Set Up Your Account

Once you’ve opened an account with us, you will need to create a team and you’ll be able to invite other team members to your team to collaborate with them.

To create a team:

  1. If you are creating an account with us for the first time, you’ll be able to set up a team as part of the onboarding process. If you already have an existing team but want to create a new one, you can do it in your existing team’s page, by clicking on the dropdown next to the current team.

  2. Each team requires a team name, and optionally a description can be added.

To add members to a team:

  1. Members can be added from the new team's homepage. The members section can be found on the left column of the page. In that section, click on “Invite a new member”.

  2. In the popup that appears, enter the relevant email addresses for the members that you’d like to invite to your team. Then click “Invite”.


Add Data

There are 2 main kinds of data that you can upload to epiphany. These are qualitative data and customer data.

To add qualitative data:

  1. Go to the Notes feature, and select “New Note”

  2. This will open into a note editor which you can give a title to, and add content in the main section.

To add customer data:

  1. Go to the Customers feature, and select “New Customer”.

  2. Enter the details in the customer’s form that opens to save them.


Organize Key Learnings

The key way to organise learnings in epiphany is by creating highlights which can then be tagged and categorised.

To create a new highlight:

  1. Open a note that already has content within it. If not, create a new note and add content to it.

  2. To create a new highlight, click and drag across the relevant text.

  3. A button with a highlighter icon will appear above the highlighted text. Clicking on this will create a highlight.

To tag a highlight:

  1. Once you’ve created a highlight, the highlights detail panel will appear.

  2. Clicking on the plus sign next to the Tags section will trigger the ability to add a tag/ tags to a highlight.

  3. Tags can be selected from an existing list or a new one can be created.

To categorise tags:

  1. Tags can be moved into categories in the Tags feature. When tags are first created, they are sorted under the Uncategorised column.

  2. Create a new Category by clicking on “New Category”. You will then be able to give the category a name and an optional description.

  3. Once the category is created, drag and drop the tag you want to classify into the newly created category.


Analyze Data

Once your data is organized, you can then use the Charts feature to identify patterns and trends arising from the data. Within the charts section, you can view the relationship between highlights and four different epiphany entities, namely, tags, segments, customers, and channels.

To see the highlights on the charts view:

  1. The information can either be viewed in pie or graph format. To toggle between these two views, click on the icons in the top right corner of each chart section.

  2. To see the list of highlights linked to the chart section, click on the relevant slice of the chart. This triggers a sliding right panel where all linked highlights can be found.

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