ÃÛ¶¹ÊÓƵ Analytics Basics and Beyond
In this webinar, Taylor Walker and Vishnu Pillai guide us through the essentials of ÃÛ¶¹ÊÓƵ Analytics, ensuring your company is equipped to maximize the value of the platform, prioritize efficiency, and comfortably orient new users. Taylor will begin with an overview of high level best practices, guidance on how to effectively organize your workspace, and an introduction to ÃÛ¶¹ÊÓƵ Analytics’ built-in learning paths for beginners. Additionally, we explore the Reporting features, including how to navigate the reporting interface, export data, and connect ÃÛ¶¹ÊÓƵ Analytics with 3rd party data visualization tools. Vishnu will conduct a demonstration of a well-optimized ÃÛ¶¹ÊÓƵ Analytics workspace and provide a practical example of the data extraction process.
We’re all here. Fabulous. So hello everyone, and welcome to Data Drip. Today we’re joined by Taylor Walker and Vishnu Pillai. And they are going to be reviewing ÃÛ¶¹ÊÓƵ Analytics basics for getting started. And then more fun beyond just the basics. We do designer webinars to be interactive and we encourage you to ask questions in the questions box throughout the presentation. You type them in there, and we’re going to save about the last ten minutes or so for Q&A. And we’re going to do our best to answer as many of those as we can. So I want to quickly mention a couple of housekeeping items before we get started. We are presenting live in ÃÛ¶¹ÊÓƵ Connect today. So don’t worry. The sessions are being recorded and can be viewed on demand and shared with other members of your team at a later time. So you’re going to get a recording of today’s event in an email from us tomorrow afternoon. I’d also like to point out that at the top of your screen, there’s a black bar with the icon of a hand on it. There you can drop down and find different actions that you can utilize throughout the presentation. So if you like what you see, feel free to like it. Applaud. Laugh. So on because we’re all so funny here. But we would love to see your engagement throughout the event, so definitely encourage you to utilize that new feature. I also want to mention that on the next screen there is a handout available for download. Our presenters put together a bunch of resources for you guys. So be sure to download that and use that as needed. And then as we’re closing out the webinar, we have a couple of survey questions that are going to be at the bottom of your screen. So if you could take just an extra minute to follow those out, we would greatly appreciate it. So with that, I’d like to introduce myself. My name is Alana Cohen, and I’m the senior digital events manager for our Customer Success Strategy team here at ÃÛ¶¹ÊÓƵ. I’ve been with ÃÛ¶¹ÊÓƵ for almost six years now and spent a majority of those years organizing and hosting these events for your customers. And then prior to my time on this team, I spent about two years working with ÃÛ¶¹ÊÓƵ’s Advertising Cloud customers. And before coming to ÃÛ¶¹ÊÓƵ, I spent many years with different advertising and media agencies around New York. But I’m excited to be here now hosting these events for you guys. So if you have any questions or comments about today’s event or any of our customer exclusive events, please that do reach out. And with that, I’d like to hand it off to Taylor to introduce himself. Yeah. Thank you. Hey everyone, I’m Taylor Walker. I am a manager for the business advisory. And my specialty is analytics, which we’re here for today. And I also handle target. So I’ve been working with analytics for almost a decade now. Back when it was omnicare. So it’s been a minute. But most of my career was, with ÃÛ¶¹ÊÓƵ customers. I went from agency life to corporate life. And I’m located in the southeast in North Carolina. Vishnu. Yep. Thank you. Taylor. Hello, everybody. With this site, I am a practice leader at ÃÛ¶¹ÊÓƵ. I focus in the same set of solutions that I just mentioned. Analytics target anything that’s related to the digital experiences in ÃÛ¶¹ÊÓƵ. I’ve been with ÃÛ¶¹ÊÓƵ. Lucky to we have been with ÃÛ¶¹ÊÓƵ for almost a decade now. Really working with the customers or across the globe. So really excited to talk to you about analytics.
Awesome. Thanks, guys. Very happy to have you here. All right. We’re going to jump right in. So I’m going to hand it off to Taylor to kick off the presentation.
Right.
All right thank you Alana. Let me just get my screen sorted here and we’ll be good to go.
All right, everybody. So, I, so this session is going to be mainly focused on working within the platform and then working outside the platform. What that means is working within the user interface of what ÃÛ¶¹ÊÓƵ Analytics has to offer, as well as, hey, I want to bring this to a third party tool, or I want to just pull it out into some Excel sheets or whatever the case might be. How do I get it outside of this tool? And then we’re going to have a demo for you as well as a Q&A session. But with that, let’s get things kicked off. All right. So like I mentioned before, we’re going to start off with, where most users work within the platform. So ÃÛ¶¹ÊÓƵ has done a lot of work over the years to not only make this tool look better, but work better for you within the tool. So that’s where we’re going to start. So when you open up analytics, you have the options to look at workspace components, tools, admin and labs. You can see that at the top. Our focus, for working within the tool today is going to be for workspace. So when workspace is selected you’ll see this column on the left hand side with a few options.
