Home Getting Started on Crowd

Getting Started on Crowd

Get step-by-step guidance on setting up your Crowd account and integrating it with your website for the first time.
By Crowd team
• 5 articles

Introduction to Crowd

Welcome to Crowd! Crowd is your all-in-one platform for understanding your users and improving your website or app. In just a few minutes, you will discover how Crowd can help you make better decisions based on real user data. What Can Crowd Do for You? Imagine being able to: - See exactly how visitors use your website - Ask users directly what they think - Get AI-powered insights without complex analysis That's Crowd a complete user experience platform that combines analytics, feedback tools, and AI assistance in one place. Three Powerful Tools in One Platform 1. Feedback Tools Hear directly from your users: - Research Studies: Create surveys and tests to get structured feedback - Interviews: Schedule and conduct user interviews to gain deeper insights - Feedback Widgets: Collect opinions directly on your website 2. Insights Tools See how people actually use your website: - Heatmaps: Visualize where users click, scroll, and focus their attention - Session Recordings: Watch real users navigate your website - Analytics: Track visitors, page views, and conversion rates - User Activities: Follow individual user journeys across your site 3. AI Assistance Get smart help understanding your data: - AI Chat: Ask questions about your users in plain English - Smart Recommendations: Receive suggestions for improvements - Automatic Analysis: Let AI find patterns and problems for you Getting Started Is Easy Your Crowd dashboard already shows you: - Visitor statistics: See how many people visit your site - Session information: Learn how long people stay and what they do - Key findings: Discover AI-generated insights about your users - Top pages: Know which pages attract the most visitors - Recent feedback: See what users are saying about your site Quick Ways to Start Using Crowd Create a Research Study Run surveys and tests to gather insights from your users: 1. Click "Create study" on your dashboard 2. Choose a template or create a custom study 3. Define your questions and target audience 4. Launch your study and collect responses Chat with Your Data Get instant insights by asking questions: 1. Click "AI Chat" on your dashboard 2. Type questions like "Why are users leaving my checkout page?" 3. Receive clear answers based on your actual data Invite Your Team Collaborate with colleagues: 1. Click "Invite Colleagues" on your dashboard 2. Enter their email addresses 3. Choose their access level (Editor or Viewer) 4. Work together to improve your user experience Resources to Help You Learn - Watch the intro video for a quick 2 minute overview - Take the product tour to explore all features - Check the help center for detailed guides - Schedule a demo for personalized guidance Start Understanding Your Users Today Ready to discover what your users really think and do? Explore your Crowd dashboard now and start making better, data driven decisions that will improve your website and grow your business. Whether you're looking to increase conversions, reduce frustration, or simply create a better user experience, Crowd gives you all the tools you need to succeed.

Last updated on May 27, 2025

Setting Up Your Crowd Workspace

This guide will help you set up your Crowd workspace and connect your teammates. Follow these simple steps to start collecting user insights. Setting up your Workspace Your Workspace Details 1. Look at the bottom left of your dashboard for the Ellipses (...) 2. Enter workspace setting: - Workspace name: Give/change your workspace - Industry: Select your business industry from the dropdown menu - Team size: Choose the number of people in your team Add Your Logo 1. Click the "Upload logo" button 2. Select an image file from your computer 3. Your logo will appear in place of the default letter icon Save Your Settings 1. After entering all information, click the "Save changes" button 2. Your workspace details are now updated Connecting Your Website Step 1: Find the Website Configuration Section 1. Scroll down to the "Website configuration" section 2. This is where you can also connect your website to Crowd Step 2: Add Your Website If you haven't connected a website yet: 1. Click on "Add website" or a similar button 2. Enter your website URL (example: https://searchflix//.netlify/.app/) 3. Confirm to connect your website Step 3: Install the Tracking Script 1. Click the "Copy script" button to copy the Crowd tracking script 2. Add this script to your website's HTML between the <head> tags 3. If you need help adding the script, refer to the installation guide for your platform: Step 4: Verify Your Connection 1. Wait a few minutes for the connection to be established 2. Check that your website appears under "Connected website" 3. The URL should be displayed (like: https://searchflix./.netlify.app/) Managing Your Workspace Accessing Insights Once your website is connected: 1. All user data will be collected automatically 2. You can access: - Heatmaps - Session recordings - Analytics - User activities Additional Workspace Settings You can manage other aspects of your workspace: 1. Team: Manage team members and permissions 2. Billing: Update payment information and subscription 3. Credits: View your available usage credits 4. Invite colleagues: Add team members to collaborate Making Changes Later If you need to make changes: 1. Update workspace details: Return to the General section 2. Change website: Use the Website configuration section 3. Remove website: Click the "Disconnect" button (red trash icon) Deleting Your Workspace If needed, you can delete your entire workspace: 1. Scroll to the bottom of the settings page 2. Click the "Delete workspace" button (red button) 3. Confirm deletion when prompted 4. Warning: This permanently deletes all your workspace data and cannot be undone Troubleshooting Website Not Connecting? If your website doesn't connect: 1. Make sure the script is properly added to your website's HTML 2. Check that your website is publicly accessible 3. Wait a few minutes for the connection to be established 4. Verify there are no script blockers or security settings preventing the connection No Data Being Collected? If you don't see any data: 1. Visit your website and perform some actions to generate data 2. Make sure the script is installed on all pages you want to track 3. Check that you have no privacy tools or ad blockers preventing the script from running Next Steps After setting up your workspace: 1. Explore the Crowd dashboard to see user insights 2. Set up feedback widgets to collect user opinions 3. Review heatmaps to see how users interact with your site 4. Watch session recordings to understand user behavior Your workspace is now ready to start collecting valuable insights about how users interact with your website.

