In UXPressia, you can embed different metrics into your maps and personas, connecting your customer experience data with the customer journey and business KPIs.
Types of metrics
There are two types of metrics you can leverage:
Manual
Automated
To have metrics in your map or persona, you need to set it up in the Team Library.
Here, you will see all the metrics set up for this workspace.
How to set up manual metrics
Manual metrics are the metrics that allow workspace contributors to log entries for them manually.
To add a new manual metric, click ‘Add metric.’
Select the metric type:
NPS;
CSAT (Net/Gross);
CES;
INS (indicator of net satisfaction);
Other (number);
Other (%).
⚠️ Need a different metric type? Let us know in the chat or drop us a line at support@uxpressia.com
Add the metric’s details: a title, target value, description, etc.
For the ‘other’ type, specify a display name to be shown in your documents.
When you are done, save the metric.
How to log metric entries
The next step after saving a manual metric is logging entries for it.
You can do that either from the all metrics page...
...or from the metric’s page.
Depending on the type of your metric, you will need to log different data. For CES, CSAT, NPS, and INS, this would be a number of respondents that selected each choice in the appropriate question of the survey:
CES
NPS
CSAT
INS
For Other metrics, you can just enter a value (a number or %) and optionally log the number of respondents. For some metrics (e.g., User churn), the number of respondents is unnecessary, so leave the field blank.
Other (number)
Other (%)
Note: The entry date should be unique for each metric. You can’t log several metric entries with different values for the same date.
All metric entries will be shown both in table and chart views:
Remember to log new entries to manual metrics regularly to ensure your metrics are up-to-date.
How to set up automated metrics
UXPressia integrates with Qualtrics, which allows you to pull survey data to the workspace and use it in your documents.
Note: Only Enterprise plan users can use this integration.
To pull data from Qualtrics, you must connect UXPressia with your Qualtrics account.
When the integration is enabled, all workspace contributors can create metrics using data from Qualtrics surveys.
Filtering metrics
You can filter your metrics' entries in the Team Library (and this filtering will apply automatically to the documents where this metric is used).
Also, you can set up the necessary filter inside your documents.
Note: The filter will be applied on the workspace level, appearing in every document with this metric and the Team Library.