QUICK REFERENCE GUIDE

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Denis Virgil Hampton
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1 QUICK REFERENCE GUIDE 1

2 Table of Contents Logging In 3 Navigating the Dashboards 4 Promotion Search 4 Trend Analysis 6 Sparkline/Segmentation 7 HelloWorld Analytics Toolbar 8 Promotion Summary Tab 9 Realtime Results Tab 10 Registration Tab 11 Web Metrics Tab 12 Awarding Tab 13 Referrals Tab 14 Contest Tab 15 Survey, Trivia, Quiz 16 Ad-Hoc Report Builder 17 Ad-Hoc Query Guidelines 24 Profile Search & Download 30 Loyalty - Members 31 Loyalty - Engagement 32 Other Reports 33 Useful Tips 34 Need More Help? 35

3 How to Log In Logging In 1. To access your promotion analytics, please visit 2. In the upper right corner, click on Platform Login 3. Choose Analytics from the options in the Rich Engagement Platform 4. Enter the username and password provided by your HelloWorld team

An aggregate view of all of all your campaigns. 2. Date range set to the previous 30

4 Navigating HelloWorld Analytics Once you have logged into HelloWorld Analytics you will be presented with the Summary Dashboard. This is an overview of your campaigns and initially opens with the following defaults: 1. An aggregate view of all of all your campaigns. 2. Date range set to the previous 30 days. 3. Data in HelloWorld Analytics is refreshed daily Highlights of every dashboard are listed below: Promotion Search Here you can select your promotion(s) and desired date range

Navigating HelloWorld Analytics (cont.) Selecting your Campaign 1. Click inside the Campaign drop down to reveal your campaigns 2. Select the desired campaign from the list, or 3.

5 Navigating HelloWorld Analytics (cont.) Selecting your Campaign 1. Click inside the Campaign drop down to reveal your campaigns 2. Select the desired campaign from the list, or 3. Enter part or all of the Campaign Name in the search field. 4. To compare multiple campaigns side-by-side, you can leave the campaign drop down blank Selecting your Date Range 1. Click inside the Date Range field 2. Select a set date range from the list, or 3. Choose a custom date range and click Apply NOTE: the All Data option automatically pulls the start and end date for a promotion if the promotion has been selected.

6 Navigating HelloWorld Analytics (cont.) Trend Analysis On every HelloWorld Analytics dashboard you will find a Trends Analysis Graph designed to give you a quick glimpse at your campaign performance over time. Here are some tips for how to get the most out of your Trend Analysis Graph: 1. Add/Remove metrics (Selected metrics highlight in blue) 2. Change how the data is charted (Daily/Weekly/Monthly) 3. Display the data as a grid instead of a chart

7 Navigating HelloWorld Analytics (cont.) Sparkline/Segmentation On all dashboards, Sparkline/Segmentation section. A drop down menu on the right (not available on the Summary Dashboard) will allow you to switch from multiple segmentation attributes. This section is designed to provide you with quick access to key performance metrics from your promotion. All drop down items besides sparkline will display data in a grid format The drop down options on each dashboard are unique allowing you to segment by the most relevant information Sparkline View Segmentation View Note: Right-clicking any of the columns in the segmentation report allows you to change the sort (ascending or descending)

8 Exporting Data HelloWorld Analytics Toolbar Now that you have all this data at your fingertips, we know you are itching to show it off. The HelloWorld Analytics Toolbar let s you export, download, save and print your dashboards and data to work offline, or send to your colleagues. Here are the buttons at your disposal: Print PDF This creates a PDF of your data and prepares it to be printed. This creates a PDF that you can easily save or send out Excel This creates an excel export that you can save or send out. 8

Summary Tab The Summary Tab is the first dashboard you will see when you login to HelloWorld Analytics. It will contain a Trend Analysis and Sparkline section with quick access to your metrics.

9 Summary Tab The Summary Tab is the first dashboard you will see when you login to HelloWorld Analytics. It will contain a Trend Analysis and Sparkline section with quick access to your metrics. This tab is designed to be a high level overview of your campaign s performance and contains key values like: Registrations Logins Opt-ins Mobile Opt-ins Visitors Visits Avg Time Spent Referrals Trend Analysis Sparkline 9

10 Realtime Results Tab The Realtime Tab offers up to the minute data on your promotion. This dashboard contains a Trend Analysis and Sparkline section as well as detailed tables. Here, you will be able to monitor the following performance indicators as it s happening: Registrations Logins Referrals Opt-in Rate Opt-ins Mobile Opt-ins Wins Instant Win Plays Sweeps Entries Using the Segmentation Drop Down, each of these metrics can be segmented by: Channel Affiliate Promotion Sparkline 10

