Generate Reports Detailing Engagement With Your Guide

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With Audience Insights, you can access data on the actions taken by Users in your guide. Many of our guide administrators find this data critical to managing their events, organizations, businesses, and communities. Here a few ways this data might be equally useful to you.

There are two types of reports you can generate via Builder:

  1. User Engagement Report: Details per User to help you determine your most valuable Users
  2. Session/List Items Report: Details per session and custom list item to identify your Users’ interests

In this article, we will cover how to:


Watch this video for an overview on this topic, or visit each section detailed below!


Use an Export for Targeted Outreach

Review the User Engagement Report to see who has posted the most on Interact, who has made the most connections with fellow Users, and so on. Segment your audience based on thresholds of engagement that make the most sense for you and your organization. With a CRM like Salesforce or Marketo, you can then send tailored messaging to these segmented sub-populations. 

How to Generate a User Engagement Report

  • From the guide dashboard in Builder, click on “Advanced Tools”. Then click “Generate Report”.
  • Select the “User Engagement Report”. Note: It may take some time for this report to be created.
  • Click the link to view your report, when it is available.

Example

Erin has invited Users to download an event guide. Users begin to build their custom schedules and network with fellow attendees. Prior to the event, Erin generators a User Engagement Report to see which Users have been the most active. The User(s) with the most in-guide activities will receive a prize. Prizes may include a gift card, a membership discount, a tablet, and/or an invitation to a private reception with the keynote speaker.


Use an Export for Guide Promotion

In addition to identifying the most engaged Users, you can review the User Engagement Report to identify your least engaged Users. Throughout the course of your guide’s life cycle, use this data to modify and amplify your promotional strategy. This can greatly impact the overall adoption and usage of your guide.

How to Generate a User Engagement Report

  • From the guide dashboard in Builder, click on “Advanced Tools”. Then click “Generate Report”.
  • Select the “User Engagement Report”. Note: It may take some time for this report to be created.
  • Click the link to view your report, when it is available. 

Example

When Alex checks the guide Metrics and exports the User Engagement Report, there are fewer guide downloads and User activities than expected. There are various ways to kickstart engagement. Alex can make sure the guide content is robust and well-organized. Further, Alex can place the networking tools at the top of the menu so they are visible and readily accessible.

Then, Alex can add Users with low engagement to an email campaign with a reminder to download the guide, as well as an invitation to an informative webinar on key features of the guide. This is a great opportunity to review the Sessions/List Items Report to showcase the most popular content that more engaged Users are viewing!

 


Use an Export for Lead Sourcing

The Session/List Items Report is another way to segment your audience. This report focuses on the specific content items on your guide and your Users’ interest in the content. For instance, with a custom list of Exhibitors, you can see which Exhibitors are most popular. Further, you can see which Users are interested in each Exhibitor specifically. This is a great lead-sourcing tool!

How to Generate a Sessions/List Items Report

  • From the guide dashboard in Builder, click on “Advanced Tools”. Then click “Generate Report”.
  • Select the “Sessions/List Items Report”. Note: It may take some time for this report to be created.
  • Click the link to view your report, when it is available.

Example

Chris has included a list of Exhibitors in a guide. Users are adding Exhibitors to the in-app “To Do List” to remind themselves to visit those booths. During or after the event, Chris can generate a Sessions/List Items Report to see which Exhibitors are most popular. Chris can then take a look at a specific Exhibitor’s data to view the Users who expressed interest. These User’s name and email addresses can be passed on to the Exhibitor as interested leads.

The data from these reports boosts the Exhibitors’ return on investment and makes the guide a key factor in Chris’ business relationships!

 


If you have any questions, please reach out to your Account Manager or contact us at Support@guidebook.com. We’re happy to help!

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