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Setup Guide

How can I activate the Customer & Marketing Intelligence Platform?

  1. After signing in to Electrik.AI, simply navigate to the Admin section by clicking on it from the Home Page.
  2. To access your projects, click on the “Projects” option in the Navigation bar.
  3. To enable CMi, click on the desired project.
  4. Activate Customer & Marketing Intelligence by toggling the button to the “On” position.

Congratulations! CMI has been successfully enabled on your project. Detailed Steps Here.

How can I configure Data Integration?

  1. After signing in to Electrik.AI. simply navigate to CMi by clicking on it from the Home Page.
  2. To generate insights, you need to set up data integration only once. This should be done during your initial use of the platform.
  3. Click on the Go to Integration.
  4. To begin receiving insights, simply select the category that suits your needs, whether it’s Ads, Content, or Journey. You have the option to choose one or all of them depending on your preferences.
  5. Once you have chosen a category, select the most appropriate data source from the available options based on your specific needs and requirements.
  6. Setting up Google Search Console integration is the minimum requirement for generating content insights but setting up all integrations in the category will provide you with more diverse insights.
  7. To access the selected data source, provide your account’s user ID and password.
  8. Please grant Electrik.AI access to your account.
  9. Once you have made your selection according to the instructions provided on the screen, click ‘Save & Proceed’ to continue to the next stage.

Congratulations on successfully setting up the integration for your chosen data source in Electrik.AI!

Once the integration has been created successfully, you will receive a confirmation email. Please note that it may take up to 24 hours for your integration to begin generating insights. Upon successful execution of any one of the integration, you will receive an email containing further instructions. Detailed Steps Here.

Note: You can currently generate the Content Insights. We are working on launching other insights soon, so stay tuned for updates.

How can I configure or review the settings?

  1. Sign-In to Electrik.AI, On the Home Page, at the bottom left of the screen click on Configuration.
  2. Click on respective feature to set up or review the configurations.

Detailed Steps Here.

Setup Guide illustration

How to enable Customer & Marketing Intelligence Platform?

Step 1: Sign-In to Electrik.AI. Once you’re signed in, on the Home Page just click on the Admin icon.

Step 1 Sign-In to ElectrikAI On the Home Page click on Admin

Step 2: To access your projects, click on the “Projects” option in the Navigation bar.

Step 2 If you’re using the compact Navigation bar click the Projects icon - ElectrikAI

Step 3: To enable CMi, click on the desired project.

Step 3 Click on the desired Project to enable CMi - ElectrikAI

Step 4: Activate Customer & Marketing Intelligence by toggling the button to the “On” position.

Step 4 Turn On the Customer & Marketing Intelligence by using toggle button - ElectrikAI

Step 5: Please confirm to enable Customer & Marketing Intelligence for your project, Click OK.

Step 4 a To Enable Marketing Intelligence Service - ElectrikAI

Step 6: Congratulations! you have successfully enabled Customer & Marketing Intelligence Platform Services for your project.

Step 4 b You have successfully enabled Customer & Marketing Intelligence Platform Services - ElectrikAI

How to set up Data Integration?

Here are the steps to set up Content Insights

Steps to integrate GSC Data Source

Step 1: Sign-In to Electrik.AI. Once you’re signed in, on the Home Page just click on the CMi icon.

Step 1 Sign-In to Electrik.AI, On the Home Page, click on CMi.

Step 2: Click on the Go to Integration.

Click on the Go to Integration - ElectrikAI

Step 3: Choose Google Search Console data source.

Choose Google Search Console data source - ElectrikAI

Step 4: Provide your account’s user ID and password.

Conn Step 6b Enter your Google Search Console User Id and Password ElectrikAI
Conn Step 6 Enter your Google Search Console User Id and Password ElectrikAI

Step 5: Please grant Electrik.AI access to your account.

Conn Step 7 Allow Electrik.AI to view Google Search Console Data for your verified sites ElectrikAI

Step 6: Choose your Site URL, for which you want to get insights.

Choose your Site URL for which you want to get insights - ElectrikAI

Step 7: Click the ‘Save & Proceed’.

Click on Save & Proceed - ElectrikAI

How do I setup or review the configurations?

Step : Sign-In to Electrik.AI, On the Home Page, at the bottom left of the screen click on Configuration.

Sign-In to Electrik.AI, On the Home Page, at the bottom right of the screen click on Configuration - ElectrikAI

Step 2: Click on respective feature to set up or review the configurations.

Click on respective feature to set up or review the configurations - ElectrikAI