Octoboard products, pricing, invoices

Knowledge Base

MARKETING ANALYTICS: GETTING STARTED

Octoboard products, pricing, invoices

Octoboard offers three products. They can all be purchased independently of each other.

Octoboard for Business - used by small, medium and large businesses to display data on online dashboards to share business performance metrics internally, motivate teams and achieve company goals. Designed for a single business that may have multiple teams or departments, Octoboard for Business includes a set of features that facilitate sharing data with internal teams and clients.

Octoboard for Business product is charged based on the number of connections that you create. Visit Octoboard for Business pricing page to view available plans. Octoboard for Business product offers real-time widgets and data integrations.

If you are a marketing agency providing service to multiple clients and would like to offer white labelled access to the Octoboard platform for your end customers, you will need to select the Marketing Analytics for Agencies.

Marketing Analytics for Agencies - used by marketing agencies to save time and win new clients by creating online portals, generating and automatically distribute SEO, PPC and other client marketing reports, running SEO Audits, keyword analytics and capturing B2B leads.

Marketing Analytics for Agencies is charged based on the number of marketing agency clients. Visit Octoboard for Agencies pricing page to view available plans. When purchasing this product, you can specify how many clients you would like to serve. Start from 5 clients. You can increase this number at any time.

The PPC Data Analytics is an advanced Octoboard module that combines data from paid advertising accounts, Google Analytics properties and our own web analytics data feeds. It allows Octoboard clients to combine, normalize and transform data as well as build new metrics and dimensions across connected PPC platforms.

These are some of the PPC Data Analytics features:

The E-commerce Data Analytics - used by online store owners. It allows Octoboard clients to receive real-time data and events from e-commerce systems, create advanced customer and product segmentation and build email marketing campaigns to reach online store clients.

Part of this module are email marketing features. Our clients use them to send email campaigns and create email automations for better client engagement, onboarding and upsell opportunities.

The E-commerce Analytics module is charged based on the number of orders (invoices) paid monthly in all connected stores and on the total number of emails sent per month. For more details, please the following links on E-commerce Analytics configuration and E-commerce Analytics pricing.

These are some of the E-commerce Analytics features:

Google Sheets data export is part of the PPC Data Analytics module. The Google Sheets add-on allows our clients to send cloud data from Web Analytics, Paid Advertising and other platforms directly to Google Sheets documents.

For more details on how to use and configure the Google Sheets add-on please read this tutorial.

Additional keywords and SEO Audits can be purchased by upgrading your Web Analytics product.

Web Analytics traffic generated by OCTO.JS script is limited by the number of events that your subscription supports. If the number of events breach the subscription limit, some of the events will be ignored by the system. If that happens, all dashboards that use live website traffic data will start displaying notification messages at the top of the screen.

Web Analytics traffic events are used by both Web Analytics and PPC Data Analytics products. You can purchase additional Web Analytics traffic and increase web event limits by upgrading either Web Analytics or PPC Data Analytics subscriptions. The maximum event limit purchased in either product will be used. For more details on the event limits in each subscription, please visit our pricing page.

You can purchase a monthly or yearly subscription at any time.

Every product comes with a no-obligation 14-day trial. Yearly subscriptions include a 30% discount.

Yes. If you purchase an annual subscription, you will get a 30% discount!

When you purchase a subscription, our payment engine will start charging your credit card on a recurring basis. The recurring basis means that charges will be made automatically at the beginning of each billing cycle (monthly or yearly). We use Stripe to process payments. It is a global company operating in many countries. We do not accept PayPal payments or wire transfers.

Stripe accepts credit card payments in most world currencies. Our prices are in Euro but you can pay in your local currency. Stripe will convert the Euro price to your local currency on the day of the purchase.

In order to make a payment, you have to add your credit card to your Octoboard profile. The card will be validated and VAT correctly applied.

Octoboard is an EU-based company. Clients outside of European Union will not be charged EU VAT.

We will apply European VAT rates to all purchases made by individual clients located in the EU. European companies should enter their correct business names and valid VAT IDs. We will validate the input and will not charge VAT on business sales in the EU in that case. If your VAT ID verification fails, VAT will be applied and paid to your national tax authority.

Make sure you enter the correct EU VAT ID including country code (ex: DE 999999999 in Germany). Please use https://ec.europa.eu/taxation_customs/vies/ to check if your VAT ID is valid.

VAT charges (charged or zero-rated) are indicated in Octoboard VAT invoices. Every generated invoice will be stored in our system. Visit LEFT MENU > SETTINGS > BILLING > PAYMENT HISTORY to locate them.

Every generated invoice will be stored in our system. Go to LEFT MENU > SETTINGS > BILLING > PAYMENT HISTORY to locate and download your EU VAT invoices.

If you want your invoice to contain VAT ID, make sure you enter it when adding your credit card (payment method). For European businesses, our system will validate VAT ID against your company name.

You can cancel your subscription at any time. This can be done by either suspending your current subscription or deleting your Octoboard account.

To suspend your subscription, go to LEFT PANEL > SETTINGS > BILLING > SUBSCRIPTION and select the "Cancel" link under your subscription status on the right. A cancelled subscription will not be renewed unless you make it active again.

If you would like to delete your Octoboard account altogether, go to LEFT PANEL > Settings > Account and click "You can delete account here" link at the bottom. Once you have deleted your account, we will remove all of your configured dashboards, reports and collected data. You may still receive a few emails from us but you can always unsubscribe by using the "Unsubscribe" link available in all emails that you receive Octoboard.

An email or phone request to cancel your account is not considered cancellation. You should follow the simple procedure above to remove your account and stop recurring charges.

Unfortunately, we can not delete client accounts on request. When you create an account, you always nominate an administrator.

By logging into our platform and following the steps above, you can delete accounts that you manage. As you go through the process, our platform will verify that you are authorised to delete data that you have collected for your organisation. Octoboard support members do not have such permissions.

We do not do refunds but may count unused time for future use at our discretion.

Octoboard offers a great set of features and integrations for the lowest prices on the market. We can keep our prices so low because we offer Octoboard as a self-service platform. One-on-one consultations or calls would make our products more expensive. We invest all of our time into building our analytics platform and pass the savings to our clients. This approach guarantees low prices for everybody - now and in the future.

If you have a specific question, Octoboard Knowledge Base should be able to answer it. Enter your query in the search field a the bottom of the Knowledge Base page. Our system should select an appropriate answer based on your query.

You can also contact our support team via our website or by selecting the "SUPPORT" menu item in the application. Our ticket system will register your query and we will reply to you. Make sure you leave your email address and we will definitely respond to your query.