Archive for June, 2009

Now available: Webtrends Marketing Warehouse On Premise

Tuesday, June 30th, 2009

wmw-onpremise-1 There are so many reasons to celebrate Webtrends Marketing Warehouse availability On Premise.  We’ve had a lot of success with our On Demand version over the last couple of years and wanted to better serve some unmet market needs with an On Premise version.  Here are just a few of the market needs that this product addresses.

  • You choose: data mart or data warehouse – Our Marketing Warehouse product can be used in several ways to meet your organization’s needs.  You can use Marketing Warehouse as a data mart of online data to feed your enterprise data warehouse to benefit your organization as a whole.  You can also use it as your data warehouse for all you online data for your marketers.  Best of all, you can use it both ways!
  • Deep integration – On Premise offers organizations ultimate flexibility in how they use their online data.  Having direct access to enriched online data means that the sky is the limit in how you want to integrate that data with other data and other marketing applications.  The goal is to drive insight to fuel actions with your customers and prospects.
  • Ultimate control of the data – Whether its for privacy purposes, regulatory compliance, or  simply direct access to the data, having this level of control of this data behind your firewall is a huge benefit to many businesses.

Along with Marketing Warehouse, Webtrends Score is now available in On Premise as well.

Caution…proud Product Manager ramblings below.

I wanted to recognize the achievements of the Webtrends team who worked tirelessly to bring this product to market.  From developers writing code, to QA folks testing it, to Services folks ready to implement and support it, to Marketing promoting it, to Sales folks selling it.  A personal thanks to all of you who worked so hard to bring this product to market because you’re passionate about helping businesses strive for excellence.

Are Your Analytics Out of Shape?

Thursday, June 25th, 2009

Brian Agranoff, founder and principal analyst for ACR Analytics joins us this week as a guest blogger. ACR is one of Webtrends solutions partners and prides itself in doing the analytics “heavy lifting,” so marketers who don’t possess web analytics experience can focus on strategy, messaging and customer experience and other areas.

I recently embarked on a personal journey to shed some of the extra pounds that I’ve picked up over the past 20 years. After successfully losing 35 pounds in 90 days, I’ve chosen to share my experience because so many people have asked for the secret sauce. And given the countless hours I’ve spent on the treadmill (hint), I’ve had a bit of extra time to think. The more I thought about it, the more I realized that what I had done to successfully get in shape may help others improve their health and oddly enough their analytics.

My name is Brian Agranoff and I founded ACR Analytics 1 year ago after serving as a Solutions Engineer for Webtrends, a position I held for nearly 10 years. As I went out on my own I was hopeful that I could use this change in my work life to also make a change in my personal life. I was quickly approaching my 39th birthday and realized that getting back in shape was only going to get more difficult with each day that passed. And after another 180 of them had passed, I was finally inspired to take some action.

brian-agranoff I had just returned from an annual Thanksgiving trip to California and attended one last turkey dinner with friends. Fortunately, the first thing we did when we arrived was had our picture taken.

I studied it carefully and came to the conclusion that now was the time, although I really had no idea what that meant or how I would go about doing it.

When it comes to analytics, there are some organizations that are in great shape! They have an analytics solution in place, have very specific goals, and always know how they are measuring up against those goals. They are engaged in a continuous cycle of action which could be anything from simple changes on their website, to remarketing through email, to A/B testing, to an investment in Behavioral Targeting or Site Optimization.

There are also many organizations that are a little out of shape when it comes to analytics. They usually fit into one of the following groups:

  1. No analytics solution in place.
  2. Analytics Solution in place, poorly implemented.
  3. Analytics Solution in place, properly implemented.

If you think you need to get in shape, the good news here is that it doesn’t really matter which category you fall into. It’s not the solution that you have in place or even how well it’s implemented that will determine your level of fitness. Analytics is like your scale. You need to have something in place so you know how much you weigh. But, the scale alone will not help get you shape. Until you take some action, don’t expect to see any big changes when you weigh in.

