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Marketing Dashboard Settings



The Marketing Dashboard is a framework for a fully-branded, single or multiple-campaign marketing reporting portal that can be shared with clients or used for internal interactive reporting.

Marketing Dashboards are a premium feature that can be subscribed to in stand-alone marketing dashboard plans or added to full reporting platform plans. All reporting platform plans are equipped with Client Dashboards, if your current plan does not support Marketing Dashboards and you would like to take advantage of this game-changing feature, please log into your account and complete the Build Your Own Scalable Package form at the bottom of the Add New Package screen and we'll be happy to provide you with pricing and build a custom plan that meets your current requirements and is expandable for future growth.

The examples in the screenshots on this page provide a few of the possible Marketing Dashboard styles, layouts and configurations you might choose to showcase your professional services to your clients.

IMPORTANT! When making any changes to dashboard settings, you must click the Save button in order for the new settings to be implemented.

web dashboard example
 

Marketing Dashboard Examples

 
Example 1: Marketing Dashboard Customized with HTML & CSS to Match Client Branding
In this example, the HTML and CSS code have been modified to match the client's website design.  The Welcome message is created with a Text Box at 50% size leaving room for the Google Analytics Stacked Columns Widget (that's set to Traffic Key Metric: Sessions and Dimension: Medium / Source) to display beside it.  Multiple Single Metric Widgets were added to provide a colorful visual of average rank vs. competitors and average rank for brand keywords. Additional Text boxes and reports display below the widgets and on the other pages accessed via the top navigation menu of this marketing dashboard.

custom html and css dashboard



Example 2: Competitor Marketing Dashboard with Account & Campaign Logos and Style Matching Customer Logo
In this example, both the Account and Campaign Logo are displayed and a custom CSS scheme was created based on the customer's logo color.  The displayed Competitors page contains a text box describing the page content followed by Single Metric Widgets, an Insight Graph, Domain Impact and Competitive Website Rank Distribution reports. The actual live dashboard for this campaign also displays a Rank Tracker Dashboard set for top keywords: local competitor rank comparison and a report of Competitors ranked in the Top 20 organic results.
 
Web Dashboard with Account and Client Logo


Example 3: SEO Marketing Dashboard with both Account & Campaign Logos and Style Matching Agency Logo
This screenshot showcases the account logo and campaign logo in a custom CSS scheme that compliments the account logo. This type of style could easily be created once, saved as a template and loaded in other campaign dashboards. 

Reports chosen for this SEO page include a Keyword Performance widget, followed by a text box explaining the SERP feature icons that display in the Search Engines report that provides a side-by-side comparison of keyword rank on each search engine tracked, and the average rank monthly snapshot report - both filtered by keyword tags.  There are many more SEO reports and graphs available and you can add them all to Marketing Dashboard pages in any order and combination you prefer.
 
Web Dashboard with account and campaign logos



Example 4: Brand Visibility Marketing Dashboard Matching Client Logo
This screenshot highlights the a custom CSS scheme matching the Campaign logo and fixed period date selection option. A text box that explains the report graphs and metrics is followed by the Brand Visibility report for the website based on tracked keywords organic rank. Viewers can click the Discover screen icon for an interactive experience that displays the actual SERP Snapshot for the day including top 20 organic results, local pack, knowledge graph, AdWords ads, related search and any other Google SERP feature displayed for each keyword.

Brand Visibility Web Dashboard


Mobile Marketing Dashboards

 
Marketing Dashboards are responsive in design and can be used on mobile devices in addition to desktop.  Our dashboard has been tested on mobile devices using a Chrome browser including 7" tablets (e.g., iPad mini and Nexus 7), and even on cell phones as small as a Galaxy 5 (640 x 360 pixels), and iPhone 5 (568 x 320 pixels), with all functionality working fine (including the single sign-on feature).

You can select one of our templates or build your own utilizing a wide variety of widgets and reports, and HTML and CSS settings.  





