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How My Clients Can Access the Analytics?

You can share tour analytics with your clients and partners in three ways:

  • Send the analytics report to your client via email.
  • Provide your client with a public link to the analytics report.
  • Invite the client as a user to your Treedis workspace or a specific tour so they can access the analytics directly. 

Option 1: Sending the Report via Email

You can send the analytics report to the indicated email address of your client.

Open the tour click the Analytics icon (1) select the needed time range for the stats (2):

Then click Share (3) to proceed with the desired sharing method:

Pull the toggle to enable Share analytics report by email and fill in the required information for your report: (1) Subject, (2) Client's email address, (3) Frequency (daily/weekly/monthly) save.

That's it, the analytics report will be automatically sent to the specified email address at the chosen frequency.


Option 2: Providing the Report Public Link

Open the tour click the Analytics icon (1) select the needed time range for the stats (2). Then click Share (3). 

Pull the toggle Make Analytics public and save:


Then go back to the 'Share' icon and click on it AGAIN (second time) - only after this step a  public link for analytics becomes available for you: 

You can now copy the link and share it with your clients.


Option 3: Direct Access to Analytics Through the User's Profile

You can invite a client as a user to join your Treedis workspace and grant them direct access to analytics.

1. Invite a member (user) to join your workspace.

 

2. Assign the user a role (Admin, Editor, or Custom role). Note that the Viewer role has analytics permissions disabled by default.

If you create a Custom role, make sure the user has the necessary analytics permissions. 

   

3. Define the access scope (either a specific tour or the entire workspace) and send the invite.

 

Review this article for detailed information on how to invite users.

An invited user can log in via the same login link as the workspace owner.     

Once your users (clients) log in to their workspace, they will be able to review the analytics on their own.


If you have further questions or need assistance with the settings, please contact us at support@treedis.com