A Little Inspiration Doesn’t Hurt

The picture put me over the edge, but the inspiration for change had been brewing for some time. Inspiration is all around you. It’s really not hard to find. You may just need to take a moment, as I did, to appreciate it.

I was inspired by the success of others. I had come to look forward to Tuesday nights on NBC, where I would grab a bowl of ice cream and watch the Biggest Loser. It is truly amazing how much weight some of the contestants lose and how consistently they are successful, at least during the show. Keeping in mind the unrealistic situation that these contestants are subjected to, I was struck by the fact that losing weight is really nothing more than a numbers game, very much like analytics. Yes, there are many factors that come into play such as competitive spirit, motivation, health factors, and emotional struggles. And yes, they all make for good TV, but at the end of the day, it’s “calories in” and “calories out”, a very simple formula that allows these contestants to consistently lose amazing amounts of weight in such a short amount of time. Calories are the Key Performance Indicator (KPI) that has helped to unravel the mystery of weight loss for me. I realize this may be completely obvious to many of you, it wasn’t for me. Another parallel when it comes to analytics. When I work with customers, I’ll insist that they set their list of requirements aside for a moment and just tell me the top 3 drivers of their business. If the answer requires much thought, it’s usually a sign that we need to do some work around identifying the proper KPI’s to measure.

I was inspired by friends. During the turkey dinner, I got into a conversation with my brother-in-law Sean (who had just lost 10 pounds) and friend Ken (who always looks slim) about a “short term cleansing diet” that had worked for them. I’ve never been crazy about “diets”, but figured it couldn’t really hurt to try. It was only for 7 days and I was hopeful I might even learn something from it. Both of them encouraged me to give it a shot.

I’d also watch nearly every morning as my 70+ year old neighbors drove past my office on their way to the YMCA to work out. They started their regiment about 12 months ago and I now look forward to seeing them several times a week in the gym.

I was inspired by family. My greatest source of inspiration has come from that which is most important to me, my health and my family. Again, I’m very fortunate to be surrounded by very healthy, caring, and fun loving family and I’d like to be around to spend my days with them. Of course, there are no guarantees, but being a numbers guy, I figured I’d like to do what I can to increase my chances. Every time I start to succumb to my old ways, family quickly enters my mind and makes it easy to reverse course. It’s a no brainer.

Where will your inspiration come from? In my experience, organizations that are in shape when it comes to analytics have a passionate force leading their efforts. They are often led by an individual who has a strong technical background and has an excellent handle on the direction and goals of the organization. But, most importantly, they are driven with a level of passion for improving results each and every day. It’s not an easy resource to find!

During my journey, I’ve come to realize that passion is fueled by inspiration. It’s something that can easily dissipate if not properly nurtured. I now pay much closer attention to the inspiration that is all around me. In fact attending the Webtrends Engage User Conference was a great opportunity to learn first hand about the success of others. For those attending who also attended, there was no shortage of inspiration!

I was ready for action! So, the analyst in me took over and I came up with the beginnings of a dashboard – a simple chart to measure my progress.

brian-chart

It was the first in a series of actions that have led to success for me and that I’ll continue to share in a series of posts over the next few months.

Our Thoughts on Web 2.0 Cookie Transparency and Control

Wednesday, June 24th, 2009

Webtrends applauds President Barack Obama’s Administration and its use of Web 2.0 technology to promote the democratic ideals of this nation.  More can be done, however, to help citizens better understand the technology that drives Web 2.0 and the privacy controls that can and should be used to protect or limit use of personal information by that technology. 

In particular, there is much misunderstood about Web analytics tools such as cookies.  Because cookies work behind the scenes, many of the benefits enabled by cookies including enhancing and improving Internet experiences are not fully appreciated.  Further, the notion that cookies cannot be used in a manner that respects privacy is no longer valid given the privacy controls that have been developed in recent years.  The Obama Administration and the Office of Management and Budget should consider the increased value of these benefits and the privacy advancements made from the time when cookie policies were first drafted as it reevaluates and develops a new policy position on cookies that best enhances the Web 2.0 citizen participation experience.