So looking at projects first, you have access to all of your dashboards within projects, but you also have a chance to do some good housekeeping here. So I’m going to go over some of the best practice recommendations for your projects. This is a good time to do this. So starting off with tags. So tags are something that you can use to help sort in search of projects better. Some examples of why you would do this in something is you would tag them for. Or if you worked on a specific team with this dashboard, or if there’s a common reporting style, it’s just a good way to help you search and keep things nice, nice and tidy. Next is I would recommend you all using folders. So folders are just there to help consolidate and keep things organized. It’s very similar to how you would put folders on your, your laptop desktop or an online drive. It’s literally as simple as that. And then the last thing I want to make sure I mention is the sharing aspect. So this is just making sure that you have the users that need access have the access and those that don’t need access don’t have access.
So as we go, and again, this is just what we talked about just now, but going to, our next slide here. So, moving down on the left hand column, we’re going to look at reports. So if, you’re a user from years ago like I’ve mentioned, I’m not sure. You may remember when reports section of analytics, used to be up in the upper, horizontal navigation. Now it’s new and improved. We have this new version for you. So basically, before the reports worked and functioned as a quick way to have pre-built reports, that you can access data from quickly, that’s still the case. The issue before was it didn’t work within workspace. That’s been rectified, which is why the new location and the new appearance. So, that’s that’s what we’re going to, work within now. But I want to show you an example here, of training tutorials. So this is located, within the most popular. You can also search it in the reports. This is a good example to not only, show you all, but if you have team members that, need some refreshing or just straight up new to the tool, this is an excellent way to get them trained up.
So we’re going to we’re going to click into this, when you click the link, that training report link that was just highlighted, you get this nice welcome at the top. And what this workspace is and how to use it. There’s step by step guides to ensure users understand the tool. Written out really nice and in plain language. The best part about all of this is that you can use your company’s data in this tutorial. A lot of issues people have is, when you read documentation is very generalized and it’s hard to have that 1 to 1 with the information that you’re used to using. So my recommendation is even if you’re skilled within this tool, if you plan on building out a team that works within analytics, take the time to, to make this training specific to your business. Again, this is a great foundational block, but it can be so powerful for your business if you just take the time to just make it as specific as you need it to be, so you can add in information about your vars, your events. You can talk about your conversion funnels, your marketing channels. You can even explain your segments within this, this training report. And this can be a very powerful and quick way to get new users up to speed on your instance very quickly.
All right. So going back to our main workspace screen here, working your way down, the last option, the left hand column, the new learning paths. So the report we were just in went through, and it was a great tool for training new users, to your business and teaching them how to use analytics in general. But what about expanding that knowledge further? What about when you have questions about the tool or an update that just happened? This is the page you want to be on. Here you can see that there paths that are already predefined for users. So the getting started, the finding insights and understanding data. And you may be looking at this and saying tailor this, this looks pretty basic. What if I’ve learned all these things and I need more? Well, then do we have something for you? So no worries there. You have a couple options. The first one we’re going to look at is the one I just highlighted in the upper right hand corner, which says view More videos.
If you click that link it will take you to our YouTube page. This has a catalog of videos, over 300 videos. We are always adding more to this. This is the exact page it’ll send you to. So it’s our exact, ÃÛ¶¹ÊÓƵ Analytics YouTube page. So what’s really nice about this is these videos are very similar to the vibe of the webinar that we’re currently on. You have someone explaining things to you and showing you what they’re talking about. And you get to walk through with a real person versus, again, generic documentation. And sometimes you need that documentation, but sometimes you’re new enough to a topic that you need a little bit of hand-holding to, to get your bearings. This is why that’s perfect. You have all that information and it’s easy to digest, which I, I’m all for easy to understand analytics.
But if we jump back out to our learning path screen, our other option is located, beside that video link in the upper hand. So this is the experience league. And if this is the first time that you’re ever hearing about Experience League, that will be the single most useful bit of information that I give you today. Everything you need to know, not just about analytics, but any of the other ÃÛ¶¹ÊÓƵ platforms is located on Experience League. There are articles, how to guides, community posts where you can ask specific questions about problems that are specific to your business, or you can find solutions that people have found to unique problems. It’s a great tool, a great resource. And again, if you take one thing from today, it is that Experience League exists and it is the most powerful tool you will have access to.
But let’s click into that and see what your view will be.
