About Reports

Overview

Zift Analytics gives you insight into who is visiting your website, whether it's at a company or an individual level. We track ZiftONE-generated pages that have our analytics code on them. This information is then processed into the summaries you can see in these reports (the availability of the reports may differ in your portal):

  • Analysis tab 
    • Reporting Overview
    • Email Summary
    • Web Plug Summary
    • Top Companies
    • Recent Activity
  • Social Media tab
    • Social Media Analysis
  • Email - can be sent if you sign up to receive them in Settings > Notifications. Contact your Zift CSM if you want to receive these reports.
    • Marketing Summary
    • Sales Summary

The goal of any data analysis is to learn more, draw conclusions, and recommend changes that will improve performance.

Data on the reports can be used to evaluate ROI, the performance of tactics, the number of leads generated, and the adoption of collateral.  They are easy to understand, quickly accessed, and can help steer future campaigns.

Before You Begin

Because the information in the reports is user-specific, you will need to authenticate as a partner to access the reports.

Contents

Click on the + for information about each report.

Getting Value From the Reports

  •  ZiftONE Analytics give you insight into who is visiting your website at both the individual and organizational level. We track ZiftONE-generated pages through embedded analytics code and process the collected data to produce reports that are available under the Analysis tab of the partner portal.
  • The reports you see on the portal are specific to you. ZiftONE reports on the performance of all marketing tactics and steps.
  • Use the report to inform your ROI evaluations, tactic performance, the number of leads generated and the collateral use by your contacts.
  • You can schedule reports to be emailed to you on a regular schedule. 
  • You can adjust the settings of most reports to focus on specific timeframes and compare data sets.

For more information about viewing, editing, and scheduling reports, see Manage Reports.

Reporting Overview

Purpose of this Report

The Reporting Overview report provides a summary of the most significant metrics of user behaviour displayed as a visual dashboard. It allows you an at-a-glance assessment of how different tactics are performing and which partners are most active. 

Information in this Report

  1. Date Range Selector - Last 12 months, 12 weeks, or 14 days.
  2. Select Tactic - Select which tactics you want to analyze by clicking on any of the email clicks, web views, web clicks, form submissions or leads buttons.
  3. Results - Click on any of the data point headings to see the results in a graphic format in the next section.
    • Email opens - This column records the total number of unique opens of all mailings of the listed email.
    • Email clicks - This column records the number of unique clicks on all openings in an email.
    • Web views - This column records the number of views on the landing pages linked to an activity such as email. Someone visits the page but does not click through on any of the hyperlinks or images.
    • Web clicks - This column records the number of clicks on links placed on one or more of the landing pages linked to by the activity.
    • Form submissions - This column records the number of submitted prospect/contact information forms for the specific activity.
    • Leads  - This column records the number of all prospects/contacts who have responded to the listed email and recorded a Lead Score of 15 or more. (Your lead score threshold may be different than 15.)
  4. The ability to print PDF, PNG, JPG, or SVG is also in this section.
  5. Recent Activity shows leads and companies. Note that specific companies can be excluded from this report. Navigate to Contacts > Companies > selected company > Ignore company stats to determine if a specific company is included or excluded.
  6. Assets show website plugins, pages, and mailings.
  7. Data for Recent Activity and Assets includes top activity by email opens, the number of email opens, and percentage.
  8. You can select any of the listed activities, leads, companies, etc. for complete details.
  9. Scroll to the bottom of the page to export the leads.

Email Summary

Purpose of this Report

The Email Summary report captures data from all the emails that you send and how the recipients respond. ZiftONE excludes any emails sent to less than six recipients. Emails sent to five or fewer people are considered to be test emails.

Information in this Report

  • Email - The name of a single email that was sent.
  • Date - The date the email was sent.
  • Sent - The number of emails sent.
  • Received - The number of emails that landed in an email inbox.
  • Unique Opens - The number of times the email was opened.
  • % Opens - A calculation of the number received divided by the number of opens.
  • Unique Clicks - The number of times the recipient clicked on the email content.
  • CTR - Click Through Rate is the number of times recipients clicked on something in the email.
  • CTOR - Click to Open Rate indicates the effectiveness of your content, design, and offers in your email message. CTOR is calculated by dividing the number of unique clicks by the number of unique opens.
  • % Bounce - A bounce occurs when a campaign (email, newsletter, etc.) is not delivered to a recipient. This percentage includes both hard and soft bounces.
  • Submissions - Form submissions using a form associated with the email.
  • LP Views - Number of landing page views for a landing page associated with the email.
  • LP Clicks - Number of landing page clicks for a landing page associated with the email.
  • New Leads - The number of contacts that met the lead score threshold for the first time as a result of this campaign.
  • # Conversions - The number of conversions generated from a high-quality click. The Call to Action Conversion records the number of clicks on links in website plugins that result in recipients clicking on the Call to Action (CTA) in an email or responding by clicking links in website plugins. Ideally, items identified for conversion tracking are high value and signify a lead is hotter than a standard link. Conversions are intended to take the place of form submissions and give a comparable lead score value. The default value is 50 points.
  • Account - The name of the partner account associated with the email.

Web Plugin Summary

Purpose of this Report

The Web Plugin Summary report captures data from web plugins used by partners. 