One of the benefits cookies can deliver in the Web 2.0 environment is increased transparency.  Federal sites can now provide a window into site statistics by dynamically displaying to visitors a visual representation of aggregated data generated by even anonymous cookie data.  This window into site statistics can act as a very powerful social media tool.  By gaining visibility to traffic patterns, for example, visitors to a government site can engage in a process of discovering information such as the states from which other site visitors tend to come and the issues that are top of mind to others in the nation.  Through this dynamic learning process facilitated by cookie data, citizens can feel more connected to other visitors of the site, the trends affecting the nation and the governmental process.  Federal sites could also use these statistics as illustrations of what cookie technology can be used for and to help visitors have a better concrete understanding of how cookies can be used in a privacy-respectful way. 

There are many other traditional ways cookies can be used to benefit citizens in the Web 2.0 environment such as:

  • Driving site improvements to save visitors time and frustration in finding the information they need.
  • Saving costs to taxpayers by reducing follow-up calls to telephone support or in-person requests at government offices.
  • Helping more precisely meet the unique needs of different citizen groups, for example by identifying different online services or assistance sought by people in different districts, counties or states.
  • Providing better ways to view and navigate federal sites by identifying the browsers, devices, media formats, and applications visitors prefer to use.

Despite these benefits, the OMB should continue to recognize the potential privacy implications of this technology if not properly used and controlled.  In implementing these tools, the Federal government should be held accountable to properly balance the potential privacy impact of use of certain types of cookies versus the potential citizen benefits to determine what type of cookies to use and the type of information tracked.  The OMB should also be aware of the many privacy enhancing choices offered by web analytics service providers that help government web administrators greatly reduce these privacy concerns:

  • First Party Cookies Although cookies historically have been served by third party services, Federal web administrators can now choose to serve first party cookies using applications residing on their own servers and thereby better control access and use of the data collected from government sites.  Citizens benefit because first party cookies will only be delivered by the sites they visit and they will know exactly whom they can contact if they have a problem with a cookie.
  • Transparency in Naming and Technology -Avoiding obfuscating naming conventions for cookies and providing clear, concise privacy statements along with readable cookie names and values will provide citizens transparency on the technologies in use and explain how cookies can improve their interaction with the web site. 
  • Use of Session Cookies Session cookies or temporary cookies that last only as long as a browser session or other set period of time can be used when appropriate and adequate to serve the needs of citizens.
  • Anonymization Avoiding use of personal information tied to cookies can help visitors be anonymous.  Processes have also been developed that obscure or eliminate IP address and other potential identifiers to further enhance privacy while still allowing for meaningful analytics. 

Further, Internet users have many other privacy enhancing controls at their disposal.  Now more than ever privacy-concerned individuals can avoid unwanted tracking through widely available browsers, applications and operating system controls that allow blocking and removal of cookies and even blocking of transmission of IP address.

We note that use of persistent cookies and even cookies in the context of identifying information can be appropriate at times.  As pointed out by the Center for Democracy and Technology  in its PolicyBeta blog the key is user control of the data collected by persistent cookies not banning of the technology altogether. 

While others might unreasonably see use of technology as at odds with promoting open dialogue and an open government, this Administration has taken a bold step forward using new media and social networking tools to promote transparency and create a two-way flow of information that is essential to citizen participation needed to create an even stronger democracy.  In revisiting its cookie policy, the Administration and the OMB should take similar steps to allow Federal sites to realize the full benefits that cookies can facilitate to deploy a fully modernized Web 2.0 while respecting the privacy of citizens who use and visit those sites.