Access Marketing Dashboard Settings

 

There are two ways to access your Marketing Dashboard settings: Campaign Settings > Marketing Dashboard or the White Label Dashboards screen.

Campaign Settings > Marketing Dashboard

Click the gear icon for any campaign and select Campaign Settings. In the left menu select Marketing Dashboard.
            
access Web Dashboard settings


White Label Dashboards
Select White Label and click Dashboards. In the Marketing Dashboard Settings column, click the gear icon corresponding to the campaign for which you want to create or edit a Marketing Dashboard.  

White Label Dashboards




Add or Change Campaign Logo

 
By default, the Account Logo is set to display in Marketing Dashboards.  You have the option to display a Campaign Logo or both.




Add Campaign Logo

1. Click the Edit button (this automatically selects the Campaign Logo as the logo to display in the Marketing Dashboard)
2. Click the Browse button, navigate to and select the logo file on your computer
3. Click the Upload button
4. Click the OK button

add campaign logo


You should see the new Campaign Logo displayed in the White Label Logo section (depending upon your browser cache settings, you may need to refresh your browser). 

successful addition of campaign logo

5. Scroll down to the Dashboard Settings > HTML section and place the cursor between the logo div tags, and delete "Logo".

Before Changing Logo in HTML
 
change marketing dashboard logo



6. With the cursor still between the logo div tags, click the Campaign Logo button to set it to display in the dashboard. 

After Adding Campaign Logo to HTML
 
add Campaign Logo



If you want both logos to display in the dashboard, adjust the HTML and CSS to include Account Logo and Campaign Logo.


Dashboard Template Settings

 
The Marketing Dashboard provides you with a blank palette giving you the freedom to design your client's marketing reports experience.  You have the option to use the default settings and select from a variety of color schemes or for those with the appropriate technical skills, modify the HTML and CSS to match your branding or website design. You can also select from a variety of custom designed options in our Marketing Dashboard Template Library by downloading a template and uploading it into your dashboard (learn more about loading templates).

Dashboard Settings > Customize HTML
Click the HTML button to reveal the code.  Use the quick select items to insert Logo (default: selected logo), Account Logo, Campaign Logo, Menu, Page Content, Sign Out button and Errors (this causes messages to display if reports that use 3rd party data are inserted but the connection is not valid, e.g., Google Analytics, Twitter, Facebook, etc.)    When you have completed changes click the Save button.

If you change your mind about the new settings you've saved, you can click the Load Default button to recover the Rank Ranger default settings.

Modify the Web Dashboard HTML settings


Dashboard Settings > Customize CSS
The CSS Template Settings can be modified to match the branding and color scheme of other marketing collateral.
Click the CSS button and when you have completed changes click the Save button.

If you change your mind about the new settings you've saved, you can click the Load Default button to recover the Rank Ranger default settings.

Modify the Web Dashboard CSS settings to match site colors


CSS Image Background example

It's possible to display an image as the background of a Marketing Dashboard instead of a color by modifying the body background code.
 
add image background



Built-in Quick Select CSS Schemes
The Marketing Dashboard comes with a set of quick select color schemes. Click the CSS button and then the CSS Scheme button and choose Header and Content background colors as well as a color palette for the page Tabs. Click the Save button.

Load CSS color scheme



Add a Favicon

             
 
Favicons (aka shortcut or tab icons) display beside the web page title in the browser tab. 

marketing dashboard with favicon

You can add a favicon to a marketing dashboard if you have a self-hosted image file, by adding code to the HTML section of the dashboard template.


Add Favicon Code to HTML Template

Add the following code to the dashboard HTML Template Settings, replace the example URL with your self-hosted image URL, and click the Save button:  
<script>
$('head').append('<link rel="shortcut icon" href="http://example.com/favicon.png"/>');
</script>
 
dashboard HTML favicon code

Add a Print Button

             
 

T
o help dashboard viewers who may not be tech savvy enough to use a browser's print function, there is an option to add a print button. 

