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How to set up a new dashboard ?
How to set up a new dashboard ?

Few guidelines to help ou set up a dashboard.

Marion Magnan avatar
Written by Marion Magnan
Updated over a week ago

A-From scratch 🎯

You have a subject, a brand, a product or a service to study, but you do not have any current data to hand. So here is how to create your dashboard quickly !

1- Give your project a name and choose the first option "Discover new queries".

2- Select the scope of countries for which you wish to carry out your study.

3- Use our "Get Suggestions" tool to obtain keywords related to your study. You can choose the country and the associated language to obtain more refined searches.

πŸ‘‰πŸ» Check out this article on the help centre to learn more about this tool and explore other ways of obtaining keywords: https://help.trajaan.io/en/articles/7784576-how-to-add-keywords-queries-to-my-dashboard
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The animation below illustrates these first three steps :

Add the queries you are interested in by clicking on "Add now" and go on to the next step.

4- Using our tools to label your keywords - Combine / Edit Rules / Auto Label

A number of articles are available to give you an in-depth understanding of how to use these different tools:
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5- Checking data sources: adapt your data sources to suit your needs.

6- Update your data and go to the dashboard to continue your study.

B- With a list πŸ“ƒ

With a list of keywords, you need to follow the same steps, the difference being that you need to click on the "Cluster existing queries" option.
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Next, select the country scope you want, and the third step will take you to this page.


πŸ‘‰πŸ»You can find explanations on this Help Center article: https://help.trajaan.io/en/articles/7784576-how-to-add-keywords-queries-to-my-dashboard

Once your project is created, there is another way for you to import keywords.
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πŸ‘‰πŸ» Check this article on the Import function : https://app.intercom.com/a/apps/cauoendm/articles/articles/7873089/show
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Once you have added your keywords to your project, you can follow the process of Labelisation/Clustering, by using our in-app tools, mentioned above.
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