Where should I go to understand how individual staff and/or groups are using our site(s)?

Tier: Basic, Professional, Enterprise 

Overview

Using findhelp analytics to understand how individual staff members and groups are using your site is vital to driving staff site adoption for your organization. Data around staff site usage allows your organization to make data-driven decisions about staff adoption and platform strategy. 

There are many different metrics to use to understand staff site usage and activities and the Group and Navigator Activity dashboard provides all of those metrics in a single easy-to-use dashboard. 

What is the Group and Navigator Activity Dashboard?

The Group and Navigator Activity dashboard provides key metrics to help understand and drive staff adoption. The dashboard shows details about the groups on your site(s), sessions, searches, interactions, connections, and referral activity by group and by individual staff user. It is important to note that individual staff users must be provisioned on the site for them to appear in this dashboard. To learn more about provisioning staff users, access the Why do I need to add users & groups to the site article. 

Use this dashboard to: 

  • Understand how often are groups and/or individuals using the site(s).
  • Understand what groups and staff users are the most active.
  • See which staff users are suggesting programs.

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Understanding Group and Staff Activity

The Group and Navigator Activity dashboard includes charts and metrics to understand group and staff activity. Some good questions to ask yourself to understand group and staff site activity include: 

  • How frequently is staff accessing the site?
  • What groups are most active?
  • What staff users are most active?

How frequently is our staff accessing the site?

Similar to the Site Activity dashboard, the Users chart and metrics in the Group and Navigator Activity dashboard shows how many people are accessing your sites, the number of distinct people who access your site(s), and the people with or without an account who access your site(s). The difference from the Site Activity dashboard is that this chart shows a breakdown of users by site rather than by users with or without an account.

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The Distinct Identified and Distinct Anonymous Users metrics provide insight into the number of unique people who access your site(s) with or without an account: 

  • Identified User: A person with an account who accessed your site(s). This user may be logged in or using your site while not logged in but has an inferred user based on the user’s cookie and past activity. Your staff users tend to be Identified Users. 
  • Anonymous User:A person without an account who accessed your site(s). We are able to determine this by looking at distinct cookies with no inferred user. Your community members tend to be Anonymous Users. 

For both the Distinct Identified User and Distinct Anonymous User metrics, if a user visited the site multiple times within the specified date range, this number only counts the user once. 

What groups or staff users are most active?

Understanding what groups or staff users are most active can be helpful for identifying internal site champions. 

The Group Activity Summary table displays the number of sessions, searches, interactions, connections, referrals and assessments submitted (if enabled) by group. The Navigator Activity Summary displays the same information but by individual staff users. Both of these tables are ordered by number of sessions.

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Tip

Consider speaking directly with the most active groups or staff users at your organization to learn what works well for them! Those groups and/or staff users can help serve as internal champions and subject matter experts to help with staff adoption.

Both of these tables are long, so don’t forget to scroll to the right and scroll down to view all the data. To easily view all the details in the table, we recommended downloading the information to a spreadsheet.

To download the data:

  1. Hover your mouse over the table.
  2. Click on the three lines in the upper right corner.
  3. Select Download Data.
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Filter Tips 

Use filters on the Group and Navigator Activity dashboard to understand group and staff usage in the context of specific sites, groups or time frames.

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

Tip

Use multiple filters at once!

Filter

Use and Example

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: Who are the most active individual staff users in our care management group? 

Time (i.e. Date Range & Aggregation)

Use the Date Range and Aggregation filters to understand user activity across a specified time frame. This is helpful for assessing impact of specific adoption efforts like a marketing campaign or training.

Example: Did we see an increase in the number of users on our staff site following the implementation of an integration?

 

Independent Practice

This section is intended to help you practice using the Group and Navigator Activity dashboard in order to understand group and staff site activity and usage.

Access the Group and NavigatorActivity dashboard on your site, filter the data to the last year and answer the following questions:

  1. How many distinct anonymous users visited your staff site?
    • Tip: Use Site filter and review the Distinct Anonymous Users metric 

       

  2. What is the most active group on your staff site? How many program Interactions did that group have?
    • Tip:Access the Group Activity Summary table and scroll to the right

       

  3. Who is the most active individual in your most active group?
    • Tip: Use the Group filter and access the Navigator Activity Summary table. 
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