Setup and Admin
Webolytics Setup and Admin resource will show you how to use Webolytics and set it up to meet the needs of your organisation
Setup and Admin / Campaigns
Adding Margins to Campaign Monetisation
Webolytics allows you to add a margin against any monetisation criteria that has been added to a Campaign Group
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Setup and Admin
Assigning Taxonomies to Vendors
You can create any number of taxonomies, and sub-taxonomies, to group your Vendors into meaningful categories
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Setup and Admin
Create a User
User profiles provide Access to Webolytics Portal and are unique to any individual. User Profiles need to have a unique email address and password in order to be accessible
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Video Tutorials / Setup and Admin
Create a Vendor
This resource will show you how to create a Vendor Account in Webolytics
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Video Tutorials / Setup and Admin
Edit Profile
This resource will show you how to edit your profile inside your Webolytics Account
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Video Tutorials / Setup and Admin
Editing Roles
This resource will show you how to create and edit a User Role in Webolytics
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Video Tutorials / Setup and Admin
Logging into Webolytics
This resource will show you how to log into your Webolytics Account
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Video Tutorials / Setup and Admin
Publish a Vendor
Learn how to update the Vendor section and changing and editing the Tax code, Bank details, email address, Phone number, address and Social Accounts in this section
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Setup and Admin / Modules / Form Builder / API Integration
Set up a Hubspot Connection
Webloytics allows for direct integration into Hubspot to send leads in, and get status updates and ROI back out and into Webolytics.
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Setup and Admin / Form Builder / Modules / API Integration
Set up a Salesforce Connection
Webloytics allows for direct integration into Salesforce to send leads in, and get status updates and ROI back out and into Webolytics.
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API Integration / Setup and Admin / Form Builder / Modules
Set Up A Zoho Connection
Webloytics allows for direct integration into Zoho to send leads in, and get status updates and ROI back out and into Webolytics
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Setup and Admin
System Taxonomies
System Taxonomies are a powerful tool that can be used to improve your analysis in a number of ways
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Video Tutorials / Setup and Admin / Modules
Vendor Modules
This resource will show you what Webolytics Vendor Modules are and their advantages
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Video Tutorials / Setup and Admin
View Invoices
Our state-of-art self billing invoicing engine generates your invoices automatically. Simply follow the video to see how you can view, print and keep a track of all your invoices
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