Woopra Documentation

People Reports

Woopra’s People Reports allow you to quickly generate a view of the people engaging with your brand, across the custom metrics that matter most to you. Segment your report based on properties such as transactional history, recency, at-risk-of-churn, engagement and more. Then, add columns to create a personalized view that can be saved for quick reference and future use throughout the platform.

These reports allow you to easily answer questions like:

  • Who are the people that are highly engaged in my product?
  • Who has recently signed up from a Facebook Marketing campaign and what industry are they in?
  • Who is using our latest product feature and where are they from?

Building a new People Report

For a clear understanding of how you can leverage this feature and begin generating your own reports, we’ll walk through a common scenario and use case.

Let’s say you’re a B2B SaaS company with a freemium, pay-as-you-go model.

You want to determine who your most active freemium users are so that your sales team can reach out to them for a potential subscription upgrade.

Step 1: Select the timeframe you wish to see

When you first load the people report, you’ll automatically see results based on the last 30 days. This is the default timeframe that Woopra will set to your report.

Customizing the timeframe is simple!

The People Reports configuration makes it easy to adjust the time and find the exact group of people you’re looking for in the timeframe you’d like insight into. Simply click the timeframe button and select the timeframe accordingly.

From here, Woopra offers custom date ranges, allowing you to select dates up to two years in the past for paying subscribers and up to 90 days for our free users. In addition to the custom date ranges, you’ll also have a number of preset options to quickly alter your report.

Remember, when you set the timeframe for your report, Woopra will only display the data from within that timeframe, regardless of the segmentation you have set up.

Step 2: Adding segmentation to your report

With Woopra’s nested logic segmentation, you can segment your report by the exact group of people you’re looking for based on who they are and what they do. Further refine your filtering to find any key group of individuals that you need to see on the fly.

You can filter based on demographic attributes, behaviors, or dozens of other actions you’re tracking to identify groups of people based on product engagement, campaign attribution, upgrade potential and more.

Attaching a saved segment

If you find yourself creating the same segment over and over again, you may want to consider creating a segment and saving that segment in your Woopra project.

With saved segments, you can quickly and easily attach that segment to, not only your people report, but all reports, triggers and automations across the Woopra platform.

To add a saved segment to your people report, click the “All People” button next to the “Performed By” title in the configure section below the timeframe. Here you will see a list of all saved segments, allowing you to filter by the characteristics you’ve previously defined.

You’ve now narrowed down your report to a group of people based on the last 30 days.

Creating a segment and applying it to your report

If you don’t have any saved segments in your Woopra project, that’s ok. You can create a segment at any time, on the fly, by clicking the “+” button in the “Performed By” section of your configuration.

After clicking the “+” button, you will see a popup asking what you would like to filter your people by.

Here you can select any behavioral action or visitor property. This allows you to see all available properties in one simple dropdown.

As a B2B SaaS company with a freemium model, you may want to find a list of all people that are free users and see which ones are most engaged with your product. You could do this by selecting the “ARR” visitor property and setting the value of this property to 0. This will find all of users that are signed up but not yet paying for the service. If you’ve defined free users in another way, such as with a “free” visitor property, you could use this here as well.

Of these people, you might want to determine who is the most engaged, so you’ll need a way to determine who has been engaging with your product frequently. You could do this by adding another filter to the segment and only show people that are not paying and have viewed your application 50 times in the last 30 days.

To do this, you can click the “+” button to see another pop-up and select the webview event from the dropdown list. With the webview event selected, you can then aggregate this data to only show people that committed this action 50 times, by altering the aggregate to “Count” of “At Least” “50” times in the last 30 days.

With the segment and timeframe in place, you can now customize the report to display the properties of the people you wish to see.

Step 3: Adding columns to the report

If you’re a B2B SaaS company looking to find a list of engaged users for your sales team, you could select the properties that are most relevant and important to your sales team.

Adding columns and displaying data in your report is simple in the people reports.

Click the “+” button, write the name of your column and select the property that you want to see from the dropdown list provided. Then, you’re done!

Making the most of your new people report

Now that you’ve created a new people report, you’ll want to make the most of it.

Since you’re a B2B SaaS company, you’ll probably want to share this report with your Sales team, export the results for further analysis and start refining your method for calculating highly engaged users.

Step 4: Share your People report

Sharing your people report with the Sales team is simple, making it easy for your team to adopt this as part of your teams regular workflow.

To begin sharing your reports, you can hover over the three dots on the right-hand side of your screen, above the configure section in the view.

After selecting this menu, simply click the “Share” link and check the “Sales” team from the list of groups you’ve set up in your Woopra project.

That’s it! Now your Sales team has full access to the new engagement report and can begin approaching new customers based on relevant usage of your product.

Step 5: Exporting your People Report

When it comes to exporting reports, you can follow a similar process as sharing, and select the “Export” link from the dropdown in the three dot menu.

After selecting the “Export” link you will be prompted with a few options. One of these option is “Download Report."

You will then see an option to export your report to a CSV, HTML or PDF and you can check the box if you wish to receive an email with this report attached.

The final step is to click the Export button on the top right hand corner of the pop up and you’re all set.

Refining highly-engaged users with Group filters

After your Sales team begins monitoring the results, they find significant improvement in conversions using the engagement report you’ve created. But, you’re starting to notice that, while a high number of Webviews leads to higher conversions, so does a greater use of your company’s most important product feature and customer engagement on live chat.

You could spend the time to duplicate this report and customize the configuration to only show people that have engaged with your most important feature, let’s say, 15 times.

But, this is time consuming, and you would then need your sales team to review two reports, which wouldn’t be efficient.

Because of this, we’ve designed nested segmentation filters in the “Performed By” section of your configuration.

Now, with Woopra, rather than creating two of the same reports, you can add a split group to segment by multiple actions or attributes.

You could say, for example, I want to see all people that committed a Webview 50 times and those that viewed your most important feature at least 15 times or started a conversation on chat.

This expands your list of leads for the sales team without changing your company’s workflow.

People Reports