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Webinar Portal - Template Reports

Alix (Workbooks Online) Posted: 2017-12-11 11:25

We have created a few Template Reports for you, to help monitor the success of your Webinars:

Webinar Attendance

This report will show you how many people were invited to, registered for, and attended your Webinars. It can be used for comparing past Webinars or monitoring upcoming Webinars. It also includes the percentages of how many people registered out of those invited, and the percentage of how many people attended out of those that registered.

To create the report, go to Start > New > Report > Create a report from a template report, and choose "Template - Webinar Attendance". Name your new report appropriately.

The Details View will give the full list of Marketing Campaigns with a Type of "Webinar", their Members and Statuses. There are then calculated columns to categorise the Member based on their status:

  • Invited? - shows a 1 against all members with a status that is not "Speaker", and a 0 otherwise.
  • Declined? - shows a 1 against all members with a status that is "Unknown", "Invited" or "Declined", and a 0 otherwise.
  • Registered? - shows a 1 against all members with a status that is "Registered", "Attended" or "Did not attend", and a 0 otherwise. It includes  "Attended" and "Did not attend" to account for past Webinars, as Members of past Webinars will no longer have a status of "Registered" but still need to be included in the registration rate calculation.
  • Attended? - shows a 1 against all members with a status "Attended", and a 0 otherwise.
  • Attended? - shows a 1 against all members with a status "Did not attend", and a 0 otherwise.

webinar-attendance-details.png

You may want to add a couple of columns to this report, like Webinar Start and Webinar End, so that you can filter on past vs future Webinars, and see how your registration and attendance rates have changed over time. These columns will need to be added as 'Value' columns to the Summary View.

The Summary View shows the total of Invited, Registered, Attended members per Webinar, and the percentage of Members that Registered and Attended.

webinar-attendance-summary.png

You can add colours to the Registration Rate and Attendance Rate columns to help those Webinars with the best or worst Rates to stand out. To do this, click on the Attendance Rate column, and navigate to the Style tab. Choose "Conditional styling on values" and amend the "Low threshold" and "High threshold" to appropriate numbers.

webinar-attendance-summary-style.png

The end result will look similar to the below:

webinar-attendance-summary-final.png

 

Webinar Downloads

This report will show you how many times your Webinars have been downloaded (as long as you had 'Gated Download' turned on), along with who is downloading them, and when. This report can help you to work out which of the Webinar Topics are of most interest to your clients, or whether there is an Opportunity for new business. 

To create the report, go to Start > New > Report > Create a report from a template report, and choose "Template - Webinar Downloads". Name your new report appropriately.

The Details View will give you the full list of all of the Webinar Downloads that have happened, when they happened, and who made the download. You should add the 'Webinar Start' and 'Webinar End' columns to this view to make it easier to identify how soon the download occurred.

webinar_downloads_details.png

The first Summary View, "Downloads by Webinar by month", gives an summary of the total number of downloads per Webinar, and then splits them by the month in which the download occurred. This is so that you can see which Webinar Topics are still popular, or, if you were running Marketing Campaigns to push people towards the Webinar Portal, you can see how effective those campaigns have been. You will want to add the Webinar Date to this view to make it easier to identify how soon after the Webinar the downloads occurred.

webinar_downloads_summary1.png

The second Summary View, "People that have downloaded multiple Webinars", gives a list of all of the People that have downloaded more than one Webinar, plus the time of their last download. You might want to add a criteria to this view to show only those who have recently downloaded,  as these may show that there is an Opportunity for new business.

webinar_downloads_summary2.png

The third Summary View, "Companies with the most downloads", will show a list of companies (i.e. the employers of the people making the downloads) that have more than one download. This might be because one employee is downloading multiple Webinars, or because multiple employees are making downloads. Again, you may want to restrict this to the most recent downloads, to help you identify Opportunities for new business.

webinar_downloads_summary3.png

On each of these Summary Views, you can drill through to the Details to see specifically who it was that downloaded or when.

 

Webinar Leads

This report will show you the new Sales Leads that have been created as a result of signing up for or downloading a Webinar from your Webinar. New Sales Leads are created when the email address that is entered does not match up to an existing Person or Lead in Workbooks.

To create the report, go to Start > New > Report > Create a report from a template report, and choose "Template - Webinar Leads". Name your new report appropriately.

The Details View lists all of the new Leads that have been created, including the Person and Employer Name, the Webinar that they registered for / downloaded, and whether the new Lead was created as a result of a registration or a download.

webinar_leads_details.png

You will want to add the Webinar Date to this View so that you can can compare to the Lead Created At date. To add this, drill through the 'Campaign' field and get the 'Webinar Start', then use the Advanced tab to display only the date. You will also want to pull this column through to the Summary View as a 'Value' column.

webinar_leads_details_date_column.png

The Summary View will show you how many new Leads have been created per Webinar, and splits them by the month that they were created. You can use this to see which of your Webinars has been the most popular, or which Marketing Campaigns have been the most successful at bringing new people to the Portal based on which month there has been more visitors. 

webinar_leads_summary.png