Where can I see trends around how people are interacting and engaging with programs?

Tier: Basic, Professional, Enterprise 

Overview

Findhelp analytics can help you understand how people are interacting and engaging with programs on your site. These insights can help you make data-driven decisions about community and staff adoption as well as community organization outreach strategy. 

There are several ways to interact or engage with programs on our sites, and you can use the Site Activity dashboard to gain insights about how people are engaging . 

What is the Site Activity Dashboard?

TheSite Activity dashboard provides key metrics to support driving site adoption. Specifically, the dashboard shows a summary of users, sessions, searches, interactions, connections, referrals, and activities related to follow-up and program management. It is specifically the interactions, connections, and referral information that provides insight into how people engage with programs.

Use this dashboard to:

  • Understand trends of users, sessions, searches, interactions, connections, and referrals.
  • See how site adoption metrics break down across sites and user groups. 
  • See how site adoption metrics within a certain geography have changed over time.
  • Understand activity coming from specific access points, such as search boxes and URLs.

Activity_Usage_generic_chart.png

Understand How People Interact or Engage with Programs

Access Analytics Definitions article for more details on the metrics discussed in this section.

We provide several ways for a person to interact or engage with programs on our sites: 

  1. Clicking on a phone number, email, or website on the program card.
  2. Sharing program information
  3. Directly connecting with a program using the electronic referral button. 

We provide three metrics to gain insight into the different contact methods: interactions, connections and referrals. 

Dashboard Metric

Definition

Interactions

Actions taken by a user indicating they are trying to learn about a program for themselves or on behalf of someone else. 

Includes activities such as viewing program hours, visiting the program’s website, or starting a screener.

Connections

Actions taken by a user indicating they are contacting a program for themselves or on behalf of someone else. 

Includes activities such as making an electronic referral, clicking a phone or email on the program card, clicking on an external link to the program’s website.

Referrals

Actions taken by a user indicating they are trying to connect with a program for themselves or on behalf of someone else. 

Includes all Connect Button options such Apply Here, See Next Steps, and Schedule.

 

The Site Activity dashboard has a chart for each of these metrics.

Connections_Generic.png

Filter Tips 

Use filters on the Site Activity dashboard to understand how a person interacts or engages with a program in the context of a specific user group and/or geographic area.

Activity_Usage_filter.png

Here are some examples of ways to use filters on this dashboard:

Tip

Use multiple filters at once!

Filter

Use and Example

Site

Use the Site filter to see site activity for one or more of your sites. 

Example: How often are people interacting with programs on my community site?

Group

Use the Group filter to see activity for one or more groups on your site(s). 

Note: You must filter on a specific site before group filter options are visible.

Example: How often is our care management group connecting or referring people to resources? 

Time (i.e. Date Range & Aggregation)

Use the Date Range and Aggregation filters to understand site activity at different times of the year or assess impact of specific adoption efforts like a marketing campaign or training.

Example: Did we see a spike in staff users sending referrals after our training?

Geographic (i.e. State, County, City, Zipcode) 

Use geographic filters to see site activity trends in a specific geographic area. 

Note: Geographical filters are hierarchical, meaning that the larger geographic filter must be selected before smaller geographic filter opinions are visible. (i.e., Filter on a specific state to see that state’s county filter options.) 

 Example: How often are people interacting with programs in Travis county?

 

Independent Practice

This section is intended to help you practice working with the Site Activity dashboard in order to understand how people are interacting and engaging with programs.

Access the Site Activity dashboard on your site and answer the following questions:

  1. How many connections took place on your site(s) in the last 6 months?
    • Tip: Use Date Range filter and then scroll down to review Connections chart.

       

  2. How many program interactions took place on your community site in the last 6 months?
    • Tip: Use Date Range and Site filters (if applicable) and then scroll down to review Interactions chart.

       

  3. How many program referrals did a specific staff group make in the last 6 months?
    • Tip: Use Date Range, Site and Group filters (if applicable) and then scroll down to review Referrals chart.
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