Wednesday, March 1, 2023

Shelfies: Why and Where Local Businesses Should Publish Them

If you own or market a local brand, your camera has never been a greater business asset. Early smartphones may have inspired the selfie, and it’s a fantastic idea to photograph the owner and staff of a local business to prove both its authenticity and approachability, but in a commercial context, it’s the “shelfie” that’s I see coming to the fore as a signal to both customers and search engines of what to expect on your premises.

For the past few years, I’ve strongly encouraged local businesses to photograph their most popular goods and services and add these pictures to their Google Business Profiles, but shelfies are different – instead of snapping a single product, take photos of your shelves and displays to give a sense of the abundance and character of what you vend. One look at this on a local business listing, and any customer would immediately know that this is a great nearby place to head for socks:

Or that this independent grocery store has a deli counter with prepared salads:

Or that this may be a hardware store, but it looks like it has a great selection of kitchen wares:

Why publish local business shelfies?

Potential customers may not bother to read all your local business listing categories, your business descriptions, your posts, but if they see a great image of what they’re looking for, the connection is instantaneous (in fact, 400% faster than textual learning). And it’s not just people who are learning from your shelfies…it’s Google, too! Local SEO, Mike Blumenthal mentioned this in a Duct Tape Marketing interview:

“I was listening to a Google webinar for Product Experts… and they really liked what they called shelfies: pictures of the products in your business, on the shelf where Google and the consumer could get a really solid idea of what the place looked like and the range of products you were offering… They’ve created a term for it and they're clearly focused on it. And I think it's the kind of photograph you want.”

Google has gotten so good at parsing images that they are now able to match them to perceived query intent. We already know that Google differentiates between images of single products. For example, here’s a search for “engagement rings san francisco”, and do note the images in the local pack:

But when I change my query to “diamond necklaces san francisco”, look at how the photo for the business in the top spot changes. It’s the same company, but a totally different image chosen to match my query:

I have yet to find a live example of Google behaving this way inside the 3-pack for shelfie-type queries, but what we do know from Google’ Cloud Vision API is that they are quite capable of distinguishing between multiple objects in a single image:

Given Mike Blumenthal’s report from the Product Experts webinar and Google’s ever-increasing ability to parse images, I would highly recommend that you do a photo shoot this spring of your most popular shelves of inventory, because I predict that Google will presently treat shelfies the same way that they are already handling single-object images. Additionally, proofs that your premises are well-stocked make simple good sense in 2023, as supply chain shortages continue.

Where to publish your local business shelfies

Here are five places to promote your high-quality shelf pics:

  1. Google Business Profile: Two to three times per month, upload a new shelfie to your main photos set on your listings, as it’s felt a steady drip is more impactful than a flood. You can also upload shelfies to the Products section of your listing via the New Merchant Experience, representing product lines rather than single products with these photos. Finally, use shelfies in your Google Updates (formerly Google Posts) to advertise the breadth, depth, and availability of desirable inventory.

  2. Apple Maps: Moz Local customers should know that you can add up to 100 photos to your dashboard and we’ll distribute your images to Apple Maps. The company’s launch of Apple Business Connect shows that they are getting serious about local, and so should you. ABC also has a new feature called Showcases, which is like Google Updates, and which would also be a good place to microblog about your shelfies. Again, a slow drip is likely the best approach to gradually proving the active status of your listings.

  3. Your other structured citations: Shelfies belong on any local business listings that supports photos. Add them manually, or let Moz Local do the distribution for you.

  4. Your website: Be sure your location landing pages incorporate some shelfies to give potential customers an instant idea of what they’ll find at your different premises.

  5. Your social media profiles: These would be the best places to post up-to-the minute shelfies of hard-to-find items in short supply, holiday-related offers, and new product lines you’re introducing to the community.

Image credit: VGM8383

When I was young, I remember responding with excitement to the nicely-designed holiday displays at different stores. It was a small thrill to see the valentines in the window of the local stationers, the witch’s kettle of candy corn at the grocer’s in fall, or shiny paper crackers imported all the way from the UK for Christmas. Shelves taught me things about my neighbors — the special Manischewitz matzos and Kedem grape juice at Passover and the red envelopes and paper lanterns at Lunar New Year helped me appreciate the diversity and celebratory nature of my community. In Spain, the beautiful arrangement of products has become such an artform that people regularly photograph and even paint the marketplaces there.

So there’s a small goal you can certainly meet in the months ahead: creating displays that you’re proud to photograph and publicize, and maybe if they’re inspiring enough, customers will opt in, too, and add their own shelfies to your local business listings, and their reviews and social posts about your business. Some things in local search marketing are fun, and it’s nice when they’re no big hassle to do well!

Monday, February 27, 2023

9 Years of the Google Algorithm

If it feels like Google search is changing faster than ever, it’s not your imagination. Google reported an astonishing 4,367 “launches” in 2021, up dramatically from 350-400 in 2009. On average, that’s nearly a dozen changes per day.

