Home Getting Started on Crowd Getting Started with Crowd: New User Guide

Getting Started with Crowd: New User Guide

Last updated on May 27, 2025

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.