So clicking through that link takes you to experience league documentation. So this is the overview for analytics. This is what it looks like if you’ve made this screen you’ve done good work. So I’ve highlighted one thing right here which is the Getting Started guide. So this is a very good guide for new users. And it helps ensure your understanding of the basics. And I do have to stop right there and say today is honestly less about me showing you how to use analytics as a tool, and it’s much more about me showing you how to learn how to use analytics as a tool, showing you where these guides are, where these helpful paths are, all of these things. I can only give you an hour’s worth of information, but hopefully showing you where these things exist. If you have questions, you can find them and help yourself and expand your knowledge that way. Honestly, the best way to learn about this tool is to use it, and having all these resources is so much better than it used to be. You can learn things so much quicker. You have a community to help guide you along the way if you have questions. So again, just wanted to point out this is teaching a man to fish. But getting back on track now, if you need a guide and you’re looking for another type of resource, so you do have some options located on the right hand side and highlight those for you. So, one thing to note that, these guides are more based on documentation where I mentioned there’s, a lot of information written towards it where if you look right under guides as tutorials, that’s where you’re going to have more of those, walking you through. You’ll have more videos that way. If you need more hands on guidance, that might be the way to go for you. That’s more step by step. If those two red boxes don’t help answer your questions, I would direct you to my third highlighted position here, which is the search bar. So this is where you can get your exact question out. And there’s a good chance we’ve been doing this a while now. There’s a good chance that someone has answered your question. Whether it is a generic how does this tool work? Or if it goes back to I have a specific question and problem on my site, how do I solve it? There’s a really strong community out there that has done a really good job, and if your question has not yet been answered, you should feel comfortable asking it because it will most likely be answered, not only answered well, but quickly.
So we’re going to jump back out if you went into your project. So the first screen I showed you that was highlighted and you clicked open a new project, this is the screen that you would get. I want to break some of this down for you. This is where you’re going to spend 95% of your time if you’re working within the tool, most likely. So starting with column A on the left hand side, we have icons for panels, visualizations, and components that function within the workspace.
There’s also a data dictionary which I’m going to talk about in a bit. I’ll actually show you a whole nother slide for that. But within the panel icon you have access to things like a blank panel, which is literally a blank slate where you have options to to pick your other options here within the confines of, the actual canvas.
You have quick insights, which is really good. And take note of for any non analyst or new users that want to learn have to answer questions quickly. It has everything set up very easily for you to not only, get the answers you need, but understand why and where they’re coming from. Another useful one is the attribution panel. So this is something that’s used to visualize and compare multiple attribution models. A lot of companies find this very helpful. There are also other ways to use attribution modeling within workspace, but this is an entire panel dedicated just to that information.
And then, one thing to note is if you have prime or ultimate versions of analytics, there’s also a panel called Segment Comparison. If you’ve ever been on a call with me before, or if you’re ever going to be on one with me in the future, I am going to bring this up. It is probably one of the most powerful tools that I can recommend to every customer that I have, and all it is is segment comparison and exactly like it sounds. But the some of the examples you can use are, new and returning visitors. How is their behavior similar to each other and how does it differ? You can also look at mobile and desktop, but you can also get creative with it. And you can say, well, I want to know how customers that purchase a specific product of mine, how do they behave similar and different from everybody else, all the visitors that didn’t purchase that same product. And you can get really creative with it and answer questions you never even thought about asking before. And again, it does a lot of the analytics work for you and gives you such a, a strong bit of evidence of which path to go down to get the most, the most and most useful information you can possibly get.
But going on to be so where it says test Report suite. So depending on, which tab you’ve selected in a, this can contain either individual panels, visualizations or components. So that’ll be dependent. The screen we have here dimensions metrics. And below that would also be segments. So this is most of the time the screen that you will see. Because this is where you’re going to be pulling your actual information from and see which is our canvas is where you’re going to be pulling that information to. This is where the magic happens. This is where the drag and drop features come into play. This is where you build out your projects, where you get to see it update as you drag and drop. There’s a lot of specific things you can do within see, and there’s a lot of guides out there to help get the best tips and tricks. It is something that you will spend a lot of time within. And then finally D so D is your Report Suite dropdown menu. So this allows users to choose the report suite that they want their data source pulled in from. So commonly, customers have either a production or a global reporting suite that is used there. But depending on your business use cases, you may have other ones that are broken down by either different businesses, different websites or different geologic, geo location. So you, let’s say you want to separate North America from, Europe. So that’s a good way that people do that.
Going on to our next slide here, I quickly wanted to go over cohort tables. This was something that was asked before, in the the survey question that you all have submitted. Just real quick, I’m going to go over retention and churn. So for retention, I can click this here for you. The data shown, in row numbers or in raw numbers and percentage based on visitors in the cohort who did an action during that time period. So this is commonly used for things like subscriptions, app, app adoption or how sticky a campaign is or even a product launch. There’s other uses, but those are very common ways to basically see how your cohort is building. And then on the flip side is our churn. So this is literally just that inverse table. So this is showing the fall off or that fall out of visitors that never met your return criteria for that cohort over time. So again it’s the amount of people being brought in and returning versus the people falling out. You can go a lot more in-depth on these, but I feel like, a lot of the questions I have when it comes to this is I’ve heard it, I see other people using it, but I don’t know when to use it. Those are good examples. When you have a group of people that you want to see, are they adopting what I’ve put out or are they falling out from it? This is when to use it.
Okay, so I told you we go over the data dictionary. Here it is going back to it. This is what it looks like on the left hand side. You can see where I told you those other icons existed. At the bottom is a little book that is your data dictionary icon. If you click on that, you get this screen that gets brought up.
