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Personalization – Reporting

Reporting on Personalization jobs can be done a few different ways: Overall stats and charts within the tool itself, individual job queries in Audience Builder and through Reports & Analytics under Web Behavior.

The stats and charts within the Personalization tool will show the total # of clicks and impressions while Audience Builder shows the # of customers who have seen/clicked at least once. The Report will provide a summary view across all Personalization jobs.

Reporting within Personalization

Within the tool itself, there are two ways to access reports for a personalization job. The first is by selecting ‘View Report’ from the Actions drop down to the right of the personalization job in question:

You will be able to click on the ‘View Report’ option when a personalization is in one of the following statuses:

  • Active
  • Passed End Date
  • Paused

The second way you can access the reporting is within the Edit Personalization screen by selecting the ‘Click / Impression Report’ button:

Available Reports within Personalization

The reports are in both graph and chart format. Each report and associated chart can be exported to a PDF by selecting the ‘Output to PDF’ option in the upper left-hand corner.

Depending on who your personalization job is targeting and if you have click-tracking turned on, the following reports will be available as the job begins to fire.

Reports:

  • Impressions by Day (Known Customers)
  • Impressions by Day (Anonymous Traffic)

  • Impressions Per Url (Top 20 Shown – Known Customers)
  • Impressions Per Url (Top 20 Shown – Anonymous Traffic)

  • Impressions Per Entry Point (Top 20 Shown – Known Customers)
  • Impressions Per Entry Point (Top 20 Shown – Anonymous Traffic)

  • Link Clicks by Day (Known Customers)
  • Link Clicks by Day (Anonymous Traffic)

If you are running personalization jobs across multiple URLs, the following reports are also available:

  • Clicks per host URL (Known Customers)
  • Clicks per host URL Tracking (Anonymous Traffic)
  • Clicks per Trigger URL (Known Customers)
  • Clicks per Trigger URL (Anonymous Traffic)

Charts:

To access the charts, you can click “View Values” under each graph on the left-hand side. The impressions-by-day will appear. These are automatically exported whenever you select ‘Output to PDF’.

Reporting within Audience Builder

There are 2 skittles in Audience Builder you can use to pull your personalization data:

  • Personalization Impressions
  • Personalization Clicks

Note: If you do not see these currently in your Field Library, please contact your Audience Services team to have them configured in.

How to Query Personalization Impressions:

To query impressions, you have 3 options that can be used independently, or combined to pull the desired data.

  • Filter by Site Domain: This is most relevant when you are running a personalization job across multiple domains. You are able to narrow down the domain in question using this box.
  • Filter by Date: Enter a date range or static date in order to return the total customer impressions.
  • Filter by Personalization Name: Enter the exact name (or part of a name with a wildcard *) to return a list of personalization jobs

How to Query Personalization Clicks:

In order to query clicks, you will need to make sure that click tracking has been added to the job. To query clicks, you have 4 options that can be used independently, or combined to pull the desired data.

  • Filter by Site Domain: This is most relevant when you are running a personalization job across multiple domains. You are able to narrow down the domain in question using this box.
  • Filter by Link URL: If your job has multiple links or if a single link is used across multiple jobs, you can query by the link itself using this box.
  • Filter by Date: Enter a date range or static date in order to return the total customer clicks.
  • Filter by Personalization Name: Enter the exact name (or part of a name with a wildcard *) to return a list of links used in the job(s)

Reporting within Reports & Analytics

Personalization Summary Report

  • This will provide a Summary View of Personalizations across the database. This report can be dialed into a specific or broad date range depending on the desired information and will display the following metrics:
    • Total Impressions: Number of times the job has fired
    • Known Impressions: Unique count of known people who saw the Personalization
    • Anonymous Impressions: Unique count of anonymous people who saw the Personalization
    • Total Clicks: Total number of clicks on the Personalization
    • Known Clicks: Unique count of known people who clicked on the Personalization
    • Anonymous Clicks: Unique count of anonymous people who clicked on the Personalization

Additional Personalization Query Tips

  • Querying on iFramed Forms: If you have iFramed a form you are not able to utilize the click tracking feature. However, for Omeda-based forms, you can use the ‘Dragon Sites’* skittle to lookup form submissions. This is best used in conjunction with the Impressions skittle for the best measure of personalization driven submissions.

*’Dragon Sites’ may be named something else depending on your Field Library setup. If you are unable to find this field, please contact your Audience Services team.

  • Querying on Conversions: If your personalization job is tied to a product within your database, you may be able to query on conversions. In order to successfully do so, you’ll need to use a unique promo code in your Personalization job. Looking up this unique promo code in Audience Builder will return the # of customers who converted via the personalization job.

  • Exporting Query Data: For personalization jobs that are ongoing, you can query the desired data (e.g. impressions, clicks, etc) and set it up to export regularly using the Omeda Lead Gen tool.
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