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Is there a way to see how far a particular (individual) user has progressed through a series?


Our organization offers a custom onboarding experience to our clients. It would be a game changer to know if we can see how far individuals have progressed through a series so we know what the user has seen, and what they haven't.

Best answer by Milan

Besides what @kevin b​ suggested, you can also export raw data for the series:

Screenshot 2021-03-16 121941And get something like this:

Screenshot 2021-03-16 121903 

I haven't had a chance to look into this in more detail as it's really raw data and not really self-explanatory what is what (apart from the filenames).

 

 

But what I would do instead, is introduce people tags at each "checkpoint" you would like them to pass through. That can help you filter out in Contacts and you can also make some follow-up automated messages for those that might not reach all the checkpoints.

 

Hope that helps.

Cheers!

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2 replies

Kevin Bendixen
Top Expert ✨
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@anneliese​ In the "Disengaged" tab of any series you can see at which step the user disengaged. Not sure though, if you can access this data outside the series.


Milan
Expert User ✨
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  • Top Expert
  • 306 replies
  • Answer
  • March 16, 2021

Besides what @kevin b​ suggested, you can also export raw data for the series:

Screenshot 2021-03-16 121941And get something like this:

Screenshot 2021-03-16 121903 

I haven't had a chance to look into this in more detail as it's really raw data and not really self-explanatory what is what (apart from the filenames).

 

 

But what I would do instead, is introduce people tags at each "checkpoint" you would like them to pass through. That can help you filter out in Contacts and you can also make some follow-up automated messages for those that might not reach all the checkpoints.

 

Hope that helps.

Cheers!


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