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Some questions regarding campaign statistics

Comments

3 comments

  • Marten Hoekstra
    Markus,

    See below

    1.) I go to the section 'Forms' and open the report of one of the forms.I open the 'Submits' ionn column 'Unique'. What I expect here is to see only unique entries, no duplicates. But there is one entry that is listed twice, with exactly the same email address AND Name. How is that possible?

    Check the form list from the form itself (so not the list where it write to). You can download this as an Excel file. It is indeed a little bit unclear what the definition of unique is. But in our forms submits and unique differ very little. 

    2.) I suppose that 'Uniqueness' is based on different name, not on different email (at least it looks like that).Is there a place in the settings where we can make the email the unique identifier even for this report?

    No you cannot do this. Best option is to download the excel file.

    3.) Some email addresses are marked with an asterisk (*) in the list. What does that mean?

    I looked at it, and could not find any decent answer. I was assuming maybe opt-out but that is not the case.

    4.) I go to the campaign dashboard and open 'messages Report'. For 'Clicked' they show 850. But when I take a look at the details, I can see that there are 900 groups instead of 850! (all clicks from one person are grouped together and counted only once, so it is not a duplicate issue). How can that be?

    Send in a support request for this issue.

    Now for some questions regarding data transfer to Salesforce:

    In the automated programs, we are adding all openers to a Saflesforce campaign. When they click a link we add them to the same campaign with a different status, and same when they submit a form.

    5.) When I open 'Messages Report' in the campaign dashboard in ActOn, I can see (as an example) that ca. 7000 conatcts have opened one of the messages. As all Openers are supposed to be transmitted to Salesforce, I would expect the same number of unique contacts in the Salesforce campaign. But there we have only 6000. Where may the rest be?

    MHK: For these type of issues you really have to do a deep dive:
    • Download an excel of the 7000.
    • Do the same for the 6000 in Salesforce.
    • Put the email addresses in two columns next to each other in excel sheet
    • Deduplicate both columns
    • Do a conditional formatting > Highlight Cells Rules > Duplicate values
    • All values which are not highlighted are not in Salesforce ( i assume everything in salesforce columns will be highlighted)
    • See if you can see anything special about these addresses. Maybe check there contact report for specific engagement.
    • It could be the case of the unique issue. Act-On number is not unique and Salesforce is.

    6.) Same situation with 'Clicked': in ActOn we have 850 (?see above, number 4), but in Salesforce I see only 817. What may have happened?

    Also use above deep dive method.

    Hope this helps.

    ------------------------------
    Marten Hoekstra
    Stan and Stacy | Inbound Marketing
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-23-2019 05:05
    From: Markus Hebeler
    Subject: Some questions regarding campaign statistics

    Hi,

    we are using campaign, that contain multiple automated programs and forms. I have some questions regarding data in the messages report and the form statistics in the dashboard of the campaign.

    1.) I go to the section 'Forms' and open the report of one of the forms.I open the 'Submits' ionn column 'Unique'. What I expect here is to see only unique entries, no duplicates. But there is one entry that is listed twice, with exactly the same email address AND Name. How is that possible?

    2.) I suppose that 'Uniqueness' is based on different name, not on different email (at least it looks like that).Is there a place in the settings where we can make the email the unique identifier even for this report?

    3.) Some email addresses are marked with an asterisk (*) in the list. What does that mean?

    4.) I go to the campaign dashboard and open 'messages Report'. For 'Clicked' they show 850. But when I take a look at the details, I can see that there are 900 groups instead of 850! (all clicks from one person are grouped together and counted only once, so it is not a duplicate issue). How can that be?

    Now for some questions regarding data transfer to Salesforce:

    In the automated programs, we are adding all openers to a Saflesforce campaign. When they click a link we add them to the same campaign with a different status, and same when they submit a form.

    5.) When I open 'Messages Report' in the campaign dashboard in ActOn, I can see (as an example) that ca. 7000 conatcts have opened one of the messages. As all Openers are supposed to be transmitted to Salesforce, I would expect the same number of unique contacts in the Salesforce campaign. But there we have only 6000. Where may the rest be?

    6.) Same situation with 'Clicked': in ActOn we have 850 (?see above, number 4), but in Salesforce I see only 817. What may have happened?

    Thanks a lot for your help!



    ------------------------------
    Markus Hebeler
    Manager, Business Processes, ICEF GmbH
    ------------------------------
  • Chris Bjorklund
    I believe I know what the asterisk is about: If you hover over the email it may show you a message like 'originally submitted as jane@yahoo.com', which means that the email was sent to Jane@yahoo.com, but she either forwarded the message and that person submitted (using Jane's custom link) or Jane filled the form out for a friend/colleague. In that case you will see in BOTH peoples' timeline that they submitted several times. If you send a confirmation email you will notice that even though it looks like Jane submitted TWICE, only ONE confirmation was sent - that's because the other one went to the friend's email address. In some of our emails we ask the contact to use the 'forward to a friend' link to send to colleagues so this doesn't happen (as often).

    ------------------------------
    Christine Bjorklund
    EMarketing Coordinator, Don Johnston Incorporated
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 06-05-2019 05:00
    From: Marten Hoekstra
    Subject: Some questions regarding campaign statistics

    Markus,

    See below

    1.) I go to the section 'Forms' and open the report of one of the forms.I open the 'Submits' ionn column 'Unique'. What I expect here is to see only unique entries, no duplicates. But there is one entry that is listed twice, with exactly the same email address AND Name. How is that possible?

