This document serves to help you understand the purpose of the Projects application within your account. You will learn how to access the app, navigate it, and use its various features.

What is the Projects App?

The Projects application is an analytics and asset management tool for your company. While even sub-accounts can use the Sites and Analytics apps for their business, you will be able to receive overviews and in-depth analyses for all of your clients in one place.

Note - To manage sub-accounts within the Projects app, you will first need a project for each sub-account. Currently, the only method for creating a project is to purchase a service in the Fulfillment Store or an InstaSite for that sub-account. Once the service is active, the platform will automatically create a project for that sub-account within your Projects app.

Accessing the Projects App

The Projects application is exclusive to partner accounts and can be accessed by utilizing the app drawer in the top-right corner of your dashboard.

Navigating the Projects App

Analytics

After clicking on the Projects icon, you will arrive at the Analytics tab. You will always arrive here by default. If you have experience with our separate Analytics application, this area will look familiar.

While the Analytics application captures analytics for your company and website, the Projects application captures analytics for all of your sub-accounts. Any time you purchase a fulfillment service, your Projects app will automatically update with analytics for that service for that specific client.

On the left side of the page, you will find a column that lists each of your sub-accounts. You can also search for specific clients by using the search bar at the top of the column. Clicking on a sub-account name will cause the analytics page to update with the client’s available analytics list.

The rest of this tab acts as a dashboard for that sub-account’s analytics. By default, you will be viewing the Overview.

Be aware that analytics will appear as they become available. If there is no current data, the fields will appear empty as they do on the left in this picture. As you begin to add integrations for this sub-account, new analytics will continue to appear down the page.

You can access more in-depth analytics by using the tabs available at the top of the page.

You can also access these pages by clicking on the View More button to the right of each service in the Overview.

The look of each tab varies depending on the nature of the service. You can also find additional services if they are available by clicking on the arrow marker to the right of your analytics tabs.

Finally, you can review analytics for specific date periods by utilizing the calendar in the top-right corner of the page.

You can utilize the pre-defined periods on the left to quickly customize your analytics tracking. Alternatively, you can select a custom period by using the first mouse click to select your start date and the second click to select your end date. Each service will update accordingly to reflect the changes.

Because each analytics tool is different, we created separate help articles for each. These documents will show you how to integrate new analytics tools, navigate them, and customize them whenever possible.

Forms

The Forms tab functions almost identically to the Forms application. This section of the app will keep track of completed forms as well as your pending requests. Notice that the leftmost column remains the same listing all of your sub-accounts.

For example, when you click on a sub-account, you will be able to review all form submissions and pending requests for that client. As an example, each new client will need to fill out new onboarding documents whenever a new fulfillment service is purchased. A pending document will appear under Pending Requests whereas completed documents will appear under Submissions. You can toggle between the two in the top-right corner.

You can also search for a specific form by using the search bar located just next to this. Your forms will populate in a table under the appropriate tab.

You will be able to review the form name and any relevant information including names, businesses, emails, and phone numbers.

Note - If your client has any pending onboarding documents for a purchased fulfillment service, you can check on the status of said documents within the Forms tab.

Website

If you have experience with the Sites application, this tab should also look familiar. You may be noticing a pattern as each of the tabs in Projects offers similar functionality to their respective applications but for sub-account tracking purposes only.

With that in mind, the Website tab allows you to track website analytics by sub-account. You can once again use the column on the left to select your desired sub-account and the preview will update with that client’s website.

The main portion of the page displays active previews of the client’s website on desktop, tablet, and mobile. Below, you can see a website overview that contains the following information:

Screenshot_2021-08-16_150840.png
  • Published - Websites will generally have the published status by default. This means that the website is active and ready to connect to a custom domain.

  • SSL Active - SSL refers to the SSL Certificate that authenticates your website and protects customer information. If there is a red X, no SSL Certificate is active. If there is a green checkmark, you’re all set.

  • Domain Active - This indicates whether or not the website is connected to a domain. If there is no domain connected, you will not be able to find your website online.

  • ID - Every website in our system has an ID by default. This is mostly for internal purposes and allows you to locate your website quickly in the event of an issue.

