# How to use the Lytics UI ### About this export | Field | Value | | --- | --- | | **content_type** | lesson | | **platform** | contentstack-academy | | **source_url** | https://www.contentstack.com/academy/courses/lytics-essentials/how-to-use-the-lytics-ui | | **course_slug** | lytics-essentials | | **lesson_slug** | how-to-use-the-lytics-ui | | **markdown_file_url** | /academy/md/courses/lytics-essentials/how-to-use-the-lytics-ui.md | | **generated_at** | 2026-04-28T06:55:47.624Z | > Part of **[Lytics Essentials](https://www.contentstack.com/academy/courses/lytics-essentials)** on Contentstack Academy. **Academy MD v3** — structured for retrieval; no quiz or assessment keys. #### Video details #### At a glance - **Title:** How To Use The Lytics UI - **Duration:** 5m 10s - **Media link:** https://cdn.jwplayer.com/previews/oQp2PgGy - **Publish date (unix):** 1750938195 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113628 kbps - video/mp4 · 180p · 180p · 144940 kbps - video/mp4 · 270p · 270p · 163592 kbps - video/mp4 · 360p · 362p · 184004 kbps - video/mp4 · 406p · 406p · 196537 kbps - video/mp4 · 540p · 542p · 229526 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/oQp2PgGy-120.vtt` #### Transcript Welcome to Lytx training video, how to use the Lytx user interface. When you first log in, first thing you'll see is the dashboard. The dashboard shows you how many users exist in the account. Users means all profiles, including both anonymous and known. Total users can fluctuate depending on the data flowing into the account. Here's an overview of the tabs at the top. Goals are comprised of stages and experiences that drive customers towards a specific business outcome. For example, a goal can be to convert an unknown visitor to a customer. The UI view of a goal allows you to manage stages and experiences all from one central canvas. This is a more advanced use case which builds on the fundamentals of audience building and experience creation. The experiences tab opens a list of Lytx hosted experiences such as a modal, also known as an interstitial, or even a Facebook campaign that is triggered from Lytx. The audiences tab is where you will likely spend most of your time. This section houses all audience segments that have been created. It also allows you to create new audiences based on your data. The following training module focuses completely on audience building. Moving along, the content tab enables you to view your content classification activity. You can also curate your topics and create collections of the most prominent topics from your site. You can also create audience rules based on the topics that appear there. You can do that by going to the audience builder and selecting content affinity. Moving along to the data tab, the data tab shows you all of the integrations and data streams that are connected to your Lytx account. Jobs shows a summary of existing workflows called jobs in Lytx. You can also click on create a new job to see all of the third-party tools that are easy to connect. I'm going to close that. Back to authorizations. This tab displays a list of existing authorizations for jobs that have been set up by your Lytx admins. Data streams shows the raw data that is being sent to Lytx. This is inclusive of all data that is being sent to Lytx, including recurring and one-time imports, as well as the data that comes in through the Lytx JavaScript tag. User fields hosts all the map data from data streams. This data is important because these are the custom rules you will use to create audiences. Queries shows the query language that is used to surface the raw data into usable user fields. This section of the UI is view-only. Its purpose is to show how the raw data is being transformed into actionable data under audiences. Schema audit is also used to provide transparency into how the data is transformed into actionable data for audience building. Personalize is similar to experiences, but this tab is actually going to go away. Keep in mind, this is going to be deprecated soon. It's a legacy function that will eventually completely merge with experiences. Laboratory is where you can view and create lookalike models using data science. There will be another module about this topic specifically, but wanted you to know that that's what laboratory is for. In the upper right, you can see the