Quick Start

This guide walks you through the essentials: creating a workspace, connecting data, building a dashboard, and sharing it with your team.

1. Create a workspace

When you sign up, Momently walks you through a welcome wizard. Your first step is creating a workspace — this is your organization’s home in Momently. Give it a name (typically your company or publication name) and you’re in.

Tip

Each workspace is a self-contained environment with its own sources, campaigns, dashboards, and team members. You can create multiple workspaces if you manage several brands.

2. Connect your first data source

Head to Settings > Sources and click Add Source. For this guide, we’ll connect Google Analytics 4:

1. Select Google Analytics 4 from the source list
2. Sign in with your Google account and grant access
3. Choose the GA4 property you want to connect
4. Configure basic settings (hostname filtering, event mapping)

Momently will begin syncing your data immediately. Most sources populate within a few minutes.

Note

You can connect multiple sources at any time. Momently supports analytics, social, advertising, email, and content platforms — see the full list in Integrations.

3. Create a dashboard

Navigate to Explore in the left sidebar. Click New Dashboard and give it a name. You’ll land on an empty dashboard canvas ready for content.

Dashboards are flexible grid layouts where you arrange analytics cards, text blocks, and images. They auto-save as you make changes.

4. Add your first card

Click the Add button in the dashboard toolbar and select Data Card. This opens the card editor where you configure what data to display:

1. Pick metrics — Choose what to measure. Start with something like Pageviews and Sessions from your GA4 source
2. Pick dimensions — Choose how to break down the data. Date is added by default; try adding Page Title or Country
3. Choose display modes — Toggle on the views you want:
   • Scoreboard for headline KPI numbers
   • Chart for line, bar, or area visualizations
   • List for a sortable data table
   • Creative for image galleries (when content data is available)
4. Click Save and your card appears on the dashboard

Tip

Use the card editor’s AI chat to describe what you want in plain language — for example, “show me top 10 pages by pageviews this month” — and Momently will configure the card for you.

5. Share with your team

You have several ways to share:

• Add team members — Go to Settings > Access and invite colleagues by email. Assign roles: owner, admin, editor, or viewer
• Share a dashboard link — Click the Share button on any dashboard to generate a public link
• Schedule digests — Set up automated email reports on a daily, weekly, monthly, or quarterly schedule

What’s next

Now that you have the basics down:

• Key Concepts — Understand workspaces, campaigns, cards, metrics, and dimensions in depth
• Integrations — Connect additional data sources
• Create a campaign — Go to Campaigns to group media items, set goals, and generate client-ready reports