Guide to Widgets

Widgets are useful tools built into the portal that allow you to display information based on what results are important to you. You can view user growth, funnel conversions, top content metrics, posts pending approval, etc. You can also add and remove widgets, and for each widget, you’ll be able to filter by different data series, time frame, user types, and more. You can even have multiple of each widget!

 
Now that we’ve explained what widgets are, let’s take a deeper dive into each one!

To edit the contents of any widget, click on the Edit button in the top right of your Dashboard and click on the 3 dots on the widget you'd like to edit. Details are listed below for what you can change and customize in each widget.

Quick Actions:

Using Quick Actions, you can add posts, send announcements, create new events, build new campaigns, and build SMS campaigns (check out our other support articles if you want to learn more about any of these features).

For this widget, you can edit the title.

Posts Pending Approval:

Using Posts Pending Approval, you can see a list of recently scheduled posts. Information such as the title of the post, publish date, and tagged communities can be found here. You can easily approve, reject, or edit posts using this widget. 

For this widget, you can edit the title and the number of posts shown in the widget.

Comments Pending Approval:

Using Comments Pending Approval, you can see a list of recent comments that need to be reviewed for approval. You can also click into users’ profiles, click into the post being commented on, and approve or reject the user’s comment.

For this widget, you can edit the title and the number of comments shown in the widget.

Pending SMS Conversations:

The Pending SMS Conversations widget allows you to see any text replies from families that haven't been reviewed by your team yet - to help you surface the most important SMS action items.

For this widget, you can edit the title and the number of Conversations shown in the widget.

User Growth:

Using User Growth, you can analyze data regarding total signups over any specified period of time. The signups are separated into four categories: Admins, Parents, Students, and Guests. This widget can show you user growth overtime to make sure new users are being added!

NOTE: Guests are users who have had posts shared with them over email using the share button across the bottom of a post’s photo area. They do not receive regular communication but can convert their account if they would like to.

For this widget, you can edit the title, the number of weeks shown, and which segments of users are shown (Families, Admins, Guests, and Students).

Total Users:

A snapshot of the total number of users in the portal. If the portal has multiple organizations, you can see the user counts for different user roles (i.e. Prospective Families and Current Families) or different campuses (i.e. Main Campus Families and Branch Campus Families). 

Email Sends:

Using Email Sends, you can track the number of emails sent over a specified period of time. This can help show how much communication is automatically being sent from your portal - with little work from you!

For this widget, you can edit the title, the number of weeks shown, and whether to show All Emails, only Newsletters, or only Announcements.

Community Snapshot:

Using Community Snapshot, you’re able to choose a community from your list of communities and view its membership count, open rate, and click rate. 

You can use this to keep track of engagement for key communities.

For this widget, you can edit the title, which community is shown - out of any community in your portal. If you'd like to show multiple communities, you can create multiple widgets of this kind.

Community Engagement Metrics:

Using Community Engagement, you can analyze different community open rates, click rates, email sends, and more over a specified period of time. You can choose multiple communities to analyze at the same time. Hovering over each month will give you a more detailed view of community data. You can set filters so the chart displays information based on:

• Open Rate
• Click Rate
• Total Sends 
• Unique Opens 
• Unique Clicks 
• Total Members 
• New Members

You can use this information to compare how different populations are utilizing the platform and find out which groups are the most engaged, which can inform outreach and content strategies for your team.

For this widget, you can edit the title, which communities are shown (you may select multiple), how many weeks of data is shown, and what the filtering criteria is, of the 7 filters listed above.

Top Posts:

Using Top Posts, you’re able to select any amount of posts within a specified period of time to be displayed. This widget will sort your top posts based on post clicks. This will give you a better understanding of the content families want to see!

For this widget, you can edit the title, number of posts shown in the list, and the number of weeks of data included in the calculation of post clicks.

Top Announcements:

Using Top Announcements, you’re able to select any amount of posts within a specified period of time to be displayed. You can sort your top announcements based on:

• Most Recent Announcements
• Number of Sends 
• Click Rate
• Open Rate

This widget can help inform you what announcements perform well and also let you know if it’s been a while since you last sent an announcement.

For this widget, you can edit the title, number of announcements shown in the list, and how to filter the data, by one of the four criteria listed above.

Top Advertisements:

Using Top Advertisements, you’re able to select any amount of advertisements within a specified period of time to be displayed. You can sort your top advertisements based on:

• Impressions
• Number of Clicks 
• Most Recent

For this widget, you can edit the title, number of advertisements shown in the list, how many weeks of data is included in the calculations, and how to filter the data, by one of the three criteria listed above.

Top SMS Campaigns:

Using the Top SMS Campaigns widget, you can view your SMS campaign performance. You can select how many SMS campaigns are shown and sort your top SMS campaigns based on:

• Most Recent
• Sends
• Clicks
• Replies

For this widget, you can edit the title, number of SMS campaigns shown in the list, how many weeks of data is included in the calculations, and how to filter the data, by one of the four criteria listed above.

SMS Opt-Ins:

A chart showing the total number of SMS opt-ins over time. Hovering over the chart will show you opt-ins for each month. 

For this widget, you can edit the title and number of weeks of data shown.

SMS Messages Sent:

A chart showing the total number of SMS messages sent over time. Hovering over the chart will show you messages sent for each month.

For this widget, you can edit the title and number of weeks of data shown.

Funnel Snapshot:

For users with the Student Enrollment Module, Funnel Snapshot will display user membership for prospective families and Parent Promoter Score (a measure of how engaged families are based on account conversion, campaign clicks, email opens, etc.) within each funnel stage.

For this widget, you can edit the title, which funnel the data is pulled (if you have multiple funnels - such as an enrollment funnel and a family giving funnel), and which cohorts are included in the widgets.

Funnel Conversions:

For users with the Student Enrollment Module, Funnel Conversions will display an overview of the conversion rates between specified stages for a specific funnel. You can filter by all active cohorts or select the cohort you would like to analyze data for. You may use this to track yield from admitted to deposited.

For this widget, you can edit the title, which funnel the data is pulled (if you have multiple funnels - such as an enrollment funnel and a family giving funnel), the end stage for which the conversion is shown (Final Stage is Admitted in the screenshot above), and which cohorts are included in the widget.

FERPA Connections:

A chart showing FERPA connections (requests and accepts) over a specified period of time. Hovering over the chart will show you the number of connections made and the number of connections accepted.

For this widget, you can edit the title and the number of weeks of data shown.

FERPA Tile Clicks:

A chart showing the number of clicks for each FERPA tile over a specified period of time.

For this widget, you can edit the title and number of weeks of data shown.

eCommerce Revenue:

A chart showing eCommerce revenue over time. Hovering over the chart will show you order revenue for each month.

For this widget, you can edit the title and number of weeks of data shown.

Active Users:

A chart showing the number of users who visited the platform or engaged with emails/SMS texts sent through the platform over time.

For this widget, you can edit the title and number of weeks of data shown.  

Portal Visitors: 

A chart showing the number of users who visited the platform over time. 

For this widget, you can edit the title and number of weeks of data shown.

NOTE FOR MULTI-ORGANIZATION PORTALS:

If the portal has multiple organizations, you can edit the User Growth, Total Users, Email Sends, Top Posts, Top Announcements, Top Advertisements, Community Snapshots, Active Users, and Portal Visitors widgets by user role to segment important metrics for different user roles (i.e. Prospective Families and Current Families).

For the User Growth and Total Users widgets, you can also filter by non-parent roles as well, such as admins, students, etc.