Many of these more than 25,000 changes were undoubtedly very small, but some were outright cataclysmic. What can we learn from nine years of Google rankings data, and how can it help us prepare for the future?

Is the algorithm heating up?

Thanks to our MozCast research project, we have daily algorithm flux data going back to 2014. The visualization below shows nine full years of daily Google “temperatures” (with hotter days representing more movement on page one of rankings):

Click on the image for the full-size view!

White 2022 was certainly hotter than 2014, the pattern of rising temperatures over time is much more complicated than that. In some cases, we can’t map temperatures directly to algorithm updates, and in others, there are known causes outside of Google’s control.

Take, for example, the WHO declaration of the global COVID-19 pandemic on March 11, 2020 (#8 in the labeled events). COVID-19 changed consumer behavior dramatically in the following months, including huge shifts in e-commerce as brick-and-mortar businesses shut down. While it’s likely that Google launched algorithm updates to respond to these changes, COVID-19 itself reshaped global behavior and search rankings along with it.

The summer of 2017 is an entirely different story, with unexplained algorithm flux that lasted for months. Truthfully, we still don’t really know what happened. One possibility is that Google’s Mobile-first index update caused large shifts in rankings as it was being tested in the year or more preceding the official launch, but at this point we can only speculate.

What were the hottest days?

While some of the hottest confirmed days on Google from 2014-2022 were named updates, such as the “core” updates, there are a few interesting exceptions …

The hottest day on record in MozCast was a major outage in August of 2022 that measured a whopping 124°F. While this corresponded with an electrical fire in an Iowa-based Google data center, Google officially said that the two events were unrelated.

The 8th and 10th hottest confirmed days over these nine years were serious bugs in the Google index that resulted in pages being dropped from the search results. Our analysis in April of 2019 measured about 4% of pages in our data set disappearing from search. Thankfully, these events were short-lived, but it goes to show that not all changes are meaningful or actionable.

The largest search penalty on record was the “Intrustive Interstitial Penalty” in January of 2017, that punished sites with aggressive popups and overlays that disrupted the user experience.

What was the biggest update?

If we’re talking about named updates, the highest-temperature (i.e. largest impact) was actually a penalty-reversal, phase 2 of the Penguin 4.0 update in October of 2016. Phase 2 removed all previous Penguin penalties, an unprecedented (and, so far, unrepeated) move on Google’s part, and a seismic algorithmic event.

Keep in mind, this was just the impact of undoing Penguin. If we factor in the 7+ major, named Penguin updates (and possibly dozens of smaller updates and data refreshes), then Penguin is the clear winner among the thousands of changes from 2014-2022.

What’s in store for the future?

Ultimately, Google’s “weather” isn’t a natural phenomenon — it’s driven by human choices, and, occasionally, human mistakes. While we can’t predict future changes, we can try to learn from the patterns of the past and read between the lines of Google’s messaging.

As machine learning drives more of Google search (and Bing’s recent launch of ChatGPT capabilities will only accelerate this), the signals from Google will likely become less and less clear, but the themes of the next few years will probably be familiar.

Google wants content that is valuable for searchers, and reflects expertise, authority, and trust. Google wants that content delivered on sites that are fast, secure, and mobile-friendly. Google doesn’t want you to build sites purely for SEO or to clutter their (expensive) index with junk.

How any of that is measured or codified into the algorithm is a much more complicated story, and it naturally evolves as the internet evolves. The last nine years can teach us about the future and Google’s priorities, but there will no doubt be surprises. The only guarantee is that — as long as people need to find information, people, places and things, both search engines and search engine optimization will continue to exist.

For a full list of major algorithm updates back to 2003’s “Boston” update, check out our Google algorithm update history. For daily data on Google rankings flux and SERP feature trends, visit our MozCast SERP tracking project.

Friday, February 24, 2023

Helping Google Navigate Your Site More Efficiently — Whiteboard Friday

This week, Shawn talks you through the ways your site structure, your sitemaps, and Google Search Console work together to help Google crawl your site, and what you can do to approve Googlebot’s efficiency.

infographic outlining tips to help Googlebot crawl. your website

Click on the whiteboard image above to open a high resolution version in a new tab!

Video Transcription

Howdy, Moz fans. Welcome to this week's edition of Whiteboard Friday, and I'm your host, SEO Shawn. This week I'm going to talk about how do you help Google crawl your website more efficiently.

Site structure, sitemaps, & GSC

Now I'll start at a high level. I want to talk about your site structure, your sitemaps, and Google Search Console, why they're important and how they're all related together.

So site structure, let's think of a spider. As he builds his web, he makes sure to connect every string efficiently together so that he can get across to anywhere he needs to get to, to catch his prey. Well, your website needs to work in that similar fashion. You need to make sure you have a really solid structure, with interlinking between all your pages, categories and things of that sort, to make sure that Google can easily get across your site and do it efficiently without too many disruptions or blockers so they stop crawling your site.

