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Tracking Performance: The Analytics Dashboard within Saleswings Interactions

A helpful guide on how to use and master the analytics dashboard

Desmond Wolkins avatar
Written by Desmond Wolkins
Updated this week

The Analytics Dashboard is the central reporting hub for the Interactions feature. It provides a comprehensive system to track, measure, and analyze the performance of your popups and campaigns, allowing you to make data-driven decisions to optimize your engagement strategies.

The Performance Dashboard

The main dashboard presents your performance data in a clear, tabular format. Here, you can quickly assess the effectiveness of your content by reviewing the key metrics.

The columns in the table show:

  • Popup Name / Campaign Name: Identifies the popup or campaign being measured.

  • Views: The total number of times a popup was displayed to visitors.

  • Abandonment: This is broken down into two columns:

  • # Closed: The raw number of times a popup was dismissed or closed by a visitor without a conversion.

  • Rate: The abandonment rate, representing the percentage of views that were closed without converting ((# of closed / # of views) x 100).

  • Conversions: This is also broken down into two columns:

  • Count: The raw number of successful interactions with the popup (e.g., a button click or form submission).

  • Rate: The conversion rate, representing the percentage of views that resulted in a successful action ((# of conversions / # of views) x 100).

  • Totals: The bottom row of the table shows the aggregate performance across all the popups or campaigns in the current view.

Filtering and Analyzing Your Data

To help you drill down into your results, the dashboard includes powerful filtering and grouping tools.

Grouping by Popup or Campaign
Using the "Show" dropdown menu, you can toggle the view to group statistics by either:

  • Popup: To analyze the performance of individual popup designs across all the campaigns they are used in.

  • Campaign: To analyze the performance of your specific targeting strategies.

Filtering by Time Frame
The "Time frame" filter allows you to focus on a specific period for your analysis. You can select from a wide range of options, including:

  • Current Periods: Today, This Week, This Month, This Quarter, This Year.

  • Previous Periods: Last Month, Last Quarter, Last Year.

  • Custom Date Ranges: Last 24 Hours, Last 7 Days, Last 60 Minutes, and more.

By sorting the columns and applying these filters, you can easily identify your top-performing content, find campaigns that may need optimization, and measure the overall business impact of your personalization efforts.

Understanding Conversions & Abandonment

βš™οΈ To get the most out of your analytics, it's important to understand exactly how the system identifies and records a "Conversion" versus an "Abandonment". This tracking is done automatically by the SalesWings script, which listens for specific user interactions within the popup.

How Conversions Are Tracked

A conversion represents a successful interaction with your popup. The system is designed to automatically detect and record a conversion when a visitor performs one of the following actions inside a popup:

  • Anchor Click: Any click on any anchor (<a>) element.

  • Button Click: Any click on any button (<button>) element.

  • Form Submission: A standard browser "submit" event from any form (<form>) placed on the popup.

This automatic detection also works for the elements listed above if they are located within an iFrame inside the popup.

Key Rules for Conversion Tracking:

  • One Per View: The system will only record a single conversion per popup view, even if a visitor clicks multiple conversion-enabling elements. Only the first interaction is counted.

  • Popup Remains Open: After a conversion event is sent to the backend, the popup itself is not automatically closed by the tracking script. It will remain visible unless the form itself is designed to redirect the page or your own custom script closes it.

How Abandonment is Tracked

An abandonment occurs when a visitor closes a popup without completing a desired action.

  • Abandonment is tracked only when a visitor clicks the popup's designated close button ('X').

  • If a visitor clicks the close button after a conversion has already been recorded for that popup view, the close click is not tracked as an abandonment.

Actions like a page reload or a visitor simply navigating away from the page are not considered abandonment.

Limitations of Automatic Tracking

Automatic conversion detection works reliably for content created with standard Popup Builder elements. However, its reliability cannot be guaranteed when using the raw HTML component for complex custom code.

A typical example where automatic tracking might fail is a custom form that uses its own JavaScript to process the submission and intentionally prevents or bypasses the standard browser submit event.

For these advanced cases where automatic detection is not sufficient, a manual conversion tracking method is available.


Have any questions or concerns? Feel free to reach out to your Customer Success Manager!

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