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Overview

EVERFI believes that impactful education should be data-driven and results focused. To arm you with the information you need to run a strong financial education program, the Reporting Center provides your organization with on-demand access to EVERFI program activity and user engagement. Use this guide to login as an Administrator and easily navigate the Reporting Center, and review data regularly to maximize the impact of your financial education program.


Table of Contents

First-Time User

Request access from EVERFI Customer Support and an administrator account will be created using your organization email address. You will receive an automated email from automated-message@everfi.net prompting you to create a password. Click the “Get Started Here” link within the email to create your password and access the Reporting Center for the first time.

You should have also received the URL to directly access the Reporting Center for future visits.

Invitation email sample showing where to click "Get started here" to access the Reporting Center

Returning User

Login to the Reporting Center through the URL provided by EVERFI.

Note: If you forget your password, click the “Forgot Password?” link on the login page and you will receive an email prompting you with reset instructions.

Sample login page to the Reporting Center

To access the different reports and dashboards within the Reporting Center, use the navigation bar on the left hand side of the screen. Each section of the navigation bar is defined below.

If you are also an Admin or Volunteer for EVERFI’s Engage Live Workshops program, you will need to select the “Next Manager Homepage” button to access data for your digital consumer program.

Note: If you are having difficulty viewing your reports or dashboards we recommend refreshing the page, clicking the link a second time, or clearing your cookies. Reporting data refreshes every 24 hours under UTC timezone.

Reports

  • Activity Summary
  • User Report
  • Qualified Incentive Users
  • Learner Response Analysis
  • Personalized Learning

Programs

As a Reporting Center Admin, you may also access your organization’s EVERFI program(s) as a user. By selecting the relevant program homepage URL from this tab, you will be directed to the user experience. 

To navigate back into the Reporting Center from the user experience, click the arrow next to your name in the top right of the program and click “Administrative Tools” from the dropdown.

Note: The “Administrative Tools” option is only available to Admins, users will not see this option.

Settings

  • Single Sign On: Click this tab to configure SSO capabilities.
  • Data Integration: Click this tab to configure API Applications. Use this page to generate your Client ID and Client Secret.

Partner Resource Center

Easily access marketing, training and communication resources to help you maximize the impact of your digital financial education program. Go to the Resource Center now.

This dashboard provides a summary of program activity during a specific time period. All data is shown as an aggregate across program(s). To view the progress of individual users, refer to the User Report. 

Metric Definitions

Program Users: The total number of users who have visited your organization’s program(s). This includes registered users, guest users and users who have landed on a program page without engaging with the content. A user record is created during the learner’s initial visit. The user is created at the account level.

Activity Starts: The number of all activities started by users within a program. An activity is started when a user clicks into a specific learning module or calculator.

Activity Opens: Number of times an activity is viewed by users. This is different from “Starts” in that an activity can be opened multiple time but can only be started once. 

Pageviews Per Start: On average, how many distinct pages do users view for every activity start. 

Average Time in Program: Visit duration is the amount of time between the first and final event timestamps within a program. Average Time in Program is the sum of all visit durations divided by the number of visits during a specific period.

  • For example, say in one month you had 2 visits to your “Consumer” program. The first visit had a duration of 10 minutes and the second visit had a duration of 30 minutes in program. The Average Time in Program for “Consumer” program would be 20 minutes = (30 minutes + 10 minutes) / 2 visits.
  • Please note the average time in program and conversion rate only display when there are 30 or more user visits. Bounced visits, users who enter the site and then leave, are excluded from visit counts and durations.

Incentive Qualifications: The total number of users who have qualified for an incentive across all playlists within a program, defined further in section C.

Average Conversion Rate: For customers using Custom Moments with external links, you’ll see the number of users who clicked on the external link divided by the number of users who saw the Custom Moment. 

Filters

All charts can be filtered by date and program. Full-screen view may be applied along with the options to clear filters and refresh data. 

Parameters

Metric Select: Drop-down and select what metric you’d like to analyze. For detailed descriptions of each metric you can select the Metric Info icon in the top right corner.

Program Engagement

High-level overview of program reach and engagement over the selected time-period.

Segment By: Select what variable you’d like to segment the metric by. Select “None” if you don’t want  any segmentation.

Playlist Engagement

Select a metric and analyze user engagement across different playlists. Default is the top 6 over the last 90 days.

Content Engagement

Select a metric and analyze user engagement across different sequences. Default is the top 6 over the last 90 days.

Traffic Analysis

Select an attribute and analyze how visits to your program pages are distributed. This can be a powerful way to measure marketing campaigns and channels.

