Overview
The Active Advocates report provides you with a comprehensive list of advocates who have shared your program. It allows you to identify and analyze the advocates who are actively participating in your programs.
How This Report Can Help You
This report is a valuable tool for understanding the engagement and reach of your advocates. By reviewing this report, you can gain the following insights:
Identify Active Advocates
Discover the advocates who are actively sharing your content and driving engagement. Once identified, you can segment your advocates based on their behavior and explore various actions:
Create a super advocate or influencer program and provide these segments with exclusive benefits and recognition for their exceptional support.
Run a Surprise and Delight Program and show gratitude by surprising your advocates with special.
Additionally, importing advocate data into your CRM empowers you to target customers who have advocated for your brand in the past, optimizing your future marketing strategies.
Analyze Advocates' Sharing Behavior
Gain valuable insights into how your advocates are spreading the word about your referral programs. Understand both the promotional sources driving advocate traffic and the referral channels they use for sharing.
For example, explore the various promotional sources, such as global headers, or website banners, that effectively attract advocate engagement. Additionally, delve into the referral channels, such as SMS, email, or social media, that advocates leverage to extend your program's reach.
This analysis provides a comprehensive view of your advocates' sharing habits, helping you optimize promotional efforts and enhance the program's overall performance.
How to Run the Report
Select your desired time range: Choose from predefined time ranges such as Last Day, Last Week, or Last Month, or specify a custom range.
Choose the program: You can select specific programs or choose "All Programs" to include all programs in the report.
Choose the Campaign ID (optional): Filter the report results by a specific campaign or select "All campaigns" to include data from all your campaigns.
Optionally customize the advanced settings:
Select the desired report format: XLSX, CSV, or JSON.
Choose the delivery method for the report via SFTP.
Specify the container in which you want to analyze advocate performance.
If you want to analyze live advocates, leave the container set to production.
You can also set it to test or bot if you wanted to analyze advocate performance for those specific segments.
Filter by visit type.
Use "new to program" if you just want to see advocates who advocated for the first time in a program.
Use "new to client" if you just want to see first-time advocates.
Filter by quality.
High will show you high-quality advocates.
Low will show you advocates who failed one or more quality rules.
Apply specific tags for filtering purposes.
Click the Save & Run button to generate the report based on your selected parameters.
Report Results
Upon running the Active Advocates report, you will receive a table containing the following information:
Email: The email address of the advocate.
First Name: The first name of the advocate.
Last Name: The last name of the advocate.
Partner User ID: The unique ID associated with the advocate, such as a user ID or a member ID.
Step Name: The specific action step performed by the advocate, in this case, the "advocated" step.
Value: The corresponding value associated with the advocate's action. It is important to note that some advocated steps may not have an associated value, and therefore, it is expected to see 0s in this column. This indicates that certain actions performed by the advocate do not have a specific monetary or quantitative value assigned to them.
Note: Advocated steps don't have value associated with them so it's okay (and expected) to see 0s in this column.
Program Label: The label of the program associated with the advocate and their activity.
Campaign ID: The ID of the campaign associated with the advocate.
Channel: The channel through which the advocate shared the content.
Source: The promotional source that drove this share
Example Data
This data can help you gain insights into the advocates who are actively promoting your programs, their actions, and the channels they use.