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Getting started with Realtime Details

Overview

You can invoke the Realtime Details report in the following ways:

  • From the Reporting Hub’s Native Reports section. Selecting the option displays the Choose Interaction, Smart Asset, Landing Page, Realtime Decision or Selection Rule File System Dialog to facilitate selection of a file to view in the Realtime Details report. Landing page, smart asset, interaction, selection rule and realtime decision files are shown. You can select a file to view its details in the Realtime Details report.

  • From the Realtime Details option within a widget.

  • From the same option, exposed within the quick access menu’s Reporting Hub task.

  • By double-clicking a landing page in the Tracked Items list in the Realtime Report.

  • By clicking one of the following designer toolbar buttons:

    • Landing Page Designer: Details

    • Smart Asset Designer: Results

    • Interaction Designer: Realtime Results

  • By invoking View Realtime Details at the context menu displayed when right-clicking a smart asset in the Realtime Details content treeview.

Realtime Details Basics

The Realtime Details report is displayed in a separate tab in the RPI framework. Multiple Realtime Details reports can be open concurrently.

The interface contains the following:

  • Header

  • Key Metrics

  • Treeview

  • Charts

Display When No Results Exist

When an item for which no results exist is displayed in the Realtime Details report, it is shown as follows:

Header

The Realtime Details Report header contains the following:

  • File icon

  • File name

  • Version: this dropdown is only displayed for smart assets and landing pages. It allows you to select the published version of the file for which you wish to view Realtime Details.

  • Show Results From: defaults to today - 1 month, unless invoked from the Realtime Tracker or another Realtime Details instance, in which case the field is set to the same value as the equivalent field in the context of invocation. Show Results From must be before Show Results To.

  • (Show Results) To: defaults to today, unless invoked from the Realtime Tracker or another Realtime Details instance, in which case the field is set to the same value as the equivalent field in the context of invocation. Show Results To must be after Show Results From.

  • Actions toolbar: exposing the following:

    • Open the latest version of the current item: displays the latest version of the file displayed currently in the Realtime Details report in an appropriate designer instance.

    • Refresh

    • Choose an Interaction, Smart Asset or Landing Page to view details. Selecting this option displays the Choose Smart Asset, Interaction or Landing Page File System Dialog to facilitate selection of a file to view in the Realtime Details report.

  • Roll Up/Expand: this arrow button allows you to control whether the following properties are shown or hidden.

  • Published: a read-only representation of the date and time the file was published. Only displayed for smart assets and landing pages.

    • Publish Location: read-only. Only displayed for smart assets and landing pages.

Key Metrics

The Key Metrics section is displayed to the right of the Realtime Details report.

It displays key metrics relating to the current smart asset or landing page version, or interaction.

The actual metrics displayed depend on the data available, which vary by file type and data availability.

Treeview

A treeview is displayed to the left of the Realtime Details report, below the top section. Its contents vary in accordance with the type of file that is currently shown.

Landing Page

When a landing page version is shown in the Realtime Details report, the treeview contains the following:

  • Overview: this treeview node is always shown. When it is selected, the following is shown to the right of the Realtime Details report:

    • Overview

    • Key Metrics/Goals (if the landing page contains one or more goals).

A context menu is shown when right-clicking the Overview node, exposing the following options:

  • View File Information

  • Open Latest Version

  • Open This Version

Smart Assets: this treeview node is only displayed when the currently-displayed landing page version contains one or more smart assets.

When it is selected, the following are shown to the right of the Realtime Details report:

  • Content Impressions By Asset

  • Content Impressions By Asset Over Time

Each smart asset version contained within the currently-displayed version of the landing page is listed as a child of the Smart Assets treeview node. Child nodes are presented in alphabetical order. Any smart assets are shown in a flattened hierarchy as peers of their parent nodes. When a smart asset version is selected, the following are shown to the right of the Realtime Details report:

  • Content Impressions Over Time

  • Content Impressions

  • Selected Content Preview

A context menu is available when right-clicking a smart asset version in the treeview, exposing the following options:

  • View Realtime Details

  • View File Information

  • Open Latest Version

  • Open This Version

When you double click a smart asset version in the treeview, its details are displayed in another instance of the Realtime Details report.

When a goal smart asset version is selected, the Goal Smart Asset Result section is displayed below the treeview.

When an advanced smart asset variant is selected, the following are shown to the right of the Realtime Details report:

  • Message Impressions Over Time

  • Message Impressions

  • Selected Variant Preview

When a landing page contains one or more goals, a tabset is shown to the right, exposing Impressions and Goals tabs.

