Re: Engagement Stream Reporting Best Practice

Julz_James
Level 10 - Champion

Engagement Stream Reporting Best Practice

Hi everyone,

Now that I have a number of different engagement streams up and running in my instance I want to be able to do some really good in-depth reporting with them now to see who is where in what stream, what they've been interacting with, and who's become and MQL as part of the stream.

I've been running with the simple 'Engagement Stream performance' report in analytics, but its taking forever and a day to run and most of the time it times out after a while.  I don't have a huge number of leads my streams (max 60K total).  And this is very basic - how many emails went out in what stream this week.  But I would like to get more in-depth and show what is and isn't working well.  I know it's going to be a combination of reports and smart lists.

So...anyone got any hints and tips for best practice, or the types of reports you produce?

Thanks very much

Julz

10 REPLIES 10
Joe_Reitz
Level 10 - Champion Alumni

Re: Engagement Stream Reporting Best Practice

I'd be very interested to hear how other folks do it, but we generally use our nurturing programs simply as a vehicle for our content. The Engagement Score doesn't tell us a whole heck of a lot beyond "more higher is more gooder," but we still use that as a rough gauge for whether or not the content hit the sweet spot of relevance and curiosity. Typically, we score in the mid-range with a few outliers on either end of the spectrum. I also subscribe myself to the same basic engagement program perf report you described above, so I get that in my inbox every Monday morning without having to sit and way for it to load.

The in-depth reporting comes from our content programs. Each of our assets (white paper, article, case study, etc.) lives in it's own program with landing page, smart campaign, etc.. We track membership in those, take a look at the LP Performance report to get a sense of how well the individual LPs are converting, and even have smart lists that are filtering program members by their referring source (email, website, FB, LinkedIn, Twitter, etc.). We're also able to attach program costs to each individual program/asset for ROI analysis down the line.

If it doesn't look cool, you're probably doing it wrong.
Julz_James
Level 10 - Champion

Re: Engagement Stream Reporting Best Practice

Thanks for that Joe.  Its nice to see how other people use engagement streams.  We have a load of other campaigns happening but the content in the nurture is just for the nurture stream so we wouldn't be using it elsewhere.  At the moment I'm thinking its going to be a mix of engagement report, smart lists, and program reports. 

This could get interesting!

Joe_Reitz
Level 10 - Champion Alumni

Re: Engagement Stream Reporting Best Practice

You definitely could still do all of that inside the engagement program.

Don't forget the super cool trick for doing A/B tests in engagement programs, either!

If it doesn't look cool, you're probably doing it wrong.
Julz_James
Level 10 - Champion

Re: Engagement Stream Reporting Best Practice

I'm in the process of creating my own reports - they're getting pretty complex but I'm showing emails sent, engaged and MQL's by stream and by country so far!  Think this one might be worthy of a blog!

Anonymous
Not applicable

Re: Engagement Stream Reporting Best Practice

I'd definitely bookmark a blog post on a report to see MQLs by stream! Trying to figure out the best way to showcase this as well.

Anonymous
Not applicable

Re: Engagement Stream Reporting Best Practice

How's that work coming along? I'd love to learn more about what you did/are doing!?

Julz_James
Level 10 - Champion

Re: Engagement Stream Reporting Best Practice

I managed to set up a lot of reports that finally turned into one very large nurture report showing engagement and MQL's but I no longer work for that company so I can't get access to the reports to get screen shots

Anonymous
Not applicable

Re: Engagement Stream Reporting Best Practice

Bummer! Grab some screen shots when you recreate it at your new company!

But, from what you recall, it was just a lot of manual work to pull together different reports? You didn't find a magical answer that we're all looking for?

Julz_James
Level 10 - Champion

Re: Engagement Stream Reporting Best Practice

Unfortunately no magical answer, but it was kinda magical that I could take all the sends, CTO's, Engaged and MQLs per email per stream and put them into one report 🙂