NotifyVisitors offers users the ability to create custom boards, providing a highly customizable, flexible, and user-friendly approach for organizing and managing data.

This feature is ideal for users who want personalized boards tailored to their needs where they can monitor key performance indicators (KPIs) and analytics in one place.

In this detailed guide, we’ll explain to you the process of creating, customizing, and managing your custom boards in NotifyVisitors, ensuring you fully utilize its features to optimize your data tracking and analysis.

Creating a new board 

To create a new custom dashboard in NotifyVisitors, follow these steps:

Log in to your NotifyVisitors account, navigate to the dashboard section, and click on the "Boards" tab. Here, you can see a list of all previously created boards, along with key information.

Click on the "Create New Board " option at the top left corner. A new screen will pop-up where you need to fill in board details such as board name, label, and visibility.

• Board name: Enter a unique name for your dashboard.
• Label: Select from existing or create new labels to categorize your dashboard. 
• Visibility settings:Choose one from the following visibility options:
  • Just Me: Only you can access the dashboard.
  • All Team Members Can View: Team members can only view the dashboard but can not edit it.
  • All Team Members Can Edit: Team members can view and edit the dashboard.

Once you fill in all the details, click on "Create." Your new dashboard will be added to the list and will be ready for customization. You can either start adding report cards immediately or do so later.

Once you’ve created a custom dashboard, click the dashboard name to open the setup modal.

Adding cards (reports) to your board

You can add cards to customize your board with different analytics, depending on the data you wish to track. Here’s how to add cards to your custom board:

If your board is new, you’ll see a message stating no data has been added yet, along with an Add Card button.

Once you click on the Add Card button, a new modal shall appear where you can select from different types of reports - analytics, funnel, campaign engagement, overview, and signup form.

After selecting the desired report type, you’ll be redirected to the specific report page. Click on the Pin icon next to the report you want to add to your board. Alternatively, you can visit any analytics section directly and pin any report of your choice.

Once you click on the pin icon, a modal will open where you have to:

• Enter a name for the card.
• Select the relevant board(s) you want to pin the report to. You can pin the same report to multiple boards by checking the boxes next to the relevant board names.

If none of the existing boards suit your needs, you can create a new one directly from the modal by clicking the Create new board option.

Once you’ve selected the target board(s) and named the card, click Pin to Dashboard. The report will now appear as a card within your chosen board.

These steps help you quickly add cards to your board, simplifying data analysis and visualization.

Action buttons

After adding the necessary cards, you can utilize the action buttons at the top to carry out specific tasks like:

1. Adjust date range: The board will display data from the last 30 days (by default). You can adjust this range by selecting the date picker, and all cards will be updated accordingly.
2. Set as default: If you visit a board frequently, you can mark it as your default board and it will appear in the “overview” section.
3. Refresh: You can use the refresh button to update the data displayed in the reports.
4. Save as PDF: NotifyVisitors also lets you download your entire board as PDF. This can be highly useful in presenting reports.

Managing cards on your board

After adding cards to your board, you can manage them to keep your board organized and efficient. NotifyVisitors provide you with the following actions to manage your cards:-

Renaming a card

To rename a card, click the edit icon next to the card's name. A modal will open where you can enter a new name. After editing, click Update to save the changes.

Delete card

If you need to remove a card, click the delete icon. A confirmation modal will appear to ensure you want to proceed with the deletion. Once confirmed, the card will be permanently removed from the board.

Expand and arrange cards

You can rearrange the order or split your cards by dragging and dropping them within the board. If only one card is in a row, it will automatically expand to full screen. Rearranging cards allows you to prioritize key metrics based on your preferences.

Manage board actions 

NotifyVisitors provides various actions you can perform on your custom boards. Click on the three-dot icon right next to your preferred board to access the following actions -

Edit: You can rename the board, change its label, or adjust visibility settings by clicking the Edit button. 

Duplicate: If you need a similar board, you can duplicate an existing one, including all its cards and settings. After duplication, you’ll be able to rename and modify (labels and visibility settings) the new board.

Delete: To delete a board, click the Delete button. A warning message will appear, asking you to confirm the deletion. Once deleted, all cards associated with the board will be permanently removed.

Conclusion 

NotifyVisitors custom boards make it easy to organize and track your data. By following simple steps, you can create boards, add reports, and schedule them to be sent automatically, saving time and effort. 

Thus, custom boards and their related features make it simpler to understand your data and make better-informed decisions. Using NotifyVisitors, you can easily manage insights and keep your business moving forward with less hassle.