Tag: data

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Pregnancy charity case study: Tommy’s

Tommy’s is a charity organisation committed to saving babies’ lives. We fund pioneering research and support families through every part of the pregnancy journey.

Tommy’s has been a core analytics client of mine since 2020. Like most large non-profits, they have a wide range of digital products supporting diverse activities. With one of the UK’s most visited charity websites – tens of thousands of daily visitors to the main site alone – there is a wealth of data to organise and make sense of.

Working closely together, we have delivered reliable data analytics leading to actionable insight. This spanned the launch of a new website in 2020 through to ongoing monitoring, evaluation, and optimisation of Tommy’s activities. Our work together has covered several high-profile websites, apps, campaigns, and digital channels. I have brought a wide range of skills and knowledge to these projects, while constantly learning and adapting to support the highest quality results.

Work delivered includes:

  • A range of deep-dive analysis, highlighting opportunities for UX, content, and campaign improvements
  • A conversion rate optimisation (CRO) process, principles, and materials
  • Individual CRO experiments leading to conversion uplift and highly actionable insights
  • Bespoke website reporting dashboards created in Looker Studio
  • Strategic guidance on analytics approaches, platforms, tools, and integrations
  • A highly customised multi-site analytics setup, featuring Google Tag Manager, Universal Analytics, GA4, and Google Optimize.
  • Training, walkthroughs, and handover with Tommy’s team and consultants
  • Support with tracking and evaluating advertising and social media campaigns

Daniel has been invaluable in helping us to translate often complex and confusing data into meaningful insights and opportunities, in order to continually improve our websites and apps.

Catherine Filmer
Senior Digital Product Manager, Tommy’s

Highlight: Surfacing opportunities through analysis

We have carried out several pieces of “deep-dive” analysis across Tommy’s website: detailed data analysis looking at many aspects of web content and user conversion. I am always keen for analysis to present opportunities for improvement, which could relate to UX, content, or communications driving traffic to the site.

Our deep-dive analysis work has accelerated in recent times, feeding directly into Tommy’s strategic web development roadmap. It also provides a sound basis of quantitative insight – and inspiration! - for our CRO programme.

We have helped to evaluate the overall performance of Tommy’s website, focusing on traffic profiles, user journeys, and a range of key outcomes across the site. As well as this broad analysis, we have delivered granular insight into specific areas, like the donation process and Tommy’s popular pregnancy tools.

Most recently, we analysed the performance of Tommy’s new Miscarriage Support Tool in depth. The Miscarriage Support Tool uses an algorithm developed by the University of Warwick and is based on data collected from Tommy’s National Centre for Miscarriage Research. Our insights fed directly into development improvements and enhanced recruitment for user research, receiving positive feedback from within Tommy’s.

Highlight: Conversion rate optimisation

A core specialism throughout my career has been conversion rate optimisation (CRO). Through structured AB or multivariate tests – randomised control trials - we can get true “cause and effect” insight on website changes.

I have brought years of successful CRO experience to Tommy’s, helping them to:

  • Identify CRO tools on the market and choose a solution
  • Understand strategy, best practice, and rationale around CRO
  • Embed a clear, rigorous process and documentation
  • Demonstrate the tools
  • Set up individual tests
  • Integrate CRO with rich web analytics
  • Analyse and share results, making clear recommendations for next steps

We gained momentum in our CRO programme across 2021-22. Our first major test was a success: we trialled two popup variants on Pregnancy Hub pages, asking users to sign up to pregnancy support emails. We had to ensure that the popup was not shown at inappropriate times, such as on pages relating to baby loss. We also did not want to damage the overall user experience and cause abandonment from the site.

The test resulted in a clear winning popup variant, with over four times the email signup conversion of the control (gaining hundreds of extra signups over the test period). We also increased the marketing opt-in rates from completed signups, and improved overall website engagement rates, making this test a resounding success for positive uplift.