So what this is, it helps users gain a better understanding of each component that’s available to them. It’s helpful as a health check to as you can see, it shows a health check options below on that screen, and it’s a way to access to see things like duplicates and what exists and how they’re named. So, we see that when companies have multiple people creating within ÃÛ¶¹ÊÓƵ Analytics, sometimes there’s a lot of overlap of the same things. They may create components that are named very similarly, or the exact same, that may be pulling in the, data slightly differently. That will give different results. This is a way to have all of that information in one place to check and see if that is occurring. Before it was something you could go into your segment manager or your metric manager and see what everything was in there. But this is, a lot more, concise way to do that. And you can also search in this feature as well. It’s very helpful. And again, going back to Best Practices and Good Housekeeping, this is something that everybody should at least be checking, occasionally to make sure that if you have multiple users, everything is still aligned with what the business needs.
So we can talk about a few use cases of using ÃÛ¶¹ÊÓƵ Analytics and things to think about. So just looking at the ones listed. So I want to see how my SEM and email campaigns are doing. It’s very, very straightforward thing to ask what pass or my known versus unknown users taking. Is it different? It’s what we talked about with the segment comparison. Are my visitors finding, the content that they’re looking for? That’s more of journey and user flow. And then where are my visitors coming from? This is such a broad question, and it’s a good question for the simple fact of, are we talking about what device are they coming from? We’re talking about what location are we talking about? Browser. There’s so many different ways to interpret that, and it can be dependent upon your business and what works most with you. But I think the most important thing is how does my team come up with these use case questions.
So. How do you come up with them is you start with your KPIs. What indicators are most important to your business’s success? Is it product sales? Is it consumption of content? It can be a number of things, but knowing what those are important. From there, you need to determine what journey you want your users taking, not the journey that they are, but how do you want them to travel through your website? Are they following that path? And if not, why not? Every user is going to be telling you a story, and the analytics is there to help you uncover what that story is. And when you’re in doubt of what questions to ask, always ask why.
So why are visitors going to a specific page? Why are they bouncing? Why are they staying on this particular, product for so long? Going through this exercise multiple times will help you weed out what isn’t important to ask, but it can also be something to help you uncover some very interesting insights that your standard questions may not get to. I had a manager, a long time ago, in the beginning of my career, where we focused on website optimization, and he always instilled, this storytelling aspect. And it’s really done well with me on how to find those use cases, because thinking about things as a story, we and how our minds work, we want to complete the story. So seeing how people react to what we’ve put out on our website and having each question lead to a following question down a journey, those have always been the most useful and most helpful when trying to determine if the website is healthy. I mean, you have your generic ways of looking at that, but once you get past those those generic KPIs, that is really how you take that next level within analytics. And that’s really what this tool is capable of and is good at doing.
Okay, so we’ve looked at working within the platform. Now we’re going to start looking at, okay, let’s pull the data out and put it in another platform. What happens then. So our export options here are data feeds data warehouse FTP and SftP. And I’ve discussed data warehouse and FTP in previous webinars. If you missed any of that information it’s all available for you on the Experience League. Another plug for the Experience League. But today’s focus. We’re going to talk about data feeds. As they are data feeds receive an hourly or daily export of raw data. Every row is an individual hit and every column is a variable. And data feeds are typically sent to cloud destinations.
So what we’re going to do is we’re going to look at how to set one up. Because when we say things like, oh, we’re going to set up a data feed, you may be thinking, well, I’m not a developer. I’m not an engineer. This sounds like it’s above my pay grade. It doesn’t have to be. It really is simple. And we’re going to go through it real quickly. And then we’re also going to have a demo to follow this up. So no worries. We’re going to we’re going to take you through it. So first step is you’re going to click admin at the top of the navigation bar. It’ll bring you to this screen. And then you’ll look in the middle column at data Configuration and Collection a little below halfway down our data feeds we’re going to click that link.
So once we click that link we’ll get to our data feeds. So there’s two things shown here which are feeds and jobs. The feeds are all of your data feeds. The jobs are all the jobs of those feeds being completed. And you can check if they’ve been completed or if they’re in progress.
But what we’re going to do is where to click add. So once we’ve clicked add we’re going to go to this page right here. So this is the page to create a new data feed. This is a very important page because the first thing you’re going to want to do here is you’re going to want to name your feed and, Let me show you here with my mouse. So first thing we’re going to do is you’re going to name your feed, then you’re going to select your report. Sweet. So where do you want this information to come from. And you can select multiple report sweets as shown here in these options. Next you’re going to put in the email address you want to be notified. Once this has completed. Once your data feed has completed then you can select whether you want it to be hourly or daily. Feed interval. And then you can also, choose the start and end date. So you can also choose it to be a continuous feed.
So you may be going okay, well what’s this delay in processing. So this isn’t a super common thing, but if you have offline data that arrives later, this could be, something that you want to, to, put up. And it has different intervals for what is appropriate for you in your business.
