Dropoff View

   Journey Analytics Previously known as Transact Insights.  |   Analytics User |   Latest Version Latest version 21.05.0 cloud hosted.

The Journey Analytics Dropoff View provides visualizations to help identify abandonment hotspots by aggregating behavioral data from applicant transactions. Dropoff, or user abandonment, and other user behavior can be examined at the transaction-level for a particular form version and at the section-level to compare each section's performance within a form version.

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.

The Dropoff View presents user abandonment data in two separate components:

  • Transaction Metrics - displays stats that highlight transaction-level behavior for the application.
  • Section Completion - visualizes stats for each section of the application using a chart. Below the chart with section stats are displayed below as a table. The green trend-line that traverses each section represents the slope of transaction completion across the overall journey.

Transaction Metrics

Transaction Metrics visualizes transaction-level data, as opposed to section-level data which is displayed within Section Completion. For this reason, stats will differ between Transaction Metrics and Section Completion.

The Transaction Metrics component contains three sub-components which contain grouped statistics:

  • Conversion Rate stats are based on all traffic within the selected scope.
  • Transaction Status Counts are based on all traffic within the selected scope.
  • Completion Rate stats are not based on all traffic, as they exclude Bounced transactions, or transactions where no user interaction occurred.
  • All traffic stats will likely include noise which is not actual user traffic, such as from bots and search-indexing requests to the application. To mitigate noise, use Global Filters to either Whitelist specific trusted browsers or Blacklist browsers identified as Robot / Crawler types.

    Conversion Rate

      Description

    Total Txns

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

    Note

    Transaction volumes may differ between form transaction-level and section-level stats. This discrepancy is due to some users employing browser addons which block analytics event capture.

    Section Completion

    This area of the Dropoff View presents data for each section of the selected application in a detailed chart and as a table. 

    To better understand each part of the Section Completion, use the information below for each chart component:

    Section Name

    The name of the section. Depending on implementation, this can represent the pages, sections, modals or dialogues of the applications.  

    By default, both modal and dialogue type sections are hidden. Use Edit Sections to toggle their visibility.

    Field Count

    The number of fields that users interacted with 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.

    Dropoff Graph

    The starting height of the green line on the Dropoff Graph represents the the number of transactions where users navigated to the section. Then endpoint of the line for each section shows how many Completed the section.

    Clicking an individual section will drill down to the field-level statistics of the section clicked. This is a shortcut that's equivalent to navigating to the Field Analysis View and selecting the same section manually.

    Section Completion Rates

    The Section Completion Rates doughnut chart displays the Bounce, Abandonment and Completion rates for each section. 

    The green rate for completion 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.

    Hover over the rate in the center of the doughnut to see a more detail and a breakdown of the rates.

      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.

    Completed

    Green

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

    Progressive Completion

    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.

    Customize the Chart

    Click the Edit Sections button to customize how the graph is displayed. In customization mode, you can toggle visibility, reorder, rename and combine sections in the graph.

  • Toggle Visibility - Click the eye button to show and hide the section in the graph.
  • Rename Sections - Click the Section Name to change the section label in the graph.
  • Reorder Sections - Click and drag any section from left to right then drop it between sections to change its position in the graph.
  • Combine Sections - Click and drag a section on top of another section to aggregate the data for both into a single section. On dropping the card, the Dropoff Graph, Section Completion Rates and Progressive Completion Rate are all recalculated using the aggregate data.
  • Any customizations applied are saved to your browser local storage so that you can quickly view the relevant sections on subsequent login. Reset will erase any saved customization and return the Section Completion Chart to the default names, order and visibility of the sections.

    Section Completion Table

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

    Note

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

    Example Analysis

    To better understand real-life usage of the information presented in the Dropoff View, use the example screenshot and the key takeaways below.

    Key takeaways

    There were 125,000 transactions (rounded to the nearest 1000) where a user opened or navigated to the form, as noted by the Total Txns metric.

  • 27.8% of the Total Txns were Bounced, or transactions that didn't receive any user interaction after being Opened.
  • 39.4% were Abandoned transactions, or user attempts that did not succeed.
  • The remaining transactions were Converted. Conversion Rates are calculated based on all incoming traffic to the form, which includes robots, search indexers and other non-user activity. This is opposed to Completion Rates, which are calculated based on only the transactions where users actually interacted with fields on the form.
  • This shows the actual transaction counts (rounded to the nearest 1000) for each transaction status within the currently selected scope:

  • 34,700 Bounced form transactions, where the form was opened or navigated to but no fields were interacted with.
  • 49,200 Abandoned form transactions, where the form was opened, then Started, but then the transaction was not completed.
  • 40,900 Completed form transactions, where the from was opened, then Started, and then the transaction was completed.
  • This shows only the form transactions where users actually interacted with fields, or Started the form, within the currently selected scope:

  • 90,100 Started form transactions (rounded to the nearest 1000), or transactions where users actually interacted with fields.
  • 54.6% Abandoned form transactions, or user attempts that did not succeed.
  • 45.4% Completed form transactions, or user attempts that did succeed.
  • This indicates the Personal Info section of the form.

    This indicates the field count of the Personal Info section. 48 unique fields received user interactions.

    This indicates that, out of the total transactions where users navigated to the Personal Info section, 74.2% were able to complete the required fields for the section. However, the next section, Additional Info, has the highest rate of abandonment for any section in the form, indicating its a point of user friction or difficulty.

    This indicates that the section has a 67.5% Progressive Completion Rate, which is the rate of transactions where users made it this far, by interacting with and completing this section, in comparison to the number of Started transactions. In applications where users progress in a linear fashion through the sections, like this example, this rate decreases for the later sections as some users did not progress.

    This column indicates the median time that users spend interacting with each section. For the Personal Info section, the median time to complete is 77 seconds (77003 milliseconds), the most time-consuming section for users within the currently selected scope.

    Next Steps...

    When you've identified a section where users 'dropoff', click the section in the Section Completion chart to drill down and analyse user behaviors for fields within the section using Field Analysis View.