SegMetrics Video Library – Page 4 – SegMetrics Training Hub

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.

Tagging Guide — Lesson 1 Using the Tagging Guide

Introducing the ultimate tagging guide as a blueprint to understand how leads move through the funnel and emphasized its importance in optimizing marketing strategies. Learn the two key reasons for tagging people: building a lead database for actionable analytics and serving highly relevant marketing based on interactions with the brand. This video explains how to use the tagging guide by identifying relevant tagging categories and maintaining consistency in tagging conventions to effectively segment and target leads.

Sales Velocity Report

The sales velocity report is essential and valuable for businesses, with a focus on monitoring time until purchase and lead value cohort to identify bottlenecks and budget for ad spend effectively. Understanding lead value over time is crucial for managing cash flow and achieving a positive ROI from ads, with a specific focus on the lead value cohort for tracking lead value over time.

Funnels Report

Learn more about the significance of the funnels report in understanding customer behavior and transforming marketing strategy. This video includes instructions on configuring the base step for the top of the funnel and monitoring lead engagement in the middle of the funnel to nurture leads effectively.