Your sitemaps are kind of a shopping list or a to-do list, if you will, of the URLs you want to make sure that Google is crawling whenever they see your site. Now Google isn't always going to crawl those URLs, but at least you want to make sure that they see that they're there, and that's the best way to do that.

GSC and properties

Then Google Search Console, anybody that creates a website should always connect a property to their website so they can see all the information that Google is willing to share with you about your site and how it's performing.

So let's take a quick deep dive into Search Console and properties. So as I mentioned previously, you always should be creating that initial property for your site. There's a wealth of information you get out of that. Of course, natively, in the Search Console UI, there are some limitations. It's 1,000 rows of data they're able to give to you. Good, you can definitely do some filtering, regex, good stuff like that to slice and dice, but you're still limited to that 1,000 URLs in the native UI.

So something I have actually been doing for the last decade or so is creating properties at a directory level to get that same amount of information, but to a specific directory. Some good stuff that I have been able to do with that is connect to Looker Studio and be able to create great graphs and reports, filters of those directories. To me, it's a lot easier to do it that way. Of course, you could probably do it with just a single property, but this just gets us more information at a directory level, like example.com/toys.

Sitemaps

Next I want to dive into our sitemaps. So as you know, it's a laundry list of URLs you want Google to see. Typically you throw 50,000, if your site is that big, into a sitemap, drop it at the root, put it in robots.txt, go ahead and throw it in Search Console, and Google will tell you that they've successfully accepted it, crawled it, and then you can see the page indexation report and what they're giving you about that sitemap. But a problem that I've been having lately, especially at the site that I'm working at now with millions of URLs, is that Google doesn't always accept that sitemap, at least not right away. Sometimes it's taken a couple weeks for Google to even say, "Hey, all right, we'll accept this sitemap," and even longer to get any useful data out of that.

So to help get past that issue that I've been having, I now break my sitemaps into 10,000 URL pieces. It's a lot more sitemaps, but that's what your sitemap index is for. It helps Google collect all that information bundled up nicely, and they get to it. The trade-off is Google accepts those sitemaps immediately, and within a day I'm getting useful information.

Now I like to go even further than that, and I break up my sitemaps by directory. So each sitemap or sitemap index is of the URLs in that directory, if it's over 50,000 URLs. That's extremely helpful because now, when you combine that with your property at that toys directory, like we have here in our example, I'm able to see just the indexation status for those URLs by themselves. I'm no longer forced to use that root property that has a hodgepodge of data for all your URLs. Extremely helpful, especially if I'm launching a new product line and I want to make sure that Google is indexing and giving me the data for that new toy line that I have.

Always I think a good practice is make sure you ping your sitemaps. Google has an API, so you can definitely automate that process. But it's super helpful. Every time there's any kind of a change to your content, add sites, add URLs, remove URLs, things like that, you just want to ping Google and let them know that you have a change to your sitemap.

All the data

So now we've done all this great stuff. What do we get out of that? Well, you get tons of data, and I mean a ton of data. It's super useful, as mentioned, when you're trying to launch a new product line or diagnose why there's something wrong with your site. Again, we do have a 1,000 limit per property. But when you create multiple properties, you get even more data, specific to those properties, that you could export and get all the valuable information from.

Even cooler is recently Google rolled out their Inspection API. Super helpful because now you can actually run a script, see what the status is of those URLs, and hopefully some good information out of that. But again, true to Google's nature, we have a 2,000 limit for calls on the API per day per property. However, that's per property. So if you have a lot of properties, and you can have up to 50 Search Console properties per account, now you could roll 100,000 URLs into that script and get the data for a lot more URLs per day. What's super awesome is Screaming Frog has made some great changes to the tool that we all love and use every day, to where you cannot only connect that API, but you can share that limit across all your properties. So now grab those 100,000 URLs, slap them in Screaming Frog, drink some coffee, kick back and wait till the data pours out. Super helpful, super amazing. It makes my job insanely easier now because of that. Now I'm able to go through and see: Is it a Google thing, discovered or crawled and not indexed? Or are there issues with my site to why my URLs are not showing in Google?

Bonus: Page experience report

As an added bonus, you have the page experience report in Search Console that talks about Core Vitals, mobile usability, and some other data points that you could get broken down at the directory level. That makes it a lot easier to diagnose and see what's going on with your site.

Hopefully you found this to be a useful Whiteboard Friday. I know these tactics have definitely helped me throughout my career in SEO, and hopefully they'll help you too. Until next time, let's keep crawling.

Video transcription by Speechpad.com

Wednesday, February 22, 2023

20 Google Analytics Alternatives

The adage is that if you're not paying for the service, you are the product. Unfortunately, this rings especially true in the analytics world.

