We offer a variety of Marketing Dashboard template types:
These Platform Templates include background images and font styles that can be applied to a dashboard
External Report Templates that were created to include report & graph content with simple designs built-in
User Templates are those that you create and save, and may be applied to multiple campaigns - and also downloaded and installed in other Rank Ranger accounts.
There are two ways to access your Marketing Dashboard settings:
Campaign Settings > Marketing Dashboard
White Label > Dashboards
Campaign Settings > Marketing Dashboard
On the home screen or inside any report, click the gear icon for the campaign and select Campaign Settings.
In the left sidebar select Marketing Dashboard
White Label > Dashboards
In the top navigation menu hover over White Label and click on Dashboards
In the Marketing Dashboard section Settings column, click the settings icon (gear) corresponding to the campaign for which you want to create or edit a marketing dashboard.
Getting Started with Marketing Dashboard Templates
Templates can be used to create your first marketing dashboard design and reports, and to clone your original template for use with other campaigns. To get started, open Campaign Settings and scroll down and select Marketing Dashboards in the left sidebar.
Marketing Dashboard Settings
When you haven't yet created a marketing dashboard, the screen will have the default settings and look similar to this. Click the Load Template button and select a User or Platform template (more information in the sections below).
Platform Templates
This video highlights a variety of dashboard designs that we provide to help you get started with your white label reporting. These templates include background images and font styles that can be applied to a marketing dashboard.
Load a Template
Click the Load Template button
Platform Templates
Click the Platform Templates tab
The color palettes displayed represent options that are available in many of the graphs you'll find in the Reports > Graphs section of our platform - these are displayed as design suggestions and do not automatically apply when you add a graph (i.e., you need to select the display options for each graph you add).
Design Preview
Hover over the eye icon for a preview of the template's design.
Click the Load button for the design you want applied to your dashboard.
User Templates
Load a Template
Click the Load Template button
No User Templates
If you haven't created any templates yet, the screen will look like this and you may choose to:
Click the Platform Templates tab to apply a preset dashboard design
Download from our dashboard library a template containing pages with reports, and a more simple solid colored background with colored page tabs design. Follow the instructions in the Report Templates section on this page.
User Templates with Design and Content
If your company has created and saved dashboard templates, then you may choose to load the design and/or content by clicking the corresponding button.
There are also options to download a copy of the template to your computer, and to delete templates that are no longer needed.
Report Templates
This video highlights a variety of dashboard report templates that we provide to help you get started with your white label reporting. These templates include reports and graphs that can be set to a specific campaign or multiple campaigns. Color schemes can be easily changed to match your design.
Download a Template
There are a variety of report templates available in the Dashboard Template Library where you can test live previews and download the one you want, and upload into your account.
Load a Template
Warning! Loading a report template will overwrite any pages and settings that currently exist in the Marketing Dashboard of the campaign you're working on.
To proceed, click the Load Template button
Upload a Report Template
After downloading a report template from our dashboard library
Click the User Templates tab
Click the Choose File button and locate the file on your computer
Click the Upload button
User Templates with Design and Content
When you have uploaded or created and saved dashboard templates, then you may choose to load the design and/or report content in any campaign by clicking the corresponding button.
There are also options to download a copy of the template to your computer, and to delete templates that are no longer needed.
Important: When the template has loaded you need to click the Bulk Actions Set Campaign button and select the campaign that should be applied globally to reports and graphs that are in the dashboard template. Marketing Dashboards can contain reports for multiple campaigns in one dashboard, for example, if a client has separate campaigns for website tracking, app store tracking and YouTube tracking, you can create pages for each campaign inside of one dashboard. After selecting the global campaign, you may change the campaign of specific reports as needed.
Dashboard Tools: Set Campaign
Set Campaign is an option that allows you to overwrite the setting of the reports of the current campaign with a different campaign. This is useful when loading a Dashboard Template or if pages were duplicated or were created using multiple campaigns and later decided that Dashboard should display another campaign's data. The Bulk > Set Campaign action could be performed on either an entire Marketing Dashboard or a page per campaign.
Click the Set Campaign button
Select a campaign
Select a page (in case the action is to be applied only to one page)
Click the Bulk Update button
Save Templates
Save Template
If you create a Marketing Dashboard and want to use the same structure and reports in a different campaign, you can save the reports and design as a template.
Click the Dashboard Templates Save button, enter a Template Name and click Save.
Edit Dashboard Templates
To edit a marketing dashboard template that has previously been saved, simply:
Add pages, reports or graphs - or move them to different positions
Make changes to the design
Save the template using the previously saved template name
Click the Overwrite button if you are certain that you want to replace the previous version (this cannot be reversed)
Download a User Template
How to Download a User Template
If you create a template, you may choose to download a copy. This can be useful if you have more than one Rank Ranger account and would like to apply the template to other accounts. If you have multiple users working in your account, you may consider downloading and saving the template for upload in case of accidental deletion by another user.
Delete a User Template
How to Delete a Marketing Dashboard Template
Click the Dashboard Templates Load button, locate the template you want to delete and click the corresponding Delete button.
Warning! Deleting a Template is irreversible. We recommend that you download and store a copy of the template before deleting it.
Bulk Apply Templates
Bulk Apply Templates to a list of Marketing Dashboards
In the White Label menu click on Dashboards to access a list of all Marketing Dashboards of campaigns in the account
Select from the list the campaigns you want to bulk apply template design/content
Click on Bulk Apply Template button
Select the Template you want to apply from the dropdown list
Click on Load Content button to bulk apply content of the template to the selected list of campaigns
or click on Load Design button to bulk apply design of the template to the selected list of campaigns
Click one more time on the same button where its asking "Are you sure?"
