Overview
BlueShift's segmentation and report filtering capabilities allow for precise audience categorization and refined data analysis. Users can segment their audience based on the initial UTM parameters or by uploading specific user attributes, such as 'first_utm_campaign' with values like 'PostBeyond'. For report filtering, BlueShift provides a step-by-step process to create and customize reports, enabling users to focus on key metrics and compare campaign performances effectively.
Information
Segmenting in BlueShift
Segmenting in BlueShift allows you to categorize your audience based on specific criteria. This helps in delivering targeted content to the right users.
Report Filtering in BlueShift
Report filtering in BlueShift enables you to refine the data in your reports. This ensures that you can focus on the metrics that matter most to your analysis.
Segmenting in BlueShift
When a new user is created in Blueshift, the program automatically sets the traffic source parameters to the first UTM parameters it detects. If edits are necessary or additional information needs to be included, this can be done by selecting 'Segments' from the left-hand panel.
In the top right-hand corner, click the '+Segment' button. In the Create Segment window, select 'Traffic Source'.
Blueshift stores the traffic source information for all your web traffic. The Traffic Source tab allows you to segment users based on how they were acquired, using traffic source attributes.
You can also set these attributes by uploading them as User Attributes. Below is the mapping between user attribute names and their display names.
For our purposes, the user attribute 'first_utm_campaign' will specifically contain the value 'PostBeyond'.
Report Filtering in BlueShift
To filter reports in BlueShift, follow these steps:
Step 1: Access Insights
Click on 'Insights' on the left-hand panel.
Step 2: Create a New Report
Click on '+Report' at the top right-hand corner.
Step 3: Name the Report
Specify a name for the report, for example, "PostBeyond Clicks".
Step 4: Select a Metric
Choose a metric for this report. This is the metric that you want to analyze. You can select from a core metric, a custom goal, or a compound metric. You also have the option to create a new compound metric.
Step 5: Group By Parameter
Use the Group By parameter to segment the campaign performance. For instance, you could compare campaign performance by campaign type or by recommendation usage.
Step 6: Save the Report
After creating the report and ensuring it meets your requirements, click Save. You can view the report on the Insights index page under 'Reports'.
Helpful Resources
Explore the following resources to learn more about revenue attribution and tracking PostBeyond Salesforce attribution:
- Revenue Attribution Models
- How to Track PostBeyond Salesforce Attribution via Eloqua
- How to Create a PostBeyond Report with Dreamdata
FAQ
How does BlueShift handle new user traffic source information?
BlueShift automatically assigns the first detected UTM parameters as the traffic source for new users. This can be edited or supplemented with additional information through the 'Segments' section.
What is the purpose of segmenting users in BlueShift?
Segmenting users allows for the delivery of targeted content to the right audience based on specific criteria, such as their acquisition source.
Can I upload custom user attributes for segmentation in BlueShift?
Yes, you can set user attributes by uploading them, which allows for more personalized segmentation based on your own criteria.
What are the steps to filter a report in BlueShift?
To filter a report, access 'Insights', create a new report, name it, select a metric, use the 'Group By' parameter to segment the data, and save the report for analysis.
Where can I find help if I have questions about using BlueShift?
For assistance with BlueShift, you can contact support at support@postbeyond.com.