How Can We Help?

Guide Metrics

Last Updated

Overview

After your guide has been published, you may want to see how it is performing. Guide Metrics provides detailed usage metrics for an individual guide. The Metrics tab gives you an at-a-glance view of how users are interacting with your guide, time spent on guide, and other guide activity.

Guide Views

The Guide Views chart shows a bar chart of total views broken down by first time and repeat views. The visualization can be adjusted in the drop down menus to show weekly or monthly view totals and number of views or number of unique Visitors. Hovering over a block in the bar chart will give you more detail about the number of guide views for that particular time period.

GuideMetrics_GuideViews.png

Visitors Per Guide Step

The Visitors Per Guide Step chart shows the number of visitors who saw each step of a multi-step guide or walkthrough. Hover over a bar to see the number of visitors for each step and the percentage of total visitors who have seen that step. 

mceclip1.png

Note: The slide out only displays users who have seen a guide step. If the user hasn't seen the step, they will not appear in the slide out list of Visitors.

Click on a step to open a slide out with a visitor list that includes the visitors who have seen that step from the current guide target and filter segments.

Note: If this graph doesn't appear, your guide likely only has one steps and so multi-step analytics cannot be shown. Add a second step to your guide in order to receive analytics on both steps. 

Average Time Per Step

The Average Time Per Step chart shows the average time spent on each step of a multi-step guide. Hover over a bar to see the number of views for each step and the average time spent on that step. 

GuideMetrics_TimePerStep.png

The first chart shows the average time per step. Click on a step to see a breakdown of that specific step.

GuideMetrics_StepBreakdown.png

Guide Elements

The Guide Elements table shows the usage of building block elements in the guide. The table includes the name of the element, type, button action, number of clicks, and percentage of clicks per step. For a multi-step guide, toggle if elements are grouped by step or shown in a single list view.

Button Actions - Table Values

  • Next Step - Advances to next step in a multi-step guide

  • Dismiss Guide - Dismisses or closes a specific guide

  • Submit All Polls + Advance Guide - Submit all poll responses to Guide Metrics and advance guide to next linear step or dismiss if there is not another step

  • URL Link - External link with URL

  • Launch Guide - Dismisses current guide and launches targeted guide

  • Previous Step - Previous linear step in a multi-step guide

  • Snooze Guide - Dismiss guide and reactivate it after set time duration has passed

  • Go To Step - Advances to specified guide step in same guide

Guide Activity

The Guide Activity table shows all guide events in a chronological order grouped by visitor or in a continuous list. In the By Visitor view, expand a visitor's usage to all of their events in chronological order with the most recent status at the top.

mceclip1.png

The default columns include the Visitor ID, time on guide, status, and date (and time). Multi-step guides also include progress through each guide step and time on step. The table can be customized to include any of the product usage data or metadata available in a visitor report to provide additional context for user behavior. Click on a visitor in the table to open their visitor details page in a new tab. 

You can toggle the Targeted Audience to show Everyone, Has Seen Guide, or Has Not Seen Guide. 

GuideMetrics_GuideActivity.png

Download CSV of Guide Activity

Clicking the download icon in the top right corner of the chart will download a .csv version of the Guide Activity report.

mceclip0.png

For the defined segment and time period, the report summarizes:

  • The number of steps seen

  • The time spent viewing the Guide

  • The status of the Guide

    • Action Taken: The visitor interacted with the guide and advanced it with buttons or other behavior that would cause the guide to advance. Submit Poll button actions result in this status. 

    • Advanced: This status occurs in multi-step guides when a visitor advances off of step 1. If the guide is activated automatically it may be shown to the visitor again until they dismiss or complete the walkthrough. If the visitor navigates away from the guide without closing it and then returns to the last seen step in the Guide, it will display automatically for up to ten (10) minutes from the last advance event. After 10 minutes, the guide will reset and show the first step. 

    • Button Clicked: Visitor clicked on a button created with a building block.

    • Displayed: This means the Guide was presented to the visitor. They did not take any action to advance (walkthroughs only) or dismiss the Guide. If the Guide is set to display automatically, it will be presented to them again.

    • Closed: Visitor closed the guide with a dismiss action. An automatic guide will not be shown to the visitor again.

    • Completed: This status occurs in multi-step guides when a visitor has fully progressed through all of the steps without dismissing the guide.

    • Displayed: Guide was presented to the visitor and they did not take any action to advance or dismiss the guide. If the guide is set to display automatically, it will be presented to them again.

    • Snoozed: Guide was temporarily dismissed with the snooze button action.

  • The date the Guide was last seen

Change Columns

Clicking the book icon mceclip2.png to the left of the download icon will allow you to reorder the columns or add new ones.

mceclip1.png

Related articles