name of the account instance that you are currently viewing. In this case, one demo, product primary demo. If you have access to other additional accounts, you can find them here under the drop-down. You can also update your account settings under manage account here. This is the under the hood back-end of controlling your accounts if you have admin access. A quick note on the help button, it's a great way to ask for help if you see something unexpected in the UI or if you have a question. After submitting a help request, you'll receive an e-mail and continued e-mail updates with the status of your request. Thanks for listening. The next session will cover how to create audiences. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:02.800 Welcome to Lytx training video, 2 00:00:02.800 --> 00:00:06.000 how to use the Lytx user interface. 3 00:00:06.000 --> 00:00:08.080 When you first log in, 4 00:00:08.080 --> 00:00:10.480 first thing you'll see is the dashboard. 5 00:00:10.480 --> 00:00:12.000 The dashboard shows you how 6 00:00:12.000 --> 00:00:14.160 many users exist in the account. 7 00:00:14.160 --> 00:00:16.640 Users means all profiles, 8 00:00:16.640 --> 00:00:19.200 including both anonymous and known. 9 00:00:19.200 --> 00:00:21.800 Total users can fluctuate 10 00:00:21.800 --> 00:00:25.360 depending on the data flowing into the account. 11 00:00:25.360 --> 00:00:29.600 Here's an overview of the tabs at the top. 12 00:00:29.720 --> 00:00:33.960 Goals are comprised of stages and experiences that 13 00:00:33.960 --> 00:00:37.920 drive customers towards a specific business outcome. 14 00:00:37.920 --> 00:00:41.160 For example, a goal can be 15 00:00:41.160 --> 00:00:44.680 to convert an unknown visitor to a customer. 16 00:00:44.680 --> 00:00:48.600 The UI view of a goal allows you to manage 17 00:00:48.600 --> 00:00:53.680 stages and experiences all from one central canvas. 18 00:00:53.680 --> 00:00:56.920 This is a more advanced use case which builds on 19 00:00:56.920 --> 00:00:58.360 the fundamentals of audience 20 00:00:58.360 --> 00:01:01.280 building and experience creation. 21 00:01:01.440 --> 00:01:05.200 The experiences tab opens a list of 22 00:01:05.200 --> 00:01:09.040 Lytx hosted experiences such as a modal, 23 00:01:09.040 --> 00:01:11.080 also known as an interstitial, 24 00:01:11.080 --> 00:01:15.520 or even a Facebook campaign that is triggered from Lytx. 25 00:01:15.640 --> 00:01:18.600 The audiences tab is where 26 00:01:18.600 --> 00:01:20.880 you will likely spend most of your time. 27 00:01:20.880 --> 00:01:22.680 This section houses 28 00:01:22.680 --> 00:01:25.680 all audience segments that have been created. 29 00:01:25.680 --> 00:01:27.680 It also allows you to create 30 00:01:27.680 --> 00:01:31.280 new audiences based on your data. 31 00:01:31.280 --> 00:01:34.080 The following training module focuses 32 00:01:34.080 --> 00:01:37.040 completely on audience building. 33 00:01:37.040 --> 00:01:40.680 Moving along, the content tab enables you 34 00:01:40.680 --> 00:01:44.040 to view your content classification activity. 35 00:01:44.040 --> 00:01:47.680 You can also curate your topics and 36 00:01:47.680 --> 00:01:49.120 create collections of the most 37 00:01:49.120 --> 00:01:51.480 prominent topics from your site. 38 00:01:51.480 --> 00:01:54.320 You can also create 39 00:01:54.320 --> 00:01:58.800 audience rules based on the topics that appear there. 40 00:01:58.800 --> 00:02:00.720 You can do that by going to 41 00:02:00.720 --> 00:02:05.640 the audience builder and selecting content affinity. 42 00:02:07.040 --> 00:02:11.640 Moving along to the data tab, 43 00:02:11.640 --> 00:02:14.320 the data tab shows you all of 44 00:02:14.320 --> 00:02:15.960 the integrations and data streams that 45 00:02:15.960 --> 00:02:18.080 are connected to your Lytx account. 46 00:02:18.080 --> 00:02:20.640 Jobs shows a summary of 47 00:02:20.640 --> 00:02:23.840 existing workflows called jobs in Lytx. 48 00:02:23.840 --> 00:02:27.720 You can also click on create a new job to see 49 00:02:27.720 --> 00:02:32.320 all of the third-party tools that are easy to connect. 50 00:02:33.880 --> 00:02:39.680 I'm going to close that. Back to authorizations. 51 00:02:39.680 --> 00:02:41.600 This tab displays a list of 52 00:02:41.600 --> 00:02:44.240 existing authorizations for jobs that 53 00:02:44.240 --> 00:02:48.040 have been set up by your Lytx admins. 