Table of Contents

Engagement Overview: Campaigns Tab

Angie C. Updated by Angie C.

Common Use Cases & Questions Answered with the Campaigns Tab

If you’re a Digital Marketing Manager looking to assess the overall performance of digital marketing campaigns:

  1. Utilize the "Contribution to Score Over Period" widget with a default "Group By" selection of "Campaign Type."
  2. Analyze the month-over-month contribution to the overall engagement score by different campaign types.
  3. Access the "Campaign by Channel Detail" table to drill down into specific campaigns and channels.
  4. Optimize digital marketing strategies based on insights gathered from high-level and detailed campaign performance.

If you're a Sales Operations Analyst who needs to evaluate the contribution of different channels to engagement scores: 

  1. Set the "Group By" filter to "Channel" in the "Campaign by Channel Detail" table.
  2. Explore the engagement scores, scored events, and contributions associated with each channel for specific campaigns.
  3. Use the "Change Last 30" metric to assess trends in engagement over the last 30 days.
  4. Optimize channel-specific strategies to enhance engagement and sales performance.

If you’re a Chief Marketing Officer who needs to gain a high-level overview of trends for strategic decision-making:

  1. Review the KPI metrics at the top for a quick summary of active companies, active people, and overall engagement trends.
  2. Utilize the "Contribution Over Time" widget with a default "Group By" selection of "Campaign Type."
  3. Adjust filters selectively to focus on key parameters relevant to strategic decisions.
  4. Make informed decisions and allocate resources based on high-level engagement insights.

Campaigns Tab

This Dashboard shows you aggregated Engagement data and allows you to use several Group By options to tell different stories. This allows you to see what is creating the most engagement with your brand.

*Important Note: All filters apply to all widgets as a rule.

The KPI metrics shown at the top display for the Summary, Companies, People, Campaigns, Explore:

  1. Active Companies: displays the count of all known Companies with a > 0 Engagement Score based on the filters applied
  2. Change Last 30: this metric relates to the Number of Companies and allows you to see whether you are trending in a positive or negative manner over the last 30 days
  3. 03 - High Engagement: based on the Engagement Index, which evenly distributes a ranking based on a 0-100 setup. This can be controlled on the Engagement Model Settings tab (Select Settings > Engagement > Scoring Models. Then select the default scoring model you are using, click to the Settings tab).
  4. Surging Accounts: displays the number of accounts that have reached the '03 - High Engagement' bucket in the past 7 days
  5. 04 - Most Engagement: based on the Engagement Index, which evenly distributes a ranking based on a 0-100. This can be controlled on the Engagement Model Settings tab (Select Settings > Engagement > Scoring Models. Then select the default scoring model you are using, click to the Settings tab).
  6. Surging Accounts: displays the number of accounts that have reached the '04 - Most Engagement ' bucket in the past 7 days
  7. Active People: displays the count of all known People with a greater than 0 Engagement Score based on the filters applied
  8. Active per Company: this metric tells you on average how many people are engaged at each of your engaged companies
Contribution to Score Over Period (Top 10 by…)

This widget allows the user to see Aggregated Campaign Contribution to Engagement Score by using a dynamic “Group by” selection. By default we will be showing by Campaign Type. You are also able to determine the look-back period by selecting a Date Period and Date Aggregation.

  1. The title of this widget is dynamic based on your Group By selection, in this case “Campaign Type” was selected.
  2. The x-axis shows you a time range based on your selections of “Date Periods” and “Date Aggregation” in the filter drawer. An example of how to set this up would be to select “All Time” for the “Date Period,” “Month” for the Date Aggregation and “Campaign Type” for the Group by Selection, this would then show you month over month Contribution to Overall Score by Campaign Type for as far back as your Engagement Model goes. This helps you understand which Campaign Type has been generating the most Engagement with your brand recently.
  3. The legend on the chart will show the values based on the “Group By” selection you’ve made. In this case we have selected Campaign Type and we see values like “Sales-Meeting,” “Organic Search,” “Paid Social,” etc.
Campaign by Channel Detail
  1. Campaign by Channel Detail - This table shows you Engagement Scores generated by Campaigns with the additional level of granularity by showing you the Channel that the Campaign was served through
  2. Campaign displays the Campaign Name and allows the user to link to the Campaign Detail Overview with the selected Campaign being shown
  3. Channel displays the Channel Name that the selected Campaign was served through
  4. Campaign Type displays the Campaign Type associated with the selected Campaign
  5. Program displays the Program associated with the selected Campaign
  6. Scored Events displays the sum of Scored Events for the Campaign for the selected Channel
  7. Contribution displays the sum of Engagement Score Contribution for the Campaign for the selected Channel
  8. Engaged People displays the sum of unique People with Engagement for the Campaign for the selected Channel
  9. Engaged Companies displays the sum of unique Companies with Engagement for the Campaign for the selected Channel

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Engagement Overview: People Tab

Engagement Overview: Explore Tab

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