This is an example of how you might choose to display a print button in the upper right corner of the dashboard to the right of the date selection menu and sign out button.

example of top right dashboard menus

Insert the Print function
To add a print button, open the HTML editor, place the cursor in the code location that you want the button to display in and click the Print option.
Assign a div class to the print button as displayed in this example and click the Save button.

insert print button in HTML

Style the Print Button
Click the CSS button to access the dashboard style sheet, and insert code to style the button location and format using the div class reference name that you added to the HTML (in this example the div class is "print").
Click the Save button.

style the print button

The Print function prints the page content without the top logo bar and navigation menu.



Dashboard Name

 

The Marketing Dashboard Name displays as the title in the browser tab.

Marketing Dashboard Name

Web Dashboard Name



Name your Dashboard
Enter your company name, client's company name, a generic name (e.g.,  Dashboard) or descriptive name (e.g., Marketing Dashboard, SEO Dashboard, Social Analytics Reports, etc.). 

add Web Dashboard name


Click the Save button.



Single Sign-On Dashboard

 



Multiple Campaigns in One Marketing Dashboard with Single Sign-On
The Link To Profile can be used to group multiple campaigns into one Marketing Dashboard. For example, if you have 4 campaigns for 1 client (organic, local, YouTube and App Store Tracking, or multiple location-based campaigns) you can assign a Profile in the General Settings > Advanced Settings screen and then select that Profile in the Marketing Dashboard settings of the campaign that will be used to launch the dashboard.

multiple campaigns single sign-on


Campaign Profile
In Campaign Settings > General Settings, expand the Advanced Settings section and select (or Add) a Profile that is common to the campaigns that you want displayed in one Marketing Dashboard. Click the Save button. 

General Settings Campaign Profile


Marketing Dashboard Link To Profile
In Campaign Settings > Marketing Dashboard (for the campaign that will be used to launch the marketing dashboard), select the Link To Profile that is common to all the campaigns that you want displayed in one Marketing Dashboard. 

Single Sign-on Dashboard with profiles

Click the Save button.


Create a Style for the Profile Menu
Click the CSS Template Settings button and add a style for the profile menu, for example:
 .profile_box {float: left; margin: 0 20px 0 0;} 
add profile to CSS

Click the Save button.


Add Linked Campaigns to the HTML
Click the HTML Template Settings button, add the CSS class that you created in the previous step, click between the div class open and closing tags and click the Linked Campaigns option.

add profile to HTML
Click the Save button.


Single Sign-on Marketing Dashboard example

example of web dashboard with single sign-on



Dashboard Login Screen Background

 


Login Screen Background Color Options
If using the Secure Access option, you may choose from default, gray or white login screen backgrounds.

Login Screen Background options


Login Screen Background Settings
The Default background displays unless you select another option in the Login Page Background settings.

Web Dashboard login screen background


If you make changes, click the Save button. 



Dashboard Language

 

Interface Language
The Interface Language affects the report content. Select the desired language.

set web dashboard interface language

Click the Save button.


Marketing Dashboard Language Example (Swedish)

web dashboard interface language set to Swedish



Dashboard Date & Cache Settings

 

Marketing Dashboards offer 2 date options: Date Selection or Fixed Periods.

Date Selection 
Date Selection enables a calendar function in the Marketing Dashboard that allows the viewer to select specific report date(s).      
     
Dashboard date selection option

To enable this option, select Date Selection and click the Save button.

Dashboard Date Settings


Fixed Periods
Fixed Periods allow you to restrict the date selection to Months, Quarters or Years. 
Dashboard fixed date periods

To enable this option select the Fixed Periods option and select predefined Months, Quarters or Years and the starting from period (Month and Year) and click the Save button.
select date settings
 

Dashboard Cache
Caching is available for the Fixed Periods Date Setting only. When enabled, report options, graph settings, and monthly data is cached to increase the speed that dashboard pages load.  By default Cache is disabled, to utilize this feature:
  • The My Account Platform Default Settings must have Report Data Caching set to Enabled.
  • In the marketing dashboard settings, switch Cache to the Enabled setting and click the Save button.

dashboard caching


Dashboard Tools: Set Campaign

 
Bulk Actions: Set Campaign
Set Campaign is an option that allows you to overwrite the current campaign with a different campaign. This is useful when loading a Dashboard Template or if pages were created using multiple campaigns and you later decide that Dashboard should display only one.

