PRODUCT

Octoboard products, pricing, invoices

Creating data connections in Octoboard Marketing Analytics product

Multiple clients, users and app logins

Sharing data and building white label client portals

Sending AI data insights via Slack and Email

Scheduling automated reports

How to configure SEO Rank Tracker

Configuring Dashboard Areas

Using white label features in Octoboard

How much data is stored?

Data availability

Is Octoboard a real-time platform?

How frequently is data updated?

How to display historical data in Octoboard?

How to display year-on-year (YoY) delta?

How to receive notifications when connections expire?

Top Posts widgets show older posts. Why?

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?

E-commerce Suite overview

How to connect to WooCommerce

How to use Ecommerce filters and segments

Looker Studio connector for E-commerce

E-commerce Suite pricing

E-commerce Email Marketing overview

Before you start: how to configure your email server

How to add and manage email contacts

How to create and send email marketing campaigns

How to build email marketing automations

Email campaign use case: sending a discount clients that spent over $100

Email automation use case: onboarding new customers

Handling email marketing unsubscribes

PPC Data Analytics overview

Adding connections to PPC Data Analytics

PPC Analytics dashboards and reports

Data Explorer configuration options

Currency conversion in PPC Data Analytics

PPC Data Analytics pricing

Data Streams overview

Metrics, Dimensions and Datasets

How to combine data in multi-channel stream

Creating custom dimensions

Creating custom metrics

Calculations and IF-THEN conditions in rules

Using rules in custom dimensions: aggregating data by language

Using rules in custom metrics: calculating tax

Metric types: Standard metrics vs Formulas

Using Google Sheet lookup tables

How to clone stream rules

PPC Analytics Data Export Overview

Octoboad Data Warehouse access

Exporting PPC Analytics data to BigQuery

Exporting PPC Analytics data to Google Data Studio

Exporting PPC Analytics data to Looker

Exporting PPC Analytics data to Google Sheets

Exporting PPC cost data to Google Analytics 4

B2B Lead generation features overview

How to capture leads with SEO Audit forms

How to identify companies that visit your website?

How download captured leads for all organisations?

Frequenty asked questions about Lead Generation features?

What is Google Sheets add-on

How to install Google Sheets add-on

How to add connections to Google Sheets

How to manage queries in Google Sheets documents

How to schedule automated query updates

Google Sheets Add-On: IP Details

Google Sheets Add-On: SEO Audits

Google Sheets Add-On: Social links

Google Sheets add-on pricing

Octoboard Web Analytics overview

How to install OCTO.JS script to capture web traffic

How to create real-time website traffic dashboards using OCTO.JS script

Capture web leads by converting visitor’s IP addresses to company names

Send Octoboard Web Analytics traffic (OCTO.JS) to PPC Data Analytics

Sending emails: custom domain, SMTP server, hosted email service

How to configure custom SMTP server

How to configure hosted email service

How to configure custom email template

How to change currency in data widgets

How to change themes in dashboards and reports?

How to add 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?

List of Octoboard integrations

SQL Database / Text data import

How to upload custom data?

Connecting to Google Sheets

Monitoring real-time website traffic

Connecting to SalesForce

Connecting second account

Connecting to LinkedIn profiles

Connecting to Stripe

Connecting to Facebook

Configuring Facebook Ads Leads and Actions

Setting up multiple Google My Business locations

Connecting to Google Analytics 4 (GA4)

How to connect to Criteo

Connecting to Instagram

How to connect to an SQL database

How to add SQL widgets to dashboards

REST API support

How to add data to Octoboard products

How to send Zapier events to Octoboard

How to connect META work account to Octoboard

Octoboard trials: limitations, trial extension

Invoices, taxes and EU VAT

How to download VAT invoices

Managing your subscription: upgrades, downgrades, reactivations

How to pay for Octoboard subscription

Can I get a discount?

What is a premium plan?

Octoboard roadmap

How to clone reports and dashboards

Octoboard user roles

Subscription cancellations, refunds

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?