UPDATED social media and website measurement workshop as presented by Sarah Banks, Erin Blasco, Effie Kapsalis and Brian Alpert, at Museums and the Web 2016, 4/6/16, Los Angeles California.
2. #mwmetrics 2
Our Workshop Today
The analytics process – Brian Alpert
Choosing social media metrics
Choosing website metrics
Google Analytics update
Puppet Invasion! – Erin Blasco
Activity!
Afternoon Break (3pm-3:30pm)
Smithsonian Archives: Fast, Cheap & In Control – Effie Kapsalis
Build, Test, Rinse and Repeat – Sarah Banks
Activity!
3. #mwmetrics 3
Once upon a time…
We just had websites…
Website measurement
tools were getting better
and better…
Some of the best ones
were even free!
We thought we had it all
figured out…
And then…
Seattle Municipal Archives
4. #mwmetrics 4
Social media disrupted everything
Today's landscape is a splintered
collection of
Independent channels
Sublimely-named yet inscrutable metrics
A dizzying array of tools both free and paid
Breathing new life into old questions
"Why is this important?
“How do we know it’s working?“
"What do I measure?“
"What does that have to do with our program?“
The good news is…
http://rosemia.wordpress.com/2012/02/
5. #mwmetrics
There is a systematic, step-by-step process
Articulate your program’s goals.
Decide strategies to achieve
those goals.
Decide tactics to pursue the
strategies.
Decide what and how to measure
to validate the tactics.
Benchmark to get a sense of
what’s normal.
5
http://www.homedit.com
6. #mwmetrics 6
Articulate specific goals
Express what you’re trying to
accomplish.
Make high-level goals more
specific:
“Increase influence” - too broad.
“Become the definitive source on
Smithsonian history” - more specific.
Specificity makes it easier to
identify strategies and tactics.
Not too many!
It’s a Wonderful Life
Start the conversation! Articulate
goals & next steps on your own;
work with management to finalize.
7. #mwmetrics 7
Determine strategies & tactics
Strategies – the plans you make to achieve the goals.
Employing social media is a strategy.
Tactics – the things you do to advance the strategy.
Producing a specific type of content is a tactic.
Individual channels (facebook, twitter) are tactics.
Per the example:
Goal: “Become the definitive source on Smithsonian history.”
Strategy: Increase engagement with history of the Smithsonian
content.
Tactic: Make SI-history content more findable and measureable.
8. #mwmetrics 8
Decide how to measure your tactics
Choose measurements to learn
if your tactics are succeeding.
Choose a few measurements.
Trend them over time.
Per the example:
Strategy: increase engagement with
SI history website content.
Tactic: make website history
content more findable /
measureable.
Make a “history-content” segment
and measure for engagement:
Visit frequency
Visit depth
Bounce rate
History-
related visits
All
visits
“Deep history visits” were 94% higher!
9. #mwmetrics 9
"I got 20 retweets! Wait – is that good?"
You can’t set targets w/o benchmarks.
You need at least six months of data.
Data is seasonal.
Depends on how much traffic your site gets.
Pull data regularly!
Some API’s limit 3rd party tools to 28 days of data. news.com.au
Balance targets with factors beyond your control:
Are improvements you’re seeking difficult to achieve?
How much resources will you have to implement tactics?
11. #mwmetrics 11
“Quantity of Stuff” metrics
No actionable data
Establish scope / context
Measure growth / acquisition
Number of Followers
FB
TW
Instagram
Pinterest
Number of ‘Likes’
FB Pages
FB Content
Instagram
Pinterest
FB post views
http://janicesyearinsunderland.blogspot.com
12. #mwmetrics 12
“Quantity-Plus” metrics
Still about quantity, but more meaningful.
Show the type of content your audience
responds to.
