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Summary:

In this article you will learn about:

  • Different features in Odise.
  • How to create a rule to personalize the journey of your users.


Dashboard reports:

This is the first page you will see when you open Odise dashboard. Depending on your selected goal when you integrated your site, you will see different statistics on this page.

For example:

  • The number of sessions for guests, leads and customers in different days.
  • Top countries you have visitors from.
  • Top pages with the most page views.
  • The bounce rate of your website.
  • Top sold products.
  • Top sources which link to your website.
  • Top UTMs to track the effectiveness of your online marketing campaigns.
  • Top search keywords that led visitors to your site from Google.
  • The growth rate for different statistics if you select a date range.
  • News and updates from Odise.


Automate:

In the automate page, you can create different rules for your users to personalize their journey.

There are three columns, representing three types of users:

  • Guests are the site visitors that you do not have their emails yet. These are the potential leads and customers.
  • Leads are the visitors who have registered on your site and you have access to their emails.
  • Customers are the guests or leads who have completed a purchase on your website.

You can check the effectiveness of a rule by clicking on the Report button.

Also, some statistics are available in the Quick Report section.



How to create a rule:

  1. Click on the plus icon of a column. For example, clicking on the plus icon in the Guests column, creates a rule for Guests.

  2. You will be presented with the rule creator dialog where you can select a condition and an action to target specific people that are categorized in the specified column.

  3. There are different conditions and actions to select from. Each condition and action has its own parameters to set. Feel free to explore different conditions and actions.

  4. Once you selected your desired condition and action, click on Create Rule button to add it to the list of rules.



Customer Journey:

In the customer journey page, you can see a bird eye view of the user behaviors of your website. You may select different filters to get a more detailed view. Selecting each filter, will update the other filters accordingly.



Popup/Email Builder:

When creating a New Popup or New Email template, it is possible to select a template from our predefined templates to speed up the process.

Once you selected a template, it is possible to customize the visuals, modify the existing elements or insert new ones.

Using the popup and email builders, you can create your own popups and emails and then assign them to a rule to target a group of users.



Content Personalizer:

Odise’s personalizer, allows you to modify the content of a page of your website and save it as a personalization. Then, you can link that to a rule to show the personalization to a group of users.

Similar to the popup and email builder, you have access to different elements. In addition, it is possible to hide and edit the pre-existing content on the page.

Summary:

Hello and thank you for choosing Odise. In this article you will learn:

  • How to create an account on Odise.
  • How to activate the account.
  • How to setup your account and integrate your website with Odise.


Creating an account in Odise:

  1. Go to https://odise.io and click on the Get Started Free button.

  2. Choose your website’s platform. Currently we only support WordPress. You may select other platforms and enter your email address to be notified when we have developed Odise for your platform of choice.

  3. Enter your email address and press Sign Up to create an account.



Activating your account:

  1. Once you created an account on odise.io, you will receive an email from us to verify your email address.
  2. Click the Verify Email Address button to activate your account.



Setup your account and integrate your website

  1. Once you activated your account, you will be redirected to a welcome page.
  2. Enter your name and choose a strong password, then click on Next button.

  3. In the next screen, enter the information about your website and click Next.

  4. You will see the plugin integration screen. If you click on the Install Plugin button, the plugin page of your site’s admin panel will open in a new tab, showing you Odise plugin, ready to be installed. You may also choose to download the plugin file by clicking on the Download Plugin button to manually upload the plugin.

  5. Install and activate the plugin.
  6. Once the plugin is activated, you will be prompt with a message stating that the account you just created in Odise is requesting to access your website. Kindly read the privacy policy and terms of use and then click on the I Agree button to start the integration process.

  7. Once you clicked on the I Agree button, the integration happens automatically and you will see a site ID assigned to your website.

  8. Now, you can go back to the tab where Odise was asking to install the plugin. Congratulations! You should be seeing the integration successful message.

  9. Click on the Done button to view Odise’s dashboard.