Web Dashboard Bulk Set Campaign



Dashboard Tools: Templates

 



Load Templates
There are a variety of system templates available in the Dashboard Template Library that you can download and upload into your account. You can also save a template from a Marketing Dashboard you've created in one campaign and load it in a different campaign's dashboard.

Click the Dashboard Templates Load button, locate the template you want to use and click the corresponding Load button.

Important: When the template has loaded you need to click the Bulk Actions Set Campaign button and select the campaign that should be applied globally to reports and graphs that are in the dashboard template. Marketing Dashboards contain reports for multiple campaigns in one dashboard, for example, if a client has separate campaigns for website tracking, app store tracking and YouTube tracking, you can create pages for each campaign inside of one dashboard. After selecting the global campaign, you may change the campaign of specific reports as needed. 

Warning! Loading a template will overwrite any pages and settings that currently exist in the Marketing Dashboard of the campaign you're working on.
 
load web dashboard template



Save Template
If you create a Marketing Dashboard and want to use the same structure and reports in a different campaign, you can save the framework as a template. 

Click the Dashboard Template Save button, enter a Template Name and click Save.
 
Save Web Dashboard Template


Edit a Template
To make changes to a template that has previously been saved, simply make the changes in the pages (e.g., add or reorder reports and graphs) and save the template using the previously saved template name.

Download a Template
If you create a template, you may choose to download a copy. This can be useful if you have more than one Rank Ranger account and would like to apply the template to other accounts. If you have multiple users working in your account, you may consider downloading and saving the template for upload in case of accidental deletion by another user.

download a web dashboard template



Delete a Template
Click the Dashboard Templates Load button, locate the template you want to delete and click the corresponding Delete button.

Warning! Deleting a Template is irreversible. We recommend that you download and store a copy of the template before deleting it.

delete a web dashboard template



Add Dashboard Pages

            
 



Add Pages (tabs)
Reports, Graphs and Text Boxes can be organized on separate pages that display like menu tabs across the top of a Marketing Dashboard.
  1. Click the + button to add a page
  2. Enter a Page Name
  3. Accept the default Page URL or change the name, or if you want the tab to lead the user to webpage outside of the Marketing Dashboard, select External URL and enter the full URL
  4. Click the Save button

add a web dashboard page



Duplicate a Dashboard Page

             
 
Duplicate Page containing Reports, Graphs and/or Text Boxes
While on the dashboard page that you want to copy, click the Duplicate button and a new page will be created in the last (far right) position. Click the new page's tab and then Page Settings to change the page name. You can also make changes to the report or graph settings on the new page. For example, if you have created a Local SEO report page for your client's Dallas, TX location, you can duplicate that report page for their Houston, TX location and select the Houston keyword tags (or separate campaign) you created for rank tracking reports, and segments in your traffic report settings of the new page.

duplicate dashboard pages




Add Reports to Dashboard Pages

 

Reports and Graphs can be added to Marketing Dashboard Pages in the Campaign Settings > Marketing Dashboard screen or directly from individual reporting screens.

Add Report in Campaign Settings > Marketing Dashboard
Click the Add Report button, select the Campaign and Report name.  Then select the desired report options and click the Save button.  You can continue to add more reports, graphs and text boxes to the page and create additional pages (tabs).

add report to web dashboard page


Add Report or Graph from individual reporting screen
After adjusting a report's options and confirming the report displays as you want it to in the Marketing Dashboard, you can hover over the gear icon and click Add to Web Dashboard. A selection box displays for you to select the Marketing Dashboard and Page you want the report added to.

