Hello PX-ers! 

Pop Quiz: When should you start thinking of measuring the impact of your in app engagements? 

A: Before your engagements even go live! 

I find too many users aren’t thinking about how to measure their engagement’s impact until after it has been running.  They then have to make changes to put things in place for measurement and they lose valuable insights on impact in the beginning weeks.

To Quote Benjamin Franklin- 

“If you fail to plan, you are planning to fail!”

Hot Tip : Create an Engagement Intake Process and ensure measurement is included. If you create a process for planning an engagement, you can add elements important for measurement as a step and ensure they are included from the start. 

Below is an example of a checklist to go through before creating and launching any engagement. This will match your plan to the configuration needed for measurement in PX.

Planning Questions:

• Who is the intended audience? (persona, previous usage and what stage?) 

  • Do you have user or account attributes for each?

  • Are you using this as audience criteria? (the more contextual you get the higher your completion rates)

    *You will use these attributes as filters in your KPI impact reporting 

• What is the goal of the engagements?

  • Are these user behaviors mapped in the product mapper as features?

• What is the Baseline KPI?

  • Who is your Measurement Group? (Are you looking at historical stats or a Control Group)

• Target KPI (Plan to watch both Leading and Lagging indicators)

• Look at it holistically - 

  • Where does this fall in the overall engagement program? 

  • Map it to a user’s timeline. 

What other tips do you have on your engagement planning process or on your measurement of in app engagement’s impact? Let me know in the comments. 

------

You have your tracking and plan in place and your engagement is running. Now what? Be on the lookout for part 2 coming soon!