Next, we focused heavily on optimising the website donation process. We carried out several tests, starting with introducing an inline donation widget to high-traffic pages then moving on to testing donation popups across different site sections. We also completed iterative rounds of testing on the donation form prompts, aiming to find optimal values and understand the behavioural economics underpinning donor choices.

Our tests so far have been extremely useful. They have either given us direct conversion uplift or helped increase our understanding of user behaviour and guide development priorities. 

Some successful variants from our CRO tests.

Highlight: Multi-site analytics setup

All data analytics needs a good implementation at its heart. This is particularly true for Tommy’s: several websites, apps, and platforms generate a huge continuous stream of visits, interactions, and conversions.

I was fortunate to come on board several months before the launch of Tommy’s new website in 2020. This enabled us to think through solutions, map out what we wanted to track (and why), and work closely with web developers. I advocated a clean, modular, consistent approach using the Google suite of products. Central to this was using Google Tag Manager (GTM) to help us deploy analytics and marketing tags with relative ease. I proposed a custom data layer for rich information capture – for areas like donation transactions and marketing opt-ins - briefing developers and providing thorough feedback to achieve this. We also integrated Google Optimize across the main website for CRO experiments and personalisations.

Initially, I set up a comprehensive Google Universal Analytics (UA) solution for Tommy’s main website via GTM. We have since extended the solution to several microsites and a mobile app, My Prem Baby. In 2022, we completed a complex rollout of the new Google Analytics 4 (GA4). I created a comprehensive GTM/GA4 solution design, which doubles as a handy reporting reference. I have also facilitated the setup of other tools, such as Wisepops to help us AB test website popups.

I am stepping back from hands-on implementation but have left solid foundations and practices in place for the future. From the beginning, I strove to explain to Tommy’s what we were doing and why, so that the solution did not become a “black box”. In reporting and analysis, I clearly outline caveats and limitations with the data, which ultimately aids understanding and insight. I have demonstrated various tools and technical concepts to Tommy’s and their consultants over the course of our work, to ease the handover of the analytics setup.

What’s next?

I am continuing to work closely with Tommy’s, with renewed focus on insight and optimisation.

My strategic aim is to use organisations’ existing data and capabilities to their fullest potential. Working with Tommy’s and their developers, we hope to roll out many more CRO tests and website enhancements in 2023.

Our overarching objectives are to improve the user experience and support good outcomes for those who use Tommy’s services and content. Positive social impact is what drives me as an analytics specialist working with non-profits; I’m pleased to be a part of achieving this through Tommy’s crucial work.

If you'd like to discuss how I can help your charity with data analytics, you can find me on LinkedIn, or email me at [email protected]

data

Higher education case study: Vepple

New case study on a comprehensive, long-term analytics project with Vepple – a rich content platform for higher education student recruitment.

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Higher education case study: Vepple, by Revolution Viewing

Vepple is an always on virtual experience platform created specifically for Higher Education student recruitment, with a focus on personalisation to increase conversion.

In developing and launching a virtual experience platform for several universities, Revolution Viewing identified the need for structured data analytics to support its growth.

They commissioned me to design and implement web analytics, assist with reporting, and uncover deeper insights about user engagement and conversion. 

What did we do?

  • Review of new user features, client strategy, and existing analytics reports.
  • Bespoke digital measurement framework, covering stages in the prospective student journey.
  • Mapping this strategic measurement framework to a concrete web analytics solution design.
  • Designing and briefing a data layer to support analytics data collection.
  • Multi-property setup of Google Analytics (GA) and configuration in Google Tag Manager (GTM).
  • Looker Studio dashboard to summarise performance across all Vepple experiences.
  • Deep-dive analysis to help evaluate Vepple, challenge qualitative research, provide insight to universities, and assist marketing efforts.
  • Ongoing updates to the data layer and GA setup as Vepple features evolved.
  • Ongoing consultancy and advice on the analytics setup and data analysis.

Sample from our Vepple Looker Studio insight dashboard

What was the outcome?