Basic
Reach (FB)
Post-Clicks (FB)
Website visits referred by social
properties
Better - “mini-conversions”
Retweets (TW)
Favorites (TW)
Comments (FB)
Shares (FB)
http://socialmediatoday.com
13. #mwmetrics
A classic blog post…
Avinash Kaushik’s Best Social Media Metrics
Conversation Rate
# of Audience Comments (or Replies) Per Post
Amplification Rate
# of Retweets Per Tweet
# of Shares Per Post
# of “Share Clicks” Per Post (or Video)
Applause Rate
# of Favorite Clicks Per Post (TW)
# of Likes Per Post (FB)
# of #1s Per Post (Goog+)
# of +1s and Likes Per Post (or video) (Blog / YouTube)
Economic Value
Primarily intended for revenue-driven businesses
Sum of Short and Long Term Revenue and Cost Savings
Goal is to identify macro and micro conversions and then compute economic value.
A manual spreadsheet is available, here, or…
Occam's Razor
Avinash Kaushik
14. #mwmetrics 14
Trendable social metrics – YAY!
TrueSocialMetrics offers an automated solution.
http://www.truesocialmetrics.com/
Free / $30 per month / $100 per month / $350/month plans
15. #mwmetrics 15
Here is the bottom line!
Your measurements validate
your tactics (or not).
On a campaign by campaign
basis, you can use “quantity-
plus” metrics to tell your story.
“Here was the goal. We did
this. That happened. It was
the best EVER!
But to improve your overall
program, you need more
refined, trendable metrics.
NY Daily News
17. #mwmetrics 17
The inevitability of “Quantity of Stuff”
No actionable data
Sessions (previously Visits)
Users (previously Visitors)
Pages (a.k.a. Pageviews)
Establish scope / context.
Measure growth / acquisition.
You can’t improve your site by
measuring these.
Reporting them out of context can be
misleading.
“All data in
aggregate is crap.”
-- Avinash Kaushik
18. #mwmetrics 18
Engagement metrics are more meaningful
“Quantity-Plus” for websites.
Use as proxies for visitor engagement.
Under Audience >> Behavior
Frequency
Recency
Page Depth (“Engagement”)
“New vs. Returning” (e-nor post)
Use with advanced segments.
Do not solely rely on ‘time on site’
(“Engagement”) or ‘time on page.’
Due to technical issues
Kaushik: “unworthy” metrics
19. #mwmetrics 19
Segmentation: GA’s most powerful feature?
Analyze subsets of traffic.
Search engine visits
Social media visits
Demographics
Import expert-made
segments from the “Gallery”!
Google Blog
Kissmetrics Overview
Examples (Cutroni)
Examples (Kaushik)
Segments are accessed
from this pull-down arrow.
20. #mwmetrics
All Visits data tells a nice story...
20
Impact of this Data on the Site or Program
• This good-looking chart may indicate high content engagement and/or perceived value
• This data may correlate to increasing conversion behaviors
Acting on this Data
• Identify moderate and high loyalty pages as a means of duplicating, or improving others
• Examining conversion behaviors of these segments may yield add'l insights
• Correlating high bounce rate pages to one-time visits may yield add'l insights
• Test different content types in an attempt to move 'minimal' visitors into 'moderate' group
Key Trends
and Insights
Minimal
frequency group
(purple)
downward trend
indicates
improving content
engagement
High frequency
group (blue)
upward trend
indicates same
21. #mwmetrics 21
This Impact of this Data on the Site or Program
• Organic search listings are driving poorly-targeted traffic
• Will result in decreased organic search performance over time
Acting on this Data
• Refocus title tags, meta-description tags and page content for important pages
• Perform link analysis to see where other SEO improvements can be made
Minimal
frequency group
upward trend
indicates organic
listings are not
appropriately
targeted
Moderate
frequency group
downward trend
indicates same
High frequency
group trending
slightly downward,
in contrast to
previous chart’s
upward slope
Key Trends
and Insights
…But applying segmentation tells a different story
22. #mwmetrics 22
Deeper understanding with Conversion Goals
A conversion is any measureable behavior
with an implicitly (or explicitly) higher value.
