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Analytics Workshop: Getting Started

Analytics Workshop: Getting Started. Meetal Patel . Sr. Technical Training Specialist, Coremetrics Educational Services. Analytics Workshop: Getting Started. Fundamentals of Coremetrics. Today’s Session.

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Analytics Workshop: Getting Started

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  1. Analytics Workshop: Getting Started

  2. Meetal Patel Sr. Technical Training Specialist, Coremetrics Educational Services

  3. Analytics Workshop: Getting Started Fundamentals of Coremetrics

  4. Today’s Session • Purpose:to familiarize business users with their service by providing an overview of the Coremetrics platform, a high-level view of Coremetrics tagging and terminology, and to enable users to successfully navigate the interface. • Objectives: At the end of this course participants will be able to: • Understand how Coremetrics collects and stores data through the use of cookies and tagging and define common terms • Navigate the interface and access reports • Access in-product guidance and the support portal resources for on-going assistance

  5. Participation Options: Onsite • In-Class Methods: • Verbal Discussions • Flip Chart • Activities

  6. Lesson 1: Tagging & More

  7. Lesson 1: Objectives • At the end of this lesson participants will be able to: • Understand how Coremetrics collects and stores data through the use of cookies and tagging • Define common terms used throughout the reporting suites

  8. Continuous Optimization Platform • Essential foundation for any online marketing & business process • Based on many visits over time, online and offline behavior • Deliver the right offer to the right place. Anytime. Automatically. • With continuously updated visitor profiles, the customer offers get continuously better and better. Anticipate. Automate. Syndicate. (Repeat).

  9. Continuous Optimization Platform

  10. Data Collection Basics: Data Capture Unique Visitor Data Warehouse Data Tags Data Tags

  11. Data Collection Basics: Visitors • Persistent cookies track visitors over time • Visitors with multiple sessions are tracked as one unique visitor • Visitors are classified as either new or repeat based on their Coremetrics Cookie

  12. Data Collection Basics: Sessions • Temporary cookies track visits to the site • Sessions begin when the first page is viewed • Sessions end when the browser window is closed or when visitor inactivity reaches 30 minutes

  13. Technology Overview: Data Tags Note: The items designated by * are automatically captured unless otherwise specified.

  14. URL Parameters

  15. Common Metrics • Bounce Rate: Percent of sessions viewing only one page • Item Abandonment Rate: Items left in the cart or removed at the end of the session • Shopping Cart Abandonment: Shopping carts abandoned at the end of the session • Conversion Rate: Percent of sessions with purchase

  16. Lesson 1 Wrap-Up: Matching Match the items on the left with the corresponding definition on the right:

  17. Lesson 2: Navigating the Interface

  18. Lesson 2: Objectives • At the end of this lesson participants will be able to: • Log-in to the Coremetrics interface and locate the various reporting suites • Utilize the quick tools available

  19. Coremetrics Analytics • Step 1: Go to: welcome.coremetrics.com • Step 2: Type in client ID, user name, and password • Locked Out? Click on the “Forgot Password” or “Locked Account” link

  20. Reports • Overview: Performance metrics and reports in intuitive, visual formats.. • Examples of Usage: • Toggle between different report types and visualizations • Insert comments for collaboration • Utilize Insights to improve conversions and visitor engagement • Filter and segment reports to obtain granular reporting

  21. Dashboards • Overview: Quick access to key site data. • Examples of Usage: • Access pre-built dashboards • Create and save role specific views • Categorize views in appropriate folders

  22. Workbooks • Overview: A collection of reports that are easily identifiable by named tabs and remain open once launched. • Examples of Usage: • Toggle between multiple reports for easy comparative analysis • Save and distribute a collection of reports as a Workbook • Save As, Delete, Close All Tabs and Pre-Cache to speed up load time

  23. Lesson 2 Wrap-Up: Matching Use the line tool to match the missing button with its interface location. 2. 1. 1. 1. 3. 1.

  24. Lesson 3: Resources

  25. Lesson 3: Objectives • At the end of this lesson participants will be able to locate, access, and utilize: • Best practices through Guide Me • Valuable information via Help • Documentation, on-demand training, and more through the Support Portal

  26. Accessing Guide Me • Left Navigation Menu • Search • Dashboards • Reports • Workbooks • Manage • Guide Me

  27. Using Guide Me Introducing your on-demand Best Practice Analyst… Access context specific guidance and use cases built into the interface for real-time assistance with creation and analysis.

  28. When to Use Guide Me • Which metrics should I be paying attention to in this report? • What types of analysis will help me determine the appropriate “next steps”? • How do I setup this report in the most useful way and then what’s the best way to share it with my team? • What action is this report telling me to take?

  29. Accessing Help • Available Downloads: • User Guide • Guide Me Materials • Glossary of Metrics

  30. Accessing the Support Portal • Key Aspects: • Searchable by topic • Documentation • Downloads • On-demand training • Ticket management • Submit feedback • Chat live

  31. When to Use the Support Portal • When you want to download a document or video about Coremetrics reporting. • When you want to solicit help from the Technical Support or Best Practices Analyst Teams. • You’re a new user and would like to access the on-demand training modules. • You want to troubleshoot a problem before soliciting help.

  32. Ticket Submission Best Practices • Provide the correct Client ID. • Add a screen capture when possible. • Provide date range and report name. • Create a separate ticket for each issue. • CC your colleagues to provide visibility to updates and resolution.

  33. Lesson 3 Wrap-Up: Matching

  34. SESSION REVIEW

  35. Session Recap • In this session we discussed: • How Coremetrics collects and stores data • Common metric definitions • Navigating the interface • Your support resources

  36. Next Steps • Login to the interface and access the Best Practice Dashboards and review the Report functionality discussed • Complete any additional post-session assignments

  37. Post-Class Support • On-Demand Training: • Getting Started with Analytics • Creating Dashboards & Workbooks • Webinars: • Fundamentals of Tagging • Documentation: • User Guide: Coremetrics Analytics • Participant Guide • Expert Analysts: • Submit a ticket or chat live for assistance

  38. Thank You For Attending

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