Then you’re going to want to select the destination type. So we have things like the Amazon S3 have sure we have Google Cloud platforms, but we also have these legacies. As I mentioned before, the FTP, SftP. So you’ll select one of those and then you’ll see down here this is the data that you want pulled in. So all the that raw data that you want sent somewhere. This is where you’re going to select that information. And once all of this is complete, you’ll just click on that save button in the top right hand corner up here.
And then one last thing I want to touch base on is CJA or Customer Journey Analytics.
Some of you may not have heard of CJA yet and some of you may own it. It’s our next gen version of Journey Analytics, so it functions with a very similar, and familiar interface to analytics, but with a lot more capability. And I wanted to quickly go over combining these two platforms, analytics and customer journey analytics for those of you that it will affect. So CJA is great at combining data together and giving a more holistic view. Hence the journey in its name. It’s one of the main, drivers behind it being built is in our modern world. We have a lot of information coming from a lot of different sources, and we need a way to look at that in one location holistically. But to do that with analytics, all you need to do is have, the ÃÛ¶¹ÊÓƵ Experience platform or app. If you’ve heard of that, what you’re going to do is you’re going to, click sources, which I’ll show my mouse here again. So once you go to app, you’re going to click sources. And under your categories you’re going to have the ÃÛ¶¹ÊÓƵ applications. You’re going to click Add Data for your ÃÛ¶¹ÊÓƵ Analytics.
And so this is the first step in doing this. There are four things. Prerequisites that you need to do to have this set up. We’re just going to look at this ÃÛ¶¹ÊÓƵ Analytics source connector first. The other ones there are plenty of guides, plenty of tutorials to help set these up. It is very simple, but this is the most complicated, the first and the first step. So I want to make sure that I show you all this. So if you go to add data, it takes you through this series, of steps. If you’ve made it to this screen, you’ve done good work. You’ve, you’ve made it to the end of the process. But it’s so once this is created, the data flow automatically is created and populates a data set within ÃÛ¶¹ÊÓƵ Analytics data from your reporting suite. So this is ready, and this data is ready to be used in customer journey analytics. As soon as the initial ingestion is completed, and then you can use it just like you would in ÃÛ¶¹ÊÓƵ Analytics. Again, in the theme of pulling data out of ÃÛ¶¹ÊÓƵ, this may be something that becomes more common for you all as you go and your business is expand with, ÃÛ¶¹ÊÓƵ. And as we’ve upgraded and enhanced our analytic products.
But with that, I’m going to go ahead and pass it off to Vishnu for his demonstration of everything we’ve talked about today.
Perfect. Thanks, Taylor. All right. Vishnu, you should, the screen, it’s loading. There you go. Yep. Thank you. Taylor. Thank you. So. Yeah. So I’ll just give a very quick demo of the topics that Taylor just walked us around. So the screen that you are seeing right now, this is the landing page for ÃÛ¶¹ÊÓƵ Analytics. And on the top you see workspace. So this is the focus area for the webinar today. So on the left you’ll see three options. The first one is the projects option wherein inside the project screen you see all the folders, all the projects that you’ve already created. The second option is the one for reports. So this is a set of out of the box reports that’s available to get some really quick analysis done. So the intent behind having all these out of the box reports is to avoid the blank canvas syndrome. Right. So it happens a lot of time that we really want to get some analysis done. But we have got so much data captured that it gets a little overwhelming. So I’ll just quickly show you how using the reports, that are already available, we might be able to answer a few use cases that are just called out. So let’s take an example of a use case wherein, there was a business question that where are my visitors coming from? So for that, there are several ways of how we can get an answer to that. So this again is a three fold question. It could be from geography. It could be from what campaign, what marketing channel or what device. So to to answer it in one way, what I will probably do is I’ll choose one of the options that’s available within these menu options. So I will go to acquisition, I go to Marketing Channel and then I’ve got a channel overview report. So if I simply click on this I now have a ready report with all the details available with me. So I have got a marketing channel report telling me what is the total revenue that I’ve got, which all marketing channel is bringing me, what amount of business right now? This is one way of of looking at where my users are coming from. Another way could be I can use again, go to the acquisition point and then I could go to the referrals report. So now the referrals report would give me and report an idea of which are the links or which are the sites from where my visitors are coming in. Yeah. So this is one way of how we can leverage the reports that are available out of the box to get answers to the business questions. Yeah. So this is another way of how we can actually leverage the projects, which I’ll now quickly move on to. So if we move on to projects, we click on create a new project, choose the Blank Workspace project and I click on create. Now this is the screen wherein Taylor had that a B, C and D mark. So k is the far left. So this has got different panels. Something like a blank panel which you’re seeing right now. There’s a panel for attribution. There’s a panel for quick insights and segment comparison which is part of the ultimate skew. So we will get started with the blank canvas. Now let’s say we really want to understand how are my FCM or email marketing campaigns performing. Right. So for that we move to the second option on the far left, column which is for visualizations. So we have by default selected a free form table. So if we want to add some other visualization, we can simply drag one of these into the palette. Yeah. So to get more data on on how the marketing campaigns are performing, I click on the third option and you get all the dimensions, metrics, segments and date ranges. So to understand how our marketing campaigns are performing, I will simply go and search for marketing channel which has been configured already. And now I’ll search for a metric, let’s say online revenue. I drag it on to the panel, and now I get a very quick view of which all marketing channels are powering what kind of revenue into my system. Right. So now the best part of Analysis workspace is we get to do the breakdown analysis. So now I really want to get deeper into the data that I’ve captured. I want to get a micro view of the marketing campaigns that I run. I could break this down by campaign tracking code, so I can simply drag it on to a specific marketing channel. And now I have got a micro view of which campaign tracking codes or what kind of campaign, subgroup is bringing me. What kind of revenue, right. Similarly, I can do the same for any other type of, marketing channel. Let’s say you talked about paid search. We could do this as well. Yeah. Now, let’s say we want to maybe have a trend of how this has been performing. I can drag in a different visualization on the top. And if I click on let’s say, email campaign, I will have all the data for the email campaign in one go. If I want to compare this with paid search, I can choose paid search as well. And now I have the performance for both email campaign and paid paid search in a single visualization.
