The engagement reports are not only great at bringing together all the user activities, it can also help you gain focus on what engagement activities matter.
Easily whip up a report on any of the following data:
User's profile (e.g. Class year, where they live, affiliation)
Engagement (e.g. opening an email, event registration)
Combination of both
Pro-tip: We've pre-set reports that you can use to get a head start.
Step 1: Define Report Focus
Determine the purpose of your report.
For instance, examine young alumni event participation over the past 6 months.
Assess regional engagement in alumni programs over the past year.
Identify regular donors who haven't donated this year.
Step 2: Set Up Filters
Apply record filters to select a user segment based on profile data like class year or location.
Use engagement filters to segment users by their activities, such as profile updates or event registrations.
Note: Engagement filters are auto-saved for easy reuse in future reports.
Example:
Record Filter: Affiliation = Alumni and Graduation Year from 2011 to 2021.
Engagement Filter: Date Range = last 6 months and include those with at least one event registration.
Step 3: Select Data Columns for Report
After applying filters, a user list with default columns appears.
Customize the report by adding columns relevant to your analysis.
If you already tagged all events in your categories, add 'Engagement Categories' or 'Registered to event' columns.
Tip: Use the date range in engagement-related columns to focus on specific timeframes.
Step 4: Save the Report
Select "Save Report" to easily access and update the report with real-time data.
What's Next?
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