After you have set up your Google Analytics Integration with ROI, and you  have created Imports for  Anonymous and Identified visitors, you will want daily visitor reports emailed to you.


Step 1 Create a Segment for Anonymous and Identified  Visitors


1. In ROI, go to the Data tab. Click Segments.


2. Add a new folder. Title it Analytics. Click on that folder.


3. Go to Create  New Segment > Create New Segment.


4. To create the Anonymous Visitors Report.


        a.  Remove the Contacts table which automatically shows up.
        b. Select Add Table. Select the AnonymousAnalyticsData Table. 

        c. In the Events Table, Make sure the following  fields are checked:

1. AdditionalInfoString1

2. AdditionalInfoString3

3. AdditionalInfoString5

4. AdditionalInfoString6

5. EventDateTime

6. Id

        d. Click Column Order and Aliases.



    e. Order the columns (they drag and drop) and assign Aliases according to the picture below. Select Done with finished.


    f. The Set Criteria and Sort Order should look like the picture below:



g. Name the segment “Anonymous Visitors Yesterday

h. Description: “Anonymous Website Page Visits Yesterday

i. Folder: Analytics

j. Click Save


5. To create the Identified Visitors Report:


a. Click Create New Segment

b. Add the Contacts and the Events Table (pictured  below).

            i.       In the Contacts Table, make sure the following  fields are checked:

1. Email

2. FirstName

3. ID

4. LastName

                      ii.       In the Events Table, Make sure the following  fields are checked:

1. AdditionalInfoString1

2. AdditionalInfoString2

3. AdditionalInfoString3

4. AdditionalInfoString4

5. AdditionalInfoString5

6. AdditionalInfoString6

7. EventDateTime

8. EventType

c. The Set Criteria section should look like the picture below.

d. Name the segment “Identified Visitors Yesterday

e. Description: “Identified Website Page Visits Yesterday

f. Folder: Analytics

g. Click Save




Step 2
Create a Campaign to Receive Daily Visitor Reports


1. Go to the Campaigns  tab in ROI


2. Add a new folder. Title it Analytics. Click on that folder


3. Click Create New Campaign

4. Title the campaign Google Analytics Reports


Creating the Anonymous Visitors Report


5. Click Add Tactic. Select All Contacts in a Segment and Email ROI Segment. Then click Add Tactic.



6. Name the tactic Anonymous Visitors Yesterday

a. Select Send As – Inline within an Email as HTML

b. Enter the email addresses of people you want to receive the report. For From Email Address enter support@rightoninteractive.com

c. For Subject, we recommend Anonymous Visitors Yesterday. 

d. For Email Body type the message you want to come before your report. Something like, “Hello – below is a list of anonymous visitors that viewed your pages yesterday.”

e. Add the Anonymous Visitors segment you created, titled Anonymous Visitors Yesterday

                           i.       Check the box “Include any Contact that were  already a part of this Tactic”

f. For the When?  Section:

                            i.       Enter your desired start date and time

                          ii.       Repeats: Days

                         iii.       Enter your desired end date 

                         iv.       Click “Enable Schedule to Run”

                          v.       Click Save

 

 

Creating the Identified  Visitors Report


1. Go to your campaign titled Google Analytics Reports


2. Click Add Tactic. Select All Contacts in a Segment and Email ROI Segment. Then click Add Tactic.


3. Name the tactic Identified Visitors Yesterday

a. Select Send  As – Inline within an Email as HTML

b. Enter the email addresses of people you want to  receive the report

c. For Subject,  we recommend Identified Visitors  Yesterday

d. For Email Body type the message you want to come before your report. Something like, “Hello – below is a list of identified visitors that viewed your pages yesterday.”

e. Add the Identified Visitors segment you created, titled Identified Visitors Yesterday

                                i.       Check the box “Include any Contact that were already a part of this Tactic”

f. For the When? Section:

                                i.       Enter your desired start date and time

                              ii.       Repeats: Days

                             iii.       Enter your desired end date 

                            iv.       Click “Enable Schedule to Run”

                              v.       Click Save