Personalization reports

Each personalized page, which you track, generates a personalization report. A personalization page is a page either fully personalized for a specific audience segment, or one serving several segments with personalized widgets. Sitefinity Insight automatically creates a personalization report for your page when visitors access any of the personalized versions of the page. In addition, you track the page and its content, regardless of whether the page has multiple URLs leading to it.

NOTE: Having personalized a page in Sitefinity CMS, you can directly access Sitefinity Insight personalization reports from Sitefinity CMS. For more information, see Create a personalized version of a page.

In the Personalization reports screen, you see an overview of all reports. For each personalized page, you see an overview report of the following:

• Personalized views
  Represents the total number of page views for all personalized versions of the page.
• Total views
  Represents all views of all versions of the page, including personalized and non-personalized versions.

You can sort the table by column.

You can choose the period for which you want to see a reports’ data, for example, just for yesterday or as far back as the past six months. To do this, use the dropdown box, located below the page title.

You can choose the period for which you want to see the reports’ data. To do this, use the dropdown box, located below the page title.

To see a detailed report about a personalized page, click on the page name.

You can choose the period for which you want to see the report data. To do this, use the dropdown box located immediately below the page title.

PREREQUISITES: The Custom range option is available only to customers with paid subscriptions. To upgrade, contact Sitefinity Sales.

To rename the report, click (More options) » Rename.

The first section of the report displays general overview of your personalized page performance metrics. From left to right, you can see the following information:

• Personalized page
  Displays the name of the report and its associated page.
• Total page views
  Displays the total views of the page, containing both personalized and non-personalized versions. You can see the number of views for the currently selected period, the percentage increase from the previous period, and the total pageviews since the page has been tracked.
• Personalized views
  Displays the number of page views of the personalized versions of this page only. You can see the number of views for the currently selected period, the percentage increase from the previous period, and the total page views since the page has been tracked.
• Percentage
  Displays the ratio of personalized page views to total page views. You can see the ratio for the currently selected period, the percentage increase from the previous period, and the ratio since the page has been tracked.

This report gives a granular view of visits. Use this section to understand how each segment contributes to the page views.

On the right of the report, you can filter the segments. To do this, click (Change).
By default, All segments are displayed.

On the left is a pie chart that displays the relative number of page views per segment for the specified period. If the segment size is less than 3%, it is not displayed individually, but grouped under Other.

On the right, you can see a table containing the following additional information about each segment:

• Segment
  Displays the name of the segment.
• Page views
  Displays the page views of this segment for the selected period.
  These are not unique page views.
• Share of total page views
  Displays the ratio of this segment views to total page views.
• Share of personalized views
  Displays the ratio of this segment views to all personalized page views.
• Change from previous …
  Displays how this segment contribution to page views has changed from the previous period.

The charts illustrate the number of page views for the period that you have specified in the dropdown box at the top of the page.

The first chart illustrates the number of daily page views – each personalization segment is represented by a separate line. To include or exclude segments from the chart, click (Change).

The second chart displays the total number of page views of both personalized and non-personalized versions of the page.

NOTE: If two or more widgets are personalized for the same segment, the chart in the personalization report represents just one personalized view hit. For example, if you have two content blocks on the page that show Case studies and Whitepapers to the same user segment - IT Managers, then the personalized view hits for this segment is 1. If, however, one content block shows Case studies for IT Managers and Free Trial for Developers, then the personalized view hits are 2 since the widgets serve two different segments.

This report provides you with the current segment contribution to each conversion, which you defined in the personalization report for this page. The columns represent the conversions, and you can click them to navigate to the conversion tracking report for the respective conversion. The rows are the personalization segments. Each cell is encoded to a heat map, which visually represents how this segment contributes to the conversion. To see the ratio of each segment contribution, the total conversions, and conversion rate, hover over the respective table cell.

NOTE: When no segment contributes to a conversion, the column is not displayed.

NOTE: When a segment’s contribution is Negative, it means that this segment’s conversion rate is less than the conversion rate of this conversion. For more information, see Conversions rate uplift.

To see details about how your personalized segments contribute to conversions, click Show uplift details. A table appears.

To choose which conversion to show, select it in the Show … dropdown box on the right. Each row in the table contains the values of key statistics for each segment. For more information about their meaning, see Visitors and conversions.

NOTE: If you reorder the table, All Visitors always remains as the top row.

In this section, you can see the top twenty interactions that precede or follow the viewing of your personalized page.

NOTE: If you have a free account, you can see only three interactions.

The numbers are aggregated interactions from all your visitors.

In the Segment dropdown, you select the personalization segment and thus, the corresponding variant of the page. Then, for each interaction, you see the following:

• The name of the interaction.
• The number of page views, which this interaction precedes or follows.
• The ratio, in percentages, between the page views preceded or followed by this interaction and all page views.

When using the feature, keep in mind the following:

• The interactions may not necessarily be close together in time and can be hours or days apart.
• The previous or next interaction may be outside the period you have selected, only the page view must be within it.
• If you select a custom period, Sitefinity Insight displays the page views in the last 30 days.
• The report for the 3-month period is calculated once per week, and the report for the 6-month period is calculated once per two weeks. The reports for all other periods are calculated daily. To see the last time the report was calculated, check the message in the upper-right corner of the report. The data is valid up to the last time the calculation was performed.
• If there are no page views or no previous/next interactions in the selected time range, the report is empty.
• The numbers displayed in Total page views and Top previous and next interactions may differ in certain cases, such as the following:
• Only some of the interactions are displayed (top 20 for paid accounts and top 3 for free accounts).
• When a new visitor directly visits the personalized page by typing its URL and then leaves, а personalization event is recorded with no previous/next interactions.
• When there are multiple consecutive personalization events (for example, when you have a personalized page with paging based on query parameters).
  In this case, each time a visitor changes the current page, a new personalization event is recorded. If the visitor navigates to page 3, three page views will be added to the total number displayed in the top statistics widget. But these page views will all share the same previous/next interaction, which is counted only once.