54 00:02:48.080 --> 00:02:53.560 Data streams shows the raw data that is being sent to Lytx. 55 00:02:53.560 --> 00:02:57.440 This is inclusive of all data that is being sent to Lytx, 56 00:02:57.440 --> 00:03:00.520 including recurring and one-time imports, 57 00:03:00.520 --> 00:03:02.520 as well as the data that comes 58 00:03:02.520 --> 00:03:05.400 in through the Lytx JavaScript tag. 59 00:03:05.400 --> 00:03:11.080 User fields hosts all the map data from data streams. 60 00:03:11.080 --> 00:03:13.760 This data is important because these are 61 00:03:13.760 --> 00:03:18.000 the custom rules you will use to create audiences. 62 00:03:18.000 --> 00:03:21.400 Queries shows the query language that is used to 63 00:03:21.400 --> 00:03:25.640 surface the raw data into usable user fields. 64 00:03:25.640 --> 00:03:28.240 This section of the UI is view-only. 65 00:03:28.240 --> 00:03:31.640 Its purpose is to show how the raw data is being 66 00:03:31.640 --> 00:03:36.200 transformed into actionable data under audiences. 67 00:03:36.200 --> 00:03:41.400 Schema audit is also used to provide transparency into 68 00:03:41.400 --> 00:03:43.720 how the data is transformed 69 00:03:43.720 --> 00:03:47.640 into actionable data for audience building. 70 00:03:47.800 --> 00:03:52.080 Personalize is similar to experiences, 71 00:03:52.080 --> 00:03:55.120 but this tab is actually going to go away. 72 00:03:55.120 --> 00:03:59.240 Keep in mind, this is going to be deprecated soon. 73 00:03:59.240 --> 00:04:01.320 It's a legacy function that will 74 00:04:01.320 --> 00:04:04.680 eventually completely merge with experiences. 75 00:04:04.680 --> 00:04:07.480 Laboratory is where you can view and 76 00:04:07.480 --> 00:04:10.120 create lookalike models using data science. 77 00:04:10.120 --> 00:04:13.720 There will be another module about this topic specifically, 78 00:04:13.760 --> 00:04:17.920 but wanted you to know that that's what laboratory is for. 79 00:04:17.920 --> 00:04:19.760 In the upper right, 80 00:04:19.760 --> 00:04:21.160 you can see the name of 81 00:04:21.160 --> 00:04:23.640 the account instance that you are currently viewing. 82 00:04:23.640 --> 00:04:27.840 In this case, one demo, product primary demo. 83 00:04:27.840 --> 00:04:30.840 If you have access to other additional accounts, 84 00:04:30.840 --> 00:04:33.800 you can find them here under the drop-down. 85 00:04:33.800 --> 00:04:36.640 You can also update your account 86 00:04:36.640 --> 00:04:39.880 settings under manage account here. 87 00:04:39.880 --> 00:04:42.840 This is the under the hood back-end of 88 00:04:42.840 --> 00:04:47.360 controlling your accounts if you have admin access. 89 00:04:47.360 --> 00:04:49.680 A quick note on the help button, 90 00:04:49.680 --> 00:04:52.520 it's a great way to ask for help if you see 91 00:04:52.520 --> 00:04:55.680 something unexpected in the UI or if you have a question. 92 00:04:55.680 --> 00:04:58.160 After submitting a help request, 93 00:04:58.160 --> 00:05:00.880 you'll receive an e-mail and 94 00:05:00.880 --> 00:05:04.240 continued e-mail updates with the status of your request. 95 00:05:04.240 --> 00:05:06.200 Thanks for listening. 96 00:05:06.200 --> 00:05:10.880 The next session will cover how to create audiences. ``` ```transcript [00:00] Welcome to Lytx training video, [00:02] how to use the Lytx user interface. [00:06] When you first log in, [00:08] first thing you'll see is the dashboard. [00:10] The dashboard shows you how [00:12] many users exist in the account. [00:14] Users means all profiles, [00:16] including both anonymous and known. [00:19] Total users can fluctuate [00:21] depending on the data flowing into the account. [00:25] Here's an overview of the tabs at the top. [00:29] Goals are comprised of stages and experiences that [00:33] drive customers towards a specific business outcome. [00:37] For example, a goal can be [00:41] to convert an unknown visitor to a customer. [00:44] The UI view of a goal allows you to manage [00:48] stages and experiences all from one central canvas. [00:53] This is a more advanced use case which builds on [00:56] the fundamentals of audience [00:58] building and experience creation. [01:01] The experiences tab opens a list of [01:05] Lytx hosted experiences such as a modal, [01:09] also known as an