Get to Know the Basics: Master Your Workspace & Analytics
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Webinar Summary
Setting up a new platform can feel overwhelming, but it doesn’t have to be.
Get to Know the Basics is a comprehensive, live webinar series built to help you lay a solid foundation for your workspace. Whether you are onboarding your team or looking to sharpen your analytics skills, this series breaks down complex configurations into simple, actionable steps.
By the end of this series, you’ll have a fully configured environment, a confident team, and custom reports that drive real insights.
What We’ll Cover
We’re keeping it practical with step-by-step walkthroughs across six core modules:
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Domain Registration & Setup: Learn how to properly register and verify your domain to ensure security and seamless integrations.
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Users & Workspaces: Discover how to invite team members, assign permissions, and structure collaborative workspaces.
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Navigating Profiles: Master user and system profiles to tailor settings to your specific workflow needs.
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Creating Standard Metrics: Understand what data matters most and how to define key baseline metrics.
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Building Metric Reports: Turn raw data into clean, readable reports you can share with stakeholders.
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Building Your First Funnel: Track user journeys step-by-step and identify exactly where drop-offs happen.
Who Should Attend?
This series is tailor-made for anyone looking to build confidence on the platform:
| Attendee Role | Why You Should Join |
| New Platform Users | Get onboarded quickly without feeling lost in the settings. |
| Workspace Admins & Managers | Learn best practices for setting up teams, permissions, and environments. |
| Data & Marketing Analysts | Master custom metrics, reporting structures, and funnel tracking. |
| Team Leads | Ensure your team uses standardized workflows and clean data setups. |
Key Takeaways
- A Fully Optimized Setup: Complete confidence that your domain, users, and workspaces are configured correctly.
- Data Integrity: Standardized metrics so everyone on your team speaks the same "data language."
- Custom Reporting Skills: The ability to generate clear metric reports on demand.
- Funnel Analysis Mastery: A live, working funnel to start tracking conversions immediately.
- On-Demand Knowledge: Best practices and shortcuts you can share with the rest of your organization.