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The Triangle △
A universal model for working with digital
analytics and marketing
MeasureCamp Milan
October 13, 2018
Today’s Session
# The obligatory 40 seconds “about me”
# What’s the deal with this triangle?
# Six examples:
1. Marketing funnel and attribution
2. Understanding analytics
3. Creating governance
4. Building dashboard structures
5. “Everyone one loves funnel reports”
6. Lean analytics
# Discussion – Examples of other models?
Senior Analytics Strategist at IIH Nordic
A Copenhagen based digital marketing agency
4 days work week (!)
Enterprise Analytics
Data visualization
Courses and teaching
MeasureCamp Copenhagen
Robert Børlum-Bach
△?
We understand more easily, when things are:
• Structured
• Simplified
• Recognizable
• Systematised
Example #1 – Marketing funnel
Exposure/ads
Discovery
Consideration
Conversion
Relationship
Retention
How is the content found? Organic/
paid, links, emails, social etc.
The site experience, discovery of
content, research.
Buying consideration: Does the
product/service match the user’s need.
The conversion of an action that
makes the user a costumer.
The post buying process. Did the product
meet the expectation. Customer service.
If the customer had a good experience,
maybe she/he will return.
This is also how Google Analytics is structured
Who visits the site (Audience)?
Where are the visitors coming from (Acquisition) ?
How are the users interacting with the site (Behaviour)?
Why are they converting (Conversions)?
Who visits the site (Audience)?
Where are the visitors coming from (Acquisition) ?
How are the users interacting with the site (Behaviour)?
Why are they converting (Conversions)?
Example #2 – Understanding analytics
User/Visitor
Session/Visit
Hit/pageview/event/transaction
Example #2 – Understanding analytics
User, session, and hit scopes essential in creating a robust implementation
• Setting the correct persistence and event correlation (Adobe Analytics)
• Working with the appropriate scopes in custom dimensions and
segmentations (Google Analytics)
• Create a solution design reference (SDR) where the different scopes and
use cases are evident
• Naming conventions and preset in segments and reports are important –
as confusions will occur (especially in Adobe Analytics)
Example #2 – Understanding analytics
Custom	Dimension Custom	dimension	name Scope Module Datalayer
1Author Hit page page.author
2Brand Hit page page.brand
3Type Hit page page.type
4Breadcrumb Hit page page.breadcrumb
5Title Hit page page.title
6ID Hit page page.id
7CMS	 Hit page page.cms
8Environment Hit page page.sysEnv
9Platform Hit page page.platform
10Tags Hit page page.tags
21Conversion	action Hit conversion conversion.action
22Conversion	action Session conversion conversion.action
23Conversion	action User conversion conversion.action
24Conversion	type Hit conversion conversion.type
25Conversion	type Session conversion conversion.type
26Conversion	type User conversion conversion.type
27Conversion	flow Hit conversion conversion.flow
28Conversion	step Hit conversion conversion.step
29Conversion	value Hit conversion conversion.value
31Global	ID User user user.idGlobal
32Logged	In User user user.isLoggedIn
33Last	Login Hit user user.lastLogin
34Something User user user.something
Example #3 – Creating governance
Administrator (very few)
(Can publish, manage users, setup goals, etc)
Editor (few)
(Can customize, create tags, reports, comment etc)
Users (many)
(Can read, share, analyse etc (democratizing data)
Example #3 – Creating governance
Often it is enough with a spreadsheet or similar, where each user (both
internal and external) is specified which access level they have for each
analytics/tag management/data visualization tool, and if applicable; what
they are responsible for
Example #3 – Creating governance
Example #4 – Building dashboard structures
Excutive Level
Managerial Level
Interested in few overall KPIs
Few details, high level, fast, comparisons
Scorecards, easy to digest
Engine Room Level
Interested in why
More details, more data, but not too nerdy
Graphs, trend lines, context
Interested in the data analysis
Most detail and interpreation
Tables, breakdowns
This is how Google Data Studio is structured
Report Level
Page Level
Widget Level
Example #5 – Everyone loves funnel reports
Start %
Some Step %
Another Step %
Conversion %
Dropoff %
Dropoff %
Dropoff %
Example #5 – Everyone loves funnel reports
Example #6 – Lean analytics
Data
Ideas
Code
Measure
Learn Build
Other examples of modeling, simplifying,
communicating using triangles?
