Zavon

Insights

Overview

Insights shows how your community is doing this week. It shows new people, check-ins, first visits, people lapsing and emails opened, each compared with last week. Leaders and communications teams use it to see what changed.

Before you start

You need a role in Reach that can read reports. Every role that can read Reach can read Insights.

Insights reads the people, check-ins and emails that Reach already has. People by stage needs stages. Set them up under Setup › People fields.

Read this week

  1. Open Insights

    In the sidebar, select People › Insights. The numbers are for this week, in your organisation’s time zone.

  2. Read the change

    Look at the label under each number. It compares the number with last week.

  3. Read a chart

    Point at a column, a slice or a bar. A tooltip shows its value.

  4. Open a lapsing person

    Under Lapsing, select a name. The timeline of the person opens.

The Insights screen in Reach: five numbers for the week with their change since last week, a weekly chart of check-ins and new people, an engagement doughnut and people by stage
Insights for one week. Shown with a fictional organisation.

Summarise this week

  1. Start

    Select Summarise this week. The button shows the price in credits.

  2. Generate

    Select Generate. A few sentences about the numbers of this week show.

  3. Keep it

    Select Keep on screen. This week in words shows above the charts, with the AI-generated label.

Get Insights by email every Monday

  1. Offer it to the team

    If you manage the organisation’s settings, select Monday digest for the team on Insights.

  2. Get it yourself

    Select Email me this every Monday.

  3. Read it on Monday

    Read the email at 07:00 on Monday, in your organisation’s time zone. It shows last week’s numbers against the week before.

  4. Stop it

    Clear Email me this every Monday on Insights.

Troubleshooting

If Summarise this week does not show, AI assistance is off for your organisation. See AI assistance.

If People by stage is empty, your organisation has no stages yet. Set them up under Setup › People fields.

If Lapsing shows No one is lapsing, nobody is away for longer than usual. That is good news.

Good to know

Only your numbers. The summary uses only the numbers on the screen. Reach does not show a summary that quotes a number it was not given.

The same week, the same summary. A second summary of the same week and the same numbers costs nothing.

Lapsing. A person is lapsing when they are away for more than twice their usual gap between visits. Reach works this out every day.

The digest is internal. Only people who may read reports get it. A summary shows in it only when one was made for exactly those numbers.

Performance: which campaigns brought registrations, payments and enquiries.
Journeys: follow up first visits and welcome people back.
AI assistance: credits and who may use AI buttons.