetting up multiple Google My Business locationsOctoboard user rolesCancelling subscriptionInviting new users to OctoboardScheduling demo or consultationWhat is in your latest release?Octoboard affiliate marketing programExtending Octoboard TrialCan I suspend my subscription?How to manage logins, widgets, dashboards and reports?How to connect existing dashboard to a different login?How to fix account audit results?
F.A.Q.
AREAS
ALL
CLIENT MANAGEMENT
DATA
FEATURES
HOW TO
INTEGRATIONS
MISC
PURCHASING
SHARING DATA
TRIAL
QUESTIONS
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What products do you offer?
#purchasing #discount #payment #buy #vat #credit #card #invoice #billing #subscription #dollars #euro #paypal #wire #transfer #tax #pricing #products #price #tutorial
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What subscription or plan is best for me?
#purchasing #discount #payment #buy #vat #credit #card #invoice #billing #subscription #dollars #euro #paypal #wire #transfer #tax #pricing #products #price #tutorial
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How to connect my first app?
#connect #xero #data #tutorial #getting #start #using
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Can I create multiple clients in Octoboard?
#multiple #client #users #groups #invite #admin #expert #viewer #roles #tutorial
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Do you support multiple user groups?
#multiple #client #users #groups #invite #admin #expert #viewer #roles #tutorial
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How to share data with clients and internal teams?
#sharing #data #tutorial
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How to setup automated data insights?
#sharing #data #tutorial #slack #email #insights #automated #ai #channel
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How to send data insights to company Slack channel?
#sharing #data #tutorial #slack #email #insights #automated #ai #channel
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How to receive automated insights by email?
#sharing #data #tutorial #slack #email #insights #automated #ai #channel
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How to configure Zapier?
#realtime #zapier #events #integration
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How to receive real time events from Zapier?
#realtime #zapier #events #integration
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How can I schedule a report?
#schedule #report #send #email #automatic #pdf #tutorial
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How to send automatic PDF report by email?
#schedule #report #send #email #automatic #pdf #tutorial
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How to collect leads with SEO Audit Forms?
#seo #forms #embedded #audit
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How to configure SEO Rank Tracker?
#seo #rank #tracker #keywords
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How can I configure dashboard areas?
#reports #template #dashboard #area
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How to create client portals with Octoboard?
#white label #client #portal #sharing #subdomain
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How to create public dashboard?
#public #private #access #dashboards #sharing
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Do you support private and public access?
#public #private #access #dashboards #sharing
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How to create TV Loops?
#tv #loops #public #sharing
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Can I make TV Loop public?
#tv #loops #public #sharing
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How to create TV Loops?
#tv #loops #public #sharing #sharing #wall #dashboard
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Can I make TV Loop public?
#tv #loops #public #sharing #sharing #wall #dashboard
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How to configure Office TV dashboard?
#tv #loops #public #sharing #sharing #wall #dashboard
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How to control Office TV from Octoboard?
#tv #loops #public #sharing #sharing #wall #dashboard
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How to host dashboards on my own subdomain?
#white label #embedding #sharing #subdomain #domain #portal
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How to create client portal?
#white label #embedding #sharing #subdomain #domain #portal
