Documentation Index

Fetch the complete documentation index at: https://academy.insiderone.com/llms.txt

Use this file to discover all available pages before exploring further.

Step-by-Step InOne

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Mastering your operational skills in InOne is quite convenient thanks to its clean, easy-to-use interface. Before starting to deliver personalized experiences to your users, we suggest you start getting accustomed to finding your way around Insider One's InOne panel, following these components:

Supported Browsers

InOne works best with Google Chrome. You can download Google Chrome for the best InOne experience.

Landing Page

Executive Summary Dashboard (ESD) is an industry-first cross-channel return on investment (ROI) dashboard that helps you understand the total business impact of all your campaigns across channels in one single, clean view.

This dashboard provides high-level metrics on incremental revenue, uplifts conversion rates, and allows you to observe the health of your channels individually.

When you log in to your account, you see InOne’s intuitive landing and navigation experience, which is organized around “use cases” rather than “channels.”

Read more on Navigation and Products.

Favorites Tab

Thanks to the Favorites Tab on the navigation bar, you can quickly access the products you use regularly. This will save you time, as you can now easily access the categories that you add as favorites from anywhere in the panel.

Add a Category to Favorites

To add a category to your favorites, click the Star icon against it on the navigation bar.

You'll be able to see them in your favorites. You can add as many categories as you want to your favorites.

Remove a Category from Favorites

If you want to remove it from Favorites, click the Star icon next to it, either in Favorites or in its own category. You will no longer see it among your favorites.

Top Bar

The top bar helps you:

  • See what's new at Insider One and keep yourself up-to-date with Insider One's latest product updates and releases. 

  • Give feedback, leave your comments, or report an issue.

  • Visit Insider One Academy to find all the information about the Insider One Growth Management Platform.

Log out Menu

You can access the Log out menu by hovering over your username in the top-right corner.

This menu lets you configure settings for the entire panel. You can reach the following items using this menu:

Campaign Listing Page

The listing page is where you can see your previously created campaigns across all products. You can take 4 actions on your campaigns on this page:

If your campaign's activation status is Test or Active, the Test Link button will be active.

Clicking on it, you can see the variants available for your campaign. Read more on Testing a Web Campaign.

See analytics

You can reach campaign analytics for each campaign using the Analytics button on the listing page.

See details

Without going through each step of your campaign, you can see a summary of your segments, rules, traffic allocation, and goals on the Details screen.

This menu enables you to:

  • Duplicate your campaign.

  • Change its activation status.

  • Delete your campaign.

  • Export variation if it is a Lead Collection or Feedback campaign.