Klipfolio is a cloud-based web application that allows their users to integrate data from various sources such as Klipfolio, Zoho, Instagram, Zendesk, Twitter Ads, Google Analytics, and more. The metrics from these data sources can be used to create custom dashboard visualizations that enable individuals and companies to make well-informed, data-driven decisions.
Learn how to display dashboards from your Klipfolio account on a digital sign with Screenly. Follow our step-by-step instructions below.
Configure Klipfolio with Screenly
To show a Klipfolio dashboard on a digital sign, you will first need to generate a public share link for your dashboard. To do so, first log in to your Klipfolio account.
From the left-hand menu, click on “Dashboards”. Then, from the list of dashboards in your Klipfolio account, click on the dashboard you would like to display on your digital sign.
Click on the “Open dashboard” button at the top-right corner of the dashboard page.
After opening the dashboard, from the left-hand menu, click on the three dots beside the dashboard you want to display to open the dashboard sub-menu.
From the dashboard sub-menu, click on “Share” to open another sub-menu.
From the sub-menu, click on “Publish link to dashboard…”
Next, modify the “Public Link to Dashboard” settings. Under visibility settings, tick the radio-button for “Anyone with the link”. Then, click on “Publish Now” at the bottom right of the pop-up modal.
Klipfolio will then generate a public URL for the dashboard. Click on “Copy Link” at the right-hand side of the modal. Save this link, as you will use it to add the dashboard as content to your Screenly account.
Setting up your digital sign
Now that you have your public URL, the next step is setting up your digital sign. To set up your digital sign, first purchase a digital signage player. A digital signage player is a small physical device that renders content to your TV or monitor - Screenly offers the Screenly Player and Screenly Player Max. You can then pair your digital signage player and associated screen to your online Screenly account.
The next step for showing your Klipfolio dashboard on a digital sign is adding the public URL for your dashboard to your online Screenly account. To do so, follow the steps below.
Log in to your Screenly account here. If you do not have a Screenly account, register for a 14-day free trial.
After logging in to your Screenly account, click on the “New” button on the top right of your screen. Then, click on the “Content” tab in the dropdown menu.
Next, click the URL tab in the popup modal and paste the public URL into the “Enter URL link” input field. Be sure to click “Finish” on the bottom right after you successfully add the URL.
With the above steps completed, you can now add this asset to a playlist. To add your content to a playlist, click the “Playlist” tab from the left-hand menu. If you wish to add a new playlist, click the “+ New Playlist” button on the top right of the new screen that loads. To edit the new playlist or a previously existing playlist, click on the name of the playlist you wish to edit from the list of playlists.
Within the playlist, click the “+” icon in the Content section. From there, you will see a popup that will allow you to add the Klipfolio dashboard to the playlist from your content collection.
In the new “Add Content to Playlist” popup, find your Klipfolio chart content and click the “+” button next to the file. Then, click the “Done” button below.
You will then see your Klipfolio chart in the playlist’s content section. Next to the chart content listing, change the listing’s duration to the amount of time you want the chart to display on your screen. Be sure to click “Save” on the bottom right.
To assign the playlist containing the Klipfolio chart content to a screen, click on the “Plays On” input field in the “Edit Playlist” section.
A dropdown menu will appear containing all your screens and group labels. Select the screen(s) or group(s) of screens you would like the playlist to show on. Make sure to click “Save” at the bottom of the dropdown after selecting the screen(s) or group(s) of screens you want.
Once you assign the playlist containing the Klipfolio dashboard content to your screen(s) or group(s) of screens, your digital signage dashboard will display on your TV or monitor in just minutes.
Show your Klipfolio dashboards on a digital sign
Displaying Klipfolio dashboards on a digital sign can help keep teams motivated and focused on company goals. When everyone can see key metrics and performance data, everyone can act on that information, too.
To see if Screenly works for your organization, sign up for a 14-day free trial. If you have any questions about how Screenly may meet your needs, reach out to Screenly Support at any time.
