Insights - Engagement Overview

If you add or change filters, add widgets, or make any other substantial changes to a dashboard you want to keep long term, first clone the dashboard and then make the modifications to a copy. The standard, out-of-the-box dashboards are linked to templates that will overwrite your templates whenever an update is made centrally.

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.

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 engagement score that displays on your dashboard is dependent on the engagement scoring model your administrator has selected for your organization. Scores will decay for events older than today and the scoring model determines the degree of deprication. For example, if your admin selected Inbound180, your engagement score for an event equals zero if it took place on or before 180 days before the day you view the report.
  • The Categories above the Column Chart allow you to pivot the chart and table data by different dimensions:
The Event category will show you very detailed specifics about the web page or content related to the event scored.
The Account category will show you which accounts have the highest engagement score (raw) and which accounts are engaged now (time decay).
The Campaign category will show you which campaigns the events are associated with.
The Channel category will show you how someone found the campaign, which is most useful for webforms, website visits, or other first-party online assets.

  • 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?

See Also

For more information on Terminology and Key Concepts in Engagement Dashboards, go here.

For more information on using Filters, go here.


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