Skip to main content

Insights

You can access the insights dashboard by selecting 'Insights' in the left hand sidebar.

Insights provides an easy way to see how your cards are performing. We have developed a simple set of calculated metrics to help you understand how long it takes for customers to interact, to understand the action funnel, and to see whether customer behavior and outcomes differ by device platform.

The insights data is updated from a queue of events, during periods of high activity the insights dashboard may be delayed as this queue is worked through.

Watch the video below to learn the basics about using the Insights dashboard, note that video may not include the latest features or tiles:

Filters​

There are a number of ways to filter the insights dashboard:

  • Date: The time period in which to display insights for, displayed in your chosen time zone.
  • Action Flows: select one or more Action Flows.
  • Cards: select one or more cards within an Action Flow.
  • Triggers: select one or more of the triggers that started an Action Flow to see data scoped to cards that were send by those triggers. By default the available options are 'api', 'CSV upload' & 'Segment on Action Flow publish' - to see triggers specific to an Action Flow (such as segment enter/exit, webhooks, scheduled timers), select one or more Action Flows in your filters.
  • Customer ID: enter a customer ID (aka Atomic ID) to filter on. This allows you to see a timeline of events for a single customer.
  • Stream: select one or more of your streams.
  • Platform: select a platform (Web, iOS, or Android).
  • Test/Live mode: select a mode (live, all, or test) to include or remove test events from your insights.
Difference between All streams and the All cards stream

Selecting All streams will show you metrics across all streams. Selecting the All cards stream will show you metrics for that specific stream.
Example: card A gets sent to the Car loan stream as well as the All cards stream. The customer then views the card in the Car loan container showing the Car loan stream. This will result in having this card 0 views in the All cards stream, but 1 view in All streams.

Each of the tiles in the insights dashboard can be clicked to open a sidebar with more information. Information in the sidebar varies based on the tile but can include the Action Flows / Cards that are relevant to the selected tile (i.e. list of Action Flows sent in the selected timeframe when clicking the "cards sent" tile).

Additional information across the tiles includes:

  • Action Flows & cards relevant
  • List of customer IDs
  • Card feedback
  • Snooze periods
  • Which links were clicked
  • Which videos were played

Additionally, when in the sidebar for a tile, you can click on one of the bars in the tile chart (if present) to filter the sidebar information to just that bar's period of time.

Saved reports​

You can save your insights filters as reports in order to make it simple to share or return to a specific search. Note that reports are a snapshot in time of the data when the report was generated - if you think new data may have come in since the report was generated you can refresh the report using the "refresh report" button in the page header.

Downloading analytics​

The insights dashboard is Atomic's opinionated approach to what is useful to see and know about your card sends. If you would like to develop your own dashboard, analytics data can easily be downloaded from the Analytics Exporter or Debugger tools in the Atomic Workbench, or via API or batch extraction. A full reference of Atomic Analytics Events events is detailed in our API docs.

Last updated on