When administrators log into EngagementHQ, they arrive at a Dashboard designed to display key metrics and highlights of your site. Admins can then use the menu to explore other facets of the site.
The metrics and menu options are customized for the admin’s role. For example, Project Admins will only see metrics from the projects they can access, and not all menu options will be available.
The Dashboard has three key components:
The Main Menu
Use the menu to reach other aspects of your site. In the menu, you’ll find:
Home: Select this to return to the Dashboard
Projects: Expand this section to view the Projects list and manage Project Tags. Project and Hub Admins will only see projects they can access and cannot see the Project Tags option.
Participants: Access the Participant Relationship Manager. This option is not available for Project Admins.
Newsletters: Create and send newsletters to participant groups and project followers. This option is not available for Project Admins.
Reporting: Access all project and tool reports. Project and Hub Admins only see reports for projects they can access.
Team: Create and manage admin accounts. This option is unavailable for Project Admins, and Hub Admins cannot view or edit Site Admins.
Site Management: Expand this to access Static Pages and the Audit Trail. Project and Hub Admins can only access the Audit Trail.
Appearance: Manage the homepage, global styles, project styles, and images on your site. This option is not available for Project or Hub Admins.
Hubs: Create and manage hubs on your site. This option is unavailable for Project Admins, and Hub Admins will only see hubs they can access.
Site Settings: Access and control all your site settings. This option is not available for Project or Hub Admins.
Marketplace: Access the marketplace to manage integrations. All admins can view the integrations, but only Site Admins can connect with or edit them.
Profile: View and edit your admin Profile and Email Subscriptions.
Help: Select this to open the EngagementHQ help center.
You can also use the hamburger menu icon to hide or show the menu as necessary.
The Dashboard Filters
You can view specific metrics on your Dashboard using Filters and date ranges. Once you have selected a filter, use the filter options to narrow down the results. You can choose to use multiple filters and select Save to Save a filter set to select from the Saved Filters later.
The available filters are:
Projects: Check each project you want to include
Project statuses: Filter by Draft, Published, Archived, and Hidden projects
Project tags: Check each project tag to include
Participant types: Filter by Anonymous, Unverified, Registered, and Admin participants
Participant groups: Check each participant group you want to include
Year of birth: Filter by the Age Participant Demographic Attribute. This must be used in your Signup Form to be available.
Ethnicity: Filter by the Ethnicity Participant Demographic Attribute. This must be used in your Signup Form to be available.
Gender: filter by the Gender Participant Demographic Attribute. This must be used in your Signup Form to be available.
Pages: Check each static page, hub, and the homepage to include them
Hubs: Check each hub you want to include
Use the Date range dropdown to choose a time-based filter and select Clear All to remove your selected filters.
The Dashboard Charts
There are six sections on your dashboard:
Key Metrics: Displays the number of Visits, Contributions, Registrations, and the Engagement rate.
Activity over time: A graph of your visitor activity over the selected period. Use the dropdown menu to switch between Days and Months, and use the legend to switch activities on and off.
Visitor engagement: Charts the number and percentage of Aware, Informed, and Engaged visitors. Admin contributions are not counted unless they are logged in as participants.
Contribution tags: Charts the most applied contribution tags in text analysis.
Contribution locations: Displays the approximate location of users who have contributed and the number of contributions they made. This will only capture data for registered participants who have answered the default location question in your Signup Form.
Top performing tools: Lists the top 15 tools by contribution in the selected timeframe.
All sections, but for the Contribution locations, can be downloaded as various file types using the three dots icon. Please read About the Dashboard Metrics to understand how these statistics are calculated.