Use templates

Transcript

In this video, we’ll show you how to use templates in Customer Journey Analytics to streamline your analysis and reporting workflows.

Templates let you create ready-made configurations for common business questions and use cases. Such questions may include how many people visit your site, what keywords they use to search site content, how long visitors stayed on a given page or on the entire site, which marketing channels are most effective at generating revenue or conversion events, and more. Templates help you save time, ensure your analysis follows best practices, and maintain consistent reporting structures for your organization.

Let’s jump into the demo. In the Analysis workspace, you can find the Templates tab in the left navigation. Adobe templates contain all templates pre-built by Adobe. The tab with your organization’s name contains all templates that were created by an administrator specifically for your organization. Only administrators can create organization templates. For this video, we’ll use one of the pre-built Adobe templates. You can sort templates by most recently used, most popular, alphabetical order, or categories. You can also filter them by channels and use cases.

Before you decide to use a template, you can preview it to see if this configuration meets your reporting needs. It’ll open the template’s details, such as its description, channel, use case, components used, and a demo preview of the panel.

By default, only templates that use components from the selected data view appear in the templates list, but you can still browse templates that contain components that are not in your data view. To do this, simply select the Not ready for use filter. When you preview such template, you’ll see a list of components that are not in your data view. If you try to use the template, you’ll see a dialogue warning you about the missing components. You can either choose a different data view from the dropdown menu here or proceed anyway, but before you can effectively use this template, your organization’s administrator must add missing components to the data view for a given template.

Let’s create a project based on one of the Adobe templates. Let’s say we want to analyze how deeply visitors engage with different pages on our website. Let’s filter the templates by web channel and specify engagement as a use case. Here it is, the pages template. Click preview to see its details. This template lets you identify the most popular and least popular pages. This isn’t exactly what we need, but a template can be a powerful starting point to quickly jumpstart your project and then further customize to best suit your specific purposes. Click use template. It automatically creates a new project in the analysis workspace based on the template you’ve selected. You see the pages report with two visualizations, a bar chart with page views per page and the total number of page views for your website. It also includes a freeform table. We can adjust this prebuilt report further to match our use case. You can change the date range as needed. For example, let’s see the report for the last 90 days. We can add more components to the freeform table. Since we want to see how deeply visitors engaged with the content on a page, let’s add the time spent per session metric. This helps us measure the engagement quality as well as its quantity.

Save the project as normal, choosing a specific folder in your workspace as needed.

And here you go. You now have a project created from a prebuilt Adobe template. So this was the templates tab in Customer Journey Analytics. We hope you can now use it to gain quick insights for your most common use cases. Thanks for watching.