Question Topics:
- Reports - General
- Lead Generation Reports
- Document Analytics Reports
General Reports Questions
Question: What kind of reports can I create with docmetrics?
Answer: Docmetrics reports provide actionable insight into the detailed real-time data reported by your docmetrics documents. This insight will empower you to optimize the efficiency and effectiveness of two key business activities: lead generation and content creation. Therefore, the docmetrics application groups reports under two main headings:
- Lead Generation Reports allow you to identify, score, segment and otherwise manage sales leads generated by your docmetrics documents
- Document Analytics Reports allow you to understand what kind of documents engage your readers most effectively, helping you to create better content
Question: What is the difference between Lead Generation and Document Analytics Reports?
Answer: There is a fundamental difference in how the two types of report handle data. Essentially, Lead Generation Reports provide data on who reads your documents, whereas Document Analytics Reports provide data on how readers read your documents.
This is reflected in the way each type of report allows you to “drill down” into more detailed reports. In either case, you are able to click on an item in a report in order to drill down into another report which provides more information on that item.
In the case of a Lead Generation Report, drilling down will ultimately take you to a report on an individual reader. With a Document Analytics Report, drilling down will ultimately take you to a report on an individual document.
Question: Can I export my data?
Answer: Individual docmetrics reports can be exported in Excel or PDF format. To export a report, simply select a format from the drop-down list above the report and click “export”. You can also export all the raw data in your account as a single XML file. To export raw data, click the Account tab and select “export leads XML”.
Lead Generation Reports Questions
Question: How do I create a Lead Generation Report?
Answer: The easiest way to get actionable lead generation data from your docmetrics documents is by using the system’s preset Lead Generation Reports. These reports allow you to identify new leads, high-quality prospects and key organizations all with a single click of the mouse. The preset Lead Generation Reports are
- Leads, which identifies your 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
In order to provide maximum usability, these reports make certain assumptions about what constitutes a high-quality lead, according to the needs of most business-to-business marketers. If these assumptions do not generate exactly the data you are looking for, you will find it is simple to re-sort or filter a preset report to meet your needs.
Additionally, the docmetrics system makes it easy for you to create fully customized reports, from the ground up. Using the docmetrics application’s Report Builder, you can
- score and segment leads any way you wish
- rank and filter leads according to customized form fields
Question: How do Lead Generation Reports work?
Answer: Lead Generation Reports analyze a combination of form responses and document analytics data. To use these reports, you must include dynamic forms in your enhanced documents. To get maximum value from the reports, you should also enable document analytics functionality in your documents.
It is important to note that the preset Lead Generation Reports analyze data collected using some of the docmetrics system’s preset form fields. Therefore, to get any value from these “one-click” reports, you must include certain form fields in your documents. The most important preset form fields are:
- email address (absolutely vital for identifying individual leads)
- organization (necessary for the Organizations report)
By default, the docmetrics system’s Document Enhancement Wizard will insert a simple registration form on the second page of all your documents. This form contains all the form fields you will need to benefit from the preset Lead Generation Reports. It is easy to remove this form and replace it with a preset or customized form of your choosing.
Question: What does a Lead Generation Report look like?
Answer: Essentially a Lead Generation Report displays a list of leads (most reports define a “lead” as an individual reader) alongside key metrics for each lead. The key lead metrics are
- data added (based on when the lead first opened one of your documents)
- responsiveness (based on how much the lead has responded to form fields)
- engagement (based on how much content the lead has read)
- rating (based on levels of responsiveness and engagement)
Document Analytics Reports Questions
Question: What are Document Analytics Reports for?
Answer: Document analytics reports display data on how readers consume and interact with your enhanced docmetrics documents. In doing so they provide detailed insight into which types of document category (white paper, data sheet etc), content structure and layout style engage your readers most effectively.
This insight allows you to make your content creation activities as systematic, efficient and reliable as possible. You can
- establish “baseline metrics” against which all your documents can be judged
- “split test” your documents by comparing the performance of multiple versions
- refine your existing documents for optimum reader engagement
- develop best practices for efficiently creating engaging content
Question: How do Document Analytics Reports work?
Answer: Document Analytics Reports display data on reader behavior and engagement, generated in real time by enhanced docmetrics documents. Therefore, to use Document Analytics Reports, you must enable document analytics functionality in your documents.
Key metrics include:
- readers (essentially, how many unique readers open a document)
- opens (how many times a document has been opened)
- prints (how many times a document has been printed)
- reader engagement by depth (how many pages readers have viewed)
- reader engagement by time (how long readers have viewed content for)
- responsiveness (how much readers have responded to in-document forms)
Question: What are the main Document Analytics Reports?
Answer: There are 3 main types of document analytics reports:
- All-document Summary and Single Document Report
The All-document Summary displays a table and a graph of document usage, providing an overview of how effectively your documents are engaging readers. To get more detailed data on how effectively a specific document is performing, you can create a Single Document Report.
- Document Performance Report
The Document Performance Report allows you to rank your documents according to the key document analytics metrics, in order to identify your best and worst performing content. As in all Document Analytics Reports, you can click on any of the documents listed to drill down to a detailed report on that document.
- Comparison Reports
Comparison Reports empower you to directly compare detailed performance metrics from up to five documents. Using comparison reports, you can split test a document – publishing two different versions to see which elements of style and content engage readers most effectively.