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Filtering Your Insights

Filter Metrics, Sort Insights, Insights view

Maria Steinberg avatar
Written by Maria Steinberg
Updated over a week ago

To get down to the specifics inside of your insights, you can filter them using the filter icon (located in the top right corner on the Content, Categories, Audience, and Blasts Insights pages).

From the Filter menu you can select filter options on each of these pages pertaining to the specific type of insights. See below for more information about which options are available.

Content Insights

Inside of your Content Insights page (Insights > Content), you have the following filtering options:

Organization (Optional for family Cerkl Instances). Filter your Content by Organization where it was published.

Segment

Filter Content to show the pieces that were targeted or restricted to a particular Segment. Select None to see only content with no Segments attached at all.

Please Note: This will not filter down the Content listed, instead it filters to show the Audience count that the Content was restricted to via Segments.

Filter by tagged Categories, so you can see which pieces were tagged with specific Categories.

Source

Filter by the source(s) Content pieces have been pulled from.

Filter by the posting priorities chosen inside the Content’s Distribution Settings: Normal (based on audience interests), Top Story to everyone, Required to everyone.

Content Type

Filter by type of Content the story is: Update/Link, Event. Update/Link are also Stories.

Filter by their assigned author. If you don’t have Content Authors toggled on in your Instance, all your pieces of Content will be authored by your Organization.

Campaign

Filter to see Content in specific Campaigns. Additional Campaigns added to this filter use additive "or" logic so that you can see Content across multiple campaigns.


Category Insights

Inside of Category Insights (Insights > Categories > Most Popular/Opportunities), you have the following filtering options:

Organization

(Optional for family Cerkl Instances). This allows you to filter your Categories by Organization.

This allows you to filter your metrics to show Category Insights only for Subscribers in a select Segment.

Limit to Organization Categories

Check the box to the left of “Limit to Organization Categories” to see metrics only for Categories inside your Instance’s Content Controls.


Audience Insights

Inside your Audience Insights, you will have different filtering options depending on the page you go to.

Audience Metrics

Inside of Insights > Audience > Metrics, you have the following filtering options:

Organization

(Optional for family Cerkl Instances). This allows you to filter by your Audience Members by Organization.

Segment

This allows you to filter your Audience metrics to only show Subscribers in a select Segment.

Personalization

This allows you to filter based on whether or not the Subscribers have gone through the personalization process: Personalized, Not Personalized.


Blast Insights

Inside of your Blast Insights, you will have different filtering options depending on the page you go to.

Blast Metrics

Inside of Insights > Blasts > Metrics, you have the following filtering options:

Organization

(Optional for family Cerkl Instances). This allows you to filter by your Blasts by Organization.

Segment

This will allow you to filter your Blasts based on the Segments they were sent to.

This allows you to filter your Blasts by the Categories of interest that were targeted inside the Blast. This will only show Blasts that specifically targeted those Categories of interest inside the Target Audience.

Opt-In Status

This allows you to filter by your Subscribers’ opt-in status, to show only Blasts that were sent to Subscribers with the selected opt-in status: Email Blasts Only, News Digests Only, Email Blasts and News Digests.

Blast Creator

This allows you to filter your Blasts by the Team Member that created them.

Sender Profile

This allows you to filter your Blasts by the Sender Profile used when sent. This option is only available when Sender Profiles are enabled from Blast > Controls.

This allows you to filter your Blasts by the Campaigns they have been added to.

Blast Audience

Inside of Insights > Blasts > Audience, you have the following filtering options:

Segment

This allows you to filter your metrics to show Audience metrics to only show Subscribers in a select Segment.

Blast Creator

All audience members will still be listed. Metric data results will adjust based on Blasts and the creator which is listed.

All audience members will still be listed. Metric data results will adjust based on Blasts and their Campaigns that they have been included in.


If you have any questions at all, please don't hesitate to reach out to us at support@cerkl.com or use the support Chat toward the bottom right-hand corner of any cerkl.com page.

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