Last updated on May 27, 2025

How to Install and Verify Crowd on Your Website

Introduction This guide helps you add the Crowd tracking script to your website and confirm it is working correctly. Follow these simple steps to start collecting insights about your users. Installation Steps 1. Copy the Tracking Script You need to add this script to your website: html <script> (function() { fetch("https://api.v2.crowdapp.io/workspace/script?pid=11c93d08-5214-4a24-a0f7-f40430a4be30") .then(response => response.json()) .then(data => { data.data.forEach((e)=>{ const sc = document.createElement('script'); e.src ? sc.src = e.src : ()=>{}; e.defer ? sc.defer = true : ()=>{}; e.attributes.forEach((a)=>{ sc.setAttribute(a.name,a.value) }); e.text ? sc.text = e.text : ()=>{}; e.type ? sc.type = e.type : ()=>{}; document.head.appendChild(sc) }) }) .catch(error => console.error('Error loading scripts:', error)); })(); </script> 2. Add the Script to Your Website Where you add the script depends on your platform: For most websites: - Add the script between the <head> tags of your HTML files - If you have access to your website's code, paste it directly into your site's header For common platforms: - WordPress: Use a header plugin or edit your theme's header.php file - Shopify: Go to Online Store → Themes → Edit code → theme.liquid - Webflow: Add in the Custom Code section of your site settings - Framer: Add in the Custom Code section of your page settings Verify Your Installation 1. Check Your Website After adding the script: - Open your website in a browser - Right-click and select "View Page Source" or "Inspect" - Look for the Crowd script in the HTML source (between the <head> tags) 2. Use the Verify Installation Option on Crowd - In your Crowd dashboard, click the "Verify installation" button - Crowd will check if your script is correctly installed - You will see a confirmation message if everything is working 3. Check for Data Collection It may take a few minutes for Crowd to start collecting data: - Log in to your Crowd dashboard - Look for new data in the Analytics section - Check that Heatmaps are being generated - Verify that Session Recordings are being captured Troubleshooting Common Issues If Crowd isn't working after installation, try these steps: 1. Check your script placement - make sure it is between the <head> tags 2. Clear your browser cache - sometimes old cached pages don't show new changes 3. Check for script blockers - ad blockers might prevent Crowd from working 4. Verify your website URL - make sure you have installed Crowd on the correct website What You Can Do After Successful Installation Once installed correctly, you can: - View Heatmaps to see where users click and scroll - Watch Session Recordings to see how users navigate your site - Access Analytics for insights on user behavior - Use Feedback Widgets to collect user opinions Summary Your Crowd installation was successful if: - The script appears in your website's source code - The "Verify installation" check passes - You can see data in your Crowd dashboard - Heatmaps and Session Recordings are being generated If you have problems, contact Crowd support for assistance with your specific setup.

