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HOW TO CREATE A
WEB ANALYTICS
MEASUREMENT PLAN
RYAN STEWART
HTTP://WEBRIS.ORG
FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
• A measurement plan is the first step in a
successful analytics campaign
• Without it, nothing else will function properly and
your data will be improperly tagged, incomplete
and out of context
Why do you need one?
• Outlines the expectations, objectives and goals
• Defines what success looks like
• oh, you drove 1,000,000 visits – so what?!
• Stops data overload
• What do we need and why? Saves you time from digging
through endless data sets and reports
• Builds KPIs and framework for developers to implement proper
JavaScript tagging/tracking
• Ensures you are tracking the right aspects so you can make
data driven decisions about your marketing spend
REMOVES GUESSING – EVERYTHING YOU NEED TO MAKE
BETTER DECISIONS IS IN CLEARLY LAID OUT IN YOUR
DATA
FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
MEASUREMENT
PLAN
OBJECTIVES
FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
1. State your business objectives
2. Craft goals that drive business objectives
3. Define key performance indicators (KPIs)
4. Set concrete targets and benchmarks
5. Reports, data governance, frequency and
segments
6. Analyze, adjust, make decisions and
improve
FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
SAMPLE PLAN:
ONLINE
SNEAKER STORE
FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
STEP 1: DOCUMENT OBJECTIVES – DESIRED OUTCOMES
These should be high level organizational objectives that
answer the ‘why’ questions:
• Why does my website exist?
• Why are we undertaking this marketing effort?
All efforts should map back to these principles.
Anything outside of this scope should be rejected.
Make sales online
Business
Objectives
FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
STEP 2: CREATE GOALS/STRATEGIES
Goals and strategies are what drive success of a given
business objective. It completes the following sentence:
In order increase our sales, we must [ build our email list |
increase repeat purchases | reach customers in new
markets | Increase website conversion rate ].
Make sales online
Business
Objectives
+ Build email list
Goal
FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
STEP 3: CHOOSE KPIs
A key performance indicator (KPI) is a measure (metric) that helps you
understand how you are doing against your objectives.
• Consider these the heartbeat of campaign/site
• Indicators that say something is wrong or right
Attributes of a great KPI
• Un-complex
• Relevant
• Timely
• Instantly useful
Make sales online
Business
Objectives
+Build email list
Goal
+ Form
conversion rate
+ Cost per email
lead
+ Welcome email
bounce rate
KPIs
FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
STEP 4: SET TARGETS/BENCHMARKS
Targets and benchmarks will provide context into
performance:
• Forecasts goals (progress)
• Will assist with trends (delta)
• Benchmarks assist with optimization and actions
• Identifies progress and deltas
Targets help determine the success of your efforts.
Make sales online
Business
Objectives
+Build email list
Goal
+ Form
conversion rate
+ Cost per email
lead
+ Welcome email
bounce rate
KPIs
+ > 10%
+ < $5.00
+ > 5%
Target
FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
STEP 5: DETERMINE REPORTS + SEGMENTS
The amount of data available is staggering. Planning out
how to report on the data with the right data segments helps
saves time, headaches and keeps you moving forward.
Segmentation is a key tactic that makes it easy to
understand what might be causing a great performance or a
bad one.
Make sales online
Business
Objectives
+Build email list
Goal
+ Form
conversion rate
+ Cost per email
lead
+ Welcome email
bounce rate
KPIs
+ > 10%
+ < $5.00
+ > 5%
Target
+ Conversion
eVar report
+ Segment by
traffic source, ad
group, subject
line
Reports +
Segments
FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
STEP 6: ANALYZE, ADJUST AND IMPROVE
By looking at the data laid out from the previous slides, we can ask
questions and make informed decisions about the campaign:
• What traffic source is causing the most abandonments and why?
• What steps can we take to maximize opt ins?
When we look at all of the measures, we can answer bigger questions:
• Was this campaign worth the time, effort and money?
• Should we be investing more money into this strategy?
