Overview: Agency Onboarding

We run live help sessions every week where Agencies can get personalized assistance setting up client reporting in Databox. Sign up here.

In this article, we'll outline the recommended implementation strategy for Agencies using Databox for their client reporting. By completing these steps, you will also work towards achieving Certified Partner status. Each recommended step is designed to help get completely set up while ensuring you have a greater understanding of tools available to bring your reporting process to the next level. 

For our paying Partners, we offer an additional  Guided Agency Onboarding service. This includes consulting and guided assistance with a data expert. By completing these steps before working with your Onboarding Specialist, you will be able to spend more of the Onboarding period learning strategies and techniques that will help your Agency become more data-driven and agile. 

IN THIS ARTICLE

Agency + Client Account Basic Setup Strategy

Get your Accounts up and running in the most efficient way possible. Below, we'll outline the recommended  way to configure your Agency and Client Accounts to get the most out of Databox.

IN THIS SECTION

  1. Invite Users to your Agency Account.
    Your Agency Account is a space for your team members to create reports and manage Client data. Invite your team to this Account to give them the opportunity to use Databox as well.
    1. ResourcesIn-App Link || Help Doc #1 || Help Doc #2
  2. Add Client Accounts under your Agency Account.
    Think of your Agency Account as the "parent," and the Client Accounts as the "children" in a family tree. Each Client child is linked to the Agency parent, but the children are not connected to one another. In Databox, this setup allows for increased security, clear organization and a unique level of customization in Client reports. 
    1. Pro Tip: To add a Client Account, you need to enter an Account Owner email address. This is typically the main point of contact for that client account. If you do not check the box that says "Send login information to Client Account," you as the Agency user will receive the login credentials and the Client will not be contacted. If you still don't want to enter a Client's email address, you can add a dummy email address. Your agency is the overarching owner so it will not negatively affect the Account.
    2. ResourcesIn-App Link || Help Doc
  3. Connect Client Data Sources in Client Accounts.
    Each Client Data Source is its own unique entity. You should connect each Client's data sources in their respective Databox account.
    1. Pro Tip #1: To view a full list of Data Sources available, navigate to the Data Manager in-app and click the + New Connection button.
    2. Pro Tip #2: Databox has an integration with Zapier, which allows you to create Zaps to access metrics that are not available through our native connectors. These Zaps may work directly with the Data Source, or they may involve access data from a Google Sheets.
    3. Pro Tip #3: You can request a new integration here.
    4. ResourcesIn-App Link || Help Doc
  4. Add Client Goals in Client Accounts.
    Goals are key to making client reporting easy to understand and actionable. Learn how to set, monitor and report on Goals in the Databox app.
    1. Resources: In-App Link || Help Doc
  5. Add Client Alerts in Client Accounts 
    Automatically and proactively monitor your Goals and recognize any emerging trends using Alerts. Alerts can be sent out via email, Slack or push notifications. By default, these Alerts will go to you as the user configuring them. You have the ability to select additional recipients as well. Some Agencies setup Alerts to go directly to Clients, while others only go to Agency users. 
    1. ResourcesIn-App Link || Help Doc
  6. Setup Client Scorecards in Client Accounts.
    Use Scorecards to stay up-to-date on key metrics for a Client. These Scorecards can be sent out daily, weekly or monthly via email, Slack message or push notifications. 
    1. ResourcesIn-App Link || Help Doc
  7. Configure the Client Performance Screen in Agency Account. 
    Let's move back to the Agency Account. The Client Performance screen was built to allow you to perform up-to-date health checks across Client Accounts. Select the top 5 metrics that you would like to monitor for your clients. Switch back and forth between KPIs and Goals. 
    1. Pro Tip: The column headers allow you to select a metric to view for all of your Clients. To customize this on a client-by-client basis, click on the "..." icon in the top right of one cell to choose a different Data Source / Metric to view for that client. 
    2. ResourcesIn-App Link || Help Doc
  8. Connect Data Sources in Agency Account. 
    In order to start building Databoards, you need to connect some Data Sources in your Agency Account. It is recommended that you connect your Agency’s Data Sources. You will want to make sure you have one of each Data Source connected. 
    1. Pro Tip: If your Client's use Google Analytics but you do not have a Google Analytics Account for your Agency, simply connect one of your Client's Google Analytics Accounts in your Agency's Data Manager. This will ensure you have the ability to build all of the Databoards that you need for your Clients.
    2. ResourcesIn-App Link || Help Doc

Creating Databoards

One of the benefits of using Databox for client reporting is the fact that you can build one Databoard that is then sent to multiple client accounts and repopulated with that Client's unique data.
Our next step is to create Master Databoards in the Agency Account. Master Databoards are Databoards that would be used for multiple clients. For example,  if you report on similar metrics for multiple clients, the approach is to build Master Databoards in your Agency account and then send those down to each respective Client Account.     
Pro Tip: Once you send a Databoard from the Agency Account to a Client Account, they completely disconnect. Therefore, your Master Databoards don't need to be satisfying 100% of your client's needs. These are meant to act as a great starting point to get the general structure in place, and you can then customize as you see fit in the Client account. 