Last updated on May 27, 2025

Getting Started with Crowd: New User Guide

Welcome to Crowd. This guide will walk you through everything you need to know as a new user. We have made the process simple so you can start understanding your users right away. Creating Your Account 1. Sign Up for a 14-Day Free Trial - Visit CrowdAppv2.io in your web browser - Click the "Sign Up" button - Enter your email address and create a password - Click "Sign Up" to proceed - Check your email inbox for a verification code - Copy the code and paste it on the verification screen - Answer a few quick questions about your business and goals - Click "Start Your 14-Day Free Trial" 2. Understanding Your Free Trial - Your trial gives you full access to all Crowd features for 14 days - No credit card required to start - You will receive reminder emails when your trial is nearing completion - At the end of your trial, you can select a plan that fits your needs Setting Up Your Website 3. Install Crowd on your website to start collecting insights To use AI, Analytics, Heatmaps, Session Recordings, and Feedback Widgets, install Crowd on your website. Click ''Complete Installation'' and: - Crowd will generate a unique tracking script for your website - Copy the entire tracking code snippet - Add this code to the <head> section of your website - For common platforms, we provide simple guides: - WordPress: Use our plugin or add to your theme header - Shopify: Add to theme.liquid file - Wix/Squarespace: Add via the custom code section - Custom websites: Send the code to your developer 4. Verify Installation - After adding the code, return to your Crowd dashboard - Click "Verify Installation" - Crowd will check if your tracking code is working properly - You will see a confirmation message when everything is correctly installed 5. Wait for Data Collection - Important: Your dashboard will remain empty until: - The tracking code is properly installed - People visit your website - Crowd collects and processes the data (usually 24-48 hours) - You will receive an email notification when your first data is ready to view - While waiting, you can explore Crowd's features and take the product tour Understanding Your Dashboard 6. Your First Look at the Dashboard - After signing up, you will see your empty dashboard - Important: Your dashboard will not show any data until you add your website and install the tracking code - You will see placeholder sections for: - Visitor statistics (will show 0) - Session duration (will show 0) - Bounce rate (will show 0%) - Page views (will show 0) - Key findings (will be empty) - Top pages (will be empty) 6. Dashboard Elements Explained - Unique visitors: Count of individual users who visited your site - Avg. session duration: How long users typically stay on your site - Bounce rate: Percentage of users who leave after viewing just one page - Page views: Total number of pages viewed by all visitors - Key findings: AI-generated insights about your users (updates daily) - Top pages: List of your most visited pages - Recent feedback: Results from any surveys or research studies - Quick actions: Shortcuts to create studies, use AI chat, and invite teammates Using Core Features While Waiting for Data 7. Take the Product Tour - Click "Take Product Tour" on your dashboard - This guided walkthrough shows you where to find key features - Learn how each section works in just a few minutes 8. Explore the Features Even while waiting for your data to appear, you can visit the: Feedback Section - Research Studies: Set up surveys and tests - Interviews: Prepare for user interviews - Widgets: Design feedback widgets for your site We recommend: - Planning your first research study - Setting up team members and permissions - Exploring the Help Center to learn more - Watching tutorial videos to understand each feature After Your Data Starts Coming In 9. First Look at Your Live Dashboard Once your data begins to appear (typically 24-48 hours after installation): - Log in to see your updated dashboard - Notice the numbers and charts now show actual visitor data - Review the "Key findings" section for AI generated insights - Check "Top pages" to see which pages get the most traffic 10. Start with These Actions Now that you have data, here are the most valuable first steps: Review Heatmaps - Click "Insights" in the left menu, then "Heatmaps" - Select your homepage or most popular page - See where users are clicking most frequently - Look for areas getting attention but not converting Watch Session Recordings - Click "Insights" in the left menu, then "Session Recordings" - Watch 3-5 recordings to get a feel for how people use your site - Look for common points of confusion or frustration - Note any patterns in user behavior Check Analytics - Look at your bounce rate and average session duration - Identify pages with high exit rates - See which user flows are most common - Understand which devices your visitors use most Getting the Most from Your 14-Day Trial 11. Plan Your Trial Period With limited time, focus on these high-impact activities: Day 1 - Ensure tracking code is properly installed - Watch initial session recordings - Review first heatmaps - Ask AI for quick insights about your data - Plan a simple research study - Launch a feedback widget on a key page - Create a research study with 3-5 questions - Use AI to identify your biggest opportunity - Make one small improvement based on data - Evaluate which plan you'll need after trial ends 12. Use AI Chat for Quick Wins - Click "AI Chats" in the left menu - Ask questions like: - "What's the biggest problem on my website?" - "Where are users getting stuck most often?" - "What page should I improve first?" - Use these insights to make quick improvements 13. Invite Team Members - Click "Invite Colleagues" on your dashboard - Enter team members' email addresses - Select appropriate access levels - Help them understand the dashboard - Assign specific areas to monitor or improve After your Free Trial 14. Review Available Plans Before your 14-day free trial ends: - Click on your profile icon and select "Billing" - Review the different plans available: - Starter Plan ($29/month): For small websites and beginners - Growth Plan ($149/month): For growing businesses with more traffic - Scale Plan ($599/month): For large websites with high visitor numbers - Consider which features you need most - Think about how many monthly tracked users you will need 15. Make the Most of our Resource "Resources" in the left menu to access: - Rewards - Roadmap "Resources" at the bottom of home page for: - Watch Video Guide - Help centre - Schedule a Demo 16. Schedule a Demo - Click "Schedule a demo" in the Resources section - Select a convenient time - Prepare your questions about specific features - Get personalized advice on which plan fits your needs Next Steps Once your trial period is ending, you will need to: 1. Select a plan that matches your needs and budget 2. Export any critical data you want to keep if not continuing 3. Share findings with your team from your initial analysis 4. If continuing, create an optimization plan based on what you have learned 5. Set up regular check ins with your dashboard to track improvements Remember that the most successful Crowd users make it a habit to check their dashboard weekly and make continuous improvements based on real user data. Thank you for choosing Crowd we are excited to help you understand your users better.

Last updated on May 27, 2025