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I opened an account - Next Steps!

Welcome to Launchcloud

Introduction

You don't need to be overwhelmed at the prospect of getting started with Launchcloud; we've made it easy for you. In addition to helping you create your first folder and filling it with your first forms, this guide will provide the basics of Launchcloud navigation, viewing reports, adding a user and basic branding of your account.

To help you get started, your Launchcloud account displays three steps to get started: Visit the Launchcloud Market, make a submission, and view your reports.

In this step by step guide you will understand how to: 

  • Set up a Folder
  • Make your first Form
  • Access Submissions & view Reports
  • Users and Access permissions 
  • Basic Branding of your Launchcloud account

You can also read the following links for more information on:

If you have questions that aren't answered in this guide, just contact our expert support staff. Now, let's get started.

 


Navigating around Launchcloud

The navigation in Launchcloud has been made as simple as possible by one side Navigation menu. This can be accessed at any time from any page making navigation so simple. In your side navigation, you will be given 3 core locations to navigate to and possibly more depending on your permissions and account extras.

These 3 core elements are Dash, Folders and Forms, If you are an admin user you may also see Users. These core elements are all you need to locate around Launchcloud. 


Folders

Folders are again located by using the side navigation. Folders being one of the most vital Parts of Launchcloud for an account it is located at the top. By selecting folders it will take you to see all folders that have been created, at first you may not have many but this will grow with time!

The first folder you will find that we have placed in your account is: "My First Folder", this folder is empty at first unless you have already begun creating a form to place inside it. Folders are where your forms will be stored and if you want to edit them, add to them or add a team to a folder, this is where you will do so. To access a folder simply do so by clicking the bar of the desired folder and this will open up to all the forms you have in that folder.

Sharing folders, Making live and editing folder permissions can be completed on the folders page too. Sharing a folder can only be done with a team or an individual user but cannot be shared publically. For more information on folders read out in-depth Folders Support Doc available under the Support tab of our website.

Moving away from folders you will see at the top of the page a Reports tab, this will take you to Launchcloud reports and will display the reports for the folders that you have. You select a folder and it will then open up the Form Reports to view a specific form. Reports are located on the folders page so that you can see specific data of a folder that may be shared with a team so you can see complete team data. For more information on Reports, Take a look at our Reports doc.


Forms

Just like folders forms can be found in the side navigation. Initially, you will not have any forms in your account unless you have created one or downloaded one using our Market. To add a form to your account follow our in-depth doc on Adding a Form.

Once you have a number of forms in your account, selecting forms will show all form you have in your account. Splitting folders and forms made sense as you may know the form you want but not the folder so under Forms there is a search at the top to search for the specific form you need. Forms just like folders in the sense that they can be renamed, forms can be edited or users can be added all on this page but where they differ is sharing. Individual forms can be shared with Teams, Users or can be shared publically. For more information on Sharing Forms with Users or Sharing Forms Publically, take a look at our Support doc.

Just like folders, you will see there is a Reports tab at the top of the page. This enables you to peel off and see the Reports of individual Forms in a tile format where you can select the specific form you require the reports of. Follow our more in-depth guide to Form Reports and how to utilize the data.


Launchcloud Reports

You may have stumbled across reports for your individual forms already. Reports can be accessed two ways. either through folders and then Reports or Forms and then Reports on both Folders and Forms page the reports tab is shown at the top of the page. We have put reports with folders and forms so that the reports can be split. You may want to see the report of a whole folder and all the individual forms, however, you may want to go to a specific form and look at the report for that. Splitting it up like we have means the user can have a lot more control over the data they are seeing. 

Depending on what route you take to the reports page depends on what information you see but once on reports you will be provided with a number of tiles for each report available. Each tile will have 4 options at the bottom, these are how you would like to view your data, these are Location, Graph, Media and Submissions. The most common would be Submissions View where you can see all submissions that are made in date order and you can 'Show Fields' to display specific information at a glance.

To understand each a little better take a look at our support doc on Reports.


Users & Access Permissions

Again, starting with the side navigation we locate to users. This will display all users connected to the account. This will only display if you are Account Admin. From here you can edit the users' details, password, Accesses, Permissions, the Teams they are in and access to any accounts they are assigned to (if you have multiple accounts). 

Selecting users will display a menu with all users connected to your account already. You may be the first user so you will be the first to appear.

This will be where you add new users to the account, for more information on adding users, see our Adding User Doc. This will also be where you can arrange the individual permission of each user and allocate them to specific Teams. Adding a user to a team will send an invite, to understand Teams and what they can do for you, take a look more in-depth at our Teams doc. For more information on permissions of each user and what it entitles them to do, take a look at our doc on Permissions.


Basic Branding of your Account

Now you have reached a stage where you know where your Folders are, your Forms are and where your Users are, you may want to brand your account. Launchcloud allows you to brand your account to make it as bespoke as possible to your business. You can brand the logo shown as the Web app icon to the emails that are sent once forms are completed. To understand how to do this look into Form Themes, Email Themes and Account Branding where it will be explained a lot more in-depth.

For a basic understanding, we again start with the main side navigation but this time locate to Settings at the bottom. this will take you to your settings page where all account information is held, scroll down until you get to the section Account Branding and here is where you complete your branded account. It details clearly what each element is for but make sure you ahve the colours correct or colour codes before you begin.

 


These are only some of the basics that we feel will get you started with your Launchcloud account and make it feel more personal to you. If at any time you need more advice we can always be contacted via Online chat on our webpage or via the Launchcloud App. We also have a number of documents on each feature we offer and how it all works, these can be found on our Support page along with Support videos too.

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