Available November 20 – This article covers the new Audience Insights, which goes live on November 20. Until then, current dashboards work as they do today.
Audience Insights, located under the Analyze section in the main navigation menu, shows how your audience engages across email, web, subscriptions, and AI content tagging. Use the prebuilt pages to monitor performance, or build your own cards, dashboards, and apps from the same data.
Essential Insights and My Insights
Audience Insights has two tabs in the top right corner.
Essential Insights is Omeda's prebuilt app. It has five pages:
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Email Engagement Insights
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Email Deliverability Insights
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Subscription Insights
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Web Behavior Insights
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AI Tagging Insights
Everyone with access to Audience Insights can view these pages, filter them, and export or schedule individual cards.
My Insights is your personal workspace. It opens on your Overview dashboard, and from here you can find apps shared with you, review cards shared with you or that you've favorited, and, with build access, create your own cards, dashboards, and apps.
Key terms
Audience Insights content comes in three forms: cards, dashboards, and apps. Knowing the difference makes it easier to find what you need and choose the right one to build.
Card: A single chart, table, or KPI built from one dataset. Cards are the building blocks of dashboards and apps. You can export, schedule, share, or favorite a card on its own.
Dashboard: A single page of cards you put together in My Insights. Your dashboards are listed in the My Insights sidebar, below Overview, Favorites, and Shared. Overview is also a dashboard: it's always private and can't be shared.
App: A set of pages with its own navigation across the top. Essential Insights is an app, even though you may think of its pages as dashboards. Apps you own or that are shared with you are listed under Apps in the My Insights sidebar.
What you can do with your access level
|
Task |
View access |
Build access |
|---|---|---|
|
View and filter Essential Insights pages |
Yes |
Yes |
|
Save your own filtered view of a page |
Yes |
Yes |
|
Export a card (Email, Print, Excel, CSV, PowerPoint) |
Yes |
Yes |
|
Export a card's underlying data (CSV or Excel) |
Yes |
Yes |
|
Schedule a card as an emailed report |
Yes |
Yes |
|
Favorite cards and apps |
Yes |
Yes |
|
Export or schedule a full app page (Report Builder) |
No |
Yes |
|
Create cards, dashboards, and apps |
No |
Yes |
|
Share cards and apps |
No |
Yes |
Contact your Omeda account team to change a user's access level.
Additional Resources
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Using Essential Insights
Navigate, filter, export, and schedule the prebuilt Essential Insights pages. -
Using My Insights
Organize your Overview dashboard and find shared and favorited content. -
Building a Dashboard
Create a dashboard, add cards, and arrange the layout. -
Building a Card
Create a new card and build it in Analyzer. -
Building Your Own App
Start a new app from Essential Insights and customize it. -
Audience Insights Data Sources
Review the datasets and fields available in Audience Insights.
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