Radian6 integrates Webtrends and Salesforce data

Wednesday, June 24th, 2009

webtrends-new-logo + Radian6wTag150 + salesforcelogo

As I type this, I am getting ready to attend Radian6’s Rock Stars of Social CRM event. I’m excited for this event because they are announcing an integration with Webtrends and Salesforce. This is a big moment because it is the first vendor driven integration of social media monitoring, analytics, and a CRM, which are the core apps that drive the value chain of modern Enterprises. Yes I know this first paragraph is loaded with buzz words, so let’s take a closer look at what has me giddy like a school boy.

First let’s talk about Salesforce because it’s pretty straightforward. Radian6 has added the ability to create and browse contacts, leads, and cases in Salesforce from within their dashboard. That means you can now take what you find from monitoring the web and pass it onto Sales and Support. In and of itself, that is a cool feature. While the built in workflow tool within the app is handy, let’s be honest, Sales and Support run off of CRMs. No longer does Sales and Support need to manually update Salesforce from email notifications. In fact, Radian6 has made sure that the data from the River of News is auto-populated in the form that updates contacts, leads, and cases.

Ok, now let’s talk about the Webtrends integration. Radian6 is now able to pull in our Analytics reports using Webtrends Open Exchange API. So, let’s say you got a referring URL on your report that shows a site sent you a flood of traffic, but that traffic didn’t convert into one of your goals. Figuring out why is a time intensive manual job. Using these new integrations, you could be browsing your referrers as a River of News and discover that the site was a customer complaint and then enter it as a case for Support to follow up with all from within the Social Measurement environment. Total time saver.

And we’re just getting started.

You can also do things like keyword analysis of the referrers because Radian6 sucks in the text of the referring URL page. You can then look at how those keywords performed on conversion goals and then use that knowledge to update your SEO/PPC efforts. We’ve been able to do this before with search traffic, by mapping their search terms to conversion goals. But we haven’t been able to analyze the full text of referrers to learn what keywords they are using to describe us. Using that same keyword analysis, Enterprises will also be able to update language used in other marketing efforts to speak in more familiar words. Pretty cool, huh?

We are just beginning to play with these newly integrated tools to discover optimization. And, the truth is, we’ve mostly had our marketing glasses on. Keyword analysis can also help Support and Sales in their interactions. Having all of these systems integrated opens new collaboration possibilities between value chain critical departments like Marketing, Sales, and Support. What has me most excited is that I’ve only known about this for about a week. I can’t wait to see what we’ll learn together as well get our hands on these integrated tools!

It was exciting for us to see Radian6 leverage our Open Exchange API. Our product team is working on the important details for our customers: pricing, support, training, etc. Over the next several weeks we will roll out the details for our Social Measurement customers and prospects. If you have any questions now, please leave us a comment!

2009 WAA Standards Part Two: Ask Your Vendor Responses

Tuesday, June 23rd, 2009

Yesterday’s post talked about the updated WAA Term and Definitions (3 more than 2007 – total of 29) for 2009. New this year is an “Ask Your Vendor” area which is highlighted below. A PDF verison of the complete compliance and questions is available for download.

Ask Your Vendor responses:

Are Flash and other Rich Internet Application advances considered to be page views by default?

Flash and other Rich Internet Application advances are NOT considered page views by default, however, users can customize these events to all count page views, if they so choose. Flash and other Rich Internet Application advances are considered diff types of events.


Does the analyst have the option to count data captured by an event tag as a “page” if desired?

Yes.


Does the tool know about errors (status codes in the 400’s, 500’s) by default, or only if a special error page is created and instrumented?

WebTrends Analytics does know about errors if a special error page is created and instrumented.


If activity consists only of non-page activity, is it counted as a visit?

Yes.


What is your default timeout?

30 minutes.


Are visits cut-off after any length of time?

No.


If you resume activity after a timeout, how is that handled?

If the activity resumes less than 30 minutes from previous activity, then it’s considered part of the same visit; otherwise it’s considered a new visit.


Site activity –> (2 hours) –> Resume site activity. How many visits is this?

2 visits.


If two visits, what is the referrer of the second visit?

