Check Out the 3-Part Customer Insights Video Training Series!
![]() Part 1:
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![]() Part 2:
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![]() Part 3:
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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 PORTALAssigning your user licenses and creating your Customer Insights accounts. |
![]() | CUSTOMER INSIGHTS OVERVIEWA few things worth knowing before you start using Customer Insights. |
![]() | DEMOGRAPHIC DATA AND USER PROFILE ATTRIBUTESWhere 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 INSIGHTSA guided tour of Customer Insights and the Customer Insights UI. |
![]() | VIEWING INFORMATION IN CUSTOMER INSIGHTSLooking at -- and making optimal use of -- your Customer Insights data. |
![]() | SCHEDULING, SAVING, AND SENDING DATAView 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 EXPLORESEverything you could ever want to know (and then some) when it comes to creating Customer Insight Looks. |
![]() | CREATING A DASHBOARDThe do-it-yourself guide to creating Customer Insights dashboards. |
![]() | FILTER OPERATORS REFERENCEAll the operators ("Is equal to", "starts with, "contains", and so on) available to you when filtering data in Customer Insights. |
![]() | CUSTOMER INSIGHTS EXPLORE REFERENCEGet the lowdown on all the Explores (roughly equivalent to database tables) that ship with Customer Insights. |
![]() | CUSTOMER INSIGHTS VISUALIZATION REFERENCETables, charts, graphcs, maps and other ways to look at your Customer Insights data. |
![]() | CUSTOMER INSIGHTS DASHBOARDSAn overview of the Dashboards that come standard with Customer Insights. |
![]() | DOWNLOAD CUSTOMER INSIGHTS DOCUMENTATIONDownload a copy of this documentation in PDF format. |
![]() | CUSTOMER INSIGHTS VIDEOS AND TRAINING RESOURCESBecause there are more ways to learn about Customer Insights than just reading documentation. |