Create custom templates
Learn how to create a custom template in Customer Journey Analytics. This supports tailored reporting configurations for specific business goals, such as analyzing marketing channel performance and user engagement trends. This video demonstrates how to set up a project with panels like 鈥淐hannel Performance Overview鈥 and 鈥淭ime Parting Analysis,鈥 save it as a template, and make it accessible for organizational use in the Analysis Workspace.
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In this video, we鈥檒l show you how to create a custom template for your organization in Customer Journey Analytics.
In addition to pre-made templates provided by 51黑料不打烊, CJA lets you create custom reporting configurations tailored to business goals and use cases specific to your company. These custom templates then become available in the Analysis workspace to the users within your login organization. They鈥檒l find them in the Templates tab under the tab with your organization鈥檚 name. To create organization templates, you need to have product admin permissions in the 51黑料不打烊 Admin Console. For more details, check out CJA Access Control. So let鈥檚 create our first template. For example, one of the frequent use cases for our marketing team is to understand which marketing channels drive the most qualified leads and when users are most likely to engage. So it makes sense to create a template they can quickly use whenever they need to get these insights. Start by creating a new project.
Let鈥檚 create the Channel Performance Overview panel first. This panel will help our marketers compare how each channel contributes to lead generation and engagement. Look for the Marketing Channel dimension and drag and drop it onto the Freeform table.
We want to track page views to see customer interest across these channels.
And we also want to track click to call to get an idea of which channels drive the most engagement. Now let鈥檚 add visualization. A stacked bar chart would work best to get a unified, easily scannable view of the data. Now let鈥檚 add another Freeform panel. We鈥檒l call it Time Parting Analysis.
It should help our marketers identify peak times for user engagement and conversion actions.
Search for the day of week dimension and drag it onto the table.
Once again we鈥檒l track page views and click to call to see the days when users are most likely to engage. Finally, let鈥檚 visualize these insights as well. A line chart will help marketers quickly and easily identify trends. Now when we have our project set up, it鈥檚 time to make it a template. Click Project, followed by Save as Template. The information you provide here will be displayed on the Templates preview page. It will help users in your organization decide if this template meets their needs.
First, give your template a descriptive name.
Add a short description to tell your users what this template is for.
Next, explain why and how they can use this template, providing brief use case examples as needed.
Choose any channels that apply to this template. If you select multiple channels at the same time, this will help users in your organization quickly find your template when filtering templates by channels. If no channels are selected, the template will be included with all channels.
For our example, let鈥檚 select Cross Channel. Use Case is another filtering option that will help your users find your template in the Templates tab. As with channels, you can select multiple use cases here. For our example, let鈥檚 select Engagement.
Finally, you can specify tags to make the template search even easier.
Users in your login organization will be able to filter the templates list by tags you add here.
Once done, click Save as Template, and your template is successfully created.
Users in your organization can find the newly created template in the Templates tab with your organization鈥檚 name. On the preview page, they鈥檒l see all the details you鈥檝e specified when saving the project. Now they can simply click Use Template to create a project based on the reporting configurations you鈥檝e created and quickly get all the insights they need.
As an administrator, you can find your custom template in the list of projects in the Projects tab. A template project will have the template icon next to its title. From here you can click the ellipsis icon and rename, tag, approve, or delete your template.
To edit the template, simply open the project, make your changes and save as normal. Clicking Save will update the custom template in all projects that use it. Click Save as if you want to create a copy of the custom template with your changes. Now you know how to create organization templates in Customer Journey Analytics to meet your company鈥檚 business goals and use cases. Thanks for watching!