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Thom Craver | Senior SEO Analyst, CBS Interactive GOOGLE ANALYTICS: MEASURE WHAT MATTERS AND MASTER VISITOR BEHAVIOR IN YOUR MARKETING MASTERCLASS WORKBOOK

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Page 1: GOOGLE ANALYTICS: MEASURE WHAT MATTERS ANDdigitalsummit.com/...google-analytics-thom-craver.pdf · Understanding Accounts, Properties and Views in Google Analytics Selecting views

Thom Craver | Senior SEO Analyst, CBS InteractiveGOOGLE ANALYTICS: MEASURE WHAT MATTERS AND

MASTER VISITOR BEHAVIOR IN YOUR MARKETING

MASTERCLASS WORKBOOK

© Conversion Sciences LLC. Used with permission.

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TABLE OF CONTENTS

Introduction

Analytics 101

Proper Planning for Analytics Success

Web Analytics is a Process

How User Data is Collected

If it Happens in the Browser “Canvas,” You Can Measure it

Understanding Accounts, Properties and Views in Google Analytics

Selecting views in Google Analytics

Best Practices for Views

Exercise: Google Analytics setup

Metrics vs. Dimensions

Analytics Definitions and Measurement Mechanic

The Google Analytics Interface

Types of Metrics

What is a Session?

Calculated Metrics

Exercise: Reports, Metrics and Dimensions

The Art of Measuring for Meaning

Data vs. Information

Always be Asking “Why?” or “So What?”

Reasons for Analyzing Visitor Data

Data vs. Information

Vanity Metrics vs. Business Objectives

Measuring Events

Exercise

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TABLE OF CONTENTS

Using Goals in Google Analytics

Website Goals and Funnels in Google Analytics

Funnel Visualization Reports

Goal Funnel Best Practices

Exercise

Segmentation: Giving Meaning to Data

Segmentation of Visitors

Finding Your Analytics Segments

Creating Your Own Segments

Ways to Segment Visitors

Segmenting by Goals Best Practices

Segmenting by Non-Goal Behaviors

Segmenting by Visitor Dimensions

Exercise

Tracking Campaigns: Online and Offline

Tagging Online Campaigns

Campaign Tracking Variables

Campaign Variables in Google Analytics

Campaign URL Builder

Exercise

Other Ways to Use Campaign Parameters

Automating Campaign Tracking

External URLs Only

Exercise

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TABLE OF CONTENTS

Key Performance Indicators

KPIs vs. Standard Metrics

KPIs Correlate to Business Objectives

Characteristics of KPIs

Examples of Business Requirements for KPIs

Exercise

A/B Testing

Introduction to A/B Testing

How A/B Testing a Website Work

Exercise

Attribution: Credit Where Credit is Due

What is Attribution Modeling?

Common Attribution Models

Lookback Makes a Big Difference

Comparing Attribution Models

How to Choose an Attribution Model

Exercise

Reporting and Dashboarding

Creating Dashboards

Common Mistake: Data overload

Actionable Reporting

Exercise

About Thom Craver

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INTRODUCTION

eb analytics is more than dumping data points from a tool without insight or actionable recommendations. WYou could search the Web and get several definitions of web analytics. Most definitions are all accurate, but

not all-encompassing. Proper web analytics is a cycle the includes properly measuring the right data points,

understanding their context when compared to other groups of similar data. This should help you

understand multiple business objectives with your website in addition to helping you better understand how

visitors arrive at and interact with your site so you can optimize those interactions in the future to exceed

your organization's bottom line.

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ANALYTICS 101

PROPER PLANNING FOR ANALYTICS SUCCESS

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ANALYTICS 101

WEB ANALYTICS IS A PROCESS

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ANALYTICS 101

HOW USER DATA IS COLLECTED

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ANALYTICS 101

IF IT HAPPENS IN THE BROWSER “CANVAS,” YOU CAN MEASURE IT

Once the page is “drawn” in the browser window, every element is accessible via JavaScript. This means you can

measure it.

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ANALYTICS 101

UNDERSTANDING ACCOUNTS, PROPERTIES AND VIEWS IN GOOGLE ANALYTICS

Ÿ 100 accounts per person

Ÿ 50 properties per account

Ÿ 25 views per property

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ANALYTICS 101

SELECTING VIEWS IN GOOGLE ANALYTICS

Views are selected under the accounts menu.

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ANALYTICS 101

BEST PRACTICES FOR VIEWS

Master, unfiltered view

Ÿ Backup copy

Ÿ Just in case

Main view

Ÿ Filter internal IPs

Ÿ Exclude dev subdomains

Test view

Ÿ Staging area

Ÿ Test new filters

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ANALYTICS 101

EXERCISE: GOOGLE ANALYTICS SETUP

1. How many accounts, properties and views are in your organization?

2. Is there a more optimal way to arrange them?

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ANALYTICS 101

METRICS VS. DIMENSIONS

Metrics are quantitative values for measurement.

Ÿ Example: Number of visitors or page views

Dimensions are characteristics or distinctive attributes of your analytics data.

Ÿ Example: Visitor geolocation or device type

Dimensions describe individual components of metrics.

Example: Page views count the number of times a page was viewed. Page Name describes which pages were viewed.

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ANALYTICS DEFINITIONS AND MEASUREMENT MECHANICS

THE GOOGLE ANALYTICS INTERFACE

Ÿ Customization & dashboards

Ÿ Real-Time

Ÿ Audience

Ÿ Acquisition

Ÿ Behavior

Ÿ Conversions

Ÿ Discover

Ÿ Admin

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ANALYTICS DEFINITIONS AND MEASUREMENT MECHANICS

TYPES OF METRICS

When collecting data points, know there are few limitations. From mouse movements to individual items clicked or

browser commands given, if it happens in the browser window, you can record it.

Types of data to collect:

1. Hit Level Metrics

e.g.: page views, time on page, downloads, events

2. Session Level Metrics

e.g.: visits (sessions), time on site, visitor source

3. Visitor Dimensions

e.g.: age, gender, location, language

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ANALYTICS DEFINITIONS AND MEASUREMENT MECHANICS

WHAT IS A SESSION?

- Start-to-End browsing of your site by a visitor.

- Sessions end after:

Ÿ 30 minutes of inactivity on site

Ÿ 12 Midnight

Ÿ Change in visit campaign/source

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ANALYTICS DEFINITIONS AND MEASUREMENT MECHANICS

CALCULATED METRICS

Combining metrics via a formula to create a new matric. Typically, these are ratios of metrics or combined values of

metrics.

Adding Calculated Metrics requires Edit-level access. Metrics are per view.

Examples include:

Ÿ Cost per session ( divided by )Cost Sessions

Ÿ Average pageviews per session: ( divided by )Page views Sessions

Ÿ Non-bounce sessions: ( minus )Sessions Bounces

Ÿ Revenue per user: ( divided by )Revenue Users

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ANALYTICS DEFINITIONS AND MEASUREMENT MECHANICS

1. Which reports do you use most often? Do they meet your reporting needs properly?

2. Make a list of calculated metrics and their formulas that would be helpful to your reporting.

EXERCISE: REPORTS, METRICS AND DIMENSIONS

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THE ART OF MEASURING FOR MEANING

Ÿ Data only becomes information with labels and context

Ÿ Information only becomes useful when interpreted by an analyst

Ÿ This involves some “educated guesswork”

Ÿ Avoid “data dumping”

DATA VS. INFORMATION

ALWAYS BE ASKING “WHY?” OR “SO WHAT?”

If you haven't answered those questions, your analysis is not yet done.

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THE ART OF MEASURING FOR MEANING

REASONS FOR ANALYZING VISITOR DATA:

- Understand user behavior

Ÿ Usage stats

Ÿ Is SEO/social/campaigns working

Ÿ Error monitoring

- Increase revenue / decrease costs

Ÿ Conversion optimization

Ÿ Campaign costs optimization

Ÿ Increase order size/value

Ÿ Make user assets / downloads readily available

- New development

Ÿ Prove or validate reasons for change

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THE ART OF MEASURING FOR MEANING

DATA VS. INFORMATION

Ÿ Data only becomes information when you apply labels & context.

Ÿ Information only becomes useful when interpreted by an analyst.

Ÿ That involves some “educated guesswork.”

This graph means nothing without context:

You need to add context.

Site Traffic is up 100% since last month

This is a graph on traffic.

Ÿ Is it visits? Visitors? Unique visitors? Pageviews?

Ÿ Is this a normal seasonal trend?

Ÿ Are your competitors also seeing increases?

Ÿ Are you filtering out internal IP addresses?

Ÿ Did this make the company any money?

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The metrics that matter are typically a combination of metrics, limited to select visits or visitors with certain

qualifying characteristics.

“Feel Good” But not Useful

Ÿ Total Visits / Visitors

Ÿ Most popular pages

Ÿ Pages per Visit

Ÿ Time on Page / Site

Help Make Business Decisions

Ÿ Campaign Performance

Ÿ Revenue – By Channel

Ÿ Avg. Subscription Length

Ÿ A/B Test Results

VANITY METRICS VS. BUSINESS OBJECTIVES

THE ART OF MEASURING FOR MEANING

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Events are additional non-page view, on-page user interactions.

Measure events to better understand visitor behavior.

MEASURING EVENTS

THE ART OF MEASURING FOR MEANING

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EXERCISE

1. What are the business objectives your website is trying to accomplish?

2. What metrics and dimensions are required to measure those objectives?

3. What events are you measuring? What events should you be measuring that you currently are not?

THE ART OF MEASURING FOR MEANING

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USING GOALS IN GOOGLE ANALYTICS

WEBSITE GOALS AND FUNNELS IN GOOGLE ANALYTICS

Ÿ Can be based on URLs or user action events.

Ÿ Should include monetary values wherever possible

Ÿ Should only include pathing specific to the goal for

every visitor

Ÿ Should not include the goal itself in the funnel steps

Ÿ Can be a qualifying characteristic by which to group

business objectives

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USING GOALS IN GOOGLE ANALYTICS

FUNNEL VISUALIZATION REPORTS

Ÿ Show steps leading to conversion

Ÿ Last step is the defined goal

Ÿ Displays counts and percentages of each completed step

Ÿ Displays funnel entrances and exits

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USING GOALS IN GOOGLE ANALYTICS

GOAL FUNNEL BEST PRACTICES

Ÿ Only include necessary steps

Ÿ Never include the already defined goal

Ÿ Never include campaign info

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USING GOALS IN GOOGLE ANALYTICS

EXERCISE

1. Go into your Google Analytics account and list the goals you have set up.

2. Star any goals without funnels or whose funnels are incorrectly setup.

3. Below, list steps that could be taken to correct those funnels:

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SEGMENTATION OF VISITORS

Segmentation involves grouping particular visitors to specific characteristics to better understand visitor

interactions, and/or visualizing business objects and ROI. Most commonly, visitors are segmented by:

Ÿ Goals converted

Ÿ Other on-site behaviors (events)

Ÿ Originating source (campaigns, search, social, etc.)

SEGMENTATION: GIVING MEANING TO DATA

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FINDING YOUR ANALYTICS SEGMENTS

Google Analytics:

Ÿ Located at the top of report pages

SEGMENTATION: GIVING MEANING TO DATA

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CREATING YOUR OWN SEGMENTS

Select new and select metrics or combine using Conditions

SEGMENTATION: GIVING MEANING TO DATA

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WAYS TO SEGMENT VISITORS

1. Goals and Conversion

Ÿ Macro Conversions

Ÿ Revenue Generated

2. On-Site Behaviors

Ÿ Landing Page, Path through site

Ÿ Micro Conversions

Ÿ Visitor intent (survey)

3. Origin of visitor

Ÿ Organic Search / Direct Traffic / Campaigns

Ÿ Individual domains

SEGMENTATION: GIVING MEANING TO DATA

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SEGMENTING BY GOALS BEST PRACTICES

SEGMENTATION: GIVING MEANING TO DATA

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SEGMENTING BY NON-GOAL BEHAVIORS

Segment visitors or sessions based on visitor behavior events that have meaning. Forms are most common. But don’t

limit to forms completed. Measure user activity to determine answer to questions like:

Ÿ What elements of a form were left blank upon abandonment?

Ÿ Were errors recorded during submission?

Ÿ What pages were viewed in lieu of form completion or was the whole site abandoned?

Ÿ What percentage of which videos are being viewed?

Ÿ What content are people interacting with most?

Ÿ Why are visitors leaving our site?

Ÿ Are they accomplishing their task even on a one-page visit (bounce)?

SEGMENTATION: GIVING MEANING TO DATA

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SEGMENTING BY VISITOR DIMENSIONS

Segment visitors based from where they arrived prior. Organic search and social media visits are often built-in

segments. Understanding visitors from campaigns or geo-location can help determine answers to questions like:

Ÿ What is the ROI of our marketing campaigns?

Ÿ Should certain campaigns be paused or have their budgets increased?

Ÿ What content are different demographic groups more interested in consuming?

Ÿ Are geo-targeted ads (online or offline) having the desired effect on traffic?

Ÿ Are organic SEO efforts paying off?

Ÿ Are link-building efforts paying off?

Ÿ Was our website hit with a penalty from a search engine?

SEGMENTATION: GIVING MEANING TO DATA

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EXERCISE

SEGMENTATION: GIVING MEANING TO DATA

Lookup the custom segments currently defined in your analytics account and list them below.

Are these segments useful toward helping clarify metrics by your organization's business objectives? Why or why not?

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Tracking parameters conclusively define from which source a visitor arrived at your website. They are most

commonly used to track online marketing campaigns via email or social media. Links from these sources can often

appear as direct visits to a site, unless tracking is appended to the URLs in the calls to action.

TRACKING CAMPAIGNS: ONLINE AND OFFLINE

TAGGING ONLINE CAMPAIGNS

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Campaign tracking variables – sometimes referred to as URL parameters – are added to the end of a URL and allow

analytics software to determine the true source of a visitor to a website. These variables must be unique and do not

affect how the page renders to the site visitor.

The format is variable name, then an equals sign, then the value. Additional tracking parameters use an ampersand

(&) character between the previous value and the next variable name. For example:

TRACKING CAMPAIGNS: ONLINE AND OFFLINE

CAMPAIGN TRACKING VARIABLES

www.MyDomain.com/landingPage.html? = & =variable1 variable2someValue somethingElse

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Google Analytics allows you to track up to five different variables. Three of these are required; the other two are

optional.

utm_source Referring website, mailing list, etc.

e.g.: google.com, t.co

utm_medium Type of link or marketing medium

e.g.: referral, organic, cpc

utm_campaign Promo codes, product, slogans, campaigns of your choosing

utm_term Paid keywords (PPC); often used from words bid on in a pay-per-click ad campaign

utm_content Special phrases or ad groups of your choosing for granular tracking

TRACKING CAMPAIGNS: ONLINE AND OFFLINE

CAMPAIGN VARIABLES IN GOOGLE ANALYTICS

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Google URL Builder is a free tool Google provides to assist you in adding campaign variables to your URLs. Simply fill

out your website / campaign URL, add your source and other campaign information, and the Campaign URL Builder

provides all the necessary connecting syntax automatically. Simply copy it and paste it into your campaign as the link

for your call to action.

CAMPAIGN URL BUILDER

TRACKING CAMPAIGNS: ONLINE AND OFFLINE

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Use Google's Campaign URL Builder to create a custom URL for an email campaign for your monthly newsletter with

the name November 2017.

Write the resultant URL below:

________________________________________________________________________________________

Use Google's Campaign URL Builder to create a custom URL for any online campaign you recently executed or are

about to execute in your organization. Identify the relevant variables in the space provided and write the complete,

resultant URL.

utm_source: ______________________________________________________________________

utm_medium: ______________________________________________________________________

utm_name: ______________________________________________________________________

utm_term: ______________________________________________________________________

utm_content: ______________________________________________________________________

Campaign URL: ______________________________________________________________________

EXERCISE

TRACKING CAMPAIGNS: ONLINE AND OFFLINE

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Offline Visits:

1. Use a shortened, vanity URL like mydomain.com/promoname, bit.ly URLs or even URLs embedded in QR codes

2. Have your engineering team set up a redirect to your landing page with campaign variables.

3. Enjoy the tracking of offline marketing

OTHER WAYS TO USE CAMPAIGN PARAMETERS

TRACKING CAMPAIGNS: ONLINE AND OFFLINE

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Look for tools that help automate campaign variable tagging. Most major email service providers, social automation

and PPC platforms have campaign parameter tools built-in.

AUTOMATING CAMPAIGN TRACKING

TRACKING CAMPAIGNS: ONLINE AND OFFLINE

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Only use campaign variables on URLs from sources external to your website. Never use to track internal campaigns.

Adobe Analytics has an internal campaign variable that works similar to the external campaign variable that you are

free to name as you see fit.

Google Analytics will register a new visit every time the utm_source campaign variable changes.

EXTERNAL URLs ONLY

TRACKING CAMPAIGNS: ONLINE AND OFFLINE

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List all promotional campaigns, online or offline, that could benefit from campaign tracking with URL parameters.

Which method would you use to track these?

EXERCISE

Campaign Name Online or Offline Tracking method utm_source utm_medium

TRACKING CAMPAIGNS: ONLINE AND OFFLINE

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KEY PERFORMANCE INDICATORS

KPIs VS. STANDARD METRICS

Web Metrics:

Ÿ Numerical data points representing measurable Web site actions

Ÿ Ratios of numbers representing Web Actions

Key Performance Indicators:

Ÿ Metrics that directly correlate to the business objective of your Web site

KPIs CORRELATE TO BUSINESS OBJECTIVES

Use segments and even custom metrics to come up with KPIs pertinent to your organizations’ business objectives.

Add values and provide relative historical context whenever possible.

KPIs answer what, which, and/or how questions for understanding your business requirements and solving your

business objectives. E.g.:

Ÿ What are my top-converting products?

Ÿ Which pages on my website contribute most to success?

Ÿ Which campaigns have the highest conversion? …ROI? …gross income?

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KEY PERFORMANCE INDICATORS

CHARACTERISTICS OF KPIs

1. Clear

Ÿ Anyone can understand them

2. Pertinent

Ÿ Organization’s Business Objectives

3. Timely

Ÿ Now, not later

4. Instantly useful

Ÿ Get it right away

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KEY PERFORMANCE INDICATORS

EXAMPLES OF BUSINESS REQUIREMENTS FOR KPIs

Ÿ Increase revenue generated through web sales of Product A by 15 percent in the current year.

Ÿ Decrease the cost per acquisition of Product A by 5 percent in the current year.

Ÿ Increase sales leads by 8 percent in the current year.

Ÿ Increase new sign-ups by 5 percent in the current year.

EXERCISE

Establish KPIs for the business objectives you created in your first exercise. Include all pertinent metrics, segments

and values.

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A/B TESTING

A/B Testing – sometimes called split testing – helps you compare two versions of a web page to see which one

performs better to meet your business objectives. In A/B testing, you have two (or more) variations of the same page

with one detail changed. The detail could be an image, placement of a call to action (CTA), or even the body copy or

CTA wording.

INTRODUCTION TO A/B TESTING

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Code is placed at the top of your page. That code determines if a visitor should see the page or the testing variant. If

the latter, it redirects the user to the new version before the page is rendered in the browser. The testing variant

works just like the original, except it can only be accessed via the testing script. It cannot be accessed via a menu.

However, it still maintains navigation consistent with the original page.

What kind of elements can you test?

Ÿ Wording / Calls-To-Action / Offers

Ÿ Images / colors / placement

Ÿ Navigation elements, layout

Ÿ Headlines

A/B TESTING

HOW A/B TESTING A WEBSITE WORKS

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Determine which pages you think might be underperforming. It could be a campaign landing page, your home page,

or even a form. List the page, which elements you'd like to test, and the number of variants you'd have in your

experiment.

EXERCISE

Page Conversion goal Elements to test

A/B TESTING

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ATTRIBUTION: CREDIT WHERE CREDIT IS DUE

Attribution modeling involves designating which marketing channel or visitor source gets the credit for website

conversions. Reports default to what’s referred to as a “last touch” model, basically giving credit for a conversion to

the most recent visit’s source.

However, most people don’t convert on the first visit to your site. Giving credit to the channel(s) that contributed to

a visitor’s experience that led to an ultimate conversion is all part of attribution modeling.

Which visit gets credit for the conversion?

WHAT IS ATTRIBUTION MODELING?

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ATTRIBUTION: CREDIT WHERE CREDIT IS DUE

COMMON ATTRIBUTION MODELS

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ATTRIBUTION: CREDIT WHERE CREDIT IS DUE

LOOKBACK MAKES A BIG DIFFERENCE

The lookback window, sometimes called time lag, matters a great deal when attribution modeling. By default, most

analytics vendors look back at 30 days of data as the lookback window. If your customer visited multiple times prior

to that 30-day lookback, those prior visits would not be counted.

In the example below, with a 30-day lookback window and a first-touch attribution model, social media would get

the credit for a conversion, not the organic search that happened just two days prior.