Okay, so this is how we can drag and drop elements within the analysis workspace and create projects that answer all these use cases. So another use case that the tailor called out was to understand the customer journey, which is to to understand where are customers moving. In my website or which is the most taken part. So for that we have got a different visualization. That’s the flow visualization. So if you see, you can see flow individualization step, you drag it onto the panel. And now it asks you on what kind of analysis are we looking at. Do we want to understand how the journey started, or if the journey had a specific touchpoint or at the end, what ended the journey? So let’s say I really want to understand how people actually got some leads. So I’ll choose leads as one of the ending element, and I want a parting done for all the pages that people touched. So we can do some advanced, setting configuration here. How bad do you really want to go? So I will say I want to have five previous five pages for all the people who actually converted into a lead. I click on build.
And now quickly, what I will have is a very interactable graph showing me all the pages which people who actually completed a lead touched, right? So I chose the configuration to have five touch points. So I will have total five elements on the graph. So I’m able to see that two for anybody who completed a lead, they had gone through either the form lead. Step two, step one. Before that they went to some product page and before that some of them they went to search page as well. So this is one way of how we really analyze how are people engaging with our digital property. Yeah. There’s another way which is really interesting, which is to understand the friction areas on our digital properties. And that can be analyzed using a different visualization. That’s the fall out analysis. So if I drag down for out into the panel, I will I will get a visualization which will have all the visitors, all the data for all the visitors, that have who have interacted with that digital property. Now, let’s say I want to understand what percentage of people actually made a purchase. Right? So for that I can create a flow, which would be for all the people who view the product. So I will search for a product view. I will drag it as a touch point. So now I can understand that of 100% people, 60% people did not even have a product view, right? I will add a different touch point, maybe something like a cart addition. I drag it in. I’m able to see that only 26% people, they actually added a product to the cart. Lastly, maybe I want to just look at the checkouts. I drag it in. And here you go. So I’m clearly able to understand that of all the people on my website, only 18% people there is the checkout page, right? So now this is one way of understanding the flow and the friction areas on the website or on any digital property. Now let’s say I also want to maybe compare this for different users. Right. So I can simply drag in, a segment onto the visualization and see how different it is for different people. So I really just drag in the, segment for Chrome browser for people who are using Chrome browsers. And I could understand that, that, there’s a comparatively higher checkout ratio for people who are using the Chrome browser. Right. So this is just an example of how we can actually easily drag and drop segments and try to compare the performance between different segments, different cohorts of people who interact with our digital property.
Once we have the, analysis done, there are multiple ways of how we can share the entire workspace. So if you go to the share option on the top, you have an option of share with workspace users. You can just save it as a demo project.
Save it like and not share it with any, any analytics user with three different access access levels. So the first one is an edit level, wherein the person whom you share it with also gets all the right to make changes. There’s an edit copy, but in a person can copy the existing workspace, make changes, and save it as a copy. And we also work with a lot of stakeholders, right. So for stakeholders it can just be a read only access. We also have an option of sharing it with a link, which will only be accessible with an edit copy by default.
Yeah. So this is how we can actually leverage the default reports and maybe create a custom dashboard for any of the use cases that we just talked about. Yeah. Moving back to the workspace screen, there’s one important part which is the learning one. So if I quickly turn and click on learning you’ll see that there are multiple tutorials videos that we have in hand. So if I click on the Learning Workspace Fundamentals it brings me back to the same workspace wherein I can make I can drag down details, make whatever changes I want to the workspace and get started. And to get more details about those changes, we have got a lot of videos. We have got a tutor, training tutorial template, which, which is something that, Taylor also called out. So it gives you step by step instruction on what do you want, what? Issue. Oh, we lost you for a second there. Oh, oh. So just maybe 10s back and then repeat yourself. Oh, okay. So. Yeah. So, so this is the, training tutorial that we have available as part of analytics. Last but not the least, we also talked about exporting data from ÃÛ¶¹ÊÓƵ Analytics to the outside world. So this can be done using multiple ways, one of which is data feeds. So let me quickly show you how to configure a data feed. So once we are in the ÃÛ¶¹ÊÓƵ Analytics UI we click on the admin option, go to data Feeds.
