Customer Insights


Check Out the 3-Part Customer Insights Video Training Series!


Part 1: 
Introduction


Part 2: 
Portal Walkthrough


Part 3: 
Developer Role

Click here if you're getting an error message when trying to view the training videos.


Customer Insights provides detailed reports and analytics on how users are using (or not using) your website or app. The following table lists all the sections included in this documentation set.

START HERE: ACCESSING YOUR MANAGEMENT PORTAL

Assigning your user licenses and creating your Customer Insights accounts.

CUSTOMER INSIGHTS OVERVIEW

A few things worth knowing before you start using Customer Insights.

DEMOGRAPHIC DATA AND USER PROFILE ATTRIBUTES

Where does my demographic data come from? And is there any way to add additional user profile attributes (including custom attributes) to Customer Insights?

FINDING INFORMATION IN CUSTOMER INSIGHTS

A guided tour of Customer Insights and the Customer Insights UI.

VIEWING INFORMATION IN CUSTOMER INSIGHTS

Looking at -- and making optimal use of -- your Customer Insights data.

SCHEDULING, SAVING, AND SENDING DATA

View and analyze data offline, or in a different application, or even share your data with users who don’t have Customer Insight accounts.

CREATING LOOKS AND WORKING WITH EXPLORES

Everything you could ever want to know (and then some) when it comes to creating Customer Insight Looks.

CREATING A DASHBOARD

The do-it-yourself guide to creating Customer Insights dashboards.

FILTER OPERATORS REFERENCE

All the operators ("Is equal to", "starts with, "contains", and so on) available to you when filtering data in Customer Insights.

CUSTOMER INSIGHTS EXPLORE REFERENCE

Get the lowdown on all the Explores (roughly equivalent to database tables) that ship with Customer Insights.

CUSTOMER INSIGHTS VISUALIZATION REFERENCE

Tables, charts, graphcs, maps and other ways to look at your Customer Insights data.

CUSTOMER INSIGHTS DASHBOARDS

An overview of the Dashboards that come standard with Customer Insights.

CUSTOMER INSIGHTS VIDEOS AND TRAINING RESOURCES

Because there are more ways to learn about Customer Insights than just reading documentation.


Having problems with the training videos? If so, you might try viewing those videos directly on YouTube: