Data Explorer is a feature that allows you to use all the data collected by Connectif to create detailed reports with which you can analyze your sales, measure the results of your campaigns, and identify trends in a simple and powerful way. These reports will help you make data-driven decisions to optimize your account and achieve your goals.
How to access?
You can access Data Explorer through “Analytics > Data Explorer”. On this page, you will see all the reports you have created and will be able to edit them or create new ones.
Create a new report by clicking Create report.
Interface
The Data Explorer interface consists of two sections:
- Blank report: to create a Data Explorer report with the criteria and filters you choose.
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Report from template: to create a report using one of the available templates.
2.1. Template list: to browse through report templates and review their data, including the title, description/summary of the report, and the channels it comprises.
2.2. Search: to find an existing template using terms related to its name or description.
2.3. Filter: to refine the search based on the channel for which the template is needed (Email, SMS, Web Push Notifications, Web Content, or Mobile Push Notifications).
In any case, when creating a report, the report interface is composed of three sections:
- Main menu: to save the report, save it as a copy, reset it (in case you made changes and want to revert to the last saved configuration), rename it, export it as a CSV file, delete it, or return to the main Data Explorer menu.
- Toolbar: to select the groupings and metrics you want to analyze.
- Table: to visualize the data report results.
You have dozens of metrics and groupings available that allow you to create all types of reports based on the area or goal you need to analyze.
Functionality
Data Explorer presents data in Categories, which are defined based on their origin, context, or event at the time they were collected. These categories, in turn, offer groupings and metrics.
Groupings (or dimensions) are descriptive characteristics of the category. Generally, they are not quantifiable, meaning it does not make sense to perform mathematical operations on them.
For example, dates or workflows associated with purchases.
Metrics, on the other hand, are data points that can be measured quantitatively, such as the amount or number of products in a purchase.
For example, when a purchase is made, a series of data points linked to it are collected, including those related to the purchased products and the contact making the purchase.
The total amount, the number of products purchased, or the average price are metrics.
Additionally, the purchase was made by a contact who may have a newsletter subscription status or a specific RFM status, which are groupings.
1. Create a report from a template
In the main Data Explorer interface, browse through the list of templates (2.1) to choose the one that best fits your needs.
You can use the search bar (2.2) to enter terms related to the report you are looking for.
To refine the search by channel, use the filter (2.2.), click on the Channels dropdown, and select the ones you want to include in your report.
Once you have found the template that suits your needs, click on it to access the report.
In the report interface, you can save it directly from the main menu (1) or edit it using the toolbar (2) to further refine the report criteria before saving it in your Store.
If you need more information on how to make changes to your report, check the following sections of this article.
2. Create a blank report
In the main Data Explorer interface, click on the option to create a blank report (1).
In the report interface, you can select the groupings and metrics that will compose it.
To learn how to structure your report, check the following sections of this article.
3. Add groupings and metrics to a report
Add groupings and metrics to your report by dragging them to the corresponding section or double-clicking on them. As you add groupings and metrics to your report, the central table will display the data in rows and columns.
When any activity is recorded, Connectif stores most of the contact's data at the time of that action.
This way, when generating a report on the number of purchases grouped by the contact's newsletter subscription status, the table will show the purchases made by contacts based on their subscription status at the time of purchase (instead of the number of purchases according to their current subscription status).
Data Explorer presents data in Categories. Within each category, you can find groupings and/or metrics. The available categories are as follows:
- "Period": to group data based on date-type categories, such as day of the month, day of the week, month, year, etc.
- "Contact Profile": to group data based on characteristics of your contacts, such as email domain, age range, whether they have an email or not, the segments they belong to, etc.
- "Value Indicators": to group data based on certain indicators, such as the RFM segment to which the contacts belong, the RFM-Recency value, RFM-Frequency, RFM-Monetary Value, etc.
Learn how RFM analysis works in this article.
- "Source": to group data based on the contact's source (Web or Mobile App).
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"Purchases": to group data based on purchase characteristics, such as its origin, payment method, whether it is attributed to Connectif and to which workflow or content, etc.
Additionally, it allows analyzing metrics related to sales in your store, such as the number of buyers, number of purchases, average purchase amount, total revenue, etc.
Learn how purchase attributions work in this article.
