How to Use Internal vs. External Analytics in ClientPoint

ClientPoint distinguishes between internal and external analytics, providing separate insights for internal team reviews and external client interactions. This separation allows you to track and analyze the activity of internal collaborators (such as coworkers) and external viewers (such as clients) independently.

Setting Up Internal and External Analytics

1. Navigate to Settings:

   • Go to Settings > Advanced Settings.

2. Access Advanced Configuration:

   • Select Advanced Configuration and expand the View ClientPoint Configuration section.

3. Add Internal Domains:

   • Locate the Internal Domains field.
   • Add your company email domain(s) using the green plus sign.
     Example: If your company email is employee@clientpoint.net, add clientpoint.net as the domain.
   • Click Save to apply changes.

Domains Explained

• The "domain" is the part of an email address after the @ symbol.
  For instance:
  • For the email name@clientpoint.net, the domain is clientpoint.net.
• Adding domains ensures that analytics from users within your company are categorized as internal.

Viewing Internal and External Analytics

1. Locate a ClientPoint from the Manage Screen that you've shared with someone in your company.
2. Go to the Analytics Tab.
3. Toggle between the Internal and External analytics views to review interactions separately.

Benefits of Managing Internal and External Analytics

• Clarity: Track how internal collaborators engage with ClientPoints separately from client interactions.
• Insightful Feedback: Understand how your coworkers review content before client delivery.
• Improved Strategy: Tailor follow-ups based on external viewer activity, distinct from internal engagement.

For additional support, contact support@clientpoint.net.