IMPORTANT: When adding an Insight Graph or Metric Widgets from the user interface, the data for the specific campaign is locked and cannot be changed in the Marketing Dashboard.  The main benefit of this feature is to allow for one dashboard to contain data from multiple campaigns.  If you wish to create a graph or set of widgets and apply them to multiple dashboards, we recommend creating them in one of the dashboards and saving that dashboard as a template to be applied to the other campaigns.



Add Report directly to web dashboard



When you've clicked the Marketing Dashboard Page name, a success confirmation message displays and contains a link that launches the Marketing Dashboard settings screen where you can make further changes (e.g., add a text box explaining the report, change the report display order or width, etc.)

report successfully added to web dashboard


Duplicate Page Elements

             
 
Duplicate Reports, Graphs & Text Boxes
When you create graphs or reports and need duplicates with a few changes (e.g., traffic graph for desktop and a similar one for mobile), simply click the Duplicate icon and a copy will be created. You can then adjust the report options and save.  Page elements can be duplicated and dragged to various positions on the page, or to other pages in the dashboard where they can be positioned as needed.
             
duplicate page elements



Size Page Elements 

 

Page elements have a drag and drop feature and can also be sized to 1/2 or full screen width.

adjust page layout



Add Text Boxes

 



Add Page Element
Page elements include reports (and graphs) and text boxes. To add a Text Box, simply click the Add Text Box button.
  • If you want a title to display on the page above the text, enter it in the Title field and set that element to Show.
  • If the content should always be displayed, then confirm that the content period is set to Always.
Enter the content in the editor and click the Save button.
 


Define Content Display Period
If you have content that you want displayed only for a specific period of time, select the Specific Time Period option and define the dates during which the text box content should display.

text box date settings


Setting a Custom Date Range

You can set a custom date range during which time the text you enter will display in the marketing dashboard. 

set a custom date range during which text will display



Content Editor
The Text Box WYSIWYG editor allows for insertion of videos, images, links, tables and customization of the source code and font styles and colors. Click the Save button when editing has been completed.

text box content options



Link to Internal and External Pages

 



Clients must log into a dashboard in order to access any of its pages, and the login screen will always open the first page of that Marketing Dashboard.  If you want to change the order of the page display, so that your client sees a different page first, you can drag the page order in the Campaign Settings > Marketing Dashboard screen. 

Link to Pages inside the Marketing Dashboard
It is possible to link to a specific page in a Marketing Dashboard from another page in that dashboard provided the client is logged into the dashboard. For example, if you create a Text Box on the first page, you might want to link some of the text to specific pages inside the marketing dashboard.  

To create such a link, click on the page that you want to link to and copy the URL. For example, the link for a Brand Visibility page might look like this:
http://demo.bestseoreports.com/dashboard/brand?date_period=08_01_2017-08_31_2017 

That will take the user directly to the Brand Visibilty page for the month of August 2017. If you want the link to open the report without forcing the date parameter, then you should remove the date parameter: 
http://demo.bestseoreports.com/dashboard/brand 

Create and Link to an Anchor on a Dashboard page
it is possible to add HTML code to a text box for the purpose of creating an anchor on the page. So if, for example, on the Traffic page you want to create a link to a Social Traffic graph half-way down the page:
  • Add a Text Box and drag it above the report you want to create the link for
  • Edit the Text Box, click the Tools > Source code option

  •  
    
    			
  • Enter anchor text code as in this example

    add anchor text to web dashboard

  • Click the OK button
  • Click the Save button
  • Obtain the page link and add the #sign followed by the anchor text (e.g., #social) to the end of the URL (replacing "social" with the word you used)
    Example: http://demo.bestseoreports.com/dashboard/traffic?date_period=08_01_2017-08_31_2017#social 
  • Insert the link in a different text box in the marketing dashboard using the content editor tool

Link to External Pages
If you want a page to lead the client to a web page outside of the dashboard, click the Page Settings button (or the + symbol to Add a New Page), select the External URL option and enter the full URL. Click Save.
 




