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Browse our collection of recorded trainings, webinars, and screen shares to help you get the most out of SegMetrics.

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Optimizing ad conversions with SegMetrics

Discover how to determine and optimize your ad attribution – even months or years after a lead has entered your funnel. With SegMetrics, you can say goodbye to guesswork and hello to data-driven decision-making.

SegMetrics Essentials Subscriptions Reporting Dashboard

Use this dashboard to understand subscription retention patterns for customer engagement and strategies. You’ll also have the ability to analyze customer segments for tailored marketing efforts and personalized campaigns, and the importance of making data-driven decisions for effective strategizing and optimization.

SegMetrics Essentials Web Attribution Reporting Dashboard

This video shows the importance and benefits of the web attribution reporting dashboard for marketers including the FirstTouch ad attribution table in identifying initial advertising touchpoints for customer acquisition.

SegMetrics Essentials Sales Reporting Dashboard

Key features of the sales reporting dashboard include revenue segmentation, product orbit, and product grouping as well as the top customer list for nurturing relationships and unlocking new opportunities.

SegMetrics Essentials Customer Lifecycle Reporting Dashboard

Learn about the purpose of the Customer lifecycle reporting dashboard for digital marketers and agencies, emphasizing its role in understanding customer loyalty dynamics and optimizing retention strategies.

SegMetrics Essentials Report Segment Configuration

Learn more about setting up reporting segments in Segmetrics Essentials for effective data analysis. This video explains the two segment parameters required: custom field and tag, with a suggestion to utilize both for optimal reporting.

SegMetrics Essentials Multi-Touch Attribution Reporting Dashboard

Introducing the multi-touch attribution reporting dashboard which emphasizes features like the multi-touch journey chart and ad acquisition bubble chart for optimizing marketing efforts. This shows the importance of the multi-touch overlap feature for visualizing customer touchpoint interconnectedness to drive conversions effectively.

Tagging Guide — Lesson 4 – How to Track Tags in SegMetrics

Lesson 4 shows the importance of translating data into actionable analytics and highlighting the significance of tags in tracking revenue. It also explains how nurture tags in CRMs or ESPs are used to identify leads with specific tags within a date range.

Tagging Guide — Lesson 3 – How Applying Tags in CRM Helps Track the Customer Journey

Lesson 3 discusses the process and benefits of applying tags in a CRM to track the customer journey. It also covers manual tagging subsets and the actions that can be taken, as well as an automated way of tagging based on triggers like opting in or submitting forms on a website.

Tagging Guide — Lesson 2 – Tagging Best Practices

Lesson 2 emphasizes the importance of categorizing tags based on hierarchies and milestones within a funnel or workflow, particularly for customers, products, and touch points. It also highlights the value of touch points as a tag category for understanding individuals’ progress, and stresses the significance of tracking sales calls as a milestone.

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