Transact Insights 5.0

Overview

Transact Insights 5.0.0 is Avoka's turn-key solution to transaction analytics that completes Avoka lifecycle of Design - Integrate - Transact - Optimize.

It comes with capabilities that will help

1. Improve conversion rates for our customers
2. Reduce the effort to complete an application form
3. Improve user on-boarding experience

App Layout

Insights App layout has the following components -

1. A navigation panel (highlighted in yellow) on the left - can be used navigate from one analytics view to another. For instance this view is for "Dashboard". Other views include Dropoff and Timeline. More details on these views in the following sections.
2. The view panel (highlighted in blue) at the center - where the actual analytics data is presented. The screenshot shown above is for the dashboard view. One or more application forms can be selected using the scope selector button at the top-left corner of the view.
3. The filter panel (highlighted in red) on the right - can be used to apply filters to analytics data that is to be presented in the view panel.

Key Features

Dashboard

It provides an overview of key metrics that gives an indication of conversion performance. At one glance, you can know completion rate, field error and help rates, activity statistics, completion history, device distribution, and a visual on what today's activity looks like.

Drop off

This is a detailed view of transactions for a particular application form version. It provides a visual representation of the conversion funnel across all sections of the application form.

Unique visits in the first column is the total number of transactions for the selected application form during the selected period and filters. Transactions that did start filling out the form is represented by Bounces. The visits number in the first section where the graph starts is the number of transactions that started interacting with the form. The green section of the graph represents transactions that completed that section and moved to the following section. It presents section level metrics such as Visits, Started, Completed, Saved. The percentage shown in the bubble at the center of the graph shows the drop-off of transactions in each corresponding section. It is the percentage of transactions that completed the section compared to the number that visited that section. The highest drop-off is color coded with Red. At the end of the graph, a summary is presented that captures the transaction status summary (Submitted, Conversion rate and Abandonment rate).

A table is displayed below the graph which presents various section level metrics including Unique visits, Started, Completed, Completion rate and Median time spent in each section.

Timeline

It presents a time-series graph of a selected metric. This view that shows how the selected metric varies over a selected period of time. Metrics include transaction status (Started, Bounced, Abandoned, Completed), Completion status, Median time spent filling out the form. The timeline graph can be split by transaction characteristics such as the device and browser used for transaction, and space used by the transaction. One of more application forms and multiple form versions can be selected for this view. If only one application form is select and more than one version of the form is selected for this view, the timeline graph can also be split for form version. The aggregation period for the timeline graphs can also be controlled using the "Aggregate By" drop-down where one or more suitable aggregation value is presented.

A summary table is presented below the timeline graph that provides the transaction status summary for the selected period of time. It includes metrics such as Started, Completed, Completion rate, Median time spent, and Average sessions taken for transaction to complete. If a split by option is selected, there will be one row of data for each split.

Data Filtering

Period

Set a date rate for all the views.

Client Devices

Select one or more of device types, Operating systems, Browsers or Device screen sizes and only transactions from those selected filters will be presented in all the views.

Location

Select one or more Countries, States or Cities and only transactions coming from those selected locations will be presented in all the views.

User Preferences

Insights users may set certain preferences for their account and this will be persisted across login sessions and applied to the data. This can be accessed by clicking on the "User Preferences" menu item available in the header bar of the App at the top right of the App.

General

The "General" tab has Timezone preference setting. The selected timezone is applied to the dates used in the App will (Ex: Today's date shown at the top right corner of the App, the dates selected in the period filter will be of the selected timezone. The timezone can be reset to server default by clicking on the Reset button.

Blacklist filter

One or more blacklist filters may be set here. All views in the App will not include data that matches one of the blacklist filters configured through this tab. For instance, adding IP address 127.0.0.1 doesn't include data from transactions that were carried out from this IP address. Adding a browser such as IE or Safari in this blacklist will exclude all data from transactions that were carried out from those browsers. One of the useful blacklist filters to add is the Robot/Crawler that will exclude all data generated from a crawler or a search bot.

Release Details