  • Total Views - This keeps track of your total website views since it’s been active in this account.

  • Form Submissions - This shows the overall total of your received form submissions.

  • Click to Call - This tracks how many times users utilize your click-to-call links.

  • Map Clicks - This tracks how many times users click on your website’s map to find the business location.

You can also access a preview or edit your website by using the buttons located in the top-right corner of the page.

The preview opens a separate tab that allows you to navigate the client’s website through the desktop, tablet, or mobile version. Select a specific view by utilizing the buttons located at the top of this new tab.

Likewise, the edit button will take you to the website editor for your client’s website. Here, you can make content or design changes as necessary before republishing the site on the internet.

You can learn more about how to utilize the website editor by reviewing this help article here.

Finally, you can access more advanced website analytics by clicking on Advanced Analytics in the top-right corner of the page. This will display a variety of metrics including total visits, views by browser, views by OS, visits by country, form responses, and more.

You can also determine a custom date range by using the calendar feature to the left of the Advanced Analytics button at the top of the page.

Here is a quick breakdown of each metric:

  • Visits - The number of total visits

  • Visitors - The number of unique visitors

  • Page Views - The total number of page views

  • Browsers - The number of times a browser is used to visit your site

  • Operating Systems - The number of times a specific OS is used to visit your site

  • Breakdown of Visits by Country - A map detailing where in the world your visitors are coming from

  • Form Responses - A list of available form responses from the site

Files

This tab allows you to keep a library of files associated with each of your sub-accounts. Once again, you can use the left side column to select a specific client at any time.

All of the files you currently have in your account will be listed by date in the center of the page.

You can preview any file within this tab by clicking on the Preview button. This will work for text documents, PDFs, images, GIFs, audio files, and more.

Clicking on the blue pencil icon to the right of the preview button will allow you to rename your file. Enter your new file name in the prompt and click Update when you’re finished.

Continuing to the right, you can download the file by clicking on the Download button.

Finally, you can delete a file from this sub-account library by clicking the red trash can icon.

To upload a new file, select the Upload File button in the top-right corner of the page. A mini-window will appear prompting you to drag and drop files for uploading. Alternatively, you can click on this window to open your computer’s file explorer.

You can also search for specific files by using the search bar at the top of this page.

To finish off, here is the list of currently allowed file types:

  • Images - JPEG, PNG, GIF, BMP

  • Text - Plain, CSV

  • Video - MP4, MPEG, AVI, WEBM, QUICKTIME

  • Audio - X-WAV, MPEG, WAV

  • Application - MSWord, Zip, PDF, vnd.openxmlformats-officedocument.wordprocessingml.document, RTF, vnd.openxmlformats-officedocument.spreadsheetml.sheet, vnd.ms-powerpoint, vnd.openxmlformats-officedocument.presentationml.presentation

Notebooks

The last tab allows you to create custom notebooks for each of your sub-accounts. These can serve as simple reminders, hold login credentials, or store any other useful information that is relevant to you and your team.

Notebooks will be listed under this tab by the date of creation. Like file uploads, you can look at a notebook at any time by clicking on the Preview button to the right.

You can also edit the notebook by clicking on the blue pencil icon to the right of this button. This will open a text editor that allows you to edit the title, description, and body. When you finish editing a notebook, always remember to click Update at the top of this menu.

You can also search your notebooks by using the search bar at the top of this page.

To add a notebook:

  1. Click on the + Add Notebook button at the top of the page.

  2. Enter a title and description. Note that only a title is required.

  3. Enter notes as necessary using the text editor.

  4. Click Create at the top of this menu.

Navigate to Your Contacts

While working within Projects, you may need to quickly access the client's business contact record for various reasons. Because of this, we added a button that allows you to quickly jump back and forth between Projects and Contacts in the top-right corner pictured below:

Screenshot_2021-12-14_131914.png

When you're finished editing your business contact record, look to the top-left corner and click on Back to Projects.

This covers all of the basics regarding the Projects application. Be sure to check out our in-depth articles for each analytics service if you run into trouble when using the application.

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