New to Swydo? Let's simplify your digital marketing. In this beginner-friendly course, we’ll show you how to set up your account, manage data sources, and organize your clients with ease. Perfect for agencies, in-house teams, or freelancers, this is your go-to guide to get started fast with automated marketing reporting. Learn how to create your first report and stay on top of client reporting like a pro.
What you'll learn:
Set up your Swydo account
Manage teams and roles (admin, editor, contributor, owner)
Customize with your company’s name, logo, and icon
Add and organize clients
Integrate data sources
Create your first report
Setting Up Your Swydo Account
Step 1: Create Your Team
Go to Settings > Team > Team members to invite colleagues and assign roles:
Admin: Full access to all features.
Contributor/Editor: Limited access to assigned areas.
Not sure which role fits best? No problem—roles can be updated anytime.
🎯 Pro Tip: Assign roles thoughtfully—grant full access only to admins and restrict contributor permissions to maintain account security.
Step 2: Personalize Your Workspace
Head to Settings > Whitelabel > Team name and logos to add your team name, logo, and icon.
The logo appears on report covers.
The icon is used as a favicon for online report sharing.
Step 3: Customize Your Profile
Click your name at the bottom of the left menu to add:
A profile picture
Your email signature
This helps teammates recognize you and adds a personal touch to communication.
Adding a Client
Step 1: Create a New Client
Click the “+ New Client” button in the top-right corner
Enter the client’s name and details.
Step 2: Personalize Their Profile
Upload the client’s logo to brand their reports.
Add contact details for easier scheduling.
🎯 Pro Tip: Always create a client profile before adding data sources. This keeps reports organized and linked to the correct client.
Connecting Data Sources
Under the client’s profile, click Add Data Sources.
Choose the data integrations you need (e.g., Google Ads, Facebook).
Swydo will organize these data points for you, making them easy to use in your reports.
Creating Your First Report
Go to the Reporting tab. Click on +New Report.
Choose to start from scratch or pick a pre-designed template.
Using Templates:
Templates come with preset widgets and graphs.
Simply connect your data sources, and you’re ready to go!
🎯 Pro Tip: You can customize templates by adding or removing metrics to fit your needs. Once tailored, save the template and reuse it for other clients to save time and ensure consistency.
🙌 Congratulations! You’ve successfully learnt how to:
✔️ Set up your Swydo account.
✔️ Added a client and data sources.
✔️ Created your first report.
📚 Next Steps: Explore more advanced features like custom metrics, report automation, and team collaboration. Don't forget to take a look at Swydo Academy for detailed video tutorials.