Branch University Shortcuts

Watch, learn, done.

Creating links

Shortcut	Full course
How to create an App Short Link and QR code	How to create an App Short Link & QR code
How to create a Web Short Link and QR code	How to create a Web Short Link & QR code
How to customize a QR code	How to Customize a QR code
How to customize the social media link preview	How to Customize the Social Media Link Preview
How to use Ivy to create a Short Link (PDF)	Meet Ivy - Campaign Creation

Tip
Unlock the full potential of Short Links and QR codes with Tap, Scan, Engage: Short Links 101—everything you need to create, test, troubleshoot, and track performance.

Using Analysis

Shortcuts are grouped by area: dashboards, report widgets, Explore, and Ivy. Rows within each table are ordered so shortcuts from the same course sit together.

Dashboards

Shortcut	Full course
How to create a new dashboard	How to Tailor Your Dashboard
How to copy a dashboard	How to Tailor Your Dashboard
How to add a note to a dashboard	How to Tailor Your Dashboard
How to add a filter to a dashboard	How to Tailor Your Dashboard
How to save a filtered view of a dashboard	How to Tailor Your Dashboard
How to resize and organize report widgets	How to Tailor Your Dashboard
How to filter a dashboard	How are Channels Performing?
How to share a dashboard	Broadcasting Insights
How to present a dashboard	Broadcasting Insights
How to download a dashboard as a PDF	Broadcasting Insights
How to track your Short Links	Tracking Your Short Links

Report widgets

Shortcut	Full course
How to create a new report widget	How to Tailor Your Report Widget: Starting from Scratch
How to build a report from scratch	How to Tailor Your Report Widget: Starting from Scratch
How to edit a report	How to Tailor Your Reports: Edit vs. Explore
How to customize a report widget visualization	How to Tailor Your Report Widget: Customizing Visualizations
How to pin a report to a dashboard	How to Pin Report Widgets to a Dashboard
How to present a report widget	Broadcasting Insights
How to download a report widget	Broadcasting Insights

Exploring report widgets

Shortcut	Full course
How to filter in a Report Widget Explore	How to Explore Your Report Widget
How to add in a Report Widget Explore	How to Explore Your Report Widget
How to replace in a Report Widget Explore	How to Explore Your Report Widget
How to compare in a Report Widget Explore	How to Explore Your Report Widget

Let Ivy help

Shortcut	Full course
How to use Ivy for analysis (PDF)	Ask Ivy for Smarter Decisions
How to use Ivy to create a Short Link (PDF)	Meet Ivy - Campaign Creation

Tip
Turn data into action with Analysis to Insights with Ivy—master performance, attribution, and tracking, then turn insights into stories that drive smarter decisions.