2. Evaluating Engagement Through Data

3. Agenda Part I – What reports are available – What do they mean? Part II – How our orgs are measuring engagement Part III – What reports are you looking for? – Q&A

4. Introducing… Rob Kaighn Partnership Manager, TMA Resources rkaighn@tmaresources.comrkaighn@tmaresources.com @rkaighn Jackie Wallenstein Knowledge Exchange Manager, SIGMA jwallenstein@sigma.org Rachael Bell Digital Communications Manager, New Jersey Society of CPAs rbell@njscpa.orgrbell@njscpa.org @rachaelbell

5. Engagement Reports

6. Important Key Stats Agreed to Terms – # of active & disabled contacts that have agreed to terms upon login Community Members – # of active contacts across all Communities – a contact can count more than once Profiles Created – # of active & disabled contacts that have added a profile photo and/or bio Profiles with Pictures – # of active & disabled contacts that have added a profile photo Total Logins – total number of logins – a contact counts more than once Unique Logins – unique number of logins; – a contact counts only once

7. Top Engagement Factors

8. Engagement Point Graphs

9. Engagement Points Graphs based on Engagement Points – You can control the amount of points per activity – CCAdmin > Users and Companies > Engagement Types and Points Contributor Points – Certain activities flagged as Contributing Ribbons & ws:Engagement User Control also use points

10. CCAdmin > Users and Companies > Engagement Types and Points

11. CCAdmin > Utilities > Manage Digital Ribbons

12. ws:Engagement User Control Highlight most active members – Generate parameters here: http://hug.higherlogic.com/Engagement – Key Parameters IgnoreStaff="True" ShowMembersOnly="True" EngagementPeriod="past7days" "past30days" "all" IsContributors="True" EngagementTypeKey http://hug.higherlogic.com/EngagementTypeKey

13. ws:Engagement User Control EngagementPeriod="past7days" "past30days" "all“

14. Logins – Key Stats Good: Total Logins Better: Unique Logins Best: Agreed to Terms

15. Logins Report CCAdmin > Reports > Logins Last 3 months of logins Search by IPAddress, specific user and date range Export and sort! – see who has logged in the most – exclude Staff from login counts – etc.

16. Logins Report

17. Library and Document Reports Library Entry Access HistoryLibrary Entry Access History - accesses made to a given document ContributorsContributors - # of documents added by each user

18. Library and Document Reports Library Entry DetailsLibrary Entry Details - demographics of the documents in the libraries Library Entry TypesLibrary Entry Types - types of files and their numbers that have been uploaded to the libraries

19. Library and Document Reports Search TermsSearch Terms - Lists the search terms entered by the users and how often each is used

20. Library and Document Reports Within the Library View entry stats when viewing the entry itself OR in list view Easy way to access information about one library entry for the life of the entry.

21. eGroup Statistics CCAdmin > Reports > Discussion eGroups > eGroup Statistics Base report of all Discussions that had activity within the specified date range Unique Authors, New Threads, Reply to Discussion, Total Messages, Reply To Sender, Num of Days

22. eGroup Statistics

23. Click the Discussion name to view more detailed information by date New Subs, UnSubs, New Threads, Replies To Discussion, Total Public Msgs, Replies To Sender, Forward Msgs

24. eGroup Statistics

25. eGroup Subscriptions HUMAN RESOURCES TOTALHTRTHTDDPTRTPTDDBBNE SUBSCRIBERS9087000111 UNSUBSCRIBERS7 HELD2 CCAdmin > Reports > Discussion eGroups > eGroup Subscriptions Generate reports of subscribers, unsubscribers and held members

26. Page Tracker CCAdmin > Reports > Page Tracker See who has accessed each page and when Search by Page Code and date range Export to Excel

27. Google Analytics google.com/analytics FREE! Enter into Google Analytics Key field seen in Site Setup > Site Name! TONS of data available Number of visitors, pages accessed, traffic sources (referrers)

28. Google Analytics Audience > Mobile > Overview

29. Google Analytics Traffic Sources > Sources > Referrals What sites are people coming to you from? Traffic Sources > Sources > Search > Organic What search terms are they using to find your site?

30. Google Analytics Content > Site Content > Content Drilldown Track traffic to different sections of the site Content > Site Content > All Pages Search for a specific page

31. Traffic Report Couple Google Analytics with Traffic report

32. Traffic Report

33. How We Measure Engagement at What we started with – Rainbow Bright! 11 x 17 sheet Updated weekly Color coded by type of community

34. How We Measure Engagement at What’s on there? Type of Community Interest Area/Community Name Board Liaison/Chair Launch Date Staff Manager Content Expert Posts w/in last month Members Subscribers Related Event Information

35. How We Measure Engagement at Where we are now – Rainbow Bright - Lite 8 ½ x 11 sheet Updated as needed Color coded by type of community Eliminated event info Added Library items

36. How We Measure Engagement at Key Stat Sheet Metric11/19/201210/25/201208/21/2012 Agreed to Terms796750654 Community Members *We eliminated the obsolete SIGMA Member Forum, which had 3200 members. 78736675 9479 6279 w/out all member group Content Contributions497429222593 Profiles Created500461216 Profiles with Pictures224184163 Total Logins672563255537 Library Items Viewed/Downloaded *past 3 months, staff excluded 233814951150

37. How We Measure Engagement at Tracking Key Stats

38. How We Measure Engagement at Write back to AMS Bio Updates Blog Comments Blog Written eGroup Post Written Glossary Term Comment Glossary Term Edited Profile Picture Updated Library Entry Posted Library Entry Comment

39. How We Measure Engagement at Write back to AMS – Total & Contributor Points – Each Contribution Blog Written Community Created eGroup Post Written Event Added Library Document Added

41. Reporting

51. Tracking SSO Logins to Community Site

52. Reporting Tracking other Social Networks

53. Closing the Loop Engagement Reports Key Stats Most Active Members control Logins Report Library and Document Reports eGroups Reports Page Tracker Google Analytics Traffic Report Write-back (limited) Reward most active users Run a contest to increase engagement Find volunteers, speakers, evangelists Use in CRM Make better business decisions Improve marketing campaigns Run targeted promotions Sell Ads = non-dues revenue Trigger further actions

54. Thank you, Speakers! Rob Kaighn Partnership Manager, TMA Resources rkaighn@tmaresources.comrkaighn@tmaresources.com @rkaighn Jackie Wallenstein Knowledge Exchange Manager, SIGMA jwallenstein@sigma.org Rachael Bell Digital Communications Manager, New Jersey Society of CPAs rbell@njscpa.orgrbell@njscpa.org @rachaelbell