Accessing the Growth boards

Navigate to the Insights section of Intempt and locate the Growth boards object. From there you can create new growth boards, access the already created ones, or even search for Growth board templates to be used as your new Growth board.

Creating a Growth board from a template

Under the Insights tab locate and click the Growth boards object. Once in the object, click on the Create growth board button.

Select the desired Industry and/or Lifecycle stage based on which you want to build the journey:

Industries:
- SaaS
- Retail & eCommerce
Connector - a channel through which the engagement with the customers is being done.

Select the desired template and you can start configuring the template to your needs or start using the Growth board straight away.

Creating a Growth board from scratch

To create a unique Growth board without using the template, in the Growth board creation flow under the Create from scratch card you need to select the Create Growth board button. Once clicked, you will need to input the name and a short description for the Growth board.

Once the Growth board has been named, you will be required to add objects to it.

By clicking on the Add to Growth board you will be presented with a pop-up window where you can select which already created objects need to populate the Growth board.

Once the Growth board is populated with objects, it will present you with various metrics, statistics, and graphs in a single place.

Updating growth boards

If you want to update a created growth board, you can do so by clicking the Manage button. A pop-up window will appear where you can see the currently selected objects in the growth board and select new ones.

Date range granularity

The created Growth board can be adjusted for the date range. By selecting the desired date range granularity (Day, Week, Month, Year) users can select the desired period from the calendar. The calendar will be showing the dates based on the selected range granularity. Additionally, after selecting the desired date range and granularity, the Growth board objects will also be updated.

Editing the growth board

You can edit the growth board by adding or removing the object. Additionally, you can also drag and drop the Growth board blocks to change the layout. As for each individual block, you can:

Change the chart type
Duplicate the block
Copy the URL of the object
Export
Delete it

Growth board layout

Users can change the layout of the growth board by dragging and dropping the individual elements at the top right corner of the objects.

Moving

Users can move individual elements of the growth boards from one to another. To do so, simply click on the "Move" option from the element's dropdown menu and selected the growth board to which the element should be moved. You can select multiple growth boards to move the objects to.

Refresh

When you enter a Growth board, it will be displaying the most recent data available. Growth boards do not update dynamically as you are in them. To refresh the data, click on the Refresh button at the top of the Growth board which will result in the refreshing of all Growth board objects.

To refresh each individual Growth board object, first, navigate to it, and from the dropdown menu select the Refresh data option.

TV mode

TV mode is essentially a presentation mode for the growth board. Once selected from the Save button dropdown, the unnecessary information, and buttons won't be visible.

Publishing growth board as a template

In order to create a growth board template, you need to click either on the Manage access button or Publish as a template from the created growth board.

Afterward, you will be presented with a window where you need to configure the growth board template information, such as: - Template cover. You can either generate or upload a cover photo. By generating, Intempt will place a snapshot of the journey. - Decide, whether you want to make the template Public or Private. - Name of the journey template - Industry - Short description of the template - Explanation of what the journey template tries to achieve, what are the components, goals

Also, when publishing a journey template, you can also send invitations to Project members to either View or Edit the template.

Accessing the templates

The templates can be accessed from the Growth boards object. There you will locate either Project or Public templates tabs.

Additionally, when creating a new growth board, you will also be presented with available templates to use.

Both the Project and Public templates are classified with the following categories:

Connector - journey actions are based on third-party connectors that send Emails, SMS, and create tickets.
Industry - either Retail & eCommerce or SaaS.

Project templates

The Project templates are templates that are available to Project members with respective rights. For example, if another user is from the same Project and has the access rights to access Growth boards, one will be able to use the template for a growth board.

Public templates

The Public templates are templates that are available not only to the current Project members but also to members of different Projects and Organizations.

Previewing the templates

To preview a template, simply click on it. From the Preview you can access the journey image itself, the components it consists of, the author, connectors, and description.

Using the templates

To start using the template, either from the Preview or from the templates list select the Use template option. The growth board will be created automatically. From there, you can edit and configure the growth board in any way you desire.

Sharing the templates

There are 4 ways of sharing the Growth board templates:

Invitation - inviting already registered Intempt users to access the Growth board
URL - send a URL link to registered users and users outside the project or even outside Intempt to access the Growth board
Send to Email - send an email with an image of the Growth board
Send to Slack - send an image of the Growth board to a Slack channel

Invitation

In order to provide access rights to the users who are signed up in Intempt, simply start inputting the name or email of that user. Additionally, you can specify the provided access right for the Growth board:

Can view
Can edit

Once the person has been invited, one will be visible in the list of people having access to the growth board. From there, you can also update the access right or remove that person from accessing the growth board.

URL

To share a growth board with a link, users need to click on the “Copy link” button. The URL for the growth board will be copied.

Anyone with the link

The “Anyone with the link” option will result in accessing the growth board for each user having the URL link. Moreover, users sharing the link need also specify the access rights:

Can view
Can edit

NOTE: Users who are outside the Project and Intempt can access the Growth board. If they are registered users, they can also request access to edit. Otherwise, they will only be able to view the object.

Anyone with the link and password

The “Anyone with the link and password” option will result in accessing the growth board only if the user with whom the URL has been shared has been provided a password → the growth board becomes password protected. Moreover, users who are providing the sharable link also need to specify the access rights:

Can view
Can edit

NOTE: The password is specified when the “Anyone with the link and password” option has been selected.

Only people invited to this file

The “Only people invited to this file” option will result in accessing the growth board only for users who have been given access to the growth board. Trying to access the growth board by users who are not invited or not signed up for Intempt will result in a screen where users will need to sign up for Intempt. Moreover, users sharing the link also need to specify the access rights:

Can view
Can edit

NOTE: Only users who have been given access to the object can access the object via the shared link → Private, meaning that the object can only be accessed by signed-up users.

Send to Email

The “Send to Email” option will allow sending snapshots of the growth boards to the specified email. Users need to provide the following:

Email(s)
File format
Subject of the Email (optional)
Personal note - message (optional)
Include a shareable link - a link to the object will also be provided in the Email. The configuration for the link is based on the previous section

Send to Slack

The “Send to Slack” option will allow sending snapshots of the growth board to the specified Slack channels. Users need to provide the following:

Slack channels
File format
Subject of the Email (optional)
Personal note - message (optional)
Include a shareable link - a link to the object will also be provided in the Slack notification. The configuration for the link is based on the previous section

Exporting

Users have the ability to Export the growth board in either a PDF or JPEG format. When selecting the Export option, a file in the stated format will be downloaded into your local environment. To export, navigate to the dropdown under the "Save" button of the created growth board and selected the desired export option. Additionally, users can individually export the growth board elements.