The analytics space is changing, though, and there are many alternatives — both free and paid — that take into account privacy, cookie-less tracking, GDPR compliance, core web vitals, and more. The current leader in the analytics space is Universal Analytics (UA), which has been tracking web data since 2005. But Google is going to stop tracking any new data in UA as of July 1, 2023 (Happy Canada Day?).

This is a move to get users to migrate to Google Analytics 4 (GA4), which is a whole new way of tracking and navigating. In a move from sessions to an event model, GA4 will require some knowledge and familiarity to get up and running, as there’s quite a bit changing.

If you haven’t yet set up GA4 yet, or are on the fence, now is the time to take a look at what else is out there and how the landscape has changed. We've broken the alternatives up into three categories:

  • Web analytics

  • Product analytics

  • Data warehousing solutions

How legal is Google Analytics?

The short answer is: depends on where your visitors are from.

Without getting too deep into legal jargon, the user has control over the options now and although there are a few lawsuits out there I'm sure Google will make the proper adjustments to ensure that everyone using it will be mostly covered, eventually.

This isn't happening right now and under GDPR there are requirements that Google Analytics isn't passing. Also, by using a product that's integrated into other products I doubt they'll ever see 100% coverage.

Even if you’re planning on installing Google Analytics 4, you can run an alternative to ensure that you’re getting the right data and test as you go

Web Analytics

More than a visitor counter, but often simplified, web analytics providers focus on giving services to small businesses, bloggers, and small websites. Their metrics are also the closest to Google Analytics. Most of the web analytics tools below are easy to maintain, quick to install, and don't need self-hosting. However, some will offer self-hosting in addition to their regular services.

Fathom Analytics

Launched in 2018, Fathom Analytics is a cookie-less, privacy-focused Google Analytics alternative that’s really simple to use. They care about user privacy and pioneered proprietary routes in compliance with the EU for EU visitors. Calling the route "EU isolation", Fathom Analytics is also GDPR, PECR, COPPA, CCPA, and ePrivacy compliant.

Features of Fathom Analytics include:

  • Seven-day free trial

  • Prices start at $14 per month for up to 100,000 page views

  • Can include up to 50 sites

  • Shows live visitors and where they’re navigating
  • Offers uptime monitoring, event filtering, email reports, ad blocker bypassing, live visitor information, and much more from a bootstrapped company

Being privacy-focused, Fathom Analytics has a beautiful interface and offers unlimited CSV exports of your data available at any time. This allows you to conveniently connect it to other data sources. In addition, Fathom is expected to release a backup option for GA data in the near future.

DEMO FATHOM ANALYTICS

Matomo

Previously named Pikqwik, Matomo ("keep your data in your own hands") is an open-source, cookie-free tracking, and GDPR-compliant analytics tool offering a search engine and keywords section where you can connect with Google Search Console data.

Additional Matomo features include:

  • Customizable dashboard.

  • Real-time data insights (pages visited, visitor summary, conversions, etc).

  • E-commerce analytics.

  • Event tracking (analyzes user interaction on apps or websites).

  • Measures CTR, clicks, and impressions for text and image banners as well as other page elements.

  • Visitor geolocation (stats can be viewed on maps by city, region, or country).

  • Page and site speed reports.

  • Page performance (number of views, bounce rates).

You can host Matomo on your own servers for free. Otherwise, their cloud pricing starts at $29/month after a 21-day free trial for 50,000 hits (up to 30 websites).

DEMO MATOMO

Cloudflare

If you're already using Cloudflare's CDN solution, then there's no setup required. You can simply authorize the web analytics to start tracking inside your account. You can add up to 10 websites for free, and there's no need for a cookie banner, since they do not collect personal data.

In addition to tracking standard metrics — page views, visits, load times, bandwidth, etc. — Cloudflare has incorporated Core Web Vitals metrics. These are measured each across your tracked websites, and can email you weekly with updates — very handy.

Screenshot of the CWV dashboard.

Cloudflare installation is light on page load, since you can proxy it through your Cloudflare setup. Alternatively, you can install their lightweight Javascript code (or "beacon", as they call it).

Although Cloudflare doesn't say they are GDPR compliant, what they do say is that they are considered an "Operator Essential Services" under the EU Directive on Security of Network and Information Systems. You can assume that Cloudflare is tracking something along the way, with a free price tag and with other offerings available where data could be shared.

Cloudflare is closest to server analytics without going directly to your server. It's only available in specific areas, so you might have to pay for this.

DEMO CLOUDFLARE

Adobe Analytics

Adobe Analytics is a popular analysis platform that provides tools essential for collecting relevant data concerning customer experience. Company analysts and online marketers frequently depend on it for improving customer satisfaction.

Applying Adobe Analytics to your business website can help you determine what leads to conversions. For example, did changing content or the CTA increase conversions? Did adding more visual aids increase the number of inquiries about a certain service or product?