You learn more by studying conversion rates.
Typical conversion goals:
Destination (ex: thanks.html)
Duration (ex: 5 minutes or more)
Pages/Screens per session (ex: 3 pages)
Event (download PDF, play video)
REQUIRES CODE
Even if you’re not selling stuff, you should add
a “value” to an Event and a completed goal.
Kaushik: re goals and
goal value: “If we don't
have those two we are
not really doing analytics,
we are wasting Earth's
oxygen supply.”
23. #mwmetrics 23
‘Event Tracking’ is super-important
More sophisticated Goals typically involve creating “Events”:
External links
Sign-ups, form submissions
Downloads
Many types of conversion goals
To use Events:
Define and categorize your events.
Configure and add the javascript code, usually right in the link (not always).
Many social-share widgets automatically add Events.
Google Analytics Event Organizer (Michelle Herman)
The Complete Google Analytics Event Tracking Guide Plus 10 Amazing
Examples (old code, good examples)
24. #mwmetrics 24
Here is the (website) bottom line!
Your measurements validate your
tactics (or not).
To work the process and improve your
site, you need meaningful data:
Engagement Metrics
Segments
Goal Completion / Conversion rates
A-B tests
Qualitative data (surveys)
If your goal is purely audience
acquisition, you can use “quantity-of-
stuff” metrics to tell your story.
NY Daily News
26. #mwmetrics 26
Universal Analytics means all new code
We are (still…) in phase three of a four-
phased, multi-year rollout.
All GA accounts have been migrated to
Universal!
Phase 4: legacy code will be deprecated
(date TBD – “in the near future”).
“Data received from deprecated libraries
will... be processed for a minimum of two
years…”
You should upgrade your code SOON!
You also need to upgrade custom code,
e.g., events, virtual pageviews, etc.
Universal Analytics Upgrade Center
Vampyre Fangs
27. #mwmetrics 27
Google’s “Analytics Academy”
Free video-based courses
Digital Analytics
Fundamentals
Google Analytics Platform
Principles
Ecommerce Analytics: From
Data to Decisions
Mobile App Analytics
Fundamentals
Google Tag Manager
Fundamentals analyticsacademy.withgoogle.com
28. #mwmetrics 28
Resources
Google Analytics Academy
Google Analytics Blog
Absolute Beginner's Guide to Google Analytics (moz.com)
Avinash Kaushik’s “Occam’s Razor”
Analytics Talk (Justin Cutroni)
Cardinal Path Training
Kissmetrics
Lunametrics blog
Lunametrics Training
Universal Analytics Upgrade Guide
Discover the Google Analytics Platform (advanced tools)
29. Case Study: Puppet Invasion
@erinblasco
#mwxx #mwmetrics
Muppets copyright Disney. Fraggles copyright The
Jim Henson Company. Sesame Street characters
copyright Sesame Workshop.
30. Case Study: Puppet Invasion
• Opportunities: Muppets! Educational and
promotional goals should fit together nicely.
• Challenges: Not on display. Embargoed.
Needed a fresh angle.
31. Before writing goals: Who will I need
to report to about this?
• Must tell a complete story with a mix of
metrics, benchmarks, photos, and anecdotes.
• Various audiences: Data fiends, visual
learners. New Media, Education, Public
Affairs, Curatorial, and the Director.
32. Identify goals
• Highlight the diversity of
puppets (not just Miss Piggy)
• Promote the new donation
but manage expectations:
they won’t be on display
• Increase knowledge of and
interest in puppet
conservation, a fresh angle
For online audiences…
33. No weaksauce faux goals!
• Get more Facebook followers
• Make museum look cool
• Inform audiences of new exhibit
• Start Instagram account
Goals = the exciting change you want to make
in your audience. Should mention your
audience (Facebook fans, teens, Redditors).
