What Can I Do With a Free Whatagraph Trial?
Oct 23, 2019 ● 6 min read
Check out seven things you can do with a free Whatagraph trial. Get to know the platform, discover its best features, and create your first super visual marketing performance report.
So you’ve landed on the Whatagraph homepage, bopped around a bit, maybe checked out the features and integrations we offer, and now you’re wondering – what’s the next best way to see if Whatagraph is the right choice for me?
Knowing that many users like to play around with the software before purchasing a subscription, we offer a free 7-day trial with Whatagraph that comes with no strings, nor credit card fees attached.
With a free trial, you gain access to everything that our reporting software has to offer: from unlimited reports to as many as 400 sources, white-label options, and so on.
In this article, we want to dive deeper into the main features that you should take advantage of when you start a free trial with Whatagraph. Let’s dive in!
1. Create your first client folder
Whether you’re just testing Whatagraph out or you’ve already purchased a subscription, it’s best to start by creating a couple of client folders.
These folders are especially helpful for agencies that work with many clients at once and want to keep all their reports and data sources neatly separated. You can name them whatever you like, sort them by name or by date created, and have different settings assigned to each.
2. Explore the white-label options
Now that you have your client folders set up, go ahead and see what lies underneath client settings.
First off, it’s report automation settings, where you can set your client’s time zone, date format, number format, comparison options, and other details. You can also choose whom you want to send the reports and whether you want to preview them before they go out. Report automation settings can also be set on an individual report-level – we’ll show you how to do this later.
Nevertheless, probably the most exciting part of client settings is white-label. Here you can completely change the look and feel of your client report: choose a color theme (see live in the GIF below), add logos, customize header and footer, edit how your report emails will look, etc.
If you want to customize your header and footer by adding a logo or an image of your choice, note that the box dimensions are 802x60 px. It’s best to upload .png files. You can also zoom in and out using your mouse or trackpad.
By the way, reports can be white-labeled on a Global, Client or individual level – it all depends on how streamlined you want them to look.
3. Connect your sources
The cool thing with the free trial is that you have a huge amount of available data sources to connect, and access to all integrations that are supported by Whatagraph (well, excluding those that are still in Beta – we’re working on them ;)).
Connecting sources is pretty straightforward:
- Make sure you’re inside the intended Client folder;
- Click on the “Add source” button;
- Choose from the list of integrations;
- Follow the next steps to give access permissions.
All the sources that you’ve added will be visible in the Client settings menu that we’ve checked out before. From there you’ll be able to add more or delete ones that you don’t actually need.
For those who are just testing out the platform, we recommend connecting at least two or three data sources so you could really see the different templates, widgets, and metrics dedicated to those channels. You’ll also be able to try out the data blending feature that we’ll discuss later!
4. Build your first report
The free Whatagraph trial has no limit on the number of reports you can build. So, depending on how much time and effort you want to put into this, there are two ways to go about it: use a pre-made template or try building your report completely from scratch.
If you decide to work with a pre-existing report template, there are more than 40 options to choose from. Each is created for a specific use case, be it a high-level overview that a CEO would appreciate, a comprehensive channel performance report or a more granular look at a campaign or ad group.
If you do, however, want to try building your very own report from scratch, choose a blank template, connect your desired sources, and use the drag-and-drop editor to easily fill your report with relevant metrics.
Don’t forget you can add more than one source to a single report, thus creating a comprehensive cross-channel performance report. Moreover, you can save your custom report layouts as templates, and conveniently access them later on.
5. Visualize your report
The really cool thing you can do when trying out Whatagraph is see just how visual your reports can get. Something very far from a typical boring spreadsheet, and yet not so time and resource-consuming as a full-fledged presentation deck.
Adding images to your report is the easiest way to bring more life into this otherwise data-heavy piece of content. You can also showcase anything from campaign visuals that you’re proud of, prizes your agency or client have won, etc.
6. Blend data from multiple channels
If you’re one of those superusers who’ve mastered Excel, dabbled with Tableau or Sisense, chances are you know how data blending works. However, at Whatagraph, we wanted to make this feature accessible to a wider audience, and enable them to create truly comprehensive cross-channel marketing reports.
In its simplest form, data blending in Whatagraph allows you to merge data from various channels into a single value or a single chart. For example, you can add up followers across all your social media accounts; or display your campaign funnel across all paid advertising platforms. For more data blending use cases, check out this article.
7. Share your report
You’ve got this far – congratulations! The last step on your journey with the Whatagraph trial is sharing your report. This is a super neat feature in itself because it allows teams to work together more efficiently.
In-house teams or agency departments can easily pass information to one another by sharing a direct link or having a live report. Account managers or agency CEOs can easily schedule reports to be emailed to their clients. There are multiple ways to approach this. You can even embed the report on your website, like here:
There are many more things you can do with a free Whatagraph trial as you're not limited to any functionality. Moreover, you can always schedule a personalized demo call during which a Whatagraph team member will guide you through the platform and answer all of your questions.
Ready to give it a go and change the way you do performance reporting forever? 😉
Cover image designed by rawpixel.com / Freepik