What is the Dashboard?
The Dashboard contains analytics on how the messages within Automations are performing. You'll get an overview of how recipients are interacting with your messages and be able to compare across time periods. This will be helpful to understand if changes in your messages have made a positive impact on performance.
How to understand the Dashboard
In your top right, you'll notice that the date range is set to a month by default. You can adjust the date range by clicking on the dates and selecting a default or custom range. Below we break down each of the sections of your Dashboard.
Summary
The Summary of your analytics displays the following:
Total Automated Pyns Sent which will show you the volume of messages sent during the selected time period
Total Automated Pyns Actioned which will display the percentage of times someone clicked the "Read More," "Accepted," or "Select a buddy" button. Each of these is counted as an Action.
Automations Performance
This section allows you to filter by Automation or Delivery method to get into the details of each message you have automated. You'll be able to see the following stats and information at the individual:
Pyns Sent calculates the total number of times the specific message was sent within the selected date range.
Open Rate only applies to messages sent via email and displays the percentage of recipients who opened the email.
Action Rate presents the percentage of recipients who clicked the Action button (ex: "Read More," "Accepted," or "Select a buddy").
Delivery Method shows how the message was sent (via Email and/or Slack).
What to do now with this information?
Ultimately, we want to support you in driving action with your Pyns. The information in the Dashboard exists to inform you on how messages are performing and help you make decisions about changing, updating, adding, or removing messages to drive that action.
If you're seeing a message with a low action rate, you may want to consider context around that data - Is it a message sent to managers repeatedly as they onboard new hires? Was the company at an offsite during the selected date range? Is there too much information in the message?
When considering updates to your automated messages, we recommend considering communications best practices and the following things:
Timing - is the message being sent at the right moment for the employee to get value from receiving the information?
Targeting - was the message relevant to the whole recipient audience or should you explore filtering the message to a specific group of recipients?
Personalization - what tokens were used to make the message feel more personal for the recipient?
FAQ
Q: Why am I seeing both Email and Slack as a delivery method for a message?
A: There could be several reasons for this. If the delivery method is changed for messages, numbers will be reported for both delivery methods. We'll also display both delivery methods if it was sent as a Slack message but there was an issue in delivering via Slack (ex: employee email in Slack doesn't match employee email in your HRIS). In these instances, we fall back on email as our delivery method to ensure the information gets to the employee.