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

Welcome to the New Crowd

Transform How You Understand Your Users Every day, thousands of people visit your website or use your app. They click, scroll, abandon forms, and make decisions that directly impact your business success. But until now, you've only seen the surface; page views, bounce rates, and conversion numbers that tell you what happened, not why. Crowd changes everything. We've built the most comprehensive user experience platform that doesn't just show you data but reveals the story behind every user interaction, giving you the power to create experiences that truly resonate with your audience. Why Crowd Matters More Than Ever Whether you're launching your first product or optimizing an established platform, understanding your users isn't optional; it's essential for survival. Companies that truly know their users grow 3x faster, reduce churn by 40%, and build products people actually want to use. For New Users: Crowd eliminates the guesswork from product decisions. Instead of hoping your changes will work, you'll know exactly what your users need. For Returning Users: We've enhanced every feature you love while adding powerful new capabilities that make user research faster, insights clearer, and actions more impactful than ever before. Your Complete User Intelligence System 🎯 Direct User Feedback Finally, hear your users' actual thoughts through: - Research Studies & Surveys: Launch targeted studies that get real answers to your burning questions - User Interviews: Conduct structured conversations that reveal deep insights about user motivations and pain points - Feedback Widgets: Capture contextual feedback exactly when and where it matters most Real Impact: Instead of assuming why users leave your checkout page, you'll know exactly what's stopping them and how to address the issue. 👀 Behavioral Intelligence See your product through your users' eyes - Heatmaps: Discover which elements grab attention and which are completely ignored - Session Recordings: Watch real users navigate your site like you're sitting beside them - Analytics: Track meaningful metrics that connect user behavior to business outcomes - User Activities: Follow individual paths from first visit to conversion (or abandonment) Real Impact: Identify the exact moment users get confused, frustrated, or delighted—then optimize those critical moments. 🤖 AI-Powered Insights Your Personal Business Growth Engine This is where magic happens. While other tools dump endless spreadsheets on you, Crowd's AI becomes your strategic advisor, analyzing millions of data points to deliver the exact insights that drive revenue, reduce churn, and accelerate growth. - AI Chat Assistant: Ask "Why did conversions drop last week?" and get precise answers like "Mobile users abandoned checkout 40% more due to payment form issues." No technical skills required, just ask like you're talking to your smartest colleague. - Smart Pattern Recognition: Our AI works 24/7, automatically spotting revenue opportunities, user frustration points, and emerging trends before they impact your bottom line. It's like having a team of data scientists who never sleep. - Growth-Focused Recommendations: Get specific, ranked action items like "Fix the mobile checkout flow first, it could increase revenue by 23% based on user behavior patterns." Every suggestion comes with projected impact and implementation priority. Start Creating Better Experiences Today Quick Wins for Immediate Impact 📊 Explore Your Dashboard Your personalized command center shows real-time visitor insights, key performance indicators, and AI-generated findings about your users' behavior patterns. **🔍 **Deploy Your First Study 1. Click "Research studies" and choose from proven templates 2. Target specific user segments or behaviors 3. Launch and start collecting insights within minutes 4. Watch responses flow in with real-time notifications **💬 **Ask Your Data Anything Use AI Chat to get instant answers: - "Which page causes the most user frustration?" - "What do users say about our new feature?" - "Where should we focus our optimization efforts?" **👥 **Bring Your Team Together User insights are most powerful when shared. Invite colleagues with appropriate access levels and start collaborating on user-driven improvements. Advanced Capabilities for Growth Behavioral Segmentation: Understand how different user types interact with your product Conversion Optimization: Identify and eliminate friction in your most important user flows Feature Validation: Test new ideas before investing development resources Competitive Intelligence: Learn how your experience compares to user expectations Predictive Analytics: Spot trends before they become problems Resources for Success Learn at Your Own Pace - 📺 2-Minute Product Overview: See Crowd in action - 🎯 Interactive Product Tour: Hands-on exploration of key features - 📚 Comprehensive Help Center: Detailed guides and best practices - 🤝 Personal Demo: Schedule time with our team for customized guidance Your Users Are Waiting Every moment you don't understand your users is a moment your competitors might be getting ahead. But with Crowd, you're not just catching up—you're gaining an unfair advantage. Your users have stories to tell. They have frustrations to share, needs to express, and behaviors that reveal exactly how to create experiences they'll love. Crowd helps you listen to those stories, understand those needs, and build products that succeed. Ready to transform how you understand and serve your users? Your Crowd dashboard is live and ready—dive in and discover what your users have been trying to tell you all along. Welcome to user intelligence. Welcome to better decisions. Welcome to Crowd.

Last updated on May 29, 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