Embed Videos

 



Vimeo and YouTube videos can be embedded into a Marketing Dashboard page with a few easy steps.

Step 1: Obtain the Embed Code


Embed YouTube Video
  • While on the YouTube video screen, click the Share link below the video
  • Click the Embed option.
  • The default size is usually 560 x 315, if you want a larger size then click the Show More link and select a different Video Size and make any other option changes you desire. 
  • Copy the Embed iframe link code that displays above the preview
embed YouTube video in Marketing Dashboard


Embed Vimeo Video
  • While on the YouTube video screen, click the Share link below the video
  • Click the +Show options link.
  • Accept the automatic video size or enter a different Size and make any other option changes you desire. 
  • Copy the Embed iframe code that displays above the preview
embed a Vimeo video in marketing dashboard

Step 2: Add Embed Code to a Marketing Dashboard Text Box


  • Click the dashboard Page that you want to add the video to and then click the Add Text Box button.
  • Click the Insert > Insert/edit video option
     
    embed video

  • Click the Embed tab and paste the embed code into the field, click the OK button.
     
    insert video embed code

  • Enter text or delete "Text here..." and click the Save button.
     
    add video description


Embed a Data Studio Report 

             
 

By following Google's instructions, you can obtain iframe embed code for the reports you've created in Data Studio for white label reporting in our Marketing Dashboard.

Once you have that iframe embed code, you can embed the report into a Marketing Dashboard Text Box.
  • Add the Text Box
  • Click View > Source code
  • Paste the embed code into the empty field and click the OK button.
  • Click the Text Box Save button.
             


Google Data Studio Report Embedded in a Marketing Dashboard


Data Studio report embedded in Rank Ranger marketing dashboard


Rank Ranger Graphs & Widgets
With a Google Analytics integration, the type of data that's in the above Data Studio example (and so much more) is also available in Rank Ranger reports and graphs.  In this example, we've displayed the Sessions source data using the Pie/List Widget (we hid the pie chart, you can also hide the % column and total row, and change the number of rows displayed). Next we added an Insight Graph displaying the Session data trending over 4 months compared to the same time last year. This view is possible by setting both elements to half screen width.

Rank Ranger traffic graphs


 

Embed Google Sheets, Forms, Presentations, & Drawings

 



Embed Google Sheets, Presentations, Drawings and Forms.

Step 1: Obtain the Embed Code
Please refer to Google's Embed File documentation to obtain the most current code.

Step 2: Add Embed Code to a Marketing Dashboard Text Box


  • Click the dashboard Page that you want to add the file to and then click the Add Text Box button.
     
  • Click the Tools > Source Code  option
     
    embed Google files
     
  • Paste the embed code into the Source Code field.
  • Click the OK button.
     
    insert Google file embed code
     
  • The file previews on the screen. If the sheet width or height don't appear as you expect, then click the Tools > Source Code option again and add parameters to the iframe code between the " and >, for example, headers=false" width="800" height="600"> 
  • Click the Save button.
     
    save text box with Google embed code


Embed Google Trends Graph

 
We provide you with two options for adding Google Trends data to a dashboard:


Step 1: Add Query to iFrame Code

For multiple word search phrase enter a + sign between the words (and no spaces)
<iframe scrolling="no" style="border:none;" width="500" height="330" src="http://www.google.com/trends/fetchComponent?hl=en-US&q=your+keyword&cmpt=q&content=1&cid=TIMESERIES_GRAPH_0&export=5&w=500&h=330"></iframe>
To include multiple keywords, place a comma between the words
<iframe scrolling="no" style="border: none;" width="1000" height="330" src="http://www.google.com/trends/fetchComponent?hl=en-US&q=Keyword1,Keyword2,Keyword3,Keyword4&cmpt=q&content=1&cid=TIMESERIES_GRAPH_0&export=5&w=1000&h=330"></iframe>
If you want the graph displayed in the dashboard at full width, set both width parameters to 1000; if you plan to size the text box at 50% width then change the width to between 400 and 500 in both parameters.


