How do I use the HayleyChat Analytics report?

a. Go to Journey AI Suite> Select Sub - Org > Click HayleyChat. 

b. Go to the Reports menu and click the HayleyChat Analytics report under it. This report gives an overview of the Hayley metrics.

c. You can filter the report by date range.

d. The first panel of the report is Property Overview. It displays the data in number metrics, line graphs, and conversion and engagement values in the progress bar.

 

2024-04-09_18-51-33-png

 

e. Property Overview Metrics: The panel shows the following;

  • #Opens: Number of emails opened by the users for the first time that were sent using Hayley. You can hover over the line graph to view the breakdown (per month/week, etc).

For example, in the below image, for the last 30 days, 363 emails were open, and the pick of the line graph shows the day on which a maximum number of emails were open. In this case, it is Mar 10, 2004

  • .Tours: Number of people scheduled for a tour by clicking on those email CTAs.You can hover over the line graph to view the breakdown (per month/week, etc). It shows both percentage value and total value. On clicking the numbers, you will be directed to the contact list.

For example, in the below image for the last 30 days, out of 363 people who opened the email, 11 people scheduled for a tour, which turns to 3.03%.

  • Contacts: Number of people who filled out the guest card by clicking on those email CTAs. You can hover over the line graph to view the breakdown (per month/week, etc). It shows both percentage value and total value. On clicking the numbers, you will be directed to the contact list.

For example, in the image below, for the last 30 days,, out of 363 people who opened the email, 5 people filled out the guest card, which is 1.38%.


Unit Searches: The number of people among those contacts who have done unit searches. You can hover over the line graph to view the breakdown (per month/week, etc). It shows both percentage value and total value.

For example, in the image below, for the last 30 days, out of 363 people who opened the email, 95 people have done unit searches, which is 26.17%.

 

 

2024-04-09_18-55-00-png

 

f. Progress bar for Conversions and Engagement values:

  • Conversions: The first part of the progress bar is marked dark green and represents the number of tours scheduled. In light green, the second part shows the number of contact cards submitted. You can hover over the progress bar to see the value for each metric.
For example, in the image below for the current month, the total number of tour schedules is 7, and the total number of contacts submitted is 3. Therefore, the conversion is (7+3) = 10.

  • Engagement: The progress bar shows the engagement for the metrics. Each metric is assigned a unique color. You can hover over the progress bar to see the value for each metric.

For example, in the image below, the engagement for unit search is 82, for photos 44, for videos 17, for community info 15, resident portal 12, and AMA 99. Therefore, total engagement is = 82+44+17+15+12+99 = 269.

 

 

2024-04-09_19-02-49-png

 

g. The second panel of the report is All Metrics. This panel shows the metrics for all options available under Hayley guided chat. Along with Opens, Tours, Contacts, and Unit Searches, you can also have Photos, Videos, Community Info, Resident Portal, and AMA.

h. You can view the data as a number or percentage; click the # button to interchange the format. By default, it will display the data in percentage. On clicking the numbers, you will be directed to the contact list.

i. You can also download the data by clicking the button. 

 

2024-03-25_18-10-37 copy (2)-png

 

Next:

How do I use the HayleyChat Contact List report?