Insights - Engagement Overview
Before Using the Engagement Overview Dashboard
We recommend you check out the articles on Using Dashboards and Engagement Terminology and Key Concepts if you haven't already. The Engagement Overview is intended to be the starting point for all other Engagement dashboards. We recommend identifying trends at the Overview level then clicking through to more detailed views to answer questions that may arise.
Measuring Success through the Lens of Engagement
The role of a Digital Marketing Manager or Director will find this tutorial useful.
The dates used in this example are ‘This and Last Year’ from April 2022 back to April 2021.
Engagement dashboards will make marketing efforts relatable to others on the Digital Team, as well as Sales and upline within the organizational structure. Analyzing Engagement allows the Digital Marketing Manager to tell a specific story of how visitors are engaging with marketing efforts before pipeline and revenue are generated.
Analyzing engagement with your company begins with the engagement overview dashboard.
Engagement can be thought of as an early indicator of marketing success, as opposed to pipeline and revenue data.
Through engagement reports, you learn if the message about your brand is drawing people to interact with your brand on your website and through other channels.
Alternatively, this could also indicate a product or market fit issue, which allows marketing to pivot and tweak marketing messages for better alignment.
The Engagement Overview Dashboard
The Engagement Overview Dashboard is a great way to understand engagement trends associated with activities or events. These are interactions between external prospects and your company (such as website visits, web forms, events, emails, etc.).
- The Categories above the Column Chart allow you to pivot the chart and table data by different dimensions:
- To view the Account Detail Dashboard, select the By Account Category, then select the data for any account to view their engagement history:
Use Case Video 1: What are people engaging with this month vs. last month?
Use Case Video 2: How are people finding my online content?
For more information on Terminology and Key Concepts in Engagement Dashboards, go here.
For more information on using Filters, go here.