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Member Dashboard

Author: Mark Rickard Updated

The Member Dashboard allows you to view and compare active and inactive rates, participation rates, and recruitment metrics to give you a full view of how different segments of members behave in the community. You can access the Member Dashboard by clicking on Members in the left menu.

Member_Dashboard.jpg

The new landing page will show you an overview of members by the following statuses:

  • Current Total Members: Daily snapshot total of both Active and Inactive members
  • Current Active Rate: The Active Rate is determined by dividing the total number of active members by total members based on a daily snapshot of community data
  • Active: Daily snapshot of Active members
  • Inactive: Daily snapshot of Inactive members
  • Closed: Daily snapshot of Closed members

You can also jump into the full Member Management section by clicking the Manage Members button at the top.

Each time you come to this page, you will need to create the charts based on the criteria you want to view as outlined below.

Cohort Analysis

The Cohort Analysis chart allows you to compare up to 4 segments of members to see current Active and Inactive numbers between the cohorts. You can choose cohorts by Group, Profile Point, or Recruitment Source.

To create the chart:

  1. Click the "Create" button on the right of the Cohort Analysis bar.
  2. Select your sources from Groups, Profile Points, or Recruitment Sources.
    1. Groups: As you type the group name, matching groups will display. Select the group you want to add to the chart.
    2. Profile Points: You can only choose from quantitative and grid-type profile points. Qualitative (open-ended) profile points cannot be used. As you type the profile point question name, matching profile points will display.
      1. First, select the profile point question
      2. Then type and select the profile point answer or choice (if grid)
    3. Recruitment Source: You can type either a Recruitment URL or a recruitment screener. As you type, matching recruitment sources will display. Select the item you want to add to the chart.
  3. Once you have selected the cohorts you want to compare, click the "Create Chart" button.
  4. The chart will show you both the Active, Inactive, and Dormant member totals per cohort. Active, Inactive, and Dormant numbers cannot be filtered by date. This number is based on the current daily snapshot totals.
  5. You can export the chart by clicking the hamburger menu icon on the right. The chart can be exported as a PNG, JPEG, PDF, or SVG file.
  6. If you need to edit the criteria, simply click the "Edit Criteria" button and you can remove or add cohorts and create a new chart.

Participation Report

The Participation Report chart allows you to compare participation rates for up to 4 segments of members across a specified time. The line chart shows the daily participation per unique member in each segment during the time.

Participation is defined as:

  • Completing a survey
  • Commenting on an activity, member post, or attachment
  • Creating a member post
  • Participating in a live chat

To create the chart:

  1. Click the "Create" button on the right of the Participation Report bar.
  2. Select your sources from Groups, Profile Points, or Recruitment Sources.
    1. Groups: As you type the group name, matching groups will display. Select the group you want to add to the chart.
    2. Profile Points: You can only choose from quantitative and grid-type profile points. Qualitative (open-ended) profile points cannot be used. As you type the profile point question name, matching profile points will display.
      1. First, select the profile point question
      2. Then type and select the profile point answer or choice (if grid)
    3. Recruitment Source: You can type either a Recruitment URL or recruitment screener. As you type, matching recruitment sources will display. Select the item you want to add to the chart.
  3. Once you have selected the cohorts you want to compare, click the "Create Chart" button.
  4. The chart will show you daily participation per cohort over the time selected.
  5. You can change the date range by the following options:
    1. Past 7 days
    2. Past 30 days (the default time used)
    3. Past 90 days
    4. Past 180 days
    5. Past 365 days
    6. All time (all-time for the community)
    7. Custom Range
  6. You can export the chart by clicking the hamburger menu icon on the right. The chart can be exported as a PNG, JPEG, PDF, or SVG file.
  7. If you need to edit the criteria, simply click the "Edit Criteria" button and you can remove or add cohorts and create a new chart.

Recruitment

The Recruitment chart allows you to compare recruitment stats between 4 sources of recruitment during a specified time. You can choose to compare Recruitment URLs and Screener surveys.

RecruitmentChart.jpg

To create the chart:

  1. Click the "Create" button on the right of the Recruitment bar.
  2. Select your sources from Recruitment URLs or Screeners.
    1. Recruitment URL: As you type a recruitment URL name, matching recruitment URLs will display. Select the item you want to add to the chart.
    2. Screeners: Screeners are any survey attached to a Recruitment URL in the platform. As you type a screener name, matching screeners will display. Select the item you want to add to the chart.
  3. Once you have selected the sources you want to compare, click the "Create Chart" button.
  4. The chart will show you a breakdown of recruitment performance over the time selected.
  5. Per the recruitment source, the following totals are displayed:
    1. Activated True: Members who qualified through the screener, completed registration and activated their accounts via the email confirmation.
    2. Activated False: Members who qualified through the screener, completed registration, but have not activated their account via the email confirmation.
    3. Qualified: Users who have qualified through the screener, but did not complete registration.
    4. Terminated: Users who terminated out of screener.
    5. Over Quota: User who terminated out of screener due to over quota logic.
    6. Dropped: Users who started screener, but dropped out before completing.
  6. The totals above are based on the date range selected. To be included in the date range, the user would have had to take the screener during the time selected. You can change the date range by the following options:
    1. Past 7 days
    2. Past 30 days (the default time period used)
    3. Past 90 days
    4. Past 180 days
    5. Past 365 days
    6. All time (all-time for the community)
    7. Custom Range
  7. You can export the chart by clicking the hamburger menu icon on the right. The chart can be exported as a PNG, JPEG, PDF, or SVG file.
  8. If you need to edit the criteria, simply click the "Edit Criteria" button and you can remove or add cohorts and create a new chart.
  9. You can also click on the recruitment source name to drill down to a breakdown of the terminate and over quota steps in that recruitment.
    RecruitmentDrilldown.jpg

     

    1. This view shows all the term logic in the screener and the total number of users who termed out per logic step. This is helpful to see where users are terminating out by disqualifying or because of over quota logic.
    2. This chart can also be exported by clicking the hamburger menu icon on the right. The chart can be exported as a PNG, JPEG, PDF, or SVG file.
    3. You can return to the previous view by clicking the "Back to first level" button.
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