- "Carts": to analyze metrics related to shopping carts, such as the number of abandoned carts and the average number of abandonments per contact.
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"Products": to group data by product brand.
Additionally, it allows analyzing metrics related to products in your catalog, such as the number of products viewed, number of products added to the cart, number of products purchased, etc. -
"Emails": to group data based on email type, name, UTM Content, sending workflow, etc.
Additionally, it allows analyzing metrics about your email campaigns, such as the number of email sends, number of opens, number of clicks, open rate (OR), click-through rate (CTR), etc. -
"Web Push Notifications": to group data based on the name of the web push notification, the workflow where it is used, its UTM Content, or the sending workflow.
Additionally, it allows analyzing data from your web push notification campaigns using metrics such as the number of sends, number of opens, number of clicks, open rate (OR), etc. -
"Web Content": to group data based on the type of web content, its name, UTM Content, sending workflow, etc.
Additionally, it allows analyzing metrics related to the content created in Connectif, such as the number of web content opens, number of clicks, web content click-to-open rate (CTOR), etc. -
"Mobile Push Notifications": to group data based on the name of the mobile push notification or the workflow where it is used.
Just like web push notifications, it allows analyzing data from your mobile push notification campaigns using metrics such as the number of sends, number of opens, number of clicks, open rate (OR), etc. -
"SMS": to group data based on the SMS name or the workflow where it is used.
Additionally, it allows analyzing metrics such as the number of sends, conversion rate, etc. -
"Page Visits": to group data based on the type of device used to visit the page.
Additionally, it allows analyzing the metrics related to the number of page visits.
When the user selects a metric or a dimension, some others may become disabled. This indicates that the selected set of metrics or dimensions is not compatible with them or that they are already selected.
4. Define the date range
You can change the date range you want to analyze in the corresponding selector. The available options in the date selector are:
- "Today": to display only today's data.
- "This week from Sunday": to display data from the last Sunday until today.
- "This week from Monday": to display data from the last Monday until today.
- "This month": to display data from the current month.
- "Last 7 days": to display data from the last 7 days.
- "Last 30 days": to display data from the last 30 days.
- "All": to display all available data.
- "Custom range": to display data for a specific period you can define.
Data Explorer stores data from eCommerce-related activities starting from January 1, 2022 (except for purchases, which may be earlier) or from the moment the integration was completed if it was done after that date.
The available time range for generating your reports in Data Explorer may vary depending on the plan you have.
5. Data column actions
5.1. Sort data
Sort your report for better data visualization by selecting the grouping or metric that should serve as a reference from the contextual menu. Then, choose Ascending or Descending.
5.2. Filter data
You can create more precise reports by adding additional filters to the metrics and some groupings. To do so, click on next to its name to open the contextual menu and hover over Filter.
In the new dropdown menu, select the operator (if applicable), set the comparison value, and click Apply.
If a data column has a filter applied, a blue icon will appear next to its name.
6. Save a report
In the main menu (1), click on Save to save the changes in your report. If you want to rename the report in the process, click on Save as.
You can rename the report at any time using the (Edit) button next to the current report title in the main menu (1).
7. Export a report
Export your reports for processing or analysis through two different methods:
1. From the main menu (1) of the report, click on (Export report)
2. From the list of reports in “Analytics > Data Explorer”, click on More and select Export.
Once the export process starts, it will be queued. The process may take a few minutes depending on the report size and any other exports in the queue.
You can check the export queue and its progress from “Analytics > Data Explorer”, by clicking on Export history.
8. Delete a report
You can delete saved reports through two different methods:
1. From the main menu (1) of the report, click on (Delete report).
2. From the list of reports in “Insights > Data Explorer”, click on More and select Delete.
To avoid accidental deletions, you must confirm the action in the pop-up message. Click on Delete report to verify deletion. Otherwise, click on Cancel.
Congratulations!
You have reached the end of the lesson.
Do you still have unresolved questions?
Remember that our Connectif specialists are available to help you. To contact them, simply open a support ticket by clicking on the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend continuing with the following articles:
- Analytics Dashboards, to get an overview of the most relevant statistics in your account.
- Contact Fields, to learn how user data is stored and distinguished or how to create new custom fields.
- Events that consume activities, to understand the events that Connectif records as activities.
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RFM Analysis, to segment contacts based on their purchasing behavior over time.