  • Revolution Viewing and their university partners have been able to rely on a full suite of web analytics data, from the initial launch of Vepple through various feature updates.  
  • A rich set of data is being collected for Revolution Viewing’s own Universal Analytics and GA4 properties. Client universities have the additional option to integrate their own GA properties with Vepple.
  • The analytics solution is future-proof due to the early inclusion of GA4 and strong GTM + data layer foundations.
  • Summary Vepple performance can be viewed easily, via a dynamic dashboard that can be filtered by different universities and user journeys.
  • Deep-dive analysis has uncovered key insights that showcase the strong performance of Vepple as a content and conversion platform for prospective university students. These insights have been shared with university partners and have featured in Vepple’s marketing.

Working with Daniel has been absolutely brilliant – he is structured, knowledgeable and has exceptional attention to detail. He’s also a lovely bloke which always helps!

Daniel helped us to understand how students are using our new university virtual experience platform, Vepple, and in turn, prove to our clients that the platform is delivering an acceptable ROI through an easy-to-use Looker Studio report. The team have really enjoyed working with Daniel and look forward to building on our working relationship as our platform grows.

Jonny Harper
Chief Technology Officer (CTO), Revolution Viewing

Strategy & measurement framework

The project began with initial strategic immersion. We reviewed Vepple’s planned features and user journeys, alongside Revolution Viewing’s client strategy and the analytics for previous iterations of the virtual experience. This helped to understand the platform and main objectives more deeply.

The next step was to take this strategic information and produce a measurement framework.

The framework broke down the student’s experience of exploring universities into key “funnel” stages, as they related to Vepple and the university in question:

  • “Attract”
  • “Engage”
  • “Prompt action”
  • “Convert”

Against each stage, we defined KPIs, supporting metrics, user segments, and dimensions of interest. Most metrics were directly relevant to the Vepple platform, though the measurement framework also spanned different digital platforms and onward conversion journeys.

The purpose of the measurement framework was to ensure that our analytics solution captured all possible data that was strategically relevant, while keeping us focused in our data collection efforts. The measurement framework is also intended as a point of reference for ongoing monitoring and evaluation of the platform.

Google Analytics solution & setup

With a measurement framework agreed, we then moved on to the task of designing and implementing Google Analytics for a dynamic platform rich in different features and types of content.

First, we translated the measurement framework and existing reporting requirements into a comprehensive solution design. This document laid out all the precise parameters for our GA setup and doubled as an evolving reference/specification. The solution covered Universal Analytics and GA4, with setups for both Revolution Viewing and for client universities’ own data collection. This meant four complex GA solutions developed in parallel.

Once the solution design was completed and signed off, working closely with Revolution Viewing’s developers we moved into designing and briefing a data layer and Google Tag Manager setup. This would serve as the foundation for all our analytics data collection. We also had to ensure that we respected users’ cookie consent options.

We then implemented a wide range of GA tags to collect data for all key user interactions, content views, and conversions. As Vepple is constantly evolving, over time we went through several rounds of analytics tracking updates to ensure that we had a correct and up-to-date set of reports.

We also set up a daily export from Vepple’s master GA4 property to a Google BigQuery project. This helps to ensure that granular analytics data will be fully available in future and can be queried flexibly on demand.

Performance dashboard

Once we had the GA data flowing, there was a need to surface basic performance data and trends in a clear dashboard.

We used Google Looker Studio to create a bespoke, dynamic dashboard, showing KPI performance and with some drill down into supporting metrics. The dashboard could be filtered by different universities’ Vepple experiences, or other parameters such as user content selections, device types, traffic sources, etc.

We also included the ability to allow individual university performance to be easily benchmarked against the aggregate performance of all universities using Vepple.

Deep-dive analysis

With good foundations in place, we were able to carry out pieces of deeper analysis at key strategic points.

Once we had a few months of data, we completed a general review of Vepple’s performance in terms of engagement and conversion. We looked at traffic trends, performance around key events such as university open days, audience profiles and segments, and conversion rates for important interactions and conversion metrics. This analysis helped understand if there were any issues with the platform, begin to identify opportunities for improvements, and develop some further analysis questions.