Make sure your goal is a goal. If you can’t
measure it or it’s not worth doing, re-write it.
34. Do one thing (strategy) to make each
goal happen
• Highlight diversity of
puppets (sorry, Ms. Piggy)
• Promote donation
while managing
expectations
• Increase knowledge
about puppet
conservation
• Tell stories of non-Piggy
puppets
• Show cool visuals of
puppets but explain
they aren’t on display
• Tell stories from
conservation lab,
highlight staff expertise
35. Select tactics that translate strategies
into what you’ll actually do
• Tell stories of non-Piggy
puppets
• Show cool visuals of
puppets but explain
they aren’t on display
• Tell stories from
conservation lab,
highlight voices from
behind-the-scenes
• Guessing game with
Fraggle fuzz
• Flickr set with juicy
captions, blog post,
series of Instagram pics
• Blog post highlighting
conservation process
with lots of quotes
36. Strategies vs. Tactics?!
• Strategies don’t define
specific platforms. “Tell
stories” instead of “write
Facebook posts.”
• You might have multiple
tactics to make one strategy
come to life—let the strategy
lead the general direction.
Tactics get into specifics.
• You might have a 2-year-long
campaign where your
strategies stay the same but
your tactics evolve.
37. Before implementing tactics: which
metrics will you gather and report?
• Tell stories beyond Miss
Piggy
• Guessing game with
Fraggle Rock puppet
• Measure participation
level in guessing game
• Metrics to gather:
– Clicks to view photo
– Number of guesses on
Twitter, FB, Instagram
– Tone of responses (word
cloud?)
38. Before implementing tactics: which
metrics will you report?
• Promote donation while
managing expectations
• Show cool photos of
puppets but make sure to
explain they aren’t on
display now or soon
• Flickr set with juicy
captions, blog post, series
of tweets
• Metrics
• Blog post pageviews
• Length of time it takes the
blog post to break
pageview records
• Follower growth on social
• Flickr and photo views
• Number of times museum
posted “not on display”
– Questions asked
– Number and content of
replies re: display
39. Before implementing tactics: which
metrics will you report?
• Increase puppet
conservation knowledge &
interest
• Tell stories from
conservation lab, highlight
staff expertise
• Blog post highlighting
conservation process with
lots of quotes
• Metrics
• Word cloud of hashtagged
tweets reveals high use of
conservationy keywords
• Anecdotal evidence from
tweets, quotes, comments
on blog post
• Impressions and
engagements on
conservationy posts higher
than benchmark posts
• Survey for followers
• Learning = linger time?
40. Before campaign starts: Implement
metrics gathering system
• Save and gather what’s
being said
• Storify best tweets
• IFTT recipes
• Make a Bitly bundle of
customized links for
easy stats
• Do friends have access
to enterprise metrics
systems?
41. Metrics gathering system: Tweet
Archivist
• Start TweetArchivist archive for hashtag
• Mentions by influencers
• Impressions
• “Top users”
• Volume over time
• Hootsuite also archives
42. Metrics gathering system
• Fine-tuned listening and
gathering:
• Hootsuite or TweetDeck search
columns
– With keywords and location filter
– Include “?” to track questions
– Search for people tweeting links
to your content
• Search on Twitter: are you in
“top” or “live” categories?
• Capture free Tweet Reach report
at intervals
43. Metrics gathering system
• Plan where participants
can put their photos
(Flickr Group); these are
gold in reports later!
• Compare hashtag volume
on RiteTag
• Pre-write survey
questions and schedule a
tweet linking to it
44. Benchmarks gathering system
• Develop a benchmark:
what feels like
“average” activity the
week before the big
campaign?
• Swap stats with a
colleague at a similar
institution to put your
campaign in context.
• Dig out your own stats
from past campaigns.
