To get started using Liferay Analytics Cloud, the first thing you need is an invitation. Liferay invites the Analytics Cloud owner (the person who purchased the product) to your company’s Analytics Cloud project. If you’re not the owner but still need access to the project, ask an Analytics Cloud system administrator to invite you.
Your invitation links you to the Analytics Cloud sign in page, which prompts you for your Liferay credentials.
First time users see the Workspace creation page:
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Name your workspace, select a server location for hosting your data, and review/agree to the terms and conditions.
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Create the workspace. A message appears, stating that your Analytics Cloud environment is being set up. Next your project home page appears.
Subsequent visits to https://analytics.liferay.com/ show the Workspace welcome page, where you can select your workspace or any other accessible workspaces for working on projects.
Figure 1: Your project’s home page welcomes you to all Analytics Cloud offers.
The project home page describes and links to each key component page:
Segments: Aggregate customers into Segments based on similar profiles and behavior data. Track Segment growth, discover patterns of interest, and improve their level of engagement with your brand. Discover your target audience.
Accounts: Learn how individuals that belong to Salesforce accounts interact with your sites. By combining Salesforce account data with data from other sources, Analytics Cloud presents a holistic view of the account and those in it.
Individuals: Learn how individual customers interact with your Sites. View holistic profiles that combine customer’s profile data with their page and asset interactions for deep insight into their level of engagement.
Sites: Combine path analytics and traditional page analytics to understand how customers interact with your content. Measure individual web page performance to improve digital experiences.
Assets: Track and visualize engagement levels of digital assets such as forms, blogs, web content, documents, and media to ensure that assets are driving conversions.
Data Sources: Integrate your customer profile and behavior data from multiple Liferay DXP sites and custom data sources.
Additional shortcuts and overviews are displayed on the right:
Add Data Source: Quick access to adding data sources for customer profiles and behavior data.
Usage: Compares the number of Individuals and Pages you’re analyzing to your Liferay Analytics Cloud Plan.
User Management: Invite users and assign permissions.
The Liferay Analytics Cloud icon (
) at the top of the navigation panel takes you to the home page from wherever you are in the application. Beneath it are several other links:
People: Learn more about your customers by analyzing them individually as Individuals, aggregated as Segments, or as part of Salesforce Accounts.
Touchpoints: Analyze page and asset performance and view paths users take to your pages.
User icon: Switch projects or sign out.
Settings: Provides options for managing data sources, users, and updating your Analytics Cloud usage.
If no data sources are connected, a message near the top of the main area tells you so and links you to the page for adding data sources. Adding data sources is next.