Navigation: Select the “Elective Learning Traffic” tab on the top-left of the report. 

Select Attribute: You can select different attributes depending on how you want to slice your data.

Selection What is it? Description
Campaign UTM Campaign See “UTM Parameters” below for details
Term UTM Term See “UTM Parameters” below for details
Source UTM Source See “UTM Parameters” below for details
Medium UTM Medium See “UTM Parameters” below for details
Browser Client Browser Browser used to access EVERFI. For example, Chrome, Firefox
Landing Page Initial URL of visit The URL used to access your program.
OS Operating System  Operating System of the user. Examples: Mac OS X, Windows 10
Referral Source URL prior to visit The full path of the URL.Ex: https://www.everfi.com/marketing
Referring Domain Domain prior to visit Domain from URL. Ex: everfi.com

 

UTM Parameters allow you to collect marketing campaign information from the URL’s used in your ads. 

As an example from Google Analytics’ documentation, if you use this URL:  https://www.example.com/?utm_source=summer-mailer&utm_medium=email&utm_campaign=summer-sale

You will see “summer-mailer” in the Traffic Analysis chart when you select “Source” from “Select Attribute”. 

Possible UTM values are

  • utm_source: Identify the advertiser, site, publication, etc. that is sending traffic to your property, for example: google, newsletter4, billboard.
  • utm_medium: The advertising or marketing medium, for example: cpc, banner, email newsletter.
  • utm_campaign: The individual campaign name, slogan, promo code, etc. for a product.
  • utm_term: Identify paid search keywords. If you’re manually tagging paid keyword campaigns, you should also use utm_term to specify the keyword.
  • utm_content: Used to differentiate similar content, or links within the same ad. For example, if you have two call-to-action links within the same email message, you can use utm_content and set different values for each so you can tell which version is more effective.

This report shows a list of all user records with responses to custom registration questions.

Metric Definitions

Guest Users: People who have engaged with at least one learning module or calculator but did not create an account. 

Registered Users: People who have created an account using their email address or social media credentials (Google or Facebook) and engaged with a program.  

Download Options

Download the data as a CSV, Image or PDF by clicking the “Download” dropdown on the upper right-hand corner of the screen. 

Understanding the Report

In Progress: User clicked into the learning activity but has not completed the activity.

Completed: User completed the learning activity after starting it. 

Unopened: User clicked into a playlist that the learning activity is hosted within, but did not click into the learning activity.

Blank: User did not click into a playlist that the learning activity is hosted within.

Custom Registration Questions: Will appear as separate columns within the report. 

This report identifies which users have qualified for a playlist incentive. Users qualify for an incentive by completing all activities in the associated playlist(s) within the timeframe of the incentive period. Users must register in order to collect First Name, Last Name and responses to custom registration questions in the report. 

Download Options

Download the data as a CSV, Image or PDF by clicking the “Download” dropdown on the upper right-hand corner of the screen.

This dashboard summarizes user responses to EVERFI’s evaluation questions. This includes polls, assessments, and surveys. Program(s) responses are presented at an aggregate level to protect user privacy.

Metric Definition

Activity Name: A list of modules within your program(s) that contain polls.

Chart Descriptions 

Response Activity: This chart displays a view all evaluation question responses over time.

Question and Response Analysis: This chart displays the popularity of responses to specific questions.

 

This dashboard summarizes user responses to questions designed to understand a learner’s individual financial goals and challenges. Responses are used to create personalized playlists that offer learning topics that are most relevant to the learner’s current priorities. 

Note: If you would like to add Personalized Learning to your program, please contact your Account Manager. 

Metric Definitions

Personalized Playlists: Total number of personalized playlists recommended to users after completing diagnostics.

Activities Recommended: The number of all activities started by users within a program. An activity is started when a user clicks into a specific learning module or calculator.

Recommended Activities Started: Number of activities started from personalized playlists. 

Most Recommended Activity: The content that appears most frequently on personalized playlists

Chart Descriptions

The four boxes across the top of the dashboard display key program metrics in aggregate. The bottom of the dashboard displays the top response — by percentage of total responses — for each of the four survey questions. 

To view additional response data, you may click the question text or navigate to one of the additional tabs at the top. Selecting the question text shows each response and its share of the total responses. If you applied filters to the dashboard they will remain when clicking into an individual question.

Note: Combined percentages can be over 100% for multi-select questions.

Metric Definitions

Evaluations Completed: Number of “Pre” and “Post” evaluations completed . 

Knowledge Gain: The percentage change in the average assessment scores from “Pre” to “Post” assessment. This will display only after there are 12 Post Assessments Completed.