Next up was a “research vs. reality” analysis to support a presentation by Revolution Viewing to university clients. This analysis looked at some specific insights from qualitative research, using our quantitative data to compare actual user behaviour to stated preferences and desired features. We also broke down Vepple engagement and content data by several detailed segments to provide additional information to university partners.

Our most recent analysis looked at how user engagement and conversion varied by use of content filters. These content filters are a key feature of Vepple, allowing prospective students to personalise their virtual experience by level of study, subject area, etc.

Excerpt from the Vepple website, showcasing insights from our Google Analytics data.

Conclusion

We have completed a full programme of analytics work in designing, setting up, and using rich interaction data for Vepple. The data and insights have been well used, offering Revolution Viewing a strong platform to monitor performance and deliver ongoing improvements, as well as highlight the benefits of using Vepple to deliver content.

In my view, Revolution Viewing have been an ideal client. They are clearly experts in their field, know their audience, have a deep knowledge of technology, and are great to work with. Crucially, they understand the value of analytics and how to get the most from their data. This provides great added value to universities and prospective students alike.

If you'd like to discuss how I can help your organisation with data analytics, you can find me on LinkedIn, or email me at [email protected]

data

International development case study: Plan International

Stack of books (stock image).

I’ve been rather busy working away on many projects over the last 18 months. Here’s one of them: a global website relaunch with the development organisation Plan International.

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Development organisation case study: Plan International

Stack of books (stock image).

Plan International is an independent development and humanitarian organisation that advances children’s rights and equality for girls.

Website relaunch: May 2021 – April 2022

In early 2022, Plan International launched a new global website platform.

Keen to ensure full web analytics capability from day one, the organisation commissioned me to provide a comprehensive analytics setup, custom dashboards to surface key reports, plus training, documentation, and support for website stakeholders.

We began working together from the outset of the website project in 2021, scoping the analytics solution and offering expert analytics consultancy from website conception through to build and release.

With a keen interest in international development and education, and being familiar with Plan International’s work, I was excited to be involved with this bold new phase for their online presence. I was able to bring comprehensive analytics experience from similar projects, including complex multi-site setups and training for other major international organisations.  

What did we do?

  • Requirement gathering questionnaire & interviews with international stakeholders.
  • Solution design & detailed configuration checklist for analytics.
  • Training sessions on Google Universal Analytics (UA) & Google Tag Manager (GTM). 
  • Interactive Google Data Studio dashboards for essential website reporting.
  • Full setup and testing of UA custom events & goals to track rich website interactions.
  • Consulting on cookie consent and privacy policy.
  • Full integration of user consent options with analytics.
  • Analytics usage notes & a complete walkthrough guide for GTM.
  • Introduction to Google Analytics 4 (GA4). 

What was the outcome?

  • Plan International have had high-quality, global reporting in place from website launch, giving them continued access to key insights with no interruption.
  • The Data Studio dashboards provide a website performance overview across a few concise report pages. This reduces the need for stakeholders to log in and navigate GA’s interface for basic insights.
  • The GTM solution is highly flexible and scalable. This allows Plan International to manage all their analytics and marketing tags across the entire global web platform, or by each country’s individual sub-site as desired.
  • We have strong analytics foundations in place following best practice and extensive first-hand experience of analytics for large websites. This gives us a clear path to implement GA4, and make ongoing enhancements and additions to the analytics setup.  

In our transition to a new website, Daniel’s experience and insight in Google Analytics has helped us anticipate issues, resolve unexpected roadblocks and quickly understand technical challenges.

Daniel’s expert knowledge also meant he was able to deliver a flexible solution – ready for our transition to Google Analytics 4.

Danny Plunkett
Head of Content and Creative, Plan International Global Hub

Requirement gathering & training

For a large global organisation like Plan International, it was essential to consider the perspectives and needs of different country teams as well as the central support function. Plan International kindly facilitated our analytics discovery questionnaire and arranged targeted interviews with key stakeholders.

