Process Analysis Tab

Article Overview

The following article describes EasySend’s Process Analysis tab. It details the different visualizations and what information each visualization displays.

The Process Analysis Tab

The Process Analysis tab displays dashboards that dive deeper into the details of a selected process filtered by date range. For example:

• Total created/opened/completed/expired transactions per selected process

• Geographical locations that map the number of transactions per location

• Process transactions over time graph

• Device usage diversity drill into a browser

• Process conversion rate

• Process duration change compared to last month

• Process conversion rate change compared to last month

• transactions level table with status filter - filtering sessions as well

• Session level table - additional session level data - resolution, role, device

• Displaying information according to the Webflow version to ensure no page changes

• Pages visit duration - average duration spent on each page

• Workflow steps reflected by name and index number

• Validation errors triggered by the next-page action on a digital process

Process Analysis Tab Structure

(See Figure 1)

The tab is divided into two sub-tabs:

• Process Analysis (1)

• Page Visits (2)

Figure 1: Process analysis Tab

Process Analysis Sub-Tab Structure

Figure 2 and Table 1 describe the structure of the Process Analysis sub-tab.

Figure 2: Process Analysis Sub-Tab

Table 1: Process Analysis Sub-Tab

Process Analysis Controls (1)

(See Figure 3 to Figure 6)

The Controls section enables you to filter and adjust the information displayed in the Process Analysis sub-tab. It contains two filters:

• From/To Date:

Figure 3: From/To Date

• Process:

Figure 4: Process

The filters can be reset by clicking the three dots located above (1) and then Reset (2). The page reset icon (3) rests all the filters at once. 

Figure 5: Reset

The Process filter also has a Refresh option (4) to update the visualizations with live data.

Figure 6: Refresh

Transaction Status (2)

(See Figure 7)

Under transaction status, you view how many transactions were:

• Created

• Opened

• Completed

• Expired

Figure 7: Transaction Status

The displayed information can be filtered and adjusted according to the Controls section filters.

Transaction’s Life Cycle

A transaction is an instance of a process. Each transaction has a life cycle comprised of three stages:

• Created

• Opened

• Completed

Created Transaction Status

A transaction receives a Created status when it is generated by EasySend, for example:

• By using the Journey Sender/Bulk Sender

• By clicking an organic link (website)

• Calling an API

• Executing integration (Salesforce, Dynamic 365, Guidewire)

Opened Transaction Status

When the link of a transaction is clicked and accessed, its status changes to Opened. 

If a transaction has several steps (each one for a different end-user), the last click to open the transaction will be counted for analytics.

Completed Transaction Status

The end-user interacts with the transaction until it is submitted. Once submitted, its status changes to Completed, and the life cycle of the transaction ends.

If a transaction has several steps (each one for a different end-user), only the final submission will be counted for analytics.

Example

1. A transaction for customer onboarding was generated by EasySend, and its link was sent to the customer’s email. At this stage, the status of the transaction is set to Created.

2. The customer clicks the link to access the transaction to start it. At this stage, the status of the transaction is set to Opened.

3. While interacting with the transaction, the customer specifies that a spouse must be involved in the onboarding process, so an additional step must be completed.

4. The customer submits the transaction to finish with the first step. At this stage, the status of the transaction remains Opened.

5. The spouse receives an email and interacts with the transaction until the step is finished and submitted. At this stage, the status of the transaction is set to Completed.

Number of Transactions (3)

(See Figure 8 to Figure 10)

The visualization displays the number of times a process’s transaction was:

• Created

• Opened

• Completed

• Expired

on a specific date. The information is displayed according to a selected status (1) and according to the filters located in the Controls section.

Figure 8: Number of Transactions

Hovering over any part of the visualization displays the exact number of transactions in their selected status, for example:

Figure 9: Hover Information

When clicking the visualization, an option to reset it appears (2). Clicking Reset (3) reverts the visualization to its original state (COMPLETED).