Note: If you edit the report and group by a partner, you will see Partner Top 10. Partner Top 10 refers to the fact that the graphic display only shows results for the first 10 partners listed in the detailed grid.

Information in this Report

  • Web Plugin - The name of the content/plugin used.
  • First Viewed - The date the content/plugin was first viewed.
  • Last View - The date the content/plugin was last viewed - orders listing.
  • Web Views - The number of times the content/plugin was viewed.
  • Views % - A calculation that is helpful when looking at multiple plugins vs. multiple partners. It is the percent of all views of a single plugin.
  • Web Clicks - The number of times the recipient clicked on the content/plugin.
  • Submissions - Form submissions using a form associated with the web plugin.
  • Mobile Percentage - Number of views from a mobile device.
  • Account - The name of the partner account associated with the plugin.

Note: If you edit the report and group by a partner, you will see Partner Top 10. Partner Top 10 refers to the fact that the graphic display only shows results for the first 10 partners listed in the detailed grid.

Top Companies

Purpose of this Report

The Top Companies summary lists which companies are engaging the most frequently with the ZiftONE user's online marketing strategies for each partner. The Top Companies summary captures data from companies who are the most frequent visitors to the ZiftONE user's website, most frequently sent emails, and the companies who are engaging with social media posts. If you have a multi-subscription account and are in Overview, data will be returned for all partners. It is especially helpful to click on the headers to organize data by industry. This allows you to see all the companies in a particular vertical market. 

Information in this Report

  • Company - The name of the company.
  • Industry - The industry or business vertical the company identifies.
  • Web Views - The number of times the company was viewed.
  • Leads with Activity - The number of leads that show any activity.
  • Total Leads - The total number of leads associated with the activity of a company.
  • Account - The name of the partner account associated with the company. 

Recent Activity

Purpose of this Report

The Recent Activity report captures overall data for all campaigns. You can select to see the following data types from the drop-down box: email opens, email clicks, web views, web clicks, form submissions, conversions, unsubscribes, bounces, and spam reports. 

Example of how to use this report:

You personalize a piece of collateral, copy the distribution link, and send emails to prospects. How do you understand what happened with the collateral and the email? This report will show the info below for a campaign. You can also see details on individual leads.

Information in this Report

  1. All Events Drop Down - Select specific events or All Events before running the report to segment your data.
  2. Date - The date the campaign started.
  3. Company - The name of the company associated with the campaign. Select the company name to see more data about the company.
  4. Contact - Name of the contact person associated with the company. Select the contact name for more details about the person that opened the email.
  5. All Events - The total number of events in a day.

Social Media Analysis

Purpose of this Report

The Social Media Analysis report captures data from your posts to your social media accounts such as Facebook, LinkedIn, and X (formerly Twitter). 

Note: If you edit the report and group by a partner, you will see Partner Top 10. Partner Top 10 refers to the fact that the graphic display only shows results for the first 10 partners listed in the detailed grid.

Information in this Report

  • Web Plugin - The name of the content/plugin used.
  • First Viewed - The date the content/plugin was first viewed.
  • Last View - The date the content/plugin was last viewed - orders listing.
  • Web Views - The number of times the content/plugin was viewed.
  • Views % - A calculation that is helpful when looking at multiple plugins vs. multiple partners. It is the percent of all views of a single plugin.
  • Web Clicks - The number of times the recipient clicked on the content/plugin.
  • Submissions - Form submissions using a form associated with the web plugin.
  • Mobile Percentage - Number of views from a mobile device.
  • Account - The name of the partner account associated with the plugin.

Note: If you edit the report and group by a partner, you will see Partner Top 10. Partner Top 10 refers to the fact that the graphic display only shows results for the first 10 partners listed in the detailed grid.

Marketing Summary

Purpose of this Report

 The Marketing Summary gives a high overview of website traffic, social media, and emails for the previous time since the last notification. This notification is intended for administrators and marketing users. 

The Marketing Summary generates an email based on the frequency you have selected, new events, and activity since the last notification. The configuration for the email can be found in the Notification Settings

Information in this Report

  • Date range and supplier logo.
  • Website views, clicks, and forms submissions.
  • The number of emails sends and clicks.
  • The number of social media posts and likes.
  • Log into Zift123.
  • Topics heat map.
  • Best performing campaigns with a link to browse the campaigns.
  • Recently created campaigns with a link to browse the campaigns.
  • The post popular campaigns with links to browse the campaigns.
  • Upcoming email activity.
  • Upcoming social media activity.
  • Link to the Notification Settings.

Sales Summary

Purpose of this Report

The Sales Summary gives a high overview of website traffic, social media, and emails for the previous time since the last notification. This notification is intended for administrators and sales representatives.

The Sales Summary will generate an email based on the frequency you have selected, new events, and activity since the last notification. The configuration for the email can be found in the Notification Settings

Information in this Report

  • Date range and supplier logo.
  • The number of events for a time period.
  • The number of new prospects.
  • Website views and clicks.
  • The number of social media posts and clicks.
  • The number of emails sent and clicks.
  • Top company and known leads.
  • Company data based on website visits, page visits, and visitor IP address.
  • Recent social activity.
  • Recent email activity.

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