When mined properly, data doesn’t lie.
FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
Build 1 to 1 relationship with customersBusiness
Objective
Campaign
Goals
KPIs
Targets
Reports
Segments
Successfully reach audience Collect information via opt in form
KPI: LP Conversion rate
Target: >2%
Report: Goals
Segments: Campaign, Traffic
Sources
KPI: Email CTR (long term
measurement)
Target: <2% per send
Report: ET
Segments: None
KPI: # of Social follows from LP
Target: >1%
Report: Goals
Segment: Social follows
Improve customer data/lead quality
(ongoing goal)
KPI: Ad Unit/Link CTR
Target:
Facebook >.5%
Display >.1%
Email >.1%
Text >5%
Twitter >5%
Search (Home) >2%
Report: Ad server reports, Bitly
Segments: None
KPI: 301 Hits & Conversion Rate
Target:
Hits >20%
Conversions >2%
Report: Custom
Segment: None
KPI: Visitor loyalty
Target: >50% return to site within
30 days and consume 2 pages of
content
Report: Goals
Segment: Email Traffic
KPI: Level of submission (Prizes 1 -
3)
Target: Level 1 Only > 60%; Level 1
& 2 > 40%; Level 1, 2 & 3 > 20%
Report: Goals, Custom conversion
Segments: Campaign, Traffic
Sources, Visitor Type
KPI: Total opt ins
Target: 2,000
Report: Goals
Segments: Campaign, Traffic
Sources, Visitor Type
KPI: Database match
Target: <2%
Report: Manual
Segment: None
KPI: Form abandonment rate
Target: <10%
Report: Custom (Possibly
heat/click map)
Segments: Campaign, Traffic
Sources
KPI: Cost per lead
Target: <$15
Report: Ad server + AT Internet
Segment: Campaign, Traffic
Sources, Visitor Type
CLOSING
To read this article in more detail, please visit us on the web:
http://webris.org/how-to-create-web-analytics-measurement-plan/
Does your business need analytics help?
Read more about how I can help your business improve efforts here:
http://webris.org/services/web-analytics
FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/

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How to Create a Web Analytics Measurement Plan - Strategy

  • 1. HOW TO CREATE A WEB ANALYTICS MEASUREMENT PLAN RYAN STEWART HTTP://WEBRIS.ORG FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
  • 2. FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/ • A measurement plan is the first step in a successful analytics campaign • Without it, nothing else will function properly and your data will be improperly tagged, incomplete and out of context
  • 3. Why do you need one? • Outlines the expectations, objectives and goals • Defines what success looks like • oh, you drove 1,000,000 visits – so what?! • Stops data overload • What do we need and why? Saves you time from digging through endless data sets and reports • Builds KPIs and framework for developers to implement proper JavaScript tagging/tracking • Ensures you are tracking the right aspects so you can make data driven decisions about your marketing spend REMOVES GUESSING – EVERYTHING YOU NEED TO MAKE BETTER DECISIONS IS IN CLEARLY LAID OUT IN YOUR DATA FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
  • 5. 1. State your business objectives 2. Craft goals that drive business objectives 3. Define key performance indicators (KPIs) 4. Set concrete targets and benchmarks 5. Reports, data governance, frequency and segments 6. Analyze, adjust, make decisions and improve FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
  • 6. SAMPLE PLAN: ONLINE SNEAKER STORE FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
  • 7. STEP 1: DOCUMENT OBJECTIVES – DESIRED OUTCOMES These should be high level organizational objectives that answer the ‘why’ questions: • Why does my website exist? • Why are we undertaking this marketing effort? All efforts should map back to these principles. Anything outside of this scope should be rejected. Make sales online Business Objectives FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
  • 8. STEP 2: CREATE GOALS/STRATEGIES Goals and strategies are what drive success of a given business objective. It completes the following sentence: In order increase our sales, we must [ build our email list | increase repeat purchases | reach customers in new markets | Increase website conversion rate ]. Make sales online Business Objectives + Build email list Goal FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
