Welcome [tc18.tableau.com] · Catering to customers at DEG Creating painless, customized mobile...

Welcome

Catering to customers at DEGCreating painless, customized mobile reporting

Matt Lewandowski

Analytics Team Lead

DEG

# T C 1 8

Catering to customers at DEG

R E L AT E D S E S S I O N S

Day | Time – Time | Location

Catering to customers at DEGDay | Time – Time | Location

Agenda

My journey to mobile

Why you should use alternate layouts

Design effective, scalable dashboards

Questions & answers

My Journey with Mobile

Average Survey Score

4/10

Failure is simply the opportunity to begin again, this time more intelligently.

Henry Ford

Credit: https://ontheverge.co.za/za/otv-products-and-advertising-services/website-design/

Why You Should Use Alternate Layouts

Source: https://www.smartinsights.com/mobile-marketing/mobile-marketing-analytics/mobile-marketing-statistics/

46% Are Multi-Platform Users

Multi-platform make up 46% of

online media consumption.

You’re

missing out

If you’re

not adapting

Design Effective,Scalable Dashboards

Design Effective, Scalable Dashboards

1. Plan your dashboard

2. Optimize every inch of screen space

3. Keep it simple

Plan Your Dashboard

Presentation Zen

1. Turn off the computer

2. Put the audience first

3. Have a solid structure

Source: http://www.presentationzen.com/

Find your creative space.

Find your creative space.

Credit: Samantha Miller, Insight Analyst at DEG

Optimize Every Inch of Screen Space

Desktop View

Desktop View

Youarecurrentlyviewing

CAMPAIGNPERFORMANCE

DateFilters

Beginbyfilteringtheview

LastMonth

Ifcustomrange,selectbelow

StartDate1/1/2017

EndDate1/31/2017

ChooseadateperspectiveYearOverYear

EmailFilters

SendTypeAll

Ornavigatetoanotherreport

EMAILHOME

ACCOUNTPERFORMANCE

GLOSSARYOFTERMS

CoveringfromSun,July01,2018toMon,July30,2018

CampaignssentLastMonthearned

98.97%deliveryrate

0%fromlastyear.

16.96%openrate

+14%overlastyear.

8.03%click-throughrate

+869%overlastyear.

7.05%ecommerceconversionrate

+16%overlastyear.

$0.25revenueperemail

+598%overlastyear.

Here'showyou'retrendingShowme EmailsSent asatrendovertime

LastYear Current

July

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

0K

50K

100K

Here'swhatyousent

SearchforacampaignbynameAll

thenchooseatabletoview EmailEngagement

ClickonacampaignKPItocreatealinktoviewitasawebpage.

EmailsSent DeliveryRate OpenRateClick-Through

Rate(CTR)Click-to-OpenRate(CTOR)

UnsubscribeRate

Current Total

20180702_4thofJuly

20180711_MyEquipment360

20180716_DEV_PFSOrderConfirmation

20180717_MyQuotes

20180724_Connect_FBLive

20180726_MyEquipment_Chains_KFC

20180726_MyEquipment_Chains_McDonal..

20180726_MyEquipment_Chains_PizzaHut

20180726_MyEquipment_Chains_TacoBell

ASC

BrandAttributes-Email1

BrandAttributes-Email2

BrandAttributes-Email3

BrandAttributes-Email4

ForgotPassword

NotSentReportNotification

OrderConfirmation

PartsReplacement

QuoteConfirmation

Re-EngagementTrustPilot-A

0.007%

0.803%

0.428%

0.028%

0.000%

0.009%

0.000%

0.000%

1.880%

3.014%

1.995%

1.508%

0.386%

0.000%

0.000%

0.000%

0.000%

0.000%

0.136%

0.000%

0.190%

0.183%

0.162%

211.91%

188.13%

29.66%

184.61%

203.29%

167.33%

10.34%

12.22%

14.03%

17.75%

214.50%

231.58%

105.88%

28.57%

111.76%

83.33%

72.09%

0.00%

39.26%

37.99%

144.55%

99.93%

95.57%

3.46%

99.96%

0.00%

99.94%

100.00%

100.00%

7.33%

7.53%

7.14%

5.36%

99.94%

33.85%

18.37%

2.25%

27.54%

9.00%

4.06%

0.00%

4.25%

4.17%

29.22%

47.16%

50.80%

11.67%

54.15%

0.00%

49.16%

0.00%

59.76%

70.86%

61.64%

50.88%

30.19%

46.59%

14.62%

17.35%

7.86%

24.64%

10.80%

5.63%

44.44%

10.83%

10.98%

20.21%

100.00%

99.89%

94.44%

100.00%

100.00%

100.00%

100.00%

100.00%

99.81%

99.86%

99.92%

94.77%

100.00%

100.00%

100.00%

99.83%

100.00%

97.60%

98.86%

100.00%

98.78%

98.33%

98.95%

41,664

4,365

2,968

17,683

4

44,749

90

1,255

533

731

1,304

3,289

1,554

130

98

1,160

69

626

95,283

9

106,292

106,287

430,143

CAMPAIGNPERFORMANCE

Beginbyfilteringtheview

LastMonth

Ifcustomrange,selectbelow

StartDate1/1/2017

EndDate1/31/2017

Comparetheviewsto

YearOverYear

Scrolldowntoviewcampaigns

CoveringfromSun,July01,2018toMon,July30,2018

16.96%openrate

+14%overlastyear.

8.03%click-throughrate

+869%overlastyear.

7.05%ecommerceconversionrate

+16%overlastyear.

$0.25revenueperemail

+598%overlastyear.

Chooseametric,thenclickacampaigntofilterabove

EmailsSent

OrderConfirmation

ShippingConfirmation

QuoteConfirmation

Registration

BrandAttributes-Email1

Re-EngagementTrustPil..

ASC

BrandAttributes-Email2

ForgotPassword

BrandAttributes-Email3

BrandAttributes-Email4

NotSentReportNotificati..

PartsReplacement

20180724_Connect_FBLi..

20180726_MyEquipment..

20180726_MyEquipment..

20180726_MyEquipment..

20180726_MyEquipment..

11,107

10,295

4,462

1,083

1,160

726

881

301

339

156

130

130

360

626

69

98

21

2

Ornavigatetoanotherreport

EMAILHOME

ACCOUNTPERFORMANCE

GLOSSARYOFTERMS

Mobile View

Keys to Going Mobile with Your Dashboards

General Guidelines

• Always keep the user experience first

• Simplicity is your friend

• Avoid busy visuals

Design Tactics

• Use containers, not floating worksheets

• Implement dashboard URL actions for navigation

• Utilize Tableau’s query parameters to strip down the user interface

• Leverage parameters for user input

Tableau Workbook Demo

Questions?

Please complete the

session survey from the

Session Details screen

in your TC18 app

Thank you!

#TC18

mlewandowski@degdigital.com

@mattlew327

Matt Lewandowski