Lead Generation Reports
The docmetrics system allows users to create a range of preset, “one-click” reports that make it quick and easy to identify high-quality sales leads. The system also makes it simple to create fully customized reports.
Essentially a Lead Generation Report displays a list of leads alongside key metrics for each lead (date added, responsiveness, engagement, overall rating). A user can click on any given lead’s entry to “drill down” into a detailed report on that lead.
To get the maximum value from these reports, users should
- include preset fields in their forms (the Email field is particularly important)
- enable document analytics functionality in all of their enhanced documents
One-click Lead Generation Reports
Docmetrics provides users with preset reports that can be accessed with a single click of the mouse. These reports are remarkably flexible – once a report has been accessed, the results can be easily re-sorted or filtered in order to score or segment leads differently.
The “one-click” Lead Generation Reports are
- Leads, which identifies the user’s highest-quality or most recent leads
- Leads by Organization, which identifies key companies and other organizations
- Leads by Document, which identifies leads generated by specific content
The Report Builder
Docmetrics also allows users to build their own customized reports in order to
- sort and segment leads any way they may wish (e.g. by city)
- rank and filter leads according to customized form fields
Find out more about Lead Generation Reports
Document Analytics Reports
The docmetrics system makes it easy for users to create a range of reports that provide insight into
- which elements of document style and content engage readers most effectively
- how documents can be adjusted and refined for maximum reader engagement
Document Analytics Reports display metrics on how effectively documents are reaching and engaging readers. To gather these metrics, users must enable document analytics functionality in their enhanced documents.
All-document Summary and Single Document Report
The All-document Summary displays a table and a graph of document usage. These provide an overview of how effectively a user’s documents are engaging readers. To get more detailed data on how effectively a specific document is performing, the user can create a Single Document Report.
Document Performance Report
The Document Performance Report allows the user to rank documents according to the key document analytics metrics (readers, opens, prints, engagement by depth and engagement by time). The user can click on any of the documents listed, to drill down into a detailed report on that document.
Comparison Reports
Comparison Reports empower the user to directly compare detailed performance metrics from up to five documents. Using comparison reports, the user can “split-test” a document – publishing two different versions to see which elements of style and content engage readers most effectively.
Find out more about Document Analytics Reports