topic Re: Customer Journey (Beta) reporting limitations in Reporting & Analytics

Customer Journey (Beta) reporting limitations

KatieMarr — Wed, 16 Nov 2022 15:56:59 GMT

I am attempting to use the new (beta) journey report tool to track a specific campaign and am hitting some roadblocks, so want to convey my feedback to the dev team here.

This is what I want to do and what the tool is limiting me to:

What I want to do:

Filter the entire journey for a campaign so that it only considers ads, landing page views, form submissions, email sends, opens and clicks associated with the specified campaign. Ideally, with a single filter, but I'd be fine with having to input the individual ID's. I then want to see the sankey chart break out paths through each asset within the campaign.

I have 12 ads, 3 forms, and 38 emails I want to track as part of this campaign journey. From the journey report I want to be able to identify which ads drive views of which forms, then which of those views drive submissions, then which emails drive opens and clicks, and finally how many of my original entrants become customers in the end, and what path delivered that final outcome most often. This will highlight which assets are underperforming so we can prioritize our optimizations to enable this campaign to perform at its best.

What I can do right now:

I can include multiple ads by filtering for Ad Campaign ID, but cannot see the journey path for each ad asset, only for all combined
I can include multiple forms by filtering for form ID, but again, do not see the paths for each asset
I can only filter for a single email per interaction and am limited to 7 interactions per journey

The way the current tool is built, it would take me ~456 separate journey reports to track this campaign from start to finish, which I would have to analyze separately and find a way to compare on my own. That's clearly not the solution.

How can we improve this tool to enable tracking of this nature?

Re: Customer Journey (Beta) reporting limitations

MiaSrebrnjak — Thu, 17 Nov 2022 17:36:49 GMT

Hi @KatieMarr,

Thank you for reaching out to the Community and sending us your valuable feedback!

I've forwarded this to our product team earlier today and they wanted me to let you know that they're investigating what needs to be done accordingly!

Have a great rest of your week

Mia, Community team

Re: Customer Journey (Beta) reporting limitations

KatieMarr — Thu, 17 Nov 2022 18:18:01 GMT

Amazing, thank you so much! If they need any clarification, I am always happy to hop on a call.

Re: Customer Journey (Beta) reporting limitations

MherfelPCN — Tue, 21 Mar 2023 15:41:47 GMT

I would also love more detail on this report. It would be great if we can include the Campaign versus just the Campaign ID. Our goal is to track new contacts/leads per tradeshow. We want to see the whole picture through marketing campaigns and sales interactions as we make the hand-off. It would be great to have different tracks as we attendee different tradeshows but that's pretty detailed. We want to see what tradeshows are worth it and help produce customers versus just contacts.

Re: Customer Journey (Beta) reporting limitations

kvlschaefer — Wed, 22 Mar 2023 10:56:37 GMT

Hi @MherfelPCN,

Thank you for your product feedback! I appreciate you explaining how this would help your team out.

I would highly recommend you to please post this product suggestion at our ideas forum.

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

Thank you,

Kristen