    Check the form list from the form itself (so not the list where it write to). You can download this as an Excel file. It is indeed a little bit unclear what the definition of unique is. But in our forms submits and unique differ very little. 

    2.) I suppose that 'Uniqueness' is based on different name, not on different email (at least it looks like that).Is there a place in the settings where we can make the email the unique identifier even for this report?

    No you cannot do this. Best option is to download the excel file.

    3.) Some email addresses are marked with an asterisk (*) in the list. What does that mean?

    I looked at it, and could not find any decent answer. I was assuming maybe opt-out but that is not the case.

    4.) I go to the campaign dashboard and open 'messages Report'. For 'Clicked' they show 850. But when I take a look at the details, I can see that there are 900 groups instead of 850! (all clicks from one person are grouped together and counted only once, so it is not a duplicate issue). How can that be?

    Send in a support request for this issue.

    Now for some questions regarding data transfer to Salesforce:

    In the automated programs, we are adding all openers to a Saflesforce campaign. When they click a link we add them to the same campaign with a different status, and same when they submit a form.

    5.) When I open 'Messages Report' in the campaign dashboard in ActOn, I can see (as an example) that ca. 7000 conatcts have opened one of the messages. As all Openers are supposed to be transmitted to Salesforce, I would expect the same number of unique contacts in the Salesforce campaign. But there we have only 6000. Where may the rest be?

    MHK: For these type of issues you really have to do a deep dive:
    • Download an excel of the 7000.
    • Do the same for the 6000 in Salesforce.
    • Put the email addresses in two columns next to each other in excel sheet
    • Deduplicate both columns
    • Do a conditional formatting > Highlight Cells Rules > Duplicate values
    • All values which are not highlighted are not in Salesforce ( i assume everything in salesforce columns will be highlighted)
    • See if you can see anything special about these addresses. Maybe check there contact report for specific engagement.
    • It could be the case of the unique issue. Act-On number is not unique and Salesforce is.

    6.) Same situation with 'Clicked': in ActOn we have 850 (?see above, number 4), but in Salesforce I see only 817. What may have happened?

    Also use above deep dive method.

    Hope this helps.

    ------------------------------
    Marten Hoekstra
    Stan and Stacy | Inbound Marketing
    ------------------------------

    Original Message:
    Sent: 05-23-2019 05:05
    From: Markus Hebeler
    Subject: Some questions regarding campaign statistics

    Hi,

    we are using campaign, that contain multiple automated programs and forms. I have some questions regarding data in the messages report and the form statistics in the dashboard of the campaign.

    1.) I go to the section 'Forms' and open the report of one of the forms.I open the 'Submits' ionn column 'Unique'. What I expect here is to see only unique entries, no duplicates. But there is one entry that is listed twice, with exactly the same email address AND Name. How is that possible?

    2.) I suppose that 'Uniqueness' is based on different name, not on different email (at least it looks like that).Is there a place in the settings where we can make the email the unique identifier even for this report?

    3.) Some email addresses are marked with an asterisk (*) in the list. What does that mean?

    4.) I go to the campaign dashboard and open 'messages Report'. For 'Clicked' they show 850. But when I take a look at the details, I can see that there are 900 groups instead of 850! (all clicks from one person are grouped together and counted only once, so it is not a duplicate issue). How can that be?

    Now for some questions regarding data transfer to Salesforce:

    In the automated programs, we are adding all openers to a Saflesforce campaign. When they click a link we add them to the same campaign with a different status, and same when they submit a form.

    5.) When I open 'Messages Report' in the campaign dashboard in ActOn, I can see (as an example) that ca. 7000 conatcts have opened one of the messages. As all Openers are supposed to be transmitted to Salesforce, I would expect the same number of unique contacts in the Salesforce campaign. But there we have only 6000. Where may the rest be?

    6.) Same situation with 'Clicked': in ActOn we have 850 (?see above, number 4), but in Salesforce I see only 817. What may have happened?

    Thanks a lot for your help!



    ------------------------------
    Markus Hebeler
    Manager, Business Processes, ICEF GmbH
    ------------------------------
  • Markus Hebeler

    Thanks Christine and Marten!

     


    Markus Hebeler
    Manager, Business Processes

    ICEF GmbH
    Am Hofgarten 9
    53113 Bonn
    Germany

    Tel: +49 228 201 19 10
    Fax: +49 228 201 19 44
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    mhebeler@icef.com
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    ------Original Message------

    I believe I know what the asterisk is about: If you hover over the email it may show you a message like 'originally submitted as jane@yahoo.com', which means that the email was sent to Jane@yahoo.com, but she either forwarded the message and that person submitted (using Jane's custom link) or Jane filled the form out for a friend/colleague. In that case you will see in BOTH peoples' timeline that they submitted several times. If you send a confirmation email you will notice that even though it looks like Jane submitted TWICE, only ONE confirmation was sent - that's because the other one went to the friend's email address. In some of our emails we ask the contact to use the 'forward to a friend' link to send to colleagues so this doesn't happen (as often).

    ------------------------------
    Christine Bjorklund
    EMarketing Coordinator, Don Johnston Incorporated
    ------------------------------

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