Note: This feature is available if you have purchased the Personalization module. Please contact support if you want to upgrade your plan.
This article will go over the different ways to view analytics across all your personalizations, as well as dive into the performance across top Base docs, personalizers, and particular personalizations.
For more information on Analytics dashboards, click here.
View analytics across all your personalizations
You can find the "Personalization" tab in the side menu,
or while viewing the Team analytics dashboard.
Here you’ll be able to view analytics across all your personalized Docs, as well as dive into the performance across top base Docs and personalizers.
Filters
At the top of the page, you’ll be able to filter the data using the dropdown menus. By default, you can see one row of filters but simply click on the ‘Show all filters’ on the top right of the filters.
Here you’ll find some additional filters to help focus on specific personalization data:
Personalized by - this refers to who created the personalization
Personalization type - Self-service / Public / Batch / Automated
Personalization has analytics - Yes/No
Key metrics
Below filters you’ll find key metrics across all your personalized Docs.
Personalizations created: Total number of personalized Docs created.
Personalizations read: Number of personalized Docs with at least one read.
Total read time: Total read time across all personalizations.
Top Base Docs and Top personalizers
In this side-by-side table view, you’ll see some high-level information about your team’s Top Base Docs and Top personalizers
These tables are sorted by Average read time by default, but you’re able to sort them by "Personalizations created" and "Personalizations read" instead by clicking on their column header. You’ll be able to see how the table is currently sorted as an arrow will appear next to the column header.
Table of personalizations
The table, by default, includes all personalizations created and those with analytics events within the selected timeframe. To focus on specific data, you can use the filters at the top of the page.
The table includes the following information/metrics:
Last read - the date each Doc was last read (even if it wasn’t within the current timeframe filter)
Created - the date the personalization was created (even if it wasn’t within the current timeframe filter)
Avg. read time
Reads
Readers
Sign-ups
Shares
Bounce rate
PDF downloads
Click on any personalization to open the Turtl Doc dashboard and view analytics for individual personalization, such as where they read the personalization, page performance, interactions, etc.
Dive into the performance of your Base Docs
Open the Turtl Doc dashboard for your selected Base Doc. On the "Personalizations" tab, you’ll find key metrics for the personalizations created using this Doc, a table of personalizations, and a table of Top Personalizers.
You can then select any personalization to view analytics for individual personalization.
Note: When setting up your Base Doc for personalization, you must add a name token (and if necessary a company token) to the title to identify the individual personalizations later.
Accessing analytics via the personalizations list
This is another convenient way to access analytics for individual personalizations.
Click on "Personalize" in the sidebar to bring up the list of all personalizations. You can choose to display only personalizations created by you by clicking on "Mine only"
Search or use filters at the top to find your personalization and click on the "Analytics" button to open Analytics for the personalization selected.
Downloading personalization analytics
You can download an analytics overview report for your Base Doc as a spreadsheet containing the metrics from the dashboard and some additional information about your personalizations, including what information was selected/input on the personalization form.
To download the overview report, click the "Download" button in the top right of the Doc dashboard:
Once you’ve downloaded the report, click on the "Personalizations" tab in the spreadsheet to see the information below:
In columns A-F, you’ll find information about each personalization, such as the Personalization Title and Personalization Author Name.
In columns G-N, you’ll see key metrics for each personalization, such as reads, readers, and read time.
From column O onwards, you’ll see the information that was selected/input into the personalization form. Each column relates to a token that was set up in your Doc.
You can read more about the other tabs in the overview report here, as well as our other "Reads" report here.
Note: You can also send personalization reader or internal form inputs directly into Hubspot or Marketo.
For more information, please reach out to your Customer Success Manager or Customer Support.
To learn more about Personalization, check out our Personalization Engine Collection!
We also offer these training videos as part of our onboarding:
The personalization engine is protected by US patents.