IN THIS SECTION

  1. Pull in a Template from the Template Directory.
    The public Template Directory is made up of hundreds of prebuilt Templates to satisfy more common use cases. These are continuously created by the Databox team and some expert users. Templates give you the ability to have some of the setup work done for you. Once you pull a Template into your account it is yours to customize so, again, it doesn't need to satisfy 100% of your needs.   

    1. Pro Tip: Use these Templates to see what other Agencies are reporting on, and get ideas on how you may improve/ adjust your own reporting style. 
    2. ResourcesIn-App Link || Help Doc

  2. Add a Datablock from the Datablock Library.
    Each individual section on a Databoard is called a Datablock. Similar to the Template Directory, we have the Datablock Library. The Datablock Library is accessible through the Designer tool and allows you to use pre-built Datablocks in your Databoards. The Datablock Library is comprised of the top metrics from each Data Source, and the most popular ways to visualize them. To use one, simply drag and drop it onto the desired section of the Databoard. 
    1. ResourcesIn-App Link || Help Doc
  3. Add a Datablock from the Visualization Library.
    If the Datablock you're looking for is not available in the Datablock Library, or if you want to start from scratch, you can drag and drop a blank Visualization Type onto your Databoard. You can then use the righthand Properties Panel to map this Datablock to a specific Data Source and Metric, and view it for different Date Ranges. 
    1. Pro Tip: Regardless of whether you create a Databoard using a Template or Datablocks from the Datablock Library or Visualization Library, you have the ability to customize each Datablock using the righthand Properties Panel in the Designer Tool. 
    2. ResourcesIn-App Link || Help Doc #1 || Help Doc #2
  4. Use Tags to keep your Account Organized. 
    Tags keep your account organized and allow each viewer to create the optimal view(s). Add a tag for "Master Databoards" so you know which Databoards were built with the purpose of sending to Client Accounts. 
    1. Pro Tip #1: Many Agencies choose to split their Clients into different Reporting Groups. Some criteria for determining which client fits in which Reporting Group could be Data Sources used, level of complexity, level of customization and sophistication of the audience. 
    2. Pro Tip #2: You can also use Tags with the Client Performance screen, Goals, Custom Queries and Data Calculations. 
    3. Pro Tip #3: Tags are also available in Client Accounts. You may choose to have "internal Databoards" that are analyzed by your team, and "external Databoards" that are shared with your clients. A great way to keep these organized is through the use of Tags. 
    4. ResourcesHelp Doc #1 || Help Doc #2
  5. Send Databoards to Client Accounts.
    It's time to send the Master Databoards you've created to your Client Accounts! Once a Databoard is sent to a Client Account it is completely disassociated from the Data Source(s) used at the Agency level. Once you "Accept" the Databoard in the Client Account, it is fully disconnected so any changes you make to the Databoard in the Agency Account will not be reflected in the Databoard at the Client level. Because of this, it's important that you fully build your Master Databoards before sending them down to Client Accounts.   
    1. Pro Tip: Each Databoard needs to be sent down individually. By using Tags on the Agency Databoard page, you can easily go through and send the appropriate Databoards down to the Client Account. 
    2. ResourcesHelp Doc

Customize and Share your Data

IN THIS SECTION

  1. Customize Databoards with Colors, Logos, Notes and More.
    Customization options are available from within the Designer tool. By customizing these reports, Clients will be able to interpret the data, foster conversations around the data and recognize your Agency's value through data. 
    1. ResourcesHelp Doc #1 || Help Doc #2

  2. Enable Carousel Mode to Display Multiple Databoards
    Create a comprehensive report for your Clients by looping through multiple Databoards on one Share URL. Data viewed through the Share URL is updated at the same frequency as the Account (i.e., daily, hourly, etc.). However, any custom changes you make to this report will be immediately reflected on the live link. 
    1. ResourcesHelp Doc
  3. Schedule Snapshots in Client Accounts. 
    Scheduled Snapshots help make Databox a regular part of your team and your Client's routine. Schedule Databoards to be sent out at a specified date and time to monitor your results. 
    1. ResourcesHelp Doc

If you have any additional questions about the Onboarding process, please reach out to [email protected]

Still need help? Contact Us Contact Us