And now this is the data feed screen that you are seeing. We click on add and we get to this screen that Taylor was showing us. So this screen has a lot of information. So the first thing that we’d like to do is add a name to this feed. So we can just add it as demo data feed. And then we add something, to the data, the report feed from which we want to export the data. So I’ll choose the demo reports for it. Then it asks me for an email to which ÃÛ¶¹ÊÓƵ Analytics will send out a notification once the data feed has successfully exported. So I can give an email address here.
And then now we have got different options of how frequently you’d like the feed to be exported. It can be done daily. It can also be done. Ali, you can choose the one that we need. It asks for if you really want any delay in the processing or do you want it? Without any delay, you can choose the option that you want. The start date and date and continuous feed is something important because this is something that takes care of any data that flows in. So it’s a continuous feed means any data that is flowing up in the future would also be, moved on as part of a feed.
This is where you actually see all the elements that you track, and which are available for export. So let’s say I want to have the channel added as part of my feed. I can simply select it. I can click on add. There could be multiple keywords that I probably want. I can simply select multiple and click on add. And all of these will be included in the feed. Now once we are done with the source from where we need data, we will put in the interval. We have chosen the data that we require. Now it’s time to set up the destination. So there are multiple destinations that can be set up. So the location can be added. So there are multiple locations that we can add so quickly. So you.
Yes. So these are the locations that we have right now. So I believe you noticed it in the back as well. So FTP, sftp, S3 these are all still still pretty much available with with the data feed. But these are not recommended. So the recommended method is to use one of these cloud storage platforms. So let’s say you have a Google Cloud platform that you use. All you have to do is add the project ID, and then you should be able to, flow all the data straight from ÃÛ¶¹ÊÓƵ Analytics on to the destination. So, this is how we can set up data feed and the data feed will be available either in a zip format or a GZ format, depending on the file size and the option we choose here. But it will be available in a flat file format, which can be used for further analysis into a BI system, or for further analysis or usage in any internal system as well. So that’s all data feed. That I wanted to show you.
Thank you, thank you. I’ll pass it back to alma. Great. Thank you so much for walking us through all of that. All right, that pretty much wraps up the, presentation and demos. We’re going to head over to Q&A and try and get to as many of these as we can. Give us a minute as we turn our cameras back on.
Awesome. All right. I’m going to kick us off. And whoever wants to jump in and answer, feel free. So first question is what are the main differences between Google Analytics and ÃÛ¶¹ÊÓƵ Analytics? I can do that one. So hi, overview of the two differences is and I think the most common is the types of users is Google Analytics. You know, it’s 90% or 70% of the market of startups. It is very easy to use for non analysts. It’s very geared towards marketers with Google ads and everything is pre-built. The issues with that, when you get into enterprise level or even a mid level, is that it’s hard to deep dive into your specific questions. ÃÛ¶¹ÊÓƵ Analytics is you do have those pre-built options that we showed you today, but you also have the building blocks to build, specifically what you need. So, I mean, I would say the biggest differences between the two are who they’re geared towards. What you can do with them and the capabilities that they have.
Awesome. That’s very helpful to know. Thank you. Okay. How do I connect ÃÛ¶¹ÊÓƵ Analytics to third party tools? Yes, I can handle that one as well. So we have the, ÃÛ¶¹ÊÓƵ Cloud Exchange, which is, basically a lot of the, the big, third parties that you would think of to use, have connectors built out within there. So a lot of these do require app other than that, you could do, there’s other connectors that are set up as well. What I would recommend you doing is going on to experience league another plug and googling your particular third party, platform that you’re curious about and see what pops up. A lot of times there’s something already been pre-built out, but that’s where I would start.
Awesome. We do have experience over here. A lot of the resources in the white paper, by the way, are experience Lake articles. So definitely be sure to take that. Okay. We do have a couple of questions that came in, live chat. So I’m not sure if you guys have had a moment to take a look at any of those. If you see any that. I was to say, if you don’t mind, there’s a couple. Yeah, I can tackle real quick. Christy, you had a question about what’s the cost of CJA? So the easiest way to get that answer is if you work with an ÃÛ¶¹ÊÓƵ Rep on On our Side to ask them, it, like all of our other contracts, they do have wiggle room up and down. But it is, geared towards being that third tier of analytics. So it’s going to be more expensive than the, ÃÛ¶¹ÊÓƵ Analytics Prime, typically. Just to kind of give you a viewpoint of ballpark in that. But yeah, ask your rep and that they should they should know that answer for you. Yeah. And on the next screen we have that form you can fill out again, if you’re not sure who your ÃÛ¶¹ÊÓƵ Rep is, then you can fill out that form for more information. And we can put you in touch with the right person. And then one more. So Michael Wynn, can ÃÛ¶¹ÊÓƵ Analytics tutorial workspace be shared with us? If you’re referring to the one that we showed in the presentation that’s already within your ÃÛ¶¹ÊÓƵ Analytics. So if you search it and how we did, which is just go into the reports, it’s typically under most popular and it’ll be that top one. If not you can always search training at the top there. And that’ll be the easiest way to, to have access to that.
