Insights for Agency/White Label Accounts

Step 1: Within your agency account. Navigate to Billing>Subscriptions and subscribe to the Insights plan that best fits your needs. Note that, unless overages are enabled, your Insights campaign will stop once you have reached your monthly credit allotment.

Step 2: Add the Insights service to your client’s account by heading to Clients and clicking the lock icon next to your client’s account, then head to Billing>Subscriptions and add the service to their account. Note that if your client logs into the account, they will not see the Billing tab.

Step 3: Enable Insights on your client’s lead campaign by heading to Campaigns>Edit Campaign and toggling on Insights in the Data Step, then click Update.

Filtering

Items withare used to filter the dashboard, which includes both the filters on top as well as select charts. Filters are applied globally to all charts. To filter a chart, simply click the bar in the chart you’d like to filter on.

In addition to filtering on the demographic information within the bar charts, you can also filter by campaign, domain, date range, pixel, section, page, UTM source, UTM medium, and UTM campaign. The page views will be updated based on your filter selections.

Drilling Down

Charts with allow you to drill down to see the next level of details for the selected item. When drilling down on a chart, you will see the details for the selected item and also apply a filter for that item. To drill down on a drill-down enabled chart, simply click the bar on which you’d like to drill down.

For example, on the Geo chart, if you click to drill down on the state of Georgia, you will see the breakdown of Georgia cities. Clicking on a city will filter all of the Insights data for visitors from that city.

Segment Details

The Family & Household and Generation segment charts allow you to learn more about a segment by mousing over a bar and then clicking the expand icon.

Managing Filters & Drill Downs

To remove a filter from a chart or from a filter item in the filters area, you have options:

Top Demographics

Your top demographics will show you the top demographic in every data category based on your filter settings.

Export & Expand

On each section of the Insights dashboard, you have the option to export the data to a PDF, CSV or Excel sheet. To do so, simply hover over the export icon, click your file type selection, fill out the required details, and export.

If you’d like to expand the Top Demographics or the Demographics bar chart, click the expand icon to enlarge your view.

Data Dictionary

For further information on all of the data that Insights provides, please review our

Insights Data Dictionary.