Preguntas frecuentes
How should I onboard analytics users?
Send a welcome email explaining how to set up tracking code and install the pixel. Send a setup completion email once tracking is confirmed with congratulations and explaining what data you will now collect. Send an email explaining the main dashboard and how to read key reports. Send an email about custom events and segmentation to help them get deeper insights. Send a tips email about best practices for using analytics. Space these over 1-2 weeks. Include video tutorials and documentation links. Track which users complete onboarding steps to identify those at risk of churn.
What reports should I send automatically?
Send weekly performance summaries showing top metrics like traffic, conversions, and revenue with week-over-week changes. Include the top performing pages or campaigns. For SaaS, include retention and engagement metrics. For ecommerce, include sales and average order value. Make reports visual with charts showing trends. Let users customize which metrics appear in their weekly reports. For users with goals set up, show progress toward goals. Add a one-line insight like "Traffic is up 15% this week compared to last week." that explains what the numbers mean.
When should I send anomaly alerts?
Set thresholds that make sense for their business. If traffic drops 50% compared to their average, send an alert. If conversion rate drops 20%, send an alert. For high-traffic sites, adjust thresholds higher so they only hear about meaningful changes. Let users customize sensitivity so aggressive users catch small changes while conservative users only hear about major issues. Send alerts immediately when they occur so users can respond fast. Include what changed, what the metric was before, what it is now, and context about whether this is normal (like weekends get less traffic).
How do I send insights that drive action?
Include analysis, not just numbers. Show that conversion dropped and explain likely reasons like increased traffic from a low-quality source. Recommend actions like "Review traffic sources to find the quality drop." Show that a campaign outperformed and explain why. Connect data to business impact like "Higher engagement is driving 5% more repeat purchases." Include links to dive deeper in your platform. Teach users how to interpret data. "A 2% conversion rate is good for e-commerce" gives context that raw data does not. Use plain language, not jargon.
How do I segment analytics users by industry?
Ecommerce users care about sales, conversion rate, AOV, and cart abandonment. SaaS users care about signups, activation, retention, and churn. Publishers care about pageviews, engagement, and ad revenue. App developers care about installs, retention, and session length. Send different templates and metrics to each group. Ask users to specify their industry or type of business during onboarding. Use that to customize their report templates. Create industry-specific tip emails showing best practices for their business type.
How do I reduce churn for inactive analytics users?
After 7 days of no logins, send a friendly "We found a growth opportunity" email highlighting interesting data from their account. Show their best performing page or campaign. After 14 days, send deeper analysis and recommendations. After 30 days, send a "Here is what you are missing" email showing trends and insights they could benefit from. Schedule a consultation call to show them how to use analytics better. After 60 days, ask why they stopped using it and offer help. Some users set up tracking then forget to check data, so reminder emails serve them.