Thank you. All right. If you guys see any more that are coming in that if you’re able to, you know, answer questions and scan at the same time, feel free to hit and read some of those. I’ve got another one here also. What are the best prep materials for the business practitioner certification? Yeah. So there’s a few different ways that you can go. And this is something that, we have talked about on our team of how to make that a little bit easier. But I think for the average person, the average user, if you go and do these guides on experience league as well as use the product in conjunction with that, you should have all the information to pass the practitioner, exam. Our Pro services team are the one that help create things, that go into that exam. So it, it literally is the things that you’re using. So one use the guided, the guided searches as well as there are paid opportunities that you can get through, trainings with ÃÛ¶¹ÊÓƵ if you want to go that route to have either, an online person, or someone come to your business in person and help train your team to, to not only take that exam, but to also be better suited, to handle the tool overall.
Also. That kind of goes hand in hand with the next question of how do I train my staff to use ÃÛ¶¹ÊÓƵ Analytics? Yeah. So you can either do what we just said, which is you can hire somebody through ÃÛ¶¹ÊÓƵ, or we showed a lot of good options today of you have the training tutorial that you can not only have that is already set up, but you can also customize that more to your business. But again, there’s also the training resources on our YouTube channel, and Experience League. Those are the best and most updated sources that we have available. And the perk of those, they’re free. Awesome. We love free. All right. We are actually getting close to time here. I do see, that Vishnu is answering a couple of questions in Q&A and we got two, couple as well. Like I said, we’re at time. So if we weren’t able to answer your question today, reach out to your ÃÛ¶¹ÊÓƵ Solution account manager. Or if you’re not sure who that is, you can reach out to me and I put you in touch with right person. So with that, I’m going to pass it over to this screen to wrap us up. Here you will see in the top left corner there’s a web link section. We have our upcoming events and past recordings. There’s. So as Taylor mentioned, he’s covered some of this in past events. You can find the recording in that link. You do have another opportunity here to let us know if you’d like more information on Customer Journey Analytics or CJA on the form on the bottom right of the screen. And then also the white paper is available for download with a bunch of links to some resources that we’ve talked about today and Experience League, as Taylor mentioned. So if you have a question specific your to your account. Or like I said, we weren’t able to get to it today. Please do reach out to your solution account manager if you’re not sure who that is. Reach out to me and I will put you in touch. So final reminder that we will. This is being recorded. You will receive, a link to the recording of today’s event in an email from us in about 24 hours. So that’s all for us. I want to thank Taylor and Vishnu again for the fabulous presentation today. Thank you everybody for attending and we hope you all have a great day. Look forward to seeing you guys. Seeing you guys at one of our upcoming events. Thanks everyone. Thanks everyone.
Thank you.
Key takeaways
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Introduction to ÃÛ¶¹ÊÓƵ Analytics The session focused on ÃÛ¶¹ÊÓƵ Analytics basics and advanced features, including how to get started and utilize the platform effectively.
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Interactive Webinar The webinar was designed to be interactive, encouraging participants to ask questions and engage with the content.
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Recording and Resources The session was recorded and will be available for on-demand viewing. Participants will receive an email with the recording link. Additionally, a handout with resources was provided for download.
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ÃÛ¶¹ÊÓƵ Analytics Features
- Workspace The main focus was on the workspace within ÃÛ¶¹ÊÓƵ Analytics, including how to navigate and use different panels, visualizations, and components.
- Training and Learning Paths Emphasis on the availability of training tutorials, learning paths, and resources like Experience League and the ÃÛ¶¹ÊÓƵ Analytics YouTube page for further learning.
- Data Export Options Discussion on exporting data using data feeds, data warehouse, FTP, and SFTP, with a demo on setting up data feeds.
- Customer Journey Analytics (CJA) Introduction to CJA and its integration with ÃÛ¶¹ÊÓƵ Analytics for a more holistic view of data.
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Best Practices Recommendations on using tags, folders, and sharing options to keep projects organized and accessible.
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Use Cases and Analysis Examples of how to use ÃÛ¶¹ÊÓƵ Analytics for various business questions, such as analyzing marketing campaign performance, understanding customer journeys, and identifying friction points on digital properties.
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Q&A Session The session included a Q&A segment where participants’ questions were addressed, covering topics like differences between Google Analytics and ÃÛ¶¹ÊÓƵ Analytics, connecting to third-party tools, and training staff.