No Referrer / Direct Traffic.


Does the tool count a new session on external referrer?

No.


Google search –> Your site –> Yahoo search –> Your site. How many visits is this? What is(are) the visit referrer(s)?

1 Visit, referrer = Google.


What technologies are used by your tool to calculate unique visitors?

Compound sessionization techniques is descending order of priority: authenticated logon, persistent cookie, session cookie, session ID, IP+agent, each of which can be enabled/disabled at the users discretion.


By default, are persistent cookies used to count unique visitors? 3rd party?

No. 1st party? Yes.


Authenticated user cookie?

Yes. Preferred approach is for the customer to provide their own 1st-party cookie. In lieu of that, WebTrends utilizing its own cookie in the standard tag that is issued from the customer’s domain, thus also making it 1st party. 1st- party cookie tracking is also used for cross-domain activity where a 3rd-party cookie is used only for replicating user IDs across the 1st-party cookies.


How are unique visitors counted if cookies are blocked or not logged?

WebTrends can track session cookies or revert back to unique IP address.


Are estimated visitors from blocked cookies included in your unique visitors counts?

Not by default, though customers can create this calculation themselves or via a Services offering.


Given the functionalities of your tool, are there situations that would cause one visitor to be counted multiple times: Counted via authenticated + unauthenticated? When a maximum amount of data that can be stored around a cookie or database key is reached? Other situations?

The only instances in which the same visitor may be counted twice are 1) if the visitor deletes the tracking cookie or 2) if the visitor is using 2 different machines to visit the site. All forms of visitor tracking in WebTrends are de-duped against each other to avoid double counting of visitors under normal circumstances.


Are cookie-based estimates adjusted to account for cookie deletion?

Cookie-based estimates are not adjusted to account for cookie deletion, by default. WebTrends provides a feature to calculate estimated visitor counts themselves or via a Services offering.


“Zero Duration” Visits – Ask your vendor if they include “zero duration” visits in visit duration measurements. Some vendors will include it in the calculation while others don’t.

No.


Visit Duration Delimiters – Are timestamps for page views the only ones used in the visit duration calculation, or are timestamps for other activities (errors, events, etc.) considered?

Time stamps for all activities are considered for visit duration. If you go from page to page on a website, play video, pause video, have not clicked on page in 30 minutes, but have been active, the visit continues. If video is tagged with marker points, then the visit would continue.


Are mail servers (e.g. mail.google.com) excluded from the default search engine definitions?

Yes. Specific list of places that are listed as search engine exclude mail servers.


Are internal referrers, such as might be recorded when a visitor resumes activity after a time-out, exposed in the tool and included in aggregate measurements?

Yes. There is an administrative function for creating a list of internal referrers for this purpose


If Page Exit Ratio is exposed in the tool, what metric is used as the denominator?

The denominator is Total Number of Page Views (see question # 22 in Terms/Definitions section/doc).


Are any conversion metrics configured by default for particular site types? What activities do they measure?

Yes. Any page, action or event on a website may be considered a conversion, either via a tag parameter or via a URL-based definition Several pre-defined conversion metrics are provided, including shopping cart checkouts, purchases and registrations.


If any conversion rate metrics are configured by default, are they based on visits or on visitors?

By default conversion Events and Visits. Visitors can also be calculated.

2009 WAA Standards Part One: Definitions Compliance

Monday, June 22nd, 2009

Last month the WAA Standards Committee released the updated WAA Term and Definitions (3 more than 2007 – total of 29) for 2009 along with a call to analytics providers to publish their compliance matrix publically. A new area added this year is a series of questions to “Ask Your Vendor” which we’ll be posting tomorrow as part two (along with a downloadable verison of both parts).  Committee Chairs Angie Brown and Judith Pascual released the results of how various vendors matched up the industry’s independent definitions at eMetrics.

As the digital marketing industry matures you’ll begin to see the features/functions of the products differ less and less. It’s at that point that the people, access to information, vision, consulting, support and service a company provides is the real measure of difference.

