The engagement reports bring together all the user activities happening across the platform in one place. The next step from here would be to focus your analysis on the engagement activities that matter to you at a given time.
Engagement Studio makes the job easy to quickly whip up a report based on any data on the platform —
User's profile data like the class year, where they live, their affiliation, etc.
The engagement data like opening an email, registering for an event, influencing a gift, etc.
Even a combination of both.
Let's see how to create one —
💡 Pro-tip: We have pre-set some reports to give you a head-start. You can choose one among those or start from scratch.
Step 1 - Define the data you want on the report
The first step is to decide what the report is going to be about.
Examples could be —
The Alumni Relations office's event manager planning for the next event may want to look at Young alumni who have been participating in the events for the last 6 months.
If an organization does a lot of programs spread across different regions for their alumni, then a region-based report on how the engagement for the events has been across different regions over the past year could be useful.
Users who have been regular donors for the past 2 years but didn't donate this year.
and so on...
Once you know the kind of report you want, proceed with setting up the filters.
Step 2 - Setting up filters
Put filters based on the segment of users you want to focus on -
Select a user segment using record filters:
A record filter lets you filter out the users based on the data on their profile.
For example - specific class years, their location, affinity groups, etc.
Select a user segment using engagement filters:
Engagement filter lets you filter out users based on how they have engaged through various programs on the platform.
For example - updated the profile, submitted a form, visited the giving campaign page, etc.
📝 Note: An engagement filter can be reused in more than one report. They are auto-saved so that you can quickly pull up reports.
Extending from the example mentioned above - For a report on Young alumni who have been participating in events in the last 6 months, the filters could be—
Record filter on -
Affiliation = Alumni AND
Graduation Year from 2011 to 2021
Engagement filter on -
Date Range = last 6 months
Include those with touchpoint "Registered for event" at least one time.
This will give you a list of all young alumni who participated at least in one event in the last 6 months.
Step 3 - Selecting the data columns on the report
Once the filters are applied a user list is pulled with a default set of columns.
To analyze the data better, you can select the columns that help you conclude, and plan further actions.
Continuing from the example above, from the list of young alumni who attended at least one event you might want to take a look at what type of event resonated with them the most.
If you have tagged all your events with a category, then add the Engagement Categories column else you can add the profile data column Registered to event.
This way you can see which event got the most traction, and plan for the upcoming event.
Tip: When you add the engagement-related columns to the report (touchpoints or categories), you will see a date range field. Use this date range field to see within a given time frame how many times the user had a specific touchpoint or participated in a particular category of touchpoints.
Step 4 - Save the report
Click on Save Report, to quickly pull it up and get a real-time view of user engagement data that is important for you.