Introduction
This tutorial addresses an issue some users have experienced - needing to create a metrics report at an institution-level instead of the default contact-level. This is especially relevant for our B2B users whose analysis demands might require them to assess metrics based on institutions rather than individual contacts.
Problem
This is the problem that a customer approached us with:
I'm reaching out to you because we have some issues with the Metrics report that the system provides. We are a B2B company, and therefore we need to see the Metric views in the level of institution and not in the level of contacts (people). We upload the contacts list that connects to institutions ("relationship"). Is there an option to create metrics report in an institution level and not in contacts level?
Solution
In general, we only offer aggregate metrics on a campaign/broadcast level. We don't currently offer these on a profile or objects basis, however if you're interested in doing the data analysis on your side, one option that you could consider is using a Data Warehouse. This allows you to export people, messages and other data to your data warehouse which you can then analyse how you wish on your end. This is the most comprehensive way for you to get the metrics that you need.
That being said, one thing you could do to at least get volumes of messages for any given institution object would be to set up a segment that looks for that institution existing on a person's profile and then checks to see if that person was sent an email. You could also set it up to check to see if emails were sent from a specific campaign and/or change the "sent" to any number of other delivery metrics that you might be interested, but here is the most basic version:
The challenges are:
- It's obviously a lot of work to set up if you have a lot of institutions/objects or specific campaigns/emails you want to analyze.
- I can't see any good way to automate percentage/rates for this, so you would have to be satisfied with volumes only.
- There's not going to be a good way to see all the metrics on one dashboard.
We are currently assessing a development that mat expand our metrics to the Object level, so please bear with us!