The Impressions tab hosts the charts documented above.

The Goals tab contains the following:

  • Goal Conversion Rate Over Time

  • Selected Content Preview

  • Links: this treeview node is only displayed when the currently-displayed landing page version contains one or more links. When it is selected, the following are shown to the right of the Realtime Details report:

    • Link Clicks Over Time

    • Total Version Link Clicks

    • Selected Link Details

  • Web Forms: this treeview node is only displayed when the currently-displayed landing page version contains one or more web forms. When it is selected, the following are shown to the right of the Realtime Details report:

    • Form Submissions Over Time

    • Total Version Form Submissions

    • Selected Web Form Details

  • Referrals: this treeview node allows you to view details of the contexts in which visitors were referred to the current landing page version. When it is selected, the following are shown to the right of the Realtime Details report:

    • Referrals

    • Total Version Referrals

    • Selected Referral Details

Each chart cited above is documented separately.

Smart Asset

When a smart asset version is shown in the Realtime Details report, the treeview contains the following:

  • Overview: this treeview node is always shown. When it is selected, the following is shown to the right of the Realtime Details report:

    • Content Impressions Over Time

    • Content Impressions

    • Selected Content Preview

A context menu is displayed when right-clicking the Overview node, exposing the following options:

  • View File Information

  • Open Latest Version

  • Open This Version

  • Landing Page Utilization: this treeview node allows you to view how the currently-displayed version of the smart asset has been used to serve content in the landing pages in which it is utilized. When it is selected, the following are shown to the right of the Realtime Details report:

    • Utilization Over Time

    • Utilization

Each published landing page version in which the currently-displayed smart asset was used is listed as a child node of the Landing Page Utilization node.

When a landing page version is selected, the following are shown to the right of the Realtime Details report:

  • Overview

  • Content Impressions

  • Selected Content Preview

A context menu is available when right-clicking a landing page version in the treeview, exposing the following options:

  • View Realtime Details

  • View File Information

  • Open Latest Version

  • Open This Version

  • Outbound Offer Utilization: this treeview node allows you to view the outbound offers in which the smart asset was used. When selected, the following is displayed to the right of the Realtime Details Report:

    • Utilization Over Time

All offers in which the smart asset was used are listed below the node. For each, the name of the interaction and the name of the activity are shown. When an offer is selected, the following is shown to the right of the Realtime Details Report:

Overview

Variants: this node is shown when an Advanced smart asset is shown in the Realtime Details Report.

The smart asset’s variants are listed within the node. When a variant is selected, the following are displayed to the right of the Realtime Details Report:

  • Message Impressions Over Time

  • Message Impressions

  • Selected Variant Preview

Each chart cited above is documented separately.

Interaction

When an interaction is shown in the Realtime Details report, the treeview contains the following:

  • Overview: this treeview node is always shown. When it is selected, the following is shown to the right of the Realtime Details report:

    • Overview

A context menu is displayed when right-clicking the Overview node, exposing the following options:

  • View File Information

  • Open Latest Version

  • Open This Version

  • Smart Assets: each smart asset version contained within the currently-displayed version of the landing page is listed as a child of the Smart Assets treeview node. Child nodes are presented in alphabetical order. Any smart assets are shown in a flattened hierarchy as peers of their parent nodes. When the Smart Asset node is selected, the following are shown to the right of the Realtime Details report

    • Content Impressions By Asset

    • Content Impressions By Asset Over Time

When a smart asset version is selected, the following is shown to the right of the Realtime Details report:

Content Impressions Over Time

A context menu is available when right-clicking a smart asset version in the treeview, exposing the following options:

  • View Realtime Details

  • View File Information

  • Open Latest Version

  • Open This Version

When you double click a smart asset version in the treeview, its details are displayed in another instance of the Realtime Details report.

Activities: fulfillment activities within the interaction are listed within this node.

When an activity is selected in the treeview, the following is shown to the right of the Realtime Details report:

Activity Overview

A context menu is available when right-clicking an activity version in the treeview, exposing the following options:

  • View Realtime Details

  • View File Information

  • Open Latest Version

  • Open This Version

Smart assets used within activities are listed within the same. The following is shown to the right of the treeview when a smart asset is selected within the Activities node:

Content Impressions Over Time

The same context menu options are available when right clicking a smart asset as when right clicking an activity.

Closing Realtime Details

You can close the Realtime Details report at any time by closing the tab within which it is displayed, or by shutting down RPI itself.

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