Adobe analytics is marketed as an enterprise analytics solution with audience insights, advertising analytics, cohort analysis, customer journey analysis, remarketing triggers, and much more. It truly could fit your web analytics or product analytics depending on how your team deploys it, and it has been around for quite a while just like Google Analytics.

REQUEST A DEMO FOR ADOBE ANALYTICS

Clicky

Privacy-friendly web analytics tool Clicky is easy to navigate and offers metrics similar to Google Analytics. However, Clicky embodies the feel of server analytics tools while making their interface simple and fast-loading, thanks to minimal graphics.

Features of Clicky include:

  • GDPR compliance

  • Bot detection and blocking

  • Heatmaps

  • Uptime monitoring

  • Backlink analysis

Clicky also provides a developer API and white labeling of their solution, where you can create your own theme for better brand integration starting at $49/month as part of their hosted service. They also offer a free tier if you’re looking to try it out with limited features.

DEMO CLICKY

Simple Analytics

EU-hosted, privacy-based Simple Analytics offers tools to use for checking your websites daily. Simple Analytics does not collect cookies, IP addresses, or any unique identifiers. Their package provides a bypass of ad blockers, hides referral spam, and includes an iOS app. You can even embed a widget to get public web statistics.

This GA alternative offers some nifty events that are gathered by default for ease of use. These include email clicks, outbound links, and files to streamline tracking. All of Simple Analytics features come together in a UI that's a simple dashboard providing quick "in and out" times — much quicker, in fact, than it would take to get to the correct property using Google Analytics.

Simple Analytics offers a free 14-day trial. If you decide to keep Simple Analytics, you'll pay $19/month, or $9/month if you pay a year in advance.

DEMO SIMPLE ANALYTICS

Pirsch

An open-source, cookie-free web analytics alternative to Google Analytics, Pirsch seamlessly integrates into websites and WordPress with plugins. A developer-friendly analytics offering a flexible, impressive API, server-side integrations, and SDKs, Pirsch provides Golang (Go), PHP SDK, JavaScript, or a community-provided code to embed snippets. Pirsch also works with Google Search Console.

You can perform any function you want from the Pirsch dashboard, like viewing statistics or adding websites.

Get started by viewing Pirsch's live demo or opting in on their 30-day free trial. Paying for Pirsch is only $5 per month if you choose annual billing. If you want to make monthly payments, the cost increases to $6 per month.

DEMO PIRSCH

Plausible

A privacy-friendly, open-source web analytics platform, Plausible is cookie-free and fully compliant with PECR, CCPA, and GDPR. Plausible is a popular alternative to Google Analytics because of its simplicity, lightweight script, and ability to reduce bounce rates by expediting site loading.

You can easily segment data into specific metrics, analyze dark traffic via Urchin Tracking Module (UTM) parameters, and track how many outbound link clicks you get.

Plausible offers a 30-day free trial option that provides unlimited usage of its features without requiring a credit card. Once your free trial has ended, you can pay $9 per month for up to 10,000 page views. If you choose yearly billing, you get two months of free use. Unlimited data retention, slack/email reports, and event customization are also provided with a paid subscription to Plausible.

DEMO PLAUSIBLE

Umami

Umami is GDPR-compliant, open-source, cookie-free, and does not track users or gather personal data across websites. By anonymizing any information collected, Umami prevents the identification of individual users. In addition, you won't need to worry about staying compliant with constantly changing privacy lawsi.

Features of Umami include:

  • Mobile-friendly so you can see stats on your phone at any time.

  • Since you host Umami under your domain, you won't see any ad-blockers like you see when using Google Analytics.

  • Public sharing of your stats is available using an exclusively generated URL.

  • Umami's lightweight tracking script loads almost instantly and won't slow down the loading of your website.

  • A single installation of Umami enables tracking of an unlimited number of sites. You can also track individual URLs and subdomains.

Since Umami is an open-source platform and self-hosted, it's free to use. Umami says a cloud-based version of its analytics is coming soon.

SIGN UP FOR UMAMI

Product (behavior) analytics

Although product analytics are not always GDPR-compliant, they provide powerful analytic tools that include valuable elements like segmentation and deeper levels of customization. For that reason and others, product analytics come with a higher maintenance cost. Here are several product analytics tools that are excellent Google Analytics alternatives for tracking customer behavior.

Hubspot Analytics

The traffic analytics tool provided by Hubspot Analytics offers exceptional analysis data for breaking down page views, new contacts, and even entrance/exit information regarding how long visitors remained on specific web pages. You can also install a tracking code to external sites so you can track traffic stats.

Additional features include:

  • Bounce rate percentages.

  • Number of call-to-action views/number of CTA clicks.

  • Conversion rates of visitors who click on your CTA.

  • Access to specific URLs or country stats.

A subscription to a starter Hubspot Analytics platform is $45 per month. You can choose monthly or annual billing, which is $540.