45. Map metrics to goals
• Highlight the diversity
of puppets
• Promote the new
donation
• Increase knowledge of
puppet conservation
• Blog post pageviews
• # of views on Flickr
• # of guesses in Fraggle
guessing game
• “Conservator” is huge in
word cloud of audience
responses
• Screenshot of a nice Fraggle
fur guess
• Audience quote about
loving conservation
46. Select a balanced blend of metrics for the report
What was the best part of the tweetup? “Bringing
‘behind the scenes’ look at museum exhibition to
people outside DC/around the world. I learned about
an exhibit I didn't know about, and now I want to go
see it in person.” – survey response by a tweeter who
followed online
1) Online survey quotes
2) Word cloud of tweets shows main
themes of conversation
3) Storify of best indicator tweets
4) Increased traffic or stay-time on a
related blog post could indicate learning
Take home message: The project was popular, with almost 8,000 views, which is
higher than our usual average. Conversation was a major focus and key themes rose
to the surface. Participants raved about it, both publicly and in a survey.
47. Select a balanced blend of metrics for the report
On an average day in January, @amhistorymuseum is
mentioned in about 45 tweets. During #docsocial, we were
mentioned over 160 times.
This is a chart of the top people that tweeted with
the hashtag. NMAH talked a lot (56 tweets) but so
did many others. Most participants sent more than
10 tweets.
1) List of influencers who tweeted
2) A variety of voices participated
3) More mentions than usual
4) Free TweetReach report to
calculate reach
Compare this number
to future tweetups.
48. Take home message: The program enticed many people to
participate, including fancy influencers. We reached more
people than usual and were a hot topic of conversation.
49. OMG ELEVATOR AMBUSH! Boss’s boss: How was that
puppet campaign you worked on?
• Our goals were to highlight the diversity of
puppets and teach audiences about our
conservation process, a fresh angle for us.
• Our Fraggles game got 100 guesses—twice
our usual number of comments! Some even
shared Fraggly memories with us.
• Content highlighting our conservators was
really popular—it broke a pageview record.
• And one person actually tweeted that she
wanted to quit her job and become a
conservator!
50. Usable metrics to make next time better
• Survey participants to identify what to do
differently next time.
• Keep some of the same questions in every
survey to compare across campaigns.
• Ask tweetup participants to tweet to their
own followers, too. Valuable feedback!
51. Usable metrics to make next time better
• Collect and analyze fewer
metrics.
• Which report components
spoke to your stakeholders
most?
• Which were most
meaningful to you?
52. Metrics caveat: you can’t “make”
content go viral
• Didn’t “go viral?” Re-frame: “What about this
content failed to persuade audiences to share
it? Was it our framing? What did we not know
about audience motivations?”
• Starting a relationship with a new audience?
You may need a different set of metrics.
• Obscure content with less of a following?
Contextualize your metrics diligently.
54. Activity #1
Help us fix our jumbled up report. Sort the
jumbled pieces of the report into categories
(goals, metrics, etc.) and arrange them
logically.
If you have time, critique the metrics. Do you
think they are meaningful? If not, write a new
one you think would be better.
55. AMBUSH!
You’re on the elevator at BLAM and the museum director
jumps on. She’s read your report and has a few questions.
No escape! How might you answer her?
a) Which of these metrics is most and least?
meaningful?
b) I saw 3 negative comments on Facebook. And our
number of Twitter followers didn’t go up very much.
Are you sure the campaign was successful?
c) So did we “go viral” yet?
58. Target Audiences
Researchers (interns, fellows, academic
researchers)
Serious online researchers (Wikipedians, Collections
mystery solvers on Flickr Commons etc)
General public enthusiasts (Lifelong Learners, DIYer
looking for information and help)
Smithsonian record creators
59. Broad Organizational
Mission
“The Archives’ mission is to document the goals and
activities of the whole Smithsonian in its pursuit of
increasing and diffusing knowledge, and exciting
learning in everyone. The Archives is also responsible
for ensuring institutional accountability, and for
enhancing access to the rich and diverse resources in
its care. ”
63. Strategy: Tell Stories Highlighting Smithsonian
as Research & Education Catalyst
Blog KPI – Low Frequency Visits are trending down + High Frequency Visits are trending up!
