Account Setup and Dashboard Access
Step 1: Sign Up for Crowd
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Visit the Crowd website
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Click on "Sign Up"
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Complete the registration process with your email and business details
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Verify your email address
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Complete your profile setup
Step 2: Initial Dashboard Overview
Once logged in, you will see your main Crowd dashboard with different sections including:
- Click on the "Widgets"
Installing Crowd on Your Website
Prerequisites
Before you can use feedback widgets, you need to install Crowd on your website. This is a crucial first step that enables all Crowd features.
Installation Process
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Complete Installation: Follow the steps to start collecting insights
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Click Complete Installation: This will guide you through the setup process
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Get Your Tracking Code: Crowd will provide you with a unique tracking script
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Add to Your Website: Install the tracking code in your website's header section
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Verify Installation: Crowd will confirm when the installation is successful
The Crowd installation enables:
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AI-powered analytics
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User behavior analytics
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Heatmap tracking
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Session recording capabilities
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Feedback widgets
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Real time user insights
Creating Your First Feedback Widget
Widget Creation Process
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Click "Create new widget" in the top right corner of the Widgets dashboard
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Choose Feedback Type: Select from available Templates:
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CSAT (Customer Satisfaction)
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Bug Report
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Feature Request
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Net Promoter Score
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Custom feedback forms
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Configure Widget Settings:
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Widget name and description
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Display settings (when and where to show)
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Styling and appearance options
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Trigger conditions
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Customize Questions:
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Rating scale configuration
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Custom text prompts
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Optional vs required fields
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Thank you message.
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Set Display Rules:
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Target specific pages or sections
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User behavior triggers
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Time based display rules
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Device specific settings
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Preview and Test: Review your widget before making it live
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Save and Activate: Once satisfied, save your widget and set it to active status
Widget Management Dashboard
The main Widgets dashboard displays all your feedback widgets in a clean grid format:
Widget Information Cards
Each widget card shows:
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Widget Name: Custom name you assigned
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Status Badge: Current operational status
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Creation Date: When the widget was created
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Widget Icon: Visual representation of the feedback widget
Available Widget Statues you will see
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Active: Currently live and collecting feedback from users
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Inactive: Created but not currently collecting feedback
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Draft: In development/configuration phase, not yet deployed
Widget Management Features
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Search Bar: Find specific widgets quickly using the search functionality
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Sorting Options: Organize widgets by "Most recently active" or other criteria
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Bulk Actions: Manage multiple widgets simultaneously
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Quick Edit: Access widget settings directly from the dashboard
What your Widget Status means
Active Widgets
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Currently deployed on your website
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Actively collecting user feedback
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Receiving real time responses
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Contributing to your analytics data
Inactive Widgets
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Configured but temporarily disabled
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Not showing to website visitors
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Can be reactivated quickly when needed
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Preserve all historical data
Draft Widgets
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In configuration or testing phase
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Not visible to end users
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Allow for testing and refinement
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Can be published when ready
Collecting User Feedback
How Widgets Appear to Users
Once active, your feedback widgets will:
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Display according to your configured rules
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Show rating options with emoji indicators
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Present custom questions and prompts
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Collect responses in real-time
User Interaction Flow
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Widget Display: Widget appears based on your trigger rules
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User Engagement: User sees the feedback prompt
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Response Collection: User provides rating and/or comments
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Data Capture: System records all response data and metadata
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Thank You Message: User sees confirmation of submission
