Analyze a journey via reporting tools

Transcript

Hello. This video will focus on the following learning objectives. How to navigate to reporting for your journey. How to customize date ranges for your report. And, how to save a reporting template for future use and distribution.

We will be using the Luma brand in this video, and the journeys that they’ve set up to engage their customers. I’ll be assuming the persona of the experience-maker. With the question, "How has the Sign-up journey “been performing since we launched it?” As you can see here, when I log into journeys, I see the list of journeys created in my account. The one I’m interested in is the DemoCommons Sign Up journey. I can click on this journey, and land on the canvas. Here in the top right is a reporting icon I can click on. You’ll see a new tab open, and I land on a list of reporting templates. There’s always a standard template called, Journey Summary Create. If you modify this project template for reuse, you can save it and it will display here. I will explain how you do that once we get into the report stream. Since this is our first time accessing reporting, there aren’t any customized templates, so we will just pick the Journey Summary Reporting Template. This lands me on the reporting detail stream for my Sign-Up journey. The top of the report shows the name of the journey, and in the top right, you will see the time period the report is for.

The default setting is the last 24 hours. So let’s change this to a period of time that we are interested in.

Here, you have many options for your time period. You can click Use Campaign Dates, which will automatically set to the dates of your journey. Or, you can select any preset here to look at data. Let’s go ahead and pick the last 90 days, and hit Apply.

As we look at the report, we’ll notice several metrics related to the journey. You start with simple metrics like Entered. This shows how many people entered the journey. You’ll also see how many people are currently in the journey, and different rates of completion and failure.

You’ll also see delivery metrics like Opens and Clicks. These delivery metrics will only populate if you use Adobe Campaign Standard or email push, or text message delivery. If you use a third-party deliver tool, these metrics will not populate with data. If this is the case for you, you may not be interested in displaying these metrics. You can modify this report by closing these metrics and changing how your report displays. Here, I’ll just demonstrate by removing a few of these metrics, and saving this report template. I got a project include Save As.

You can give this a name, No Delivery Metrics. And we’ll save it.

Here, when we go back to our project screen for reporting, you’ll see that that template is now available. If I open this, you’ll see that only the metrics that I have displayed will show.

As you scroll down on the reporting screen, you’ll see other important visualizations of journey data. Here we have a journey flow diagram that shows you where your participants go throughout the journey. And the different branches that they go down, and actions that they complete.

You’ll also see summary data displayed in line charts throughout the report regarding the number of events over a time period, the times those events were executed, along the error rates.

And same with actions. You can see here the delivery names of those actions, along the the rates and other important information. You can modify these tables to display what it is you’re interested in.

Here you see delivery information regarding the emails that were sent through Adobe Campaign Standard. And you can always save this report for easy viewing at a later time. This concludes the reporting video where we went through and learned how to navigate to reporting for your journey, how to customize date ranges for your report, and how to save a reporting template for easier use.

Thanks for watching. -