Step 2: Add Embed Code to a Marketing Dashboard Text Box


  • Click the dashboard Page that you want to add the trends graph to and then click the Add Text Box button.
     
  • Click the Tools > Source Code  option
     
    embed Google Trends Graph
     

  • Paste the embed code into the Source Code field. Click the OK button.
     
  • The graph will not preview in the Text Box screen but it will generate when you launch the marketing dashboard.
    Click the Save button.
     
    save text box with Google embed code


Share Marketing Dashboard Access

 
Secure Access to Marketing Dashboard
If you want your clients to access the online marketing dashboard you've created in a secure manner with URL and password, then set up the Secure Access option. The Default URL is your account username as a sub-domain of the white label reporting platform followed by a report number. The Custom URL option allows you to define a sub-directory name (e.g., your client's company name, the ID for the customer in your system, etc.).  In the following example, the account username is demo. 
  • For Custom URL, enter the name, word or numbers in the sub-directory field
  • Enter a password
  • Click the Save button
  • Share the URL and password with your client. 

Share secure access to web dashboard
If you prefer to use your own domain, refer to our Custom Domain service.


Public Access to Marketing Dashboard
With Public Access users can access your Marketing Dashboard without a username or password.  For example, if you build a marketing dashboard to be used as an example of the services you offer, you could build this link into your website to launch a marketing dashboard sample.

share public access to web dashboard
If you build our marketing dashboard into your software and you want the ability to turn access on and off (e.g., customer stops paying for service), the Public Access URL can easily be disabled and enabled (and reset to a different URL) via API. The Public Access URL can be controlled via API if you're building our dashboards into your software or website, refer to White Label Marketing Dashboard Public Access API for additional information.


Use Your Domain

 
Custom Domain Service
With our Custom Domain Service, you can use your own domain instead of our white label reports domain (learn more). Once you've set up your custom domain service, the URL you entered in Account Settings displays in the Secure Access Custom URL field. In this example, reports is a sub-domain of yoursite.com, however, it is also possible to set this up for the root domain if the domain will serve exclusively as your white label marketing reports platform.

Use your domain for white label reports



Marketing Dashboard Login with Custom Domain example
If you were the owner of this fictitious online marketing site and you subscribed to custom domain service using a sub-domain named seo, and amazon was your customer, then the URL that you would provide your customer could look similar to this:
seo.happymarketingcompany.com/web/amazon 

The log in screen can display either your account logo or the campaign logo (in this case the campaign logo is displayed)

web dashboard secure login example



Custom Domain Marketing Dashboard example
Once the user logs in, the URL remains your domain followed by a dashboard sub-directory and the user sees their logo (or yours or both depending upon the style you choose), and the reports you've set up for them.
           
Custom domain web dashboard example 



Display Notes in Marketing Dashboards

There are 3 types of Notes that can be displayed in Marketing Dashboards, Single Date and Date Range display text in a marketing dashboard based on the report date setting. Fixed notes can be used to display a message for a single campaign, specific multiple campaigns or account-wide continuously and the content can be changed as needed (in the Tools > Notes screen).

Fixed Note displayed in Marketing Dashboard

Fixed Note in Marketing Dashboard



Single Date and Date Range Notes in Marketing Dashboard

dated notes in marketing dashboard



Add Note to Marketing Dashboard
After creating a Note (in the Tools > Notes screen), click the Add Report button on the marketing dashboard page that you want notes to display on and scroll down to Other Integrations > Tools and select Notes 

add note to marketing dashboard


Display Settings
Select the options that you want displayed:
  • Custom Report Title (optional): enter text that you want displayed at the top of the Notes list
  • Show Colors: if selected, then a color border will display to the left of the note
  • Show Dates: if dates are associated with the note and you want that displayed, then enable this option
  • Show Users: if you want the name of the person who created the note to be displayed, then enable this option

display settings



Filters
Select the Type of Note(s) you want displayed in the dashboard 
  • Single Date displays text for a single date on a graph hover or in reports that support this feature
  • Date Range displays text across a date range on a graph or in reports that support this feature
  • Fixed can be used to display a message for a single campaign, specific multiple campaigns or account-wide continuously. This note type is not limited to specific date(s), it can be set to display in white label marketing dashboards, client dashboards and PDF reports, and then the content can be changed as needed, in the Tools > Notes screen.
filters