11 Registration Tab The Registration Tab provides you with all the information you need to know about who has successfully registered for your campaign. It will contain a Trend Analysis and Sparkline section as well as detailed tables. This tab is designed to provide an deeper view of your consumers and contains important metrics like: Registrations Logins Logins per Registrant Using the Segmentation Drop Down, each of these metrics can be segmented by: Channel Affiliate Device Opt-in Rate Opt-ins Mobile Opt-ins Browser Location Gender Conversion Rate Referrals Age Registration Method Language Trend Analysis Sparkline 11

Web Metrics Tab The Web Metrics Tab displays key information about how users are engaging your campaign. It will contain a Trend Analysis and Sparkline section as well as detailed tables.

12 Web Metrics Tab The Web Metrics Tab displays key information about how users are engaging your campaign. It will contain a Trend Analysis and Sparkline section as well as detailed tables. This tab is designed to provide insight into the interaction between users and your campaign and includes the following metrics: Visitors Visits Pageviews Registrations Logins New Visitors Average Time Spent Bounce Rate Conversion Rate Event Tracking Using the Segmentation Drop Down, each of these metrics can be segmented by: Content Performance Device Language Channel Browser Affiliate Source Trend Analysis Sparkline 12

13 Awarding Tab The Awarding Tab is where you will find information pertaining to the chance to win elements of your campaigns. It contains a Trend Analysis and Sparkline section as well as detailed tables. This tab is designed to provide you with easy access to how your consumer is being rewarded for behavior within your campaign. Metrics include: Sweeps Entries Instant Win Plays Wins ARV of Wins Registrations Logins Using the Segmentation Drop Down, each of these metrics can be segmented by: Location Gender Age Channel Affiliate Device Browser Registration Method Trend Analysis Sparkline 13

Referrals Tab The Referrals Tab is your resource for determining the reach of your promotion. It will contain a Trend Analysis and Sparkline section as well as detailed tables.

14 Referrals Tab The Referrals Tab is your resource for determining the reach of your promotion. It will contain a Trend Analysis and Sparkline section as well as detailed tables. This tab is designed to provide an in-depth view of how your campaign spread and includes the following metrics: Referrals Referrers Referrals Who Registered Social Shares Social Sharers Registrations Logins Reach Using the Segmentation Drop Down, each of these metrics can be segmented by: Location Gender Age Trend Analysis Channel Affiliate Device Browser Registration Method Sparkline 14

Contest Tab The Contest Tab is where you can find all of detailed contest-specific information. It will contain a Trend Analysis and Sparkline section as well as detailed tables.

15 Contest Tab The Contest Tab is where you can find all of detailed contest-specific information. It will contain a Trend Analysis and Sparkline section as well as detailed tables. This tab is designed to provide a holistic look at your contest through the following metrics: Entries Votes Ratings Entry Shares Registrations Logins Entry Submitters Using the Segmentation Drop Down, each of these metrics can be segmented by: Location Gender Registration Method Trend Analysis Entry Category Age Channel Affiliate Device Browser Upload Method Sparkline 15

16 Survey Trivia Quiz Tab The Survey, Trivia, Quiz Tab is where you can find a detailed break-down of your survey, trivia, or quiz. It will contain a Trend Analysis and Sparkline section as well as detailed tables. This tab is designed to provide a holistic look at your questions through the following metrics: Responses Registrations Survey and Marketing Questions Registrants Surveyed % of Registrants Surveyed Using the Segmentation Drop Down, each of these metrics can be segmented by: Location Gender Channel Trend Analysis Registration Method Age Affiliate Device Browser Sparkline 16

Survey Trivia Quiz Tab Ad-Hoc Report Builder Found in the left-hand navigation, the Ad-Hoc Report Builder is a step-by-step report building wizard that allows you to quickly generate ad-hoc reports

This tool provides the flexibility to select your desired metrics and attributes, while also allowing you to filter the results by date range, client, and promotion. Summary of Ad-Hoc Query Steps 1.

17 Survey Trivia Quiz Tab Ad-Hoc Report Builder Found in the left-hand navigation, the Ad-Hoc Report Builder is a step-by-step report building wizard that allows you to quickly generate ad-hoc reports for all metrics stored for your campaign. This tool provides the flexibility to select your desired metrics and attributes, while also allowing you to filter the results by date range, client, and promotion. Summary of Ad-Hoc Query Steps 1. Select Metrics (Required) 2. Select Attributes (Required) 3. Select Industry 4. Select Client 5. Select Promotions 6. Select Start Date (Required) 7. Select End Date (Required) 8. Select Eligibility (Required) Other Selection Options The promotion selection and date tools in left navigation can also be used to control ad-hoc selections in the body of the page. Promotions selected in the left navigation will populate the right selection boxes in the body of the dashboard. 17

18 Survey Trivia Quiz Tab Select Metrics This required selection allows you to add any desired metric to your report Select Attributes Next, select which attributes (if any) you wish to segment your metric(s) by 18

Ad Hoc Query Tool Select Industry You have the option to return all industries by leaving this selection blank, or to select certain industries for inclusion.

