When this client reached out to us, they had encountered significant challenges in effectively utilizing analytics for their new client portal. Specifically, they faced:
- A need for a reliable data stream and reporting interface while ensuring user privacy
- Compliance with strict portal vendor rules and limited access
- Complex access rules and regulatory constraints due to the financial nature of the tool
- A lack of visibility across multiple domains (public website and client portal)
To address these issues, our team developed a strategy designed to:
- Create custom analytics tagging that respects user privacy and vendor restrictions
- Implement cross-domain tracking to link key outcomes back to public website traffic
- Design a custom funnel report to centralize critical behavior and conversion metrics
Analytics
With the launch of their new client portal, this client needed a comprehensive analytics solution to gain insights into donor behavior while adhering to strict financial regulations.
Our goal was to implement effective website analytics and business intelligence for the new portal. We developed a custom analytics solution that respected user privacy and complied with vendor restrictions. Tailored analytics tagging was created to track donor interactions throughout their journey, and we utilized cross-domain tracking to link key outcomes back to traffic on their public website.
We designed a custom funnel report that centralized critical behavior and conversion metrics in an accessible format, allowing the client to monitor donor activity effectively. This facilitated data-driven decision-making for their philanthropic initiatives. Throughout the process, we navigated complex access rules and established a thorough QA process for ongoing maintenance, ensuring the accuracy and reliability of the data collected.
Our work resulted in a 123% increase in referrals year-over-year and a 16% growth in overall referrals, significantly enhancing donor engagement.