Campaigns
Select the Campaign(s) for which Notes were created that you want displayed in this dashboard (e.g., if this is a corporate dashboard that summarizes 10 branches of the company, you might select all of the campaigns that are associated with it). 

select campaigns


Users
Select the Users who created Notes that you want displayed in this dashboard

users

Click the Save button and drag the Notes element to the position you want it displayed in the dashboard.

Client Dashboards vs. Marketing Dashboards


All reporting platform plans are equipped with our original Client Dashboards.  This online dashboard mirrors the Rank Ranger Platform layout to the extent of the reports you choose to include, and permissions you establish for each client.

The Marketing Dashboard is a premium feature that provides a website style framework that is customizable with access to HTML and CSS.  Additional features include a built-in dashboard navigation menu for web pages and external links, page elements that can be sized to 1/2 or full screen width for report, graph and text box layout flexibility, a WYSIWYG text editor for static or scheduled messages and embedding of files and images, templates, and support for multiple versions of the same reports and graphs.

 Feature  Client Dashboard
 Marketing Dashboard
Design Mirrors the Rank Ranger platform based on the reports and permissions enabled for client view
Website style framework with fully customizable HTML and CSS. Page elements can be sized to 1/2 or full screen width for layout flexibility
White Label Logo
1: choice of your company logo or your client's logo
2: choice of one or both your company logo and client's logo
Client Access URL
Login credentials or public URL
Login credentials or public URL
Use your domain URL
Custom Domain, add-on option
Custom Domain, add-on option
Multiple campaign Single Sign-on
Yes, Profiles can be used to group multiple campaigns for viewing with a single login to a dashboard
Yes, Profiles can be used to group multiple campaigns for viewing with a single log in to a dashboard
Reports & Graphs
1 of each Rank Ranger report and graph
You can add multiple versions of the same reports or graphs, and group them into web pages for logical organization
Cross-campaign Reports & Graphs
No, each Client Dashboard presents report data for the  campaign it is associated with.
Single sign-on to multiple campaigns is possible.
Yes, Marketing Dashboards can contain data for any campaign in the account. For example, it is possible to create a dashboard with data from a campaign for a website, and separate campaigns for the YouTube and App Store campaigns affiliated with the website
Text boxes
Not available
Text boxes can be used to display messages to clients (and can be scheduled during various time periods anywhere you'd like in your reports), and to embed files and images
Embed External Data
Not available
Embed Images, Google Spreadsheets, Presentations, Drawings, and Forms as well as Vimeo and YouTube videos
Templates No, however, you can set an account level default for the reports and graphs you want displayed in all Client Dashboards for new campaigns. Additionally,  Client Dashboard report default settings can be created for each report per campaign.

Yes, you can create and save a custom template and deploy it to other campaigns or select one from our Dashboard Template Library


Demo Dashboards



Client Dashboard example
Experience a live Client Dashboard  with multiple campaign single-sign on feature, that uses a Public URL access
(no password required)

Client Dashboard example

 
Marketing Dashboard example
Experience a live Marketing Dashboard demo with single sign-on feature, that uses secure login access
(password is demo)

web marketing dashboard example


Marketing Dashboards are a premium feature that can be subscribed to in stand-alone marketing dashboard plans or added to full reporting platform plans. If your current plan does not support Marketing Dashboards and you would like to take advantage of this game-changing feature, please log into your account and complete the Build Your Own Scalable Package form at the bottom of the Add New Package screen and we'll be happy to provide you with pricing and build a custom plan that meets your current requirements and is expandable for future growth.

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