Even with what appeared to be relatively simple analytics requirements, talking these through with different teams was invaluable to validate our design decisions, clarify what was in scope, and keep people informed about what they could ultimately expect on the new web platform.   

We also laid some early groundwork by running brief, interactive training sessions in Google Analytics and Google Tag Manager for Plan International’s global support team.

Data Studio dashboard

In large organisations, there are many types of analytics users. Some have detailed expertise and are comfortable with advanced analysis, while others use analytics infrequently, perhaps for annual performance reporting or a snapshot of a big campaign. For users less familiar with the tool, Google Analytics can be daunting. The interface has many different reports and settings: great for expert analysts, but it presents challenges for basic ongoing reporting.

To address this, we decided to create a summary reporting dashboard in Google Data Studio, a free – but powerful – data visualisation tool. Our dashboard pulls in select data from the global web platform, allowing users a quick - almost at-a-glance – summary of website performance. The dashboard can be filtered easily to show data for specific sub-sites or groups of sites, as well as common reporting dimensions like device type, traffic source, and user country. There are further dynamic filters for users wishing to interrogate the data without fully diving into the GA interface.

We produced a dashboard template which we were able to replicate for both the new web platform and the previous platform, giving Plan International the additional option of straightforward historical reporting alongside the new solution.

Tracking setup

We identified the key features for website analytics and mapped these to a comprehensive solution design. This included a measurement framework of top-level KPIs - mapped to goals in GA - and supporting KPIs, which could be reported as either custom events or pageviews.

We designed a clear, scalable system of GTM containers to allow us to manage all analytics and marketing tags across the website, at either the global level or per sub-site.

In collaboration with Plan International’s developers, we were able to integrate GTM cleanly with the content management system and provide a CMS field to add additional containers. We also implemented a basic data layer in the website backend to help delineate individual sub-sites in reporting where this was not apparent from the URLs.

With this solid infrastructure in place, we set up all our analytics tracking tags in GTM. These could be updated and tested with ease ahead of the website launch. The tagging setup included custom work to ensure that interactions with all elements of interest are picked up and mapped neatly to GA data.

Cookies & user privacy

Cookies, consent, and user privacy are core considerations for any modern website. Against a backdrop of increasing regulation and public scrutiny on cookies and trackers, Plan International recognised that they needed to implement a fully compliant cookie notice across the website.

Together, we worked with developers to understand the cookie notice technology, test out its features, provide feedback, and ultimately integrate the cookie notice with all analytics tags. This ensures that users are only ever tracked when they actively opt in.

Part of the data privacy work is clear explanation of trackers in the website’s cookie and privacy policies, as well as supporting stakeholders in understanding the rules and logic. We were able to provide analytics guidance for the website policies, along with step-by-step instructions to ensure that Plan International remain compliant as they extend their analytics tracking in future.

Global website launch

Our careful process and clear strategy ensured that we had no major issues come website launch. The analytics tagging was tested thoroughly in pre-live environments, and again several times on the live environment. Once real user data began to flow, we arranged a demo of reports with key Plan International stakeholders, to ensure they could find what they needed and understood the nuances of the setup.

Shortly after the launch, Google announced that Google Analytics 4 would be fully replacing Universal Analytics in July 2023. Our use of GTM, clean, future-proof analytics tagging setup, and clear documentation mean that we can now go ahead and implement GA4 with relative ease compared to many organisations.

Plan International’s work and values align very closely with my own areas of interest: they are exactly the type of organisation I want to help get better insights from their data.

Our analytics work over the last year provides a strong foundation for the challenges and opportunities that lie ahead as Plan International renew and expand their global web presence. I’m thrilled to be part of that journey and relish any opportunity to help make a positive impact in the world, however small my own contribution may be.

If you'd like to discuss how I can help your organisation with data analytics, you can find me on LinkedIn, or email me at [email protected]