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

Adding Margins to Campaign Monetisation
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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Assigning Taxonomies to Vendors
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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Create a User
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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Create a Vendor
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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Edit Profile
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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Editing Roles
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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Logging into Webolytics
Video Tutorials / Setup and Admin

Logging into Webolytics

This resource will show you how to log into your Webolytics Account

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Publish a Vendor
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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Set up a Hubspot Connection
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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Set up a Lead Squared Connection
Setup and Admin / Form Builder / Modules / API Integration

Set up a Lead Squared Connection

Webloytics allows for direct integration into Lead Squared to send leads in, and get status updates and ROI back out and into Webolytics.

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Set up a Salesforce Connection
Setup and Admin / Form Builder / API Integration / Modules

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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Set Up A Zoho Connection
API Integration / Setup and Admin / Modules / Form Builder

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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System Taxonomies
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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Vendor Modules
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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View Invoices
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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