Thank you
twerob
robert.b@iihnordic.com

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The Triangle - A universal method of working with digital analytics and marketing

  • 1. The Triangle △ A universal model for working with digital analytics and marketing MeasureCamp Milan October 13, 2018
  • 2. Today’s Session # The obligatory 40 seconds “about me” # What’s the deal with this triangle? # Six examples: 1. Marketing funnel and attribution 2. Understanding analytics 3. Creating governance 4. Building dashboard structures 5. “Everyone one loves funnel reports” 6. Lean analytics # Discussion – Examples of other models?
  • 3. Senior Analytics Strategist at IIH Nordic A Copenhagen based digital marketing agency 4 days work week (!) Enterprise Analytics Data visualization Courses and teaching MeasureCamp Copenhagen Robert Børlum-Bach
  • 5. We understand more easily, when things are: • Structured • Simplified • Recognizable • Systematised
  • 6.
  • 7. Example #1 – Marketing funnel Exposure/ads Discovery Consideration Conversion Relationship Retention How is the content found? Organic/ paid, links, emails, social etc. The site experience, discovery of content, research. Buying consideration: Does the product/service match the user’s need. The conversion of an action that makes the user a costumer. The post buying process. Did the product meet the expectation. Customer service. If the customer had a good experience, maybe she/he will return.
  • 8. This is also how Google Analytics is structured Who visits the site (Audience)? Where are the visitors coming from (Acquisition) ? How are the users interacting with the site (Behaviour)? Why are they converting (Conversions)?
  • 9. Who visits the site (Audience)? Where are the visitors coming from (Acquisition) ? How are the users interacting with the site (Behaviour)? Why are they converting (Conversions)?
  • 10. Example #2 – Understanding analytics User/Visitor Session/Visit Hit/pageview/event/transaction
  • 11. Example #2 – Understanding analytics User, session, and hit scopes essential in creating a robust implementation • Setting the correct persistence and event correlation (Adobe Analytics) • Working with the appropriate scopes in custom dimensions and segmentations (Google Analytics) • Create a solution design reference (SDR) where the different scopes and use cases are evident • Naming conventions and preset in segments and reports are important – as confusions will occur (especially in Adobe Analytics)
  • 12. Example #2 – Understanding analytics Custom Dimension Custom dimension name Scope Module Datalayer 1Author Hit page page.author 2Brand Hit page page.brand 3Type Hit page page.type 4Breadcrumb Hit page page.breadcrumb 5Title Hit page page.title 6ID Hit page page.id 7CMS Hit page page.cms 8Environment Hit page page.sysEnv 9Platform Hit page page.platform 10Tags Hit page page.tags 21Conversion action Hit conversion conversion.action 22Conversion action Session conversion conversion.action 23Conversion action User conversion conversion.action 24Conversion type Hit conversion conversion.type 25Conversion type Session conversion conversion.type 26Conversion type User conversion conversion.type 27Conversion flow Hit conversion conversion.flow 28Conversion step Hit conversion conversion.step 29Conversion value Hit conversion conversion.value 31Global ID User user user.idGlobal 32Logged In User user user.isLoggedIn 33Last Login Hit user user.lastLogin 34Something User user user.something
  • 13. Example #3 – Creating governance Administrator (very few) (Can publish, manage users, setup goals, etc) Editor (few) (Can customize, create tags, reports, comment etc) Users (many) (Can read, share, analyse etc (democratizing data)
  • 14. Example #3 – Creating governance Often it is enough with a spreadsheet or similar, where each user (both internal and external) is specified which access level they have for each analytics/tag management/data visualization tool, and if applicable; what they are responsible for
  • 15. Example #3 – Creating governance
  • 16. Example #4 – Building dashboard structures Excutive Level Managerial Level Interested in few overall KPIs Few details, high level, fast, comparisons Scorecards, easy to digest Engine Room Level Interested in why More details, more data, but not too nerdy Graphs, trend lines, context Interested in the data analysis Most detail and interpreation Tables, breakdowns
  • 17. This is how Google Data Studio is structured Report Level Page Level Widget Level
  • 18. Example #5 – Everyone loves funnel reports Start % Some Step % Another Step % Conversion % Dropoff % Dropoff % Dropoff %
  • 19. Example #5 – Everyone loves funnel reports
  • 20. Example #6 – Lean analytics Data Ideas Code Measure Learn Build
  • 21. Other examples of modeling, simplifying, communicating using triangles?