A professional subscription to Hubspot Analytics starts at $800 per month ($9,600 for one year). This subscription gives you multi-language content, video management and hosting, phone support, and A/B testing.

An enterprise subscription starts at $3,600 per month ($43,200 per year). You get 10,000 marketing contacts with this subscription, with additional contacts available for sale in increments.

FREE HUBSPOT ANALYTICS TRIAL

Kissmetrics

Kissmetrics offers analytics for e-commerce and SaaS websites. Kissmetrics for SaaS gives you deep insights into the type of content and features that are fueling conversions, converting trials into conversions, and reducing churn.

Kissmetrics detects characteristics that drive conversions and retain regular buyers, so you can adjust site elements appropriately. This unique analytics tool also streamlines checkout funnels and integrates with Shopify.

Pricing for Kissmetrics SaaS involves three tiers:

Heap

Heap Analytics works on mobile and PC devices, quickly captures nearly all behavioral parameters, and supports first or third-party installation. You can also create individual identities for users over numerous sessions and augmented product information to purchase/sales events.

Heap features include:

  • Customer journeys with session replies

  • Campaign Management

  • Query Builder

  • Behavior Tracking

  • Campaign Segmentation

  • Funnel Analysis

  • Dashboard Creation

  • Key Performance Indicators

  • Web Traffic Reporting

  • And much more

FREE TRIAL

FullStory

The makers of Fullstory state that if you know how to copy and paste, you'll have no trouble setting it up. This analytics platform also offers "private-by-default" abilities that ensures masking of text elements at their source.

Their features include, but are not limited to:

  • Tagless web autocapture

  • Funnels & conversions

  • Journey mapping

  • User segmentation

  • Heatmaps

  • Session replay

  • AB Testing and much much more

FREE TRIAL

Mixpanel

Mixpanel offers a free subscription that gives access to core reports, unlimited data history, and EU or U.S. data residency. Mixpanel can be sliced and diced to fit so many situations, it’s flexible and moldable for many businesses at many levels.

Screenshot of the dashboard.

For $25 per month under their growth plan, you get all the free features, plus data modeling, group analytics, and reports detailing causal inference. Mixpanel also includes features such as:

  • Segmenting users based on actions

  • Integrate with Slack to share reports, even if they don’t use Mixpanel

  • No limits on the amount of events tracked

  • Team Dashboards with Alerts

  • Identify top user paths and drop-off points

  • Understanding of conversion points across the funnel

  • And much much more.

It's used by 30% of Fortune 100 SaaS companies and if you need custom pricing and plans,

CONTACT MIXPANEL SALES

Amplitude Analytics

According to a report available here, Amplitude is consistently ranked as #1 among other product analytics platforms, top software products, and customer satisfaction. You can analyze collected data with fast self-serve analytics that do not require SQL.

You can use Amplitude to…

  • Explore behavioral data

  • Measure customer engagement

  • Use product intelligence to build faster

  • Understand channel performance

  • Answer questions between, product, marketing, engineering & analytics

The Start Amplitude package is free and offers unlimited data destinations, users, and data sources. You also get 10 million events (streamed or unstreamed) per month.

Their paid plans start with customizations on top of that including advanced behavioral analytics & custom event values.

CONTACT SALES FOR GROWTH OR ENTERPRISE PACKAGES or if you’re a startup you can apply for a free year of Amplitude Scholarship!

Segment

Segment which was acquired by Twilio in 2020 offers superior email onboarding and intuitive insights in SMS campaign and email performance & that’s just one arm of what it does. Segment uses only one API to collect data across all platforms. They also have SDKs for Android, iOS, JavaScript, and over 20 server-side languages. They have been written as a technology startup that lets organizations pull customer data from one app into another & they have as of writing over 300 integrations!

Segment has customers across industries including media, medical, B2B, retail and from startup to enterprise. As well you can upload your customer data into their data warehouse to keep your data there so they could fit into the data warehousing category below too.

To get started using Segment, simply make a free account which allows for 1,000 visitors from two sources and access to their 300 integrations or their paid tiers start at $120/month where you can sign up for a team account.

Rudderstack

Rudderstack provides developers all they need to get started immediately with this product/behavior analytics. Features of Rudderstack include identifying anonymous mobile and web users, customizing destinations through the application of real-time modifications to event payloads, and automatically occupying warehouses with event and user record schemas.

The free version of Rudderstack gives you five million events per month, over 16 SDK sources and more than 180 cloud destinations. Like Segment you can use Rudderstack as a data warehouse for your customer data and they’ve built their platform as warehouse-first and built for developers.

The Pro version starts at $500 per month. You get the free features, plus email support, a technical account manager, and even custom integrations in the higher tiers. Request pricing for the Enterprise version of Rudderstack here.

Data warehousing solutions

It's always good to have your data backed up and if you have a lot of history in Universal Analytics it would be a good place to start. There are even services to connect all these solutions together seamlessly, such as Funnel. While these have additional costs, you can save all your data for many years without a problem coming up so you can refer to them when need be.