Figure 10: Reset Option

Conversion Rate (4)

(See Figure 11 and Figure 12)

This visualization displays a process’s conversion rate. The information is displayed according to the filters located in the Control section.

Figure 11: Conversion Rate

Hovering over any part of the visualization displays its legend, for example:

Figure 12: Conversion Rate Legend

Processes Device (5)

(See Figure 13 to Figure 16)

This visualization displays the devices from which the process was opened for an entire transaction or each session in the transaction. The information will be displayed according to a Transactions/Sessions (1) selection and according to the filters located in the Control section.

Figure 13: Processes Device Type For Transactions/Sessions

Hovering over any part of the visualization displays information about the specific device type (2). Clicking any part of it enables the user to perform a drill down or a drill up (3), for example:

Figure 14: Hovering and Drill Down

Drilling down a device type displays the type of browsers that were used with it to open the process (for an entire transaction or each session), for example:

Figure 15: Browser Type

When clicking the visualization, an option to reset it appears (4). Clicking Reset (5) reverts the visualization to its original state (Transactions).

Figure 16: Reset Option

Transaction Initiation Location (6)

(See Figure 17)

This visualization displays the total number of initiated transactions per location. The information will be displayed according to the filters located in the Control section.

Figure 17: Transaction Initiation Location

Hovering over marked parts in the visualization displays the exact number of initiated transactions per location, for example:

Figure 18: Hovering Information 

Averages and Trends (7)

(See Figure 19)

Under averages and trends, you view:

• Average Completion Time - how long it takes for users to complete a process on average.

• Monthly Completion Time - compare this month’s average completion time to last month's.

• Monthly Conversion Rate - Compare this month’s conversion rate to last month's.

Figure 19: Averages and Trends

The information is displayed according to the filters located in the Control section.

Process Transactions (8)

(See Figure 20 and Figure 21)

The table displays information about transactions according to a selected status (1) and according to the filters located in the Control section. The information includes:

• Master Request Identifier (RID)

• Status:

  • Completed

  • Opened

  • Created

  • Expired

• Creation time and date

• Compilation time and date

• Process Name

• Transaction Source:

  • Website

  • Agent/Rep

  • External app

  • Bulk/process distribution

  • Salesforce 

• Duration (minutes)

• Current Step:

  • Not opened

  • Name of the current step

  • Process completed

Figure 20: Process Transactions

When clicking the table, an option to reset or refresh it appears (2). Clicking Reset (3) reverts the visualization to its original state (All status) and when clicking Refresh (4) the table is updated with live data.

Figure 21: Reset and Refresh Options

Transaction Steps (9)

(See Figure 22 and Figure 23)

This table explores and breaks down each transaction in the Process Transactions table. The table provides a deeper understanding of the transaction by displaying detailed information about its steps: 

• Master RID

• Step Name

• Step Number

• Step Status:

  • Created

  • Opened

  • Completed

• Creation time and date

• Open/Completion time and date

• Last Interaction

• Duration (minutes)

• Step Role

Figure 22: Transaction Steps

When clicking a transaction from the Process Transactions table, the Transaction Steps table is filtered and updated according to it, for example:

Figure 23: Filtered Table

Page Visits Sub-Tab Structure

Figure 24 and Table 2 describe the structure of the Page Visits sub-tab.

Figure 24: Page Visits Sub-Tab

Table 2: Page Visits Sub-Tab

Page Visits Controls (1)

(See Figure 25 to Figure 31)

The Controls section enables you to filter and adjust the information displayed in the Page Visits sub-tab. It contains five filters:

• Time Range - by default, the selected time range is Last 3 months. When selecting a time range, the rest of the filters are updated.

Figure 25: Time Range

• Status - displays a list of statuses according to a selected time range. By default, the selected status is opened. When selecting a status the Process, Webflow, and Version Deploy Time filters are updated. The status options are: 

  • Select all - displays a list of all the processes in any status.   