77. Foresee Open Ended: Did not find looking
for
• Collections (30)
• Of 30 responses, only 4 were searching for
items we DO have.
• “list of architectural styles of the Smithsonian buildings”
• “Mary Henry's complete diary”
• “Electronic version of the Smithsonian Annual Report 1895.”
• “http:// siarchives.si.edu/history/exhibits/historicpicturessmithsonian but got
AFRICAN MUSEUM”
• Photos/Digitized Collections (3)
• In general, people were looking for more.
78. Foresee Open Ended: What ways can we
improve search?
Want “Google” results
Many of the titles are unclear about what they
contain
I wish audio were available
Need greater clarity on what can be accessed
electronically.
Access to records, pictures
Who to contact for help, live chat
84. Goals for Air and Space’s
Social Media Metrics Reporting
1) Position social media in alignment with
institutional goals
2) Enable gathering of meaningful, actionable data
1) Remain manageable and flexible as metrics and
tools change
85. Create the Framework: Step 1
Align Goals and Select Metrics:
Start with your institution’s goals. Match with
your goals for social media and select metrics.
Institutional Goals
Social Media Goals
Quantitative & Qualitative Data
86. Creating the Framework: Step 2
Determine Reporting
Frequency:
How often can you collect
and analyze data?
87. Example: Air and Space Museum’s
Social Media Reporting Framework
When What
Monthly - Stories and stats
Quarterly - Highlights and stats compared to previous quarter
Yearly - Summary of activities
- Results of annual survey
- Recommendations for the next year
Projects, Events
& Campaigns
- In-depth look at a story covered in monthly report
88. Creating the Framework: Step 3
Set up Your Templates:
Set up how you will
present your qualitative
and quantitative metrics.
89. Creating the Framework: Step 4
Test and Refine: Expect
bumps in the road and
adjust as needed. Getting
started is what’s
important!
90. Example: Lessons Learned
• Tying social media goals to
institutional goals was useful
for positioning social media
within institutional priorities.
• Had created something time-
consuming and difficult to
sustain.
• Needed a different set of tools
to make data collection easier.
• Templates are flexible enough
for our needs as those change.
91. Next Steps: Rinse and Repeat
• Revise Your Approach:
– Start small and build
– Focus on core metrics
– Keep it simple
• Research New Tools:
– Social network native
analytics
– Third-party tools
– Homebuilt spreadsheets
93. What to Consider
• Must be done in advance. You have to ask your
developer to add it in before going to app stores.
• Basic Google Analytics only give you so much –
return rate, length of use for entire experience,
number of users and sessions, etc.
• Event-based Google Analytics allows for more
nuanced data about usage.
94. The Process
1. Write down your goals and think about the concerns/questions
arising during development.
2. Use the app to see where users take an action - make a decision,
click something, etc.
3. Make a list of points of action, as well as things with duration.
Those are your event-based metrics.
4. Label each event with something like “appname_label” in a way
that will make sense to someone who doesn’t know your app.
5. Put it all in a spreadsheet and give that to the developer.
96. Case Study: Pilot Pals - Lots of Choices!
• Enter name or not
• Select a pilot pal
• Select an outfit
• Mute or unmute
• Select a game
• Select aircraft within games
• Try again
• Play again or return to main
menu
• Home button
• Reset personalization
• Access parents section
99. #mwmetrics
Discuss today’s workshop “takeaways”: What are your SoCal
#mwmetrics ingredients?
99
Food for thought (to go)!
Shell: 1 way in which
you will try to implement
this metrics model
Meat / Fish: 1 tool
you’ll give a try
Toppings: 1 way you’ll
improve & jazz up reports
Cheese: 1 new way you’ll
communicate metrics to
colleagues or partnersRambo's Tacos