Insights

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

Permissions required

Access to the Insights dashboard requires view permission on the Insights resource. To save, refresh, or delete saved reports, you need edit permission. See Permissions for details on configuring roles.

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.
• Include all events in the timeframe: a toggle in the Time section that changes which events are counted. It is off by default - see "How the timeframe is counted" below.
• Action Flows: select one or more Action Flows.
• Cards: select one or more cards within an Action Flow.
• Folders: select one or more folders to scope your insights to Action Flow instances that were within those folders at the time they were started.
• 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.

How the timeframe is counted

By default, the Insights dashboard counts events for cards that were sent within your selected date range. This is what makes the funnel meaningful: you see how many cards went out in that window, then drill into their efficiency through the percentage tiles (the share of those cards that were viewed, actioned, completed, and so on). Because every percentage is measured against the cards sent in the same window, a card sent before the window but actioned during it is deliberately excluded, this keeps figures like "completed" from ever exceeding "sent".

Turning on Include all events in the timeframe (in the Time section of the filters) inverts this. Every matching event that occurred within the timeframe is counted, regardless of when its card was sent. Use this when you care about activity that happened during a period rather than the performance of cards sent during it - for example, measuring engagement during a campaign week when many of the cards were sent earlier.

The "Include all events in the timeframe" toggle in the Time section of the filters.

Metrics

The dashboard is made up of tiles, each showing one metric over the selected timeframe along with a chart of how it trended. You can drag tiles to reorder them - your preferred order is saved for next time.

Volume metrics

These tiles show a raw count of activity in the timeframe.

• Cards sent: the number of card sends, unique by invocation and customer.
• Customers reached: the count of unique customers who viewed a card.
• Action Flows started: the number of Action Flows started, unique by invocation and customer.
• Push notifications: the number of push notifications sent, unique by card and customer (including push notifications sent from an Action Flow send-notification step).
• Card feedback: the sum of upvotes and downvotes, unique by card.
• Cards with videos played: the number of cards where a video was played at least once. The detail also shows how many videos were watched to completion.

Engagement metrics

These tiles show what share of your cards reached each stage of the funnel, so you can see how effective your cards were rather than just how many went out. The first step is measured against cards sent; the deeper steps are measured against cards viewed.

When "Include all events in the timeframe" is on

These tiles stop being engagement (efficiency) metrics and become volume metrics. With no fixed "sent" denominator, each tile shows the raw number of events that occurred in the timeframe rather than a percentage - so "Cards completed" becomes a count of completions, "Cards actioned" a count of actioned cards, and so on. Read them as activity during the period, not as a conversion rate. The same applies to the lifecycle metrics below. See How the timeframe is counted.

• Cards viewed: the percentage of cards sent in the timeframe that were viewed at least once.
• Cards completed: the percentage of viewed cards that were completed.
• Cards actioned: the percentage of viewed cards that were actively engaged with. A card counts as actioned (once, no matter how many times the customer interacts) when any of the following analytics events occur on it:
  • card-completed - the customer submitted or completed the card
  • card-dismissed - the customer dismissed the card
  • card-snoozed - the customer snoozed the card
  • snooze-options-displayed - the customer opened the snooze options
  • card-voted-up - the customer gave positive feedback
  • card-voted-down - the customer gave negative feedback
  • card-subview-displayed - the customer opened a subview within the card
  • user-redirected - the customer followed a link or button that redirected them
  • video-played - the customer played a video in the card
• Cards snoozed: the percentage of viewed cards that were snoozed at least once.
• Cards dismissed: the percentage of viewed cards that were dismissed.
• Cards with links clicked: the percentage of viewed cards where a link was clicked at least once.

Lifecycle metrics

• Cards expired: the percentage of cards that expired before being completed. After expiry, cards are no longer visible to customers.
• Cards cancelled: the percentage of cards that were cancelled, whether by the card or Action Flow cancellation tools or via the API.

Dashboard controls

The page header has a few controls for working with the live dashboard:

• Refresh: re-runs the dashboard against the latest data. Insights are updated from a queue of events, so during busy periods recent activity can take a little while to appear - use Refresh to pull the newest figures.
• Summary: downloads a CSV summary of the current dashboard view, using whatever filters you have applied. This is a quick export of the tiles you are looking at; for richer or scheduled exports see Downloading analytics.
• Save: saves the current filters as a report. See Saved reports.

Sidebar

Each tile can be clicked to open a sidebar with the detail behind the number. The sidebar contents vary by tile, but generally let you see exactly which Action Flows, cards, and customers make up the metric, for example, clicking the Cards sent tile lists the Action Flows and cards sent in the selected timeframe.

Depending on the tile, the sidebar can include:

• The Action Flows and cards relevant to the metric
• A list of customer IDs, which you can use with the Customer ID filter to drill into a single customer's timeline
• Card feedback (the individual upvotes, downvotes, and custom responses)
• Snooze periods customers chose
• Which links were clicked
• Which videos were played

When a tile chart is shown, you can click one of its bars in the sidebar to narrow the detail 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.

Saving, refreshing, and deleting reports requires edit permission on the Insights resource. Workbench members with only view permission can still open and browse reports their team has saved, but the Save, Refresh report, and Delete report buttons will not be shown.

If your access is scoped to specific Action Flow folders, you will only see saved reports whose filters are entirely within your accessible folders.

Folder-scoped access

When the environment is in secure folder mode, the Insights dashboard automatically scopes data to the folders your groups have access to. The Folders filter is pre-populated with those folders and can be narrowed but not cleared. Members whose role grants Workbench folder: Admin see data across all folders. See Workbench permissions - secure folder mode and per-folder access for the full model.

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.