Terms and Definitions Compliance
In the prior verison most companies provided Yes/No answers, the request this year provided some additional clarity by providing 5 answers to chose from.

a) Yes, the same as the WAA
b) Yes, but needs customization
c) Yes, but currently using a  different term (include additional notes)
d) Yes, but available at an additional cost
e) No, not available in this tool

Legend: D = Dimension C = Count R = Ratio

Building Block Terms
Term WAA Definition Type Additional Information Compliance
Page A page is an analyst definable unit of content D Yes, the same as the WAA
Page Views The number of times a page was viewed. C The number of times a page (an analyst-definable unit of content) was viewed. Yes, the same as the WAA
Visits/Sessions The number of times a page was viewed. A visit is an interaction, by an individual, with a web site consisting of one or more requests for a page. If an individual has not taken another action (typically additional page views) on the site within a specified time period, the visit will terminate by timing out. C If a visitor has left a site or has not executed a click within 30 minutes, the visit session will terminate. Fully configurable to other time periods. Yes, the same as the WAA
Event Any logged or recorded action that has a specific date and time assigned to it by either the browser or server. C and/or D If a visitor has left a site or has not executed a click within 30 minutes, the visit session will terminate. Fully configurable to other time periods. Yes, the same as the WAA
Visit Characterization Terms
Term WAA Definition Type Additional Information Compliance
Entry Page The first page of a visit.Entry page is the first page in the visit regardless of how the sessions are calculated. Different sessionization methods may give different results. D Yes, the same as the WAA
Landing Page A page view intended to identify the beginning of the user experience resulting from a defined marketing effort. D WebTrends uses “Entry page” in a separate campaign area to support marketing efforts as suggested by WAA. Yes, but currently using a different term
Exit Page The last page on a site accessed during a visit, signifying the end of a visit/session. D Yes, the same as the WAA
Visit Duration The length of time in a session. Calculation is typically the timestamp of the last activity in the session minus the timestamp of the first activity of the session. D Yes, the same as the WAA
Referrer Referrer is a generic term that describes the source of traffic to a page or visit. D The referrer is the page URL that originally generated the request for the current page view or object. As “referring Page.” WebTrends also provides referring site and referring domain. Yes, the same as the WAA
Page Referrer Page referrer describes the source of traffic to a page. D Yes, the same as the WAA
Session Referrer The first page referrer in a visit. D The referrer is the page URL that originally generated the request for the current page view or object. As “referring Page.” WebTrends also provides referring site and referring domain. Yes, the same as the WAA
Visitor Referrer The first page referrer in a visitor’s first session. D The visit referrer is the first referrer in a session, whether internal, external or null. As “Referring Page” Yes, the same as the WAA
Click-Through Number of times a link was clicked by a visitor. C Yes, the same as the WAA
Click-Through
Rate/Ratio
The number of click-throughs for a specific link divided by the number of times that
link was viewed.
R Yes, but needs customization
Visitor Characterization Terms
Term WAA Definition Type Additional Information Compliance
New Visitor The number of Unique Visitors with activity including a first-ever Visit to a site during a reporting period.Note that “first-ever” is with respect to when data began being properly collected on your site by your current tool. C WebTrends also tracks visitors who don’t accept cookies as “Visitors Not Accepting Cookies.” Yes, the same as the WAA
Return(ing) Visitor The number of Unique Visitors with activity consisting of a Visit to a site during a reporting period and where the Unique Visitor also Visited the site prior to the reporting period. C Yes, the same as the WAA
Repeat Visitor The number of Unique Visitors with activity consisting of two or more Visits to a site during a reporting period. C As “Visitor who visited more than once” Yes, the same as the WAA
Visitor Referrer
(Original Referrer
or Initial Referrer)
The first page referrer in a visitor’s first session. Notes: Archiving of data after a period of time may affect the recorded visitor referrer. The visitor’s “first” session may be with respect to a specific date or reporting period, or it may be with respect to the life of the data. C Yes, the same as the WAA
Visits per Visitor The number of visits in a reporting period divided by the number of unique visitors for the same reporting period. R Yes, the same as the WAA
Recency Time since a unique visitor performed a specific action of interest to the analyst. C Yes, the same as the WAA
Frequency The number of times an action was performed by a unique visitor over a period of time. C Yes, the same as the WAA
Engagement Terms
Term WAA Definition Type Additional Information Compliance
Page Exit Ratio Number of exits from a page divided by total number of page views of that page. R Supported with calculation or configuration Yes, the same as the WAA
Single Page
Visits (Bounces)
A visit that consists of one page view. R Visits that consist of one page regardless of the number of times the page was viewed. Yes, the same as the WAA
Bounce Rate Single page visits divided by entry pages. R Supported with calculation or configuration. Yes, but needs customization
Page Views
per Visit
The number of page views in a reporting period divided by number of visits in the same reporting period. R Yes, the same as the WAA
Conversion Terms
Term WAA Definition Type Additional Information Compliance
Conversion The number of times a desired outcome was accomplished. D and/or C A visitor completing a target action. WebTrends provides multiple conversion types. Yes, the same as the WAA
Conversion
Rate
The ratio of conversions over a relevant denominator. R Yes, the same as the WAA
Miscellaneous Terms
Term WAA Definition Type Additional Information Compliance
Hit (AKA Server
Request or
Server Call)
A request received by the server C Yes, the same as the WAA
Impressions Number of times a piece of content was delivered to a user’s browser. C Webtrends calls them “Content Views” Yes, but currently using a different term