  • 9. STEP 3: CHOOSE KPIs A key performance indicator (KPI) is a measure (metric) that helps you understand how you are doing against your objectives. • Consider these the heartbeat of campaign/site • Indicators that say something is wrong or right Attributes of a great KPI • Un-complex • Relevant • Timely • Instantly useful Make sales online Business Objectives +Build email list Goal + Form conversion rate + Cost per email lead + Welcome email bounce rate KPIs FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
  • 10. STEP 4: SET TARGETS/BENCHMARKS Targets and benchmarks will provide context into performance: • Forecasts goals (progress) • Will assist with trends (delta) • Benchmarks assist with optimization and actions • Identifies progress and deltas Targets help determine the success of your efforts. Make sales online Business Objectives +Build email list Goal + Form conversion rate + Cost per email lead + Welcome email bounce rate KPIs + > 10% + < $5.00 + > 5% Target FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
  • 11. STEP 5: DETERMINE REPORTS + SEGMENTS The amount of data available is staggering. Planning out how to report on the data with the right data segments helps saves time, headaches and keeps you moving forward. Segmentation is a key tactic that makes it easy to understand what might be causing a great performance or a bad one. Make sales online Business Objectives +Build email list Goal + Form conversion rate + Cost per email lead + Welcome email bounce rate KPIs + > 10% + < $5.00 + > 5% Target + Conversion eVar report + Segment by traffic source, ad group, subject line Reports + Segments FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
  • 12. STEP 6: ANALYZE, ADJUST AND IMPROVE By looking at the data laid out from the previous slides, we can ask questions and make informed decisions about the campaign: • What traffic source is causing the most abandonments and why? • What steps can we take to maximize opt ins? When we look at all of the measures, we can answer bigger questions: • Was this campaign worth the time, effort and money? • Should we be investing more money into this strategy? When mined properly, data doesn’t lie. FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/
  • 13. Build 1 to 1 relationship with customersBusiness Objective Campaign Goals KPIs Targets Reports Segments Successfully reach audience Collect information via opt in form KPI: LP Conversion rate Target: >2% Report: Goals Segments: Campaign, Traffic Sources KPI: Email CTR (long term measurement) Target: <2% per send Report: ET Segments: None KPI: # of Social follows from LP Target: >1% Report: Goals Segment: Social follows Improve customer data/lead quality (ongoing goal) KPI: Ad Unit/Link CTR Target: Facebook >.5% Display >.1% Email >.1% Text >5% Twitter >5% Search (Home) >2% Report: Ad server reports, Bitly Segments: None KPI: 301 Hits & Conversion Rate Target: Hits >20% Conversions >2% Report: Custom Segment: None KPI: Visitor loyalty Target: >50% return to site within 30 days and consume 2 pages of content Report: Goals Segment: Email Traffic KPI: Level of submission (Prizes 1 - 3) Target: Level 1 Only > 60%; Level 1 & 2 > 40%; Level 1, 2 & 3 > 20% Report: Goals, Custom conversion Segments: Campaign, Traffic Sources, Visitor Type KPI: Total opt ins Target: 2,000 Report: Goals Segments: Campaign, Traffic Sources, Visitor Type KPI: Database match Target: <2% Report: Manual Segment: None KPI: Form abandonment rate Target: <10% Report: Custom (Possibly heat/click map) Segments: Campaign, Traffic Sources KPI: Cost per lead Target: <$15 Report: Ad server + AT Internet Segment: Campaign, Traffic Sources, Visitor Type
  • 14. CLOSING To read this article in more detail, please visit us on the web: http://webris.org/how-to-create-web-analytics-measurement-plan/ Does your business need analytics help? Read more about how I can help your business improve efforts here: http://webris.org/services/web-analytics FULLARTICLE: HTTP://WEBRIS.ORG/HOW-TO-CREATE-WEB-ANALYTICS-MEASUREMENT-PLAN/