Google BigQuery / Google Cloud

Available with an easy connection to your GA4 data if you're leaning that way. Google lists BigQuery as enterprise and there will be limits to how much data you can send to BigQuery before paying. They offer real-time analytics with built-in query acceleration and with the scale of data that Google handles we can be pretty sure that they’ll be able to handle it. Google Cloud Storage offers standard, nearline, coldline, and archive storage options.

One suggestion is if you’re using Google for backups to ensure you have a secondary account attached to it in case your primary account loses access, which I’ve seen happen from time to time. They provide a migration from some tools and their pricing is based on data, so it’s free up to 10GB. They created a billing calculator for easy cost analysis once you get into the paid side.

Amazon - AWS

AWS states that they support more compliance certifications and security measures than all other cloud providers. They allow for backup of all data types and have redundancy built in that you would expect at the Amazon level.

Like Google they have a calculator to estimate a pricing model for your team as they have a lot of other services integrated into this that you can take advantage of there.

Snowflake

Snowflake provides a data cloud and isn’t Google or Amazon, which may appeal to some. It supports data science, data lakes, and data warehousing on the three top clouds with their fully automated solution.

They’re HIPAA, PCI DSS, SOC 1 and SOC 2 Type 2 compliant, and FedRAMP Authorized and have a 30 day free trial with all plans you can check out as well as a “pay for usage” option or a “pay for usage upfront” option too.

Recap and recommendations

On July 1, 2023, Universal Analytics will stop tracking any new data, and then by EOY 2023 all UA data will be removed by Google — so back up your data! Think about warehousing your data long term for your Universal Analytics and moving forward.

Then, make a plan for how you’re going to be tracking moving forward. Talk options and thoughts with stakeholders.

Install GA4 now (or yesterday!) or try the options above out, as none of these are created equal and many have free trials.

Monday, February 20, 2023

How to Use Estimated Brand Reach as a Meaningful Marketing Metric

Estimated brand reach is the most important high-level metric that everyone seems to either interpret incorrectly, or ignore altogether.

Why? Because it’s a tough nut to crack.

By definition, brand reach is a headcount of unique “individuals” who encounter your brand, and you cannot de-anonymize all the people on every one of your web channels. Simply put, two “sessions” or “users” in your analytics could really be from one person, and there’s just no way you could know.

Nevertheless, you can and most definitely should estimate your brand reach. And you should, and most definitely can, use that data in a meaningful way.

For instance, it’s how we confirmed that:

  • It was time to abandon an entire paid channel in favor of a different one.

  • There’s a near-perfect correlation between our engaged reach and our lead generation.

And that’s just the tip of the iceberg. Let’s dive in.

What is reach?

Reach counts the number of actual people who come in contact with a particular campaign. For example, if 1,500 people see a post on Instagram, your reach is 1,500. (Warning: Take any tool claiming to give you a “reach” number with a grain of salt. As we covered earlier, it’s really hard to count unique individuals on the web).

Impressions, on the other hand, is a count of views. One person can see an Instagram post multiple times. A post with a reach of 1,500 can easily have as many as 3,000 impressions if every one of those people see it twice.

Brand reach takes this a step further by tracking all the individual people who have encountered any and all of your company’s campaigns across all of your channels, in a given time period.

If you’re tracking brand reach correctly, every single person only gets counted once, and as far we know, that’s impossible.

Google Search Console, for instance, will show you exactly how many impressions your website has achieved on Google Search over a period of time. But it won’t count uniqueindividuals over that period. Someone could easily search two different keywords that your site is ranking for and encounter your brand twice on Google. There is no way to tie those multiple sessions back to one individual user.

It would be even harder to track that individual across all of your channels. How, for instance, would you make sure that someone who found you on social, and then again on search, isn’t counted twice?

The short answer is that you can’t.

However, you can estimate brand reach, and it’s work worth doing. It will a) help you tie meaningful metrics to your overall brand awareness efforts, and b) give you an immense amount of insight into how that high-level brand awareness affects your deeper-funnel outcomes — something that is sorely missing in most marketing programs.

Using impressions as a stand-in for pure reach

We’ve accepted that we can’t count the number of users who encounter our brand. But we are confident in our ability to count total impressions, and crucially, we’ve deduced that there’s a strong relationship between impressions and reach.

Common sense tells us that, if you see changes in your brand’s total impressions, there are likely changes to your reach as well.

We tested this premise using one of the only channels where we can actually count pure reach vs impressions: our email marketing program.

In email marketing:

  • Reach = the number of people who receive at least one email from us each month.

  • Impressions = the total number of emails delivered to all the people in our database each month.

And, as we suspected, there is a near perfect correlation between the two, of 0.94.

Interestingly, there is also a near-perfect correlation between email impressions and email engagement (someone clicking on that email) of 0.87.

