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OCTOBOARD
KNOWLEDGE BASE
TUTORIALS
Octoboard products, pricing and plans
Connecting and using your first app
Multiple clients, users and app logins
Sharing data and building white label client portals
Sending insights via Slack and Email
How to send Zapier events to Octoboard
Scheduling automated reports
How to capture leads with SEO Audit forms
How to configure SEO Rank Tracker
Configuring Dashboard Areas
SHARING DATA
Creating client portals with white label subdomains
Creating public dashboards
Sharing TV Loops
Setting up TV dashboards in your office
White Label Subdomains: Creating client portals
Embedding: Adding white label dashboards to your website
Is my TV compatible with Octoboard?
Configuring email templates and custom email domain
How to configure custom SMTP server
Configuring custom email templates
INTEGRATIONS
List of Octoboard integrations
SQL Database / Text data import
How to upload custom data?
Connecting to Google Sheets
Connecting to SalesForce
Connecting second account
Connecting to Stripe
Connecting to Facebook
Connecting to Google Analytics 4 (GA4)
Connecting to Instagram
Connecting to WooCommerce API
How to connect to an SQL database
How to add SQL widgets to dashboards
REST API
Configuring Facebook Ads Leads and Actions
How to connect and display HubSpot data
PURCHASING
Octoboard trials
How to pay for your subscription
Tax and VAT
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Changing subscription
Discounts
What is a premium plan?
DASHBOARD AND REPORT DATA
How much data is stored?
Data availability
Is Octoboard a real-time platform?
How frequently is data updated?
How to display historical data and changes over time?
How to display year-on-year (YoY) delta?
How often do connections expire?
Top Posts widgets show old posts. Why?
FEATURES
Currencies in data widgets
How to change themes in dashboards and reports?
Applying markup to paid advertising metrics
How to show changes as percentage.
How to add image to dashboard?
How to display web pages inside a dashboard?
How to create mashup widgets?
Is Octoboard available in other languages?
MISCELLANEOUS
Octoboard roadmap
Cloning dashboards between clients
Setting up multiple Google My Business locations
Octoboard user roles
Cancelling subscription
Inviting new users to Octoboard
Scheduling demo or consultation
What is in your latest release?
Octoboard affiliate marketing program
Extending Octoboard Trial
Can 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.
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HOW TO
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What products do you offer?
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What subscription or plan is best for me?
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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?
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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?
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How to configure Office TV dashboard?
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How to control Office TV from Octoboard?
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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
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