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Insights: How to use the insights section

Last Updated: Jan 02, 2017 06:14AM EST
When you have set up the monitoring for your topics and mentions start entering your Inbox, you will all find all sorts of information about the collected data in the Insights section of CX Social. Since using these the first couple of times can be a bit overwhelming, we will guide you through in this article. We will explain what you can find where on your screen and go over the different Insights sections. If you like, you can also watch the following webinar explaining you all about using the CX Social Insights:
 

 
If any terms seem strange to you, it might be an idea to keep our Insights Glossary close. 
 

The different parts of your Insights screen


In general, you can split op your Insights screen in 3 big parts: the left sidebar, the top menu and the working field presenting the metrics. 



 

The left sidebar


The left side bar can further be split up into two parts. At the top, you will find the 4 different Insights Sections: Overview, People, Posts & Engagement and Profile Metrics.  (Note: the different sections are explained further below)

Below these different Insights sections, you will find a list of all your connected social profiles. This list allows you to apply an easy filter to the insights you're viewing. Simply click a page in the list and the data in the insights will be narrowed down to data from your selected profile only. This choice will also be reflected in the filter bar at the right top of your page. 
 

The top menu


  In the top menu, you will find several options that allow you to control the data set you're seeing insights for. 


 
  • Topic selector
While on the Insights welcoming page, you will only be able to select a certain project or topic to view Insights for, you will be able to select any combination of topics once you're in Insights. To the left in the top menu, you can select single or multiple topics, a whole project or topics over different projects. The topics are listed per project and alphabetically. Selecting a project will select all topics included in the project. Don't forget to click the 'Apply' button after having selected your desired topic(s). 
 
  • Compare function
This feature allows you to add an extra layer to your insights where you can compare your data based on options an values that you choose yourself. For more info about the compare function, its options and some use cases, read this article
 
  • Filter bar
To the right, you will find the familiar filter bar that allows you to further narrow down your data set. If you've selected one of the listed connected profiles in the left side bar, the profile will be shown here as well. For further information about using the filter field and all its possibilities, check this support article
 
  • Date range
Like everywhere else, you will find the date range selector next to the filter bar. This is the place to define the period you wish to see metrics for. You can find more info about using the date range in this support article
 
  • Mailbox shortcuts
The folder icon next to the date range allows you to apply a filter from one of your inbox folders to your data set. You will then be able to see the analytics for mentions collected in a specific folder. You can either choose to apply the filter for (custom) mailbox' inbox folder (by clicking the name of the (custom) mailbox or for one of its smart folders. You can find more information about custom mailboxes, smart folders and their filters here

Note: Don't forget to select the correct topics used for the selected mailbox. 
 
  • Export and dashboard options
On the right side of the top menu you will find an arrow that will allow you to export data or add widgets to your custom dashboards.


 

The working field



While the rest of your screen is pretty straight forward in showing you the charts and metrics in accordance to your choices in the left side bar and top menu, there are also three slightly hidden symbols that will allow you to get even more out of your page. 
 
  • A little arrow next to a metric's title will allow you to switch between different versions of the chart or metric you're seeing. In general, this is our way to declutter your page view while at the same time respecting our customers' needs and providing nuance by letting you choose between different versions of charts and metrics. For example, on the 'overview' page, you will find the '(top)Photos' but the arrow next to its title will also let you choose for 'Top videos' or 'Top URLs'. This is shown by the pink markings on the screenshots below. 
     
  • Next to titles or terms, you will often find a question mark. If you hover over these tool tips, you will get more info about the specific metric in the form of a short description and a link to the corresponding support article (when applicable). This is shown by the green markings on the screenshots below.
     
  • You'll also find that you can access legends by hovering over charts and metrics. On top of that, all charts will show a gear wheel when you hover over the right top corner of the chart area. Clicking this gear wheel will also show you the chart's legend. This is shown by the blue and '(hover)' markings on the screenshots below.
     
  • In the profile metrics section, you'll find that most metrics can be presented as either a chart or a number through the flip card feature. You can find more information and examples about that here


 

The different insights sections


The CX Social Insights are divided into 4 sections. In each section, you can find related metrics grouped together. As explained above, you can access these sections via their names at the top of your left sidebar. The 4 different sections are the following:
  • Overview: This section holds the most general info about your selected data
  • People: All info regarding the demographics and location behind your mentions can be found here. 
  • Posts & Engagement: This section will give you more insights about your posts and the achieved Engagement. 
  • Profile Metrics: Last but not least, you will find all useful metrics about your connected profiles in this section. 
 

Insights > Overview


  The first section, Overview, holds the more general insights about your data set. At the top you will find both a number and time line showing you the total amount of mentions in your data set. Just beneath that the most popular sources are listed, followed by the sentiment analytics of your data set. Further down, you can find the trends in your data set. You'll find a little arrow to switch between trends, a word cloud and trending hashtags. Next you'll find the pictures that came back most in your data set. Here the arrow will let you see top videos and top URLs as well. At the bottom of the page you find what websites are posting a lot about your topic(s), or what websites are being mentioned a lot in your data set. 
 

Insights > People


  The second section holds all useful info regarding the people posting about you. You'll find info on their demographics, a map showing you were people are talking about your topic(s) and a list of your social influences. You can choose to rank these influencers based on their Engagement with your channels, their Influence or their amount of followers.
 

Insights > Posts & Engagement


  In the third section, all insights about your posts are presented. On this page, you will find at what moment you and your followers were most active. Plans with business hours will also be able to see whether mentions were received during or outside of business hours. Below, you will find a time line with the posts your profile(s) sent out, and a list of those posts. You're also able to switcht this list to top posts to see which posts generated the most engagement. 

 

Insights > Profile Metrics


  In the last section, you'll find all analytics regarding your connected profiles. At the top, you'll find an overview for all the profiles listing their activity. Below that, you'll find all useful metrics per social platform. You can hover over all tooltips to get additional info on the metrics you're viewing, but we've also wrote support articles about some platforms to go more in dept. You can read this articles to get a better understanding of the metrics for facebook pages, Twitter accounts, Instagram accounts, Youtube channels, Google+ pages, Foursquare venues, Linkedin companies, Pinterest profiles and Tumblr blogs
 

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