19 Ad Hoc Query Tool Select Industry You have the option to return all industries by leaving this selection blank, or to select certain industries for inclusion. If you want to compare industries, be sure to include the Industry attribute in step 2 for segmentation. Select Client You have the option to return all clients by leaving this selection blank, or to select 1-3 clients for inclusion. If you want to compare clients, be sure to include the Client attribute in step 2 for segmentation. 19

If you want to compare promotions, be sure to include the Promotion attribute in step 2 for segmentation.

20 Ad Hoc Query Tool Select Promotions You have the option to return all promotions by leaving this selection blank, or to select between 1 to 10 promotions for inclusion. If you want to compare promotions, be sure to include the Promotion attribute in step 2 for segmentation. Select Start Date Enter a starting date (which is required) the default date is today's date minus 1 month Select End Date Enter an ending date (also required) the default date is today's date minus 1 day 20

21 Ad Hoc Query Tool Select Eligibility By default, only eligible registrations are returned. To run a report that includes all registrations regardless of eligibility, check both boxes in the eligibility section. You can also uncheck the eligible registrants and run a report to segment only ineligible registrants. Running your Report At the bottom of the Ad-Hoc tool you will see a Run Report button. 21

Ad Hoc Query Tool Viewing your Report Details of the things you selected will in the query builder will appear above your report Exporting your Report Print This creates a PDF of your data and

22 Ad Hoc Query Tool Viewing your Report Details of the things you selected will in the query builder will appear above your report Exporting your Report Print This creates a PDF of your data and prepares it to be printed. PDF This creates a PDF that you can easily save or send out Export to Excel This button exports your dashboard to an Excel Worksheet where you can work with the Charts or see the data behind them 22

Ad Hoc Query Tool Re-prompting and Saving your Report To run an additional report that has very similar selections, you can use the re-prompt button which will take

If you are running a report frequently and would like to save your selections, choose the save button to store your all of your ad hoc selections for future use.

23 Ad Hoc Query Tool Re-prompting and Saving your Report To run an additional report that has very similar selections, you can use the re-prompt button which will take you back to the query builder but hold all of your previous selections. If you are running a report frequently and would like to save your selections, choose the save button to store your all of your ad hoc selections for future use. Follow the prompts and after saving, your report can be found in the My Reports folder in the Other Reports Dashboard. Deleting a Saved Report If you wish to delete a saved report from your My Reports folder, Simply right click the report icon and choose delete. 23

24 Ad Hoc Query Guidelines Registration/Web Metrics Common Attributes Metrics Affiliate % New Visitors Age* Average IW Plays Browser Average Sweeps Entries Browser Version Average Time Per Page Channel Average Time Spent City* Bounce Rate Client Bounces Country* Confirmed Mobile Opt-Ins Day Conversion Rate Device Opt-Ins Device OS Referrals Eligibility Flag Failed Registrations Domain Instant Win Plays Gender* Logins Hour Logins Per Registrant Industry Mobile Opt-In % Ineligibility Reason Mobile Opt-Ins Model Name Opt-In Rate Month Page Views Postal/Zip Code* Page Views per Visit Profile Primary Opt-In % Promotion Registrations Promotion End Date Sweepstakes Entries Promotion Length Visit Length Promotion Start Date Visitors Registration Method Visits State/Province* Visits per Visitor Week Year *If collected in registration Specific Attributes Campaign Source/Referrer Language 24

25 Ad Hoc Query Guidelines Common Attributes Affiliate Age* Browser Browser Version Channel City* Client Country* Day Device Device OS Eligibility Flag Domain Gender* Hour Industry Ineligibility Reason Is Tablet Device Is Wireless Device Model Name Month Postal/Zip Code Profile Promotion Promotion End Date Promotion Length Promotion Start Date Registration Method State/Province* Week Year Specific Attributes Prize Prize Pool Awarding Metrics % of Prizes Awarded Average IW Plays Average Sweeps Entries Instant Win Plays Sweepstakes Entries Total ARV of Wins (requires Prize as an attribute) Total Prizes Total Prizes Remaining Wins Registrations Logins *If Collected in Registration 25

