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Introduction to PathFactory Homepage Analytics 

The PathFactory Homepage now offers comprehensive analytics dashboards and filterable views that marketers can use to gain deeper insights into their audiences’ behaviors and content engagement patterns. These new features enable you to evaluate the performance of your content assets and experiences based on various attributes, such as campaign, industry, and form conversion rates. This article provides an overview of the new analytics views available on the PathFactory Homepage, designed to enhance your marketing planning and execution.


PathFactory Homepage Navigation

Along the top of the PathFactory Home Page you will notice tabs labeled Campaigns, Content Engagement, Revenue Intelligence and KPIs, as highlighted in the screen capture below. Each of these tabs provides specific insights and metrics to help you understand and optimize your marketing efforts.

Homepage Analytics tabs
Homepage Analytics tabs

Campaigns Tab Overview

The Campaigns tab displays engagement metrics through the lens of campaign activity and performance. This tab will help you understand  how campaigns are performing and how visitors are interacting with the content experiences tied to specific programs or campaigns.

At the top of the Campaign Engagement section on the page, You’ll notice a trendline dashboard with a dropdown menu that allows you to drill down into filtered views of your data based on key parameters like engagement time, new accounts, and unknown visitors. 

Comparison Metric options
Comparison Metric options

Note that if you click on any trend line in this dashboard, as well as others in Home Page Analytics, they become interactive. For example, have a look at the screen capture below where a specific trend line data point has been clicked on. Data details appear in a hover window.

Campaign Data Details
Campaign Data Details



Scroll down further past the Campaign Engagement chart and you’ll notice a section with insights on campaign form conversion rates and top experiences driving conversions. You’ll also notice three tabs you can toggle between to see different views of your data based on the Campaign, Medium and Source UTM parameters in the URLs of your activated experiences.


Below that, you can access detailed table views of your dashboard data that you can sort, export, or create conditional alerts for deeper analysis and insights. 

Campaign Conversions and Top Experiences
Campaign Conversions and Top Experiences

Below that you can access detailed table views of your dashboard data that you can sort, export, or create conditional alerts for deeper analysis and insights. 

Dashboard Data in a Table View

Content Tab Overview

The Content tab displays performance metrics for assets within your Content Library. This tab allows you to identify which content is driving the most engagement based on filterable and sortable parameters. 

Content Performance tab
Content Performance tab

You can also use the Comparison Metrics dropdown menu to sort the data on this screen based on key criteria like unknown visitors, as shown in the screenshot below.

Campaign Comparison Metric
Campaign Comparison Metric



Scroll down further and you’ll find data tables in this view as well for more granular analysis.

Detailed Content Performance Metrics 1
Detailed Content Performance Metrics

Engagement Tab

The Engagement tab helps you analyze and understand asset and experience performance based on account cohorts grouped in charts based on engagement ranking. You’ll also see options to view data by industry and account specific views. 

Engagement tab
Engagement tab

KPIs Tab

The Key Performance Indicators (KPIs) tab provides additional content engagement metrics that can help marketers understand and improve the performance of campaigns and content.

KPIs tab 2
KPIs tab

Scroll down further to see additional engagement metrics:

  • Engaged sessions
  • Total sessions
  • Total session duration
  • Engagement rate
  • Average session duration trend line view
  • Content views chart broken down by known/unknown engagement
KPIs tab

At the bottom of this screen, you’ll also find form capture metrics and charts showing top performing content and topics based on engagement time thresholds.

KPI tab Engagment and Content
KPI tab Engagement and Content

How to Export Data From PathFactory Homepage Analytics Dashboards   

You can export analytics data reports in the following ways:

  • Email– export data reports and send them to an unlimited number of email recipients, ensuring that your team members or stakeholders receive the information directly in their inboxes.
  • Download the data as a file – save data reports directly to your computer in various formats, such as CSV or PDF and more, for easy access, offline analysis, and sharing.
  • Send to cloud storage – configure the export to send data reports to cloud storage services like Google Drive or AWS S3, ensuring that your data is securely stored and accessible from anywhere.
  • Send via Webhook – configure webhooks to automatically send data reports to specific URLs or endpoints in real-time. This allows seamless integration with other systems like CRM platforms or other marketing tools, ensuring immediate data transfer and enabling real-time processing and automated workflows.

To find out details on export destination options, read the Export Options section later in this article.

Exporting Data 

To export data from any of the Analytics tabs, follow these steps. 

  1. Choose an Analytics tab (Campaigns, Content, Engagement or KPIs).
  2. Select a table view or graph that contains the data you want to export.
  3. Hover your mouse near a graph or chart to see the three dots that link to a popup menu. Click on the three dots to reveal the Options menu.
Options menu access

  1. The Options menu appears as shown in the screen capture below with four dropdown options available: Sort, Alert When, Export and Refresh Data. Each menu is described in turn below.
Options popup menu
Options popup menu

Sort

Use this menu to sort the data from a given analytic. Options will vary, depending on the type of data you are sorting. Some typical sorting options are listed below with brief descriptions.

  • Campaign Name – organize the data based on the names of the campaigns.
  • Value – sort the data based on a specific value metric.
  • Value by Experience Name – arrange the data by values associated with specific experience names.
  • Custom Sort – customize the sorting criteria to display the data by different engagement levels such as Super Engaged, Passively Engaged, Actively Engaged, or Trending Contents.

Alert when… 

Use this menu to set up alerts and timed exports based on specific conditions.

Alert When menu

Conditions

Use the options in this part of the menu to add rules to the dataset being collected, allowing you to view the data according to your preferences. Conditions are rules you can apply to the dataset being collected. These rules allow you to filter and customize the data according to your specific preferences and needs.