Demystifying the Scenario Analysis Report, Part II: The Numbers

Monday, June 15th, 2009

Hi again everyone!  I know I’ve been slow getting back to this thread, and for that I apologize.  It’s been a busy time here at Webtrends, and I was caught up in the whirlwind.  I haven’t forgotten my promise, though, to continue this thread, so here’s my next installment.  I’m skipping over the “How to read the Report” entries to post this one first about the numbers on the scenario analysis report.

What you’ve all pointed out in comments is true:  the numbers in this report don’t add up in the ways we might expect.  There’s a reason for this, though – actually, several reasons – that I’ll walk us through in this post (settle in; this is a thick read).   See, in a perfect scenario, all our visits would enter the process at the first step, convert through the steps in order, and complete the scenario without ever going anywhere else.  Most scenarios, though, have room for improvement – information is missing for the visitor, or a step is optional, or … well, you get the picture.  In such cases, it’d be useful for us to know how users meander in and out of a scenario, so we can identify steps we could improve upon, right?  That’s what this report is designed to do – and at the risk of sounding a bit self-serving, I have to say it does it quite well.  And that’s precisely why the numbers can seem so confusing – because this report follows the user’s meanderings, focusing on their activity rather than on totals.

Let me explain with an example (with many thanks to Xavier Le Hericy, who built the example!).  Let’s say I have three people visit my site and interact in a scenario.  Here are the paths each of them take:

Visit A:
(1) Views Page 1.
(2) Enters Step 1 (Product Page View) in the scenario.
(3) Views Page 2.
(4) Returns to Step 1.
(5) Views Page 3.
(6) Enters Step 3 (Started Checkout), skipping Step 2 entirely.
(7) Goes back to Step 2 (Cart Add).

Visit B:
(1) Views Page 1.
(2) Enters Step 1 (Product Page View) in the scenario.
(3) Views Page 2.
(4) Views Page 3.

Visit C:
(1) Views Page 1.
(2) Enters Step 1 (Product Page View) in the scenario.
(3) Goes directly to Step 2(Cart Add).
(4) Goes directly to Step 3 (Started Checkout).

None of them complete the checkout process for one reason or another.