26 Ad Hoc Query Guidelines Common Attributes Referrals Metrics Affiliate Average Reach per Sharer Age* Average Referral Rate Browser Average Referrals per Registrant Browser Version Completion % Channel Referrals City* Referrers Client Referrals that Referred Country* Referrals who Registered Day Referrer% Device Social Reach Device OS Social Sharers Eligibility Flag Social Sharers per Registrant % Domain Social Shares Gender* Social Shares per Sharer Hour Total Referrals Industry Registrations Ineligibility Reason Logins Model Name Month Postal/Zip Code Profile Promotion Promotion End Date Promotion Length Promotion Start Date *If Collected in Registration Registration Method State/Province* Week Year Affiliate Age* Browser 26

27 Ad Hoc Query Guidelines Contest Common Attributes Metrics Affiliate Entries Age* Entries per Submitter Browser Entry Shares Browser Version Entry Submitters Channel Submitter % City* Average Ratings Client Category level Entry Submitters Country* Ratings Day Votes Device Votes and Ratings Device OS Entries Eligibility Flag Entries per Submitter Domain Entry Shares Gender* Entry Submitters Hour Submitter % Industry Average Ratings Ineligibility Reason Category level Entry Submitters Model Name Month Postal/Zip Code* Profile Promotion Promotion End Date *If Collected in Registration Promotion Length Promotion Start Date Registration Method State/Province* Week Year Specific Attributes Category Name Upload Method 27

28 Ad Hoc Query Guidelines Optin Question Optin Type Day Month Week Year Promotion Client Industry Opt-In Activity Common Attributes Metrics Optin Responses (requires Day as an attribute) Optins % Optin Responses (requires Day as an attribute) Common Attributes Age* City* Client Country * Day Eligibility Flag Domain Gender* Hour Industry Ineligibility Reason Month Postal/Zip Code* Profile Promotion Promotion End Date Promotion Length Promotion Start Date State/Province* Week Year Top Content Metrics Entrances Exits Page Views Average Time Spent Visit Length *If Collected in Registration 28

29 Ad Hoc Query Guidelines Age* Type City* Client Common Attributes Country * Day Eligibility Flag Gender* Hour Industry Ineligibility Reason Month Postal/Zip Code* Promotion Registration Method State/Province* Week Year Specific Attributes Survey Survey Name Survey Metrics % Registrants Surveyed (Requires Survey Name as an attribute) Correct Answers Responses Registrants Surveyed (Requires Survey Name as an attribute) Registrations *If Collected in Registration If you are unsure about which category the metric or attribute you are considering belongs to, hover over it with your mouse and a tool tip will appear with the designated category. 29

Accessing Your Data Steps to access data: 1.

30 Profile Search and Download Profile Search and Download Found in the left-hand navigation, Profile Search and Download allows you to easily access all of your registration data. Accessing Your Data Steps to access data: 1. "Add" the specific data want to query, or "Add All" to move all fields to the right 2. Click on "Download Search Results" 3. This will generate a.csv file with all data including Opt-Ins 30

31 Loyalty - Members The Members Tab provides data on the users enrolled in your loyalty program. This dashboard contains a Trend Analysis and Sparkline section as well as detailed segmentation reports. Here, you will be able to monitor the following performance indicators: Enrollments Member Logins Using the Segmentation Drop Down, each of these metrics can be segmented by: Channel Language Sparkline 31

32 Loyalty - Engagement The Engagement dashboard provides data on the member activity in your loyalty program. This dashboard contains a Trend Analysis and Sparkline section as well as detailed segmentation reports. Here, you will be able to monitor the following performance indicators: Points Earned Codes Entered Actions Points Redeemed Redemptions The Segmentation Reports feature detailed data on: Actions Code Entry Redemptions Sparkline 32

33 Other Reports Other Reports This tab provides you with saved common reports as well as any of your own personal saved ad hoc reports. My Reports Includes any of your saved ad-hoc reports Shared Reports Included in Shared Reports: PPR Reports Channel and Language PPR- Referrals PPR - Optins Prizepool Report An in-depth breakdown of prizepools, instant win plays, sweepstakes entries, and wins. Prizing Report A deeper look into prizes, wins, and prizes awarded 33

34 Useful Tips Date Range Warning 1. A date range warning will occur when the selected range returns more than 100 data points 2. If you receive this error simply select a smaller date range and click Apply, or 3. Change the Time Period drop down selection to a lower frequency (Daily to Weekly, or Weekly to Monthly) 34

35 Need Help? HelloWorld Analytics Help Help with HelloWorld Analytics is available in many forms. 1. More answers can be found in the HelloWorld Analytics FAQ including a full glossary of our Performance Metrics. 2. For more help, reach out to your HelloWorld Producer or Account Team member. They will be happy to walk you through your campaign results. 35

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