interstitial, [01:11] or even a Facebook campaign that is triggered from Lytx. [01:15] The audiences tab is where [01:18] you will likely spend most of your time. [01:20] This section houses [01:22] all audience segments that have been created. [01:25] It also allows you to create [01:27] new audiences based on your data. [01:31] The following training module focuses [01:34] completely on audience building. [01:37] Moving along, the content tab enables you [01:40] to view your content classification activity. [01:44] You can also curate your topics and [01:47] create collections of the most [01:49] prominent topics from your site. [01:51] You can also create [01:54] audience rules based on the topics that appear there. [01:58] You can do that by going to [02:00] the audience builder and selecting content affinity. [02:07] Moving along to the data tab, [02:11] the data tab shows you all of [02:14] the integrations and data streams that [02:15] are connected to your Lytx account. [02:18] Jobs shows a summary of [02:20] existing workflows called jobs in Lytx. [02:23] You can also click on create a new job to see [02:27] all of the third-party tools that are easy to connect. [02:33] I'm going to close that. Back to authorizations. [02:39] This tab displays a list of [02:41] existing authorizations for jobs that [02:44] have been set up by your Lytx admins. [02:48] Data streams shows the raw data that is being sent to Lytx. [02:53] This is inclusive of all data that is being sent to Lytx, [02:57] including recurring and one-time imports, [03:00] as well as the data that comes [03:02] in through the Lytx JavaScript tag. [03:05] User fields hosts all the map data from data streams. [03:11] This data is important because these are ``` #### Lesson text Watch a quick overview of Lytics UI and how to get started using your dashboard. **Note:** On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. This is a great place to start if you are new to using Lytics and need to get oriented with what you'll see when you login to your dashboard. In this video (5 mins), we will cover the following: * How to understand the dashboard * Which areas of the User Interface will be the most useful for you * Where to connect third-party tools for import or export * Where to build audiences * How to submit a support ticket in Lytics Visit [learn.lytics](https://learn.lytics.com/documentation/product/features) for information on all features. #### Key takeaways - Connect **How to use the Lytics UI** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ## Supplement for indexing ### Content summary How to use the Lytics UI. Watch a quick overview of Lytics UI and how to get started using your dashboard. Note: On January 10, 2023, we upgraded our UI with a new, refreshed interface. All of the underlying functionality is the same, but you will notice that things look a little different from this Academy guide. The most notable change is that the navigation menu has moved from the top of the app to the left side. We appreciate your patience as we work on updating our Academy. This is a great place to start if you are new to using Lytics and need to get oriented with what you'll see when you login to your dashboard. In this video (5 mins), we will cover the following: How to understand the dashboard Which areas of ### Retrieval tags - How - use - the - Lytics - lytics-essentials - lesson 02 - How to use the Lytics UI - lytics-essentials lesson ### Indexing notes Index this lesson as a primary chunk tagged with lesson_id "02" and topics: [How, use, the, Lytics]. Parent course slug: lytics-essentials. Use asset_references URLs as thumbnail hints in search results when present. Never surface LMS quiz content or assessment answers from this file. ### Asset references | Label | URL | | --- | --- | | Video thumbnail: How to use the Lytics UI | `https://cdn.jwplayer.com/v2/media/oQp2PgGy/poster.jpg?width=720` | ### External links | Label | URL | | --- | --- | | Contentstack Academy home | `https://www.contentstack.com/academy/` | | Training instance setup | `https://www.contentstack.com/academy/training-instance` | | Academy playground (GitHub) | `https://github.com/contentstack/contentstack-academy-playground` | | Contentstack documentation | `https://www.contentstack.com/docs/` | | learn.lytics | `https://learn.lytics.com/documentation/product/features` |