Note: If you don’t need to add Conditions, you can hide the Conditions part of the menu by selecting the toggle on the top right of the popup menu as highlighted below.

Schedule Reports menu

Attachments

Attachments allow you to tailor the content of your reports to highlight the most pertinent data.

Attachments refer to the specific datasets you choose to include in your report. Follow the steps below to add Attachments to a report.

  1. In the example we’re using in the screenshot above, we have the option to select from a dropdown list to indicate what dataset to include. Options include:
  • Top 5 Campaigns with the Highest Engaged Sessions
  • Conversion Rate of Campaigns via Form Fills
  • Value by Experience Name and Experience_Name
  • Create a New Pivot Table
  1. Select the file format (CSV, Excel, PDF, or PNG). If you select PDF, you may also specify a Portrait or Landscape layout.
  2. When you are finished adding your report settings, click Create to save them. To exit without saving, click Cancel

Frequency

  • Daily, Weekly, Monthly, or Custom – choose how often you want the reports to be generated.
  • Once a Day or Multiple Times a Day – specify the number of times you want to generate the report.
  • Time of Day – set the specific time for generating the report.
  • Timezone – select your current timezone so that the report is sent out at the local time of the recipient. For example, if you set delivery for noon in your timezone, the report will be delivered at noon in the recipient’s timezone.

More Options

Run Queries as Recipient – activate this checkbox to run queries based on the permissions and data access of the recipient, ensuring that sensitive or extraneous information is not shared.

Customize Control Values – add one of two controls—hp_camp or Comparison Metric—by activating this checkbox. If you select the Comparison Metric option for a control value, you can then select a visitor type from its dropdown list (New Visitors, Engagement Time, Avg Session Duration, and more).

Example Scenarios for Adding Attachments

Imagine you’re preparing for a quarterly marketing review meeting. You want to present the top-performing campaigns and their effectiveness in generating leads. By using the Attachments feature:

  1. You first select Top 5 Campaigns with the Highest Engaged Sessions to highlight which campaigns had the most visitor interaction.
  2. Next, you add Conversion Rate of Campaigns via Form Fills to show how these campaigns contributed to lead generation.
  3. You decide to export the report as a PDF in Landscape format to ensure it looks professional and is easy to read during the presentation.
  4. Finally, you click Create to save your report settings, ensuring you have a comprehensive, customized report ready for the meeting.

Export

Use this menu to export the data for the given metric to a file. Options include CSV, Excel, JSON, PNG, and PDF. If you choose the PDF option, you are prompted to choose the layout, either Portrait or Landscape, to customize how the data will appear in the exported document.

Export to File

On this menu, save the dataset to your computer in the file format of your choosing. 

Export to File Attachment Options
Export to File Attachment Options
  1. Choose the type of data to include in the export by selecting an option in the Attachments menu. Options include:
  • Top 5 Campaigns with the Highest Engaged Sessions
  • Conversion Rate of Campaigns via Form Fills
  • Value by Experience Name and Experience_Name
  • Create a New Pivot Table
  1. After selecting the attachment, choose the file format for the export from the dropdown list provided. Options include:
  • CSV
  • Excel
  • JSON
  • PNG
  • PDF

Note: When choosing the PDF option, you can further customize the document by selecting the layout, either Portrait or Landscape, to tailor the appearance of the exported report.

  1. To apply the current control values for the dataset, activate the checkbox as highlighted in the screen capture below.  
Option to apply current control values

Export – Scheduled Reports

Use this menu to set up regular exports of your data, ensuring you receive updates automatically at specified intervals. This allows for consistent monitoring and analysis of your performance metrics without manual effort.

Schedule Exports menu

Export Options

Export via Email – choose the export format for the report from the displayed icons. Options include email, webhook, and cloud storage.

Export via Webhook  – enter information in the following provided fields.

  • Endpoint – enter the endpoint URL where the data should be sent.
  • Attachment Type – select an attachment type from the available options: Known Visitors, Unknown Visitors, Value: by Internal Title.
  • Format – choose the format for the export (CSV, Excel, JSON, PDF, or PNG).
  • Frequency – set how often the export should occur (Daily, Weekly, Monthly, or Custom).
  • Customize Control Values – decide whether to include additional controls in your report. If you activate this checkbox, a dropdown menu will appear, allowing you to select a control from two options:
    • hp_camp: This control helps to filter and sort data based on high-performing campaigns.
    • Comparison-Metric: This control allows you to compare different metrics such as visitor types (e.g., New Visitors, Engagement Time, Avg Session Duration).

Export to Cloud Storage – Enter the following information in the fields provided. 

  • Storage Integration – provide the necessary details to connect with your cloud storage service (e.g., AWS S3, Google Cloud Storage). This may include authentication credentials or access keys.
  • Element – specify the type of data to export (Top 5 Campaigns with the Highest Engagement, Conversion Rate of Campaigns via Form Fills, Value by Experience Name, or create a new Campaign Pivot Table).
  • Format – choose the format of the data (CSV or gzipped).
  • Frequency – set the frequency of the report (Daily, Weekly, Monthly, or Custom). Specify whether it should be Once a Day or Multiple Times a Day, and set the time of day for the export.
  • Timezone – select your current timezone to ensure the report is sent at the same local time in the recipient’s timezone.

Refresh Data

Use this menu option to refresh the given dataset, not the whole page. This will ensure you are viewing the most up-to-date information without needing to reload the entire report page.

Last  Steps 

When you are finished setting up the export, to proceed click Create, or else click Cancel to exit without saving. 

Updated on June 13, 2024

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