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ATTRIBUTION: CREDIT WHERE CREDIT IS DUE

COMPARING ATTRIBUTION MODELS

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Consider:

Ÿ Business model (affiliates?)

Ÿ Sales cycle length

Ÿ Lead / sales generation process

No model is perfect

Ÿ Find models that are useful

Ÿ Use the one that is most useful

HOW TO CHOOSE AN ATTRIBUTION MODEL

ATTRIBUTION: CREDIT WHERE CREDIT IS DUE

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Select attribution models to compare. Answer the following questions to determine which to use:

1. What is the sales cycle for a typical order or service contract?

_________________________________________________________________________________

_________________________________________________________________________________

2. What kind of lead generation does your company perform?

_________________________________________________________________________________

_________________________________________________________________________________

3. Do you offer value-added offers online?

_________________________________________________________________________________

_________________________________________________________________________________

4. Do you offer reviews or comparisons?

_________________________________________________________________________________

_________________________________________________________________________________

Which attribution model(s) appear to make the most sense for your organization?

EXERCISE

ATTRIBUTION: CREDIT WHERE CREDIT IS DUE

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REPORTING AND DASHBOARDING

Creating quick and easy dashboards of your favorite or often-used reports can be done in a few clicks. Both Google

Analytics and Adobe Analytics provide methods to add any standard or customized report to a dashboard.

However, using default dashboards – especially without segmentation applied – often gives meaningless data.

CREATING DASHBOARDS

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REPORTING AND DASHBOARDING

Quick “add to dashboard” widgets and dashlets are great for quick overview information. But for actionable

reporting, default dashboards don’t cut it because they can’t show action items.

Proper reports should:

Ÿ Show more than data

Ÿ Show patterns, trends

Ÿ Demonstrate rationale for (or against) idea

Ÿ Show benchmarking data (yours or others)

Ÿ Provide insight

Ÿ Make recommendations for action

CREATING DASHBOARDS

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REPORTING AND DASHBOARDING

Avoid Too Much Data and Not Enough Information

This is not how you dashboard. Objectives and recommendations are vague, data is still being benchmarked,

historical context is not valuable.

COMMON MISTAKE: DATA OVERLOAD

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REPORTING AND DASHBOARDING

Reports should provide context and Action.

Ÿ Focus on the right number of KPIs and detail for your audience

Ÿ Different audiences might require different reporting

Ÿ Always state your objective

Ÿ Always add insights and pertinent trends / historical data

Ÿ Always recommend action

Ÿ Visualization is always key

ACTIONABLE REPORTING

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REPORTING AND DASHBOARDING

Ÿ Who are the stakeholders for whom you generate reports?

____________________________________________________________________________________

____________________________________________________________________________________

Ÿ What KPIs should you report – based on which objectives?

____________________________________________________________________________________

____________________________________________________________________________________

Ÿ What context and historical trends should include?

____________________________________________________________________________________

____________________________________________________________________________________

Ÿ What would be suggested actions from underperforming KPIs? …overperforming KPIs?

____________________________________________________________________________________

____________________________________________________________________________________

EXERCISE

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ABOUT THOM CRAVER

Thom Craver is a Senior SEO Analyst for CBS Interactive, managing all the CBS News

properties including 60 Minutes, Face the Nation and 48 Hours. A seasoned Web

developer since 1993, Thom is a technical SEO and digital analytics veteran. From

system administration to coding to marketing to measurement, few have the full 360-

degree view of modern day digital marketing.

In 1997, Thom started his first Web consultancy, New York Web Works, and never

looked back. After building spectacular websites, Thom pursued the quest to get

more traffic to his client sites. After conquering SEO, understanding analytics and

conversion optimization became his next passion. His career has included time at several renowned digital

marketing agencies across the U.S. and hundreds of consultancy clients both large and small in nearly every vertical.

Thom has spoken and led masterclass workshops at numerous digital marketing events around the world and is also

a veteran of the TEDx stage. In addition to multiple industry blogs, he has ghost written over a dozen technical

instructional training manuals. He has taught digital business courses at Quinnipiac University, SUNY community

colleges and the Saunders College of Business at Rochester Institute of Technology.

Get in contact with Thom at:

ThomCraver.com/masterclass

[email protected]

(585) 502.8020

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