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Dropoff View

   Journey Analytics Previously known as Transact Insights.  |   Analytics  |  v5.1 & Higher This feature is related to v5.1 and higher. |   Updated in v18.05 This feature was updated in v18.05. |   Updated in v18.11 This feature was updated in v18.11.

The Journey Analytics Dropoff View provides visualizations to help users identify abandonment hotspots by aggregating behavioral data from transactions during the selected period.

To display the Dropoff View:

  1. Select Dropoff from the Feature Navigation Panel.
  2. Select the application and time period to analyze.
  3. Note

    Only one version of an application can be selected at a time in the Dropoff View.

  4. The Dropoff View displays.
Click on images to expand and reduce
v18.11 onwards v18.05 and earlier

The Dropoff View presents data in two separate components:

  • Transaction Metrics
  • Section Level Completion Chart and Table

Transaction Metrics

This section of the Dropoff View captures transaction level data, transaction status counts, conversion rate and completion rate.

The Transaction Metrics component contains three cards:

Conversion Rate
  Description

Total Txns

All transactions that were first opened during the selected period, and have a status of either Bounced, Abandoned or Completed. This number excludes transactions that are currently in either Open or User-Saved status.

Bounce Rate

The percentage of bounced transactions compared to the number of total transactions.

Abandoned

The percentage of abandoned transactions compared to the number of total transactions.

Conversion

The percentage of completed transactions compared to the number of total transactions.

Transaction status counts
  Description

Bounced

Total number of bounced transactions during the selected time period.

Abandoned

Total number of abandoned transactions during the selected time period.

Completed

Total number of completed transactions during the selected time period.

Completion Rate
  Description

Started

All transactions that were first opened during the selected time period, have had user interaction and are considered either abandoned or completed. This number excludes Bounced transactions and transactions that are currently in either Open or User-Saved status.

Abandoned

The percentage of abandoned transactions compared to the number of started transactions.

Completed

The percentage of completed transactions compared to the number of started transactions.

Section Level Completion Chart

This section of the Dropoff View presents data for each section of the selected application. 

The Section Level Completion Chart displays the Bounce, Abandonment and Completion rates for each, presented in a doughnut chart. 

The green completion rate of the section is displayed by default. Hover over the colored wedges of the doughnut chart to show the corresponding metric at the center of the doughnut.

  Colour Description

Bounce

Grey/black

A user visited the page or section but did not interact with any fields in that section and abandoned the transaction.

Abandonment

Red

A user visited the page or section, interacted with at least one field and then abandoned the transaction.

Abandonment

Green

A user visited the page or section, filled in all mandatory fields, completed that section and then proceeded to the following section.

In the v18.05 chart above, the Completion rate for the Pre Approval section is quite high (98.2%) indicating most people who visited this section completed the section, however, the Progressive Completion rate for this section is very low (22.9%). This is the result of a dip in the number of users visiting this section, indicating that this is an optional section. So, compared to the number of users who started the application, the number of users who completed this section is low.

The Progressive Completion Rate metric is shown at the bottom of each section.

This metric shows the percentage of users who completed that section, compared to the number of users who started the application.

The height of the light green line on the Completion Area Chart represents the numerical value of the number of users who completed the section.

The Number of fields in each Section displays below the name of the Section. 

The total field count in the form can be calculated by adding up field counts from each section.

Section Level Completion Table

The table below the chart presents the same information as the Section Level Completion Chart but in table format. Each row of the table shows section completion data for the selected application.

Note

A Section in Insights is equivalent to a Maestro Page or if using Transact Composer, a Section Level 1.

Export

 |   v18.05 & Earlier This feature is related to v18.05 and earlier.

Click on the Export button to download the displayed data into a CSV file for further analysis. 

The CSV file will be located in the default download folder set for the browser. All filters that are applied to the current view are also applied to the exported data.

 |   v18.11 & Higher This feature is related to v18.11 and higher.

V18.11 does not include an Export button as there is a new Data Export View available from the Feature Navigation Panel, which has been purpose built for filtering the section level statistics and downloading the raw data into a CSV file for further analysis.

Customize the Section Level Completion Chart

Customization allows users to reorder, rename and toggle the visibility of the sections in the Dropoff View.

Any customizations applied are saved so that you can quickly view the relevant sections on subsequent login. Reset will erase any saved customization and return the Section Level Completion Chart to the default names, order and visibility of the sections.

Field Level Statistics

More detailed field-level statistics for each section of the application can also be displayed.

 |   v18.05 & Earlier This feature is related to v18.05 and earlier.

In v18.05 the field-level statistics can be accessed from the Section Level Completion Chart by clicking in a section column of the chart, or a section row in the table.

 |   v18.11 & Higher This feature is related to v18.11 and higher.

In v18.11 the field-level statistics can now be accessed from a new Field Analysis View.

Click on images to expand and reduce
v18.11 onwards v18.05 and earlier

For more information on Field Level Statistics see Field Analysis View.