  • Canceled - displays a list of processes that were canceled. For example, processes can be canceled by using the Journey Tracker.

• • Completed - displays a list of processes that were completed.

  • Expired - displays a list of processes that expired.

• • Opened - the default value. displays a list of all the processes that were opened and not completed, canceled, or expired. This option is the best to use for investigating where the process is abandoned.

Figure 26: Status

• Process - displays a list of processes that were deployed to a production environment and have page visits data (redeployed and engaged after the release of the Page Visits feature). The list will be updated according to a selected time range and status.

Figure 27: Process

• Webflow - displays a list of Webflows according to the selected process.

Figure 28: Webflow

• Version Deploy Time - displays a list of version deploy times according to the selected Webflow. A version deploy time will appear in this list only if a process was deployed to a production environment after major changes were performed at the Webflow level such as:

  • A Webflow page name was changed

  • A Webflow page was removed 

  • A Webflow page was added   

  • A Webflow page order was changed

Figure 29: Version Deploy Time

The filters can be reset to their default state by clicking the three dots located above (1) and then Reset (2). The page reset icon (3) resets all the filters at once. 

Figure 30: Reset

The Process filter also has a Refresh option (4) to update the visualizations with live data.

Figure 31: Refresh

Page Visits (2)

(See Figure 32 and Figure 33)

The visualization displays the number of users who visited each page in each step of a selected process. Using this visual we can learn information such as: 

• Which pages were visited more than others

• Where did a visitor drop occur (due to conditions or role permissions)

The information is displayed according to the setup in the Controls section.

Figure 32: Page Visits

Hovering over any part of the visualization displays the exact number of visits per page and step, for example:

Figure 33: Hovering Information

Analyzing Multiple Steps

(See Figure 34)

When the Workflow of a Webflow contains several steps, for example:

• Customer

• Spouse

• Agent

The visualization will display them under STEP NAME in a sequence:

• Direct-debit - 0 (Customer)

• Direct-debit - 1 (Spouse)

• Direct-debit - 2 (Agent)

Figure 34: Page Visits and Steps

Time Spent on Page (minutes) (3)

(See Figure 35 and Figure 36)

This visualization displays how much time, on average, was spent on each page in each step. Using this visual, we can learn information such as which pages are more complex and cause visitors to spend more time on data input.

The information is displayed according to the setup in the Controls section.

Figure 35: Time Spent on Page (minutes)

Hovering over any part of the visualization displays the exact time spent on the page for each step, for example:

Figure 36: Hovering and Drill Down

Validations Triggered Per Page (4)

(See Figure 37 and Figure 38)

This visualization displays the average number of data input errors that were prevented on each page and step by field validations. Using this visual we can learn information such as which pages need to contain more explanations and examples for data input.

The information is displayed according to the setup in the Controls section.

Figure 37: Validations Triggered Per Page

Hovering over any part of the visualization displays the average number of validations that were prevented on each page and step, for example:

Figure 38: Hovering Information

Additional Options

(See Figure 39)

When clicking a visualization, additional options appear:

• Maximize/Minimize (1) the visualization.

• Drill down/Drill up (when available) (2).

• Menu Options (3).

Figure 39: Conversion Rate Legend

Drill down/Drill up

(See Figure 40)

When this option is available, the user can drill down or up and view another level of the visualization. In the Process Analysis tab, this option is available in the Process Device for Transactions/Sessions visualization, for example:

Figure 40: Drill Down/Up Options

After a drill down, the icon becomes disabled (1) and the drill up icon appears (2).

Menu Options

(See Figure 41 to Figure 43)

Contains the following options:

• View summary data - displays a window with a textual summary of the visualized data.

• Export to CSV - exports the visualization to a CSV file.

Figure 41: Menu Options

Figure 42: View summary data

Figure 43: Exported CSV