Unifusion allows you to create and manage multiple projects from a single account. Each account can have multiple account users with access to every project. Each project can have multiple project users, depending on which plan you are in, that only have access to that project.

To get the most out of Unifusion complete the following after creating your account.

Invite your Team

Navigate to account settings and click on Users in the navigation. Click on the “Add User” button and enter the email address of the person you would like to invite to your account.

It is required to set their permission levels in order for them to see a project. On the same screen, filter users by selecting the “View Pending” check box and then click on the email of the invited person. Place a check mark in the desired permission levels for each project.

Create a Project

To create a project, navigate to the projects screen by clicking the projects icon in the top right of the application or expand the menu and click on “New Project” and following these steps:

  • Name the project and click next
  • Select the project plan and click next
  • Authorize and link your Google Analytics account
    • This will take you out of the application for a moment then redirect you back
  • Set your default hostname
    • Be sure to select if your domain is secure or not
  • Add included hostname
    • This could be the non-www version of your website
  • Add excluded hostnames
    • This could be if you have a staging area or development server that has the same Google Analytics account on it
  • Select which goals from Google Analytics you would like to import  by clicking the pencil icon and selecting what type of goal it is
  • Click finish and enable project

Customize your Project

Each project gives you the ability to create custom features such as clusters, work categories, page categories, and tags. Along with the ability to invite project level users.

  • Create page categories
    • Navigate to the “Pages” report section
    • Click on the gear icon in the top right next to the search field
    • Select category manager
    • Select a category that relates to a set of pages on your website
    • Create a rule for the category to follow
      • For example Page path – any URL that begins with /product/ include
    • After adding your set of rules, click close or repeat for next category
  • Create page tags
    • Navigate to the “Pages” report section
    • Click on the gear icon in the top right next to the search field
    • Select tag manager
    • Click the “+” icon in the blue box
    • Name your tag
    • Add a tag by clicking on the “Add a tag” field
    • Set a rule for the tag to follow
      • For example Page path – any URL that begins with /product/ include
    • After adding your set of rules, click saves and close or repeat to add more tags
  • Create Clusters
    • Navigate to the “Clusters” section
    • Click “Create Cluster” button
    • Name your cluster
    • Add a rule for cluster to follow
    • After adding your set of rules, click save and close
  • Invite Project Users
    • Navigate to the project settings by clicking the “gear” icon in the left navigation
    • Navigate to users
    • Click “New User” button
    • Enter email
    • Set permission levels
    • Click checkmark to save and invite user

Next Steps

After these initial steps, you may have to wait up to one hour for the account to be created. Until then, click around Unifusion or follow our tutorial on navigating through Unifusion. Once comfortable with using Unifusion, set up a few content clusters or custom views & filters.