Fairly straightforward visits, which lead to the following results in the scenario analysis report.  First, with step transitions:

Scenario II pic 1

Okay, let’s walk through our examples so we understand what we’re seeing here.  The text above from our engineering pals helps, but let’s translate it clearly into the examples we have above.

The Product Page View we see at the top left comes from Visit A. The two visits we see on the top right come from Visit A as well, though – in that visit, the user viewed a product page, then jumped to starting checkout.  So, if we try to add up numbers, we’d be literally tripling the number of visits – this entire line refers to a single visit, but show multiple paths through the scenario.  That’s one reason the numbers don’t add up.

Okay, moving on to Step 2.  Visit C converted from Step 1 to Step 2, so that’s the single visit we see next to the green arrow leading to Step 2.  But we also have Visit A represented once more – when the user moved from Step 3 to Step 2.  See how this is affecting the numbers?

Moving to Step 3, we see again that Visit C converted directly from one step to another – hence the 1 visit by the blue down arrow. Both Visit A and Visit C saw Step 3, which is why we have two visits at this step.  Visit A also is reflected on the left, since the user viewed a product page, then came to Step 3.  Finally, Visit A is also on the right, since it’s the visit that went back to Step 2 from this step.

So, this report shows us the flow of visits through the scenario steps, but there’s no way we could add up these numbers to get an appropriate number of visits to/from the scenario itself.  That’s just not what the report was designed to do!

Let’s check out the other view – scenario entry and exit pages:

Scenario II pic 2

Again, thanks to the Xavier for the explanations above – now let me walk you through the visits one more time.

Visits A, B, and C all enter the scenario from viewing page 1; therefore, they’re reflected both in the three visits on the left and the three visits to the product page view.  We don’t see the second visit to this step that took place; that’s reflected in the Step Transitions view instead.  On the right, we see that Visit B has moved on to another page and then never came back to the scenario – whoever they were, they played around elsewhere on the site, then headed out.

Visit C converted from Step 1 to Step 2, so that’s our one visit we see coming down to this step.  But we have two visits at this step, and none coming in on this step, which looks confusing until we take a look back at Visit A.  Ah – this visit did not convert from Step 1 to Step 2 (it jumped from 1 to 3 and back to 2), nor did it come into the scenario at Step 2 (it saw Step 1 first).  It was simply out of order – but it was still a visit to Step 2.  Hence, the two visits on this step – and we see another reason why these numbers won’t necessarily add up.

Visit A just keeps complicating things – this is the step from which this visit exited the scenario and either idled out of the visit or left the website entirely.  That’s the visit to the right of Step 2.

Visit C is now the only visit we have left, and it’s the visit that converted from Step 2 to 3 that we see.  However, again we have two visits on this step, and again it’s good ol’ Visit A that’s being reflected.  That was view #6 in Visit A’s progress on our website.  The visit we see exiting at this step is Visit C, since it didn’t move on to Step 4.

So, once again, these numbers won’t add up because of a couple of meandering folk on our website, weaving their way in and out of this scenario.  Multiply that by 10,000 visits or more, and you can start to see why these numbers seem out of whack on even infrequently-visited scenarios.

Let me say that I agree wholeheartedly that this lack of the clean-cut ability to add up numbers and see exactly how many visits were part of this scenario makes this report confusing.  However, that’s also what makes this report so valuable – we can see exactly what’s happening at any step in the scenario, and we can tell when visits meander through and out of the scenario.  That’s the actionable information this report is designed to provide – the kind of information that helps me optimize each step along the scenario, ensuring that my visitors always have the information they need to keep moving through the scenario and complete it.

Just to make you feel better, though, there actually are a couple of places in which the numbers add up.  Check out the image below:

Scenario II pic 3

Isn’t Xavier great? :) These are his notes, which were honestly a great relief to me.  I really wanted to be able to tell you that the numbers do add up, and here’s proof – some of the numbers really do!  Just not always the ones people ask you about.

So, I hope this post is helpful.  I’ve still got a couple more of these posts in the works, so I’d love to hear more about what you’d like to know about this report!