Admittedly, email is a very controlled channel relative to, say, search or social media.

So, I went one step further and looked at how our “impressions” in Google Search Console aligned with Google Analytics’ count of “New Users” over the course of one year (which we’ll use as a stand-in for pure reach, since it only counts users once in a given timeframe):

The Pearson Correlation Coefficient for impressions’ relationship to GA’s New Users is 0.69, which is very strong! In other words, more impressions typically means more unique users, (AKA, reach).

Meanwhile, the relationship between GA’s New Users and GSC clicks is an astonishing 0.992, which is just 0.008 off from a perfect correlation.


People much smarter than I have pointed out time and time again that GA’s user data must be taken with a grain of salt, for reasons I won’t get into here. Still, the point is that there’s ample evidence to suggest an extremely tight relationship between reach and impressions.

TL;DR: If impressions change negatively or positively, there is very likely to be a corresponding change in reach, and vice versa.

What we ended up with

Taking all of this knowledge into account, we started tracking impressions of every single channel (except email, where we can actually use pure reach) to help determine our estimated brand reach. The outcome? This graph of our brand reach as it changes over time:

It’s extremely rewarding to have this type of number for your brand, even if it is an estimate.

But the greatest value here is not in the actual number; it’s in how that number changes from month to month, and more importantly, why it changes (more on this later in this post).

How to track estimated reach

The chart above displays our brand’s estimated reach across all our known marketing channels. Acquiring the data is as simple as going into each of these channels' analytics properties once a month, and pulling out the impressions for the prior month.

Let’s go through the steps.

1. Have a spreadsheet where you can log everything. Here’s a template you can use. Feel free to update the info in the leftmost columns according to your channels. Columns G through L will populate automatically based on the data you add to columns C through F. We recommend using this layout, and tracking the data monthly, as it will make it easier for you to create pivot tables to help with your analysis.

2. Access your impression data. Every marketing mix is different, but here’s how we would access impression data for the channels we rely on:

  • Organic search: Pull impressions for the month from Google Search Console.

  • Email marketing: Total number of unique contacts who have successfully received at least one email from you in the current month (this is one of the few channels where we use pure reach, as opposed to impressions).

  • Social media: Impressions pulled from Sprout, or from the native social media analytics platforms. Do the same for paid impressions.

  • Google Ads/Adroll/other ad platform: Impressions pulled from the ad-management platform of your choosing.

  • Website referrals: The sum of estimated page traffic from our backlinks each month. We use Ahrefs for this. The idea is that any backlink is a potential opportunity for someone to engage with our brand. Ahrefs estimates the traffic of each referring page. We can export this, and add it all up in a sheet, to get an estimate of the impressions we’re making on other websites.

  • YouTube: Impressions from Youtube Analytics.

Most of the above is self-explanatory, with a few exceptions.

First, there’s email. We use pure reach as opposed to impressions for two reasons:

  1. Because we can.

  2. Because using impressions for email would vastly inflate our estimated reach number. In any given month, we send 3 million or more email messages, but only reach around 400,000 people. Email, by its nature, entails regularly messaging the same group of people. Social media, while similar (your followers are your main audience), has a much smaller reach (we are under 30,000 each month).

We deliver many more emails (impressions) every month than there are unique recipients (reach).

Second, is Referral traffic. This is traffic that comes from other sites onto yours, but note that it excludes email, search-engine traffic and social media traffic. These are accounted for separately.

The referral source, more than any other channel, is a rough estimate. It only looks at the estimated organic page traffic, so it leaves out a large potential source of traffic in the form of other distribution channels (social, email, etc.) that website publishers may be using to promote a page.

But again, reach is most valuable as a relative metric — i.e., how it changes month to month — not as an absolute number.

To get the desired timeframe of one full month on Ahrefs, select “All” (so you’re actually seeing all current live links) and then show history for “last 3 months” like so:

This is because Ahrefs, sadly, doesn’t let you provide custom dates on its backlink tool. My way of doing this adds a few steps, but they’re fairly intuitive once you get the hang of them (plus I made a video to help you).

Start by exporting the data into a spreadsheet. Next, filter out backlinks in your sheet that were first seenafter the last day of the month you’re analyzing, or last seenbefore the first day of that month. Finally, add up all the Page Views, and that will be your total “impressions” from referral traffic.

The video below how we would pull these numbers for November, using Ahrefs: 

Finally, you’ll notice “branded clicks” and “branded impressions” on the template:

This data, which is easily pulled from GSC (filter for queries containing your brand name) can make for some interesting correlative data. It also helps us with engagement data, since we count branded search as a form of engagement. After all, if someone’s typing your brand name into Google Search, there’s likely some intent there.

How to evaluate estimated reach

Once you’ve filled in all your data, your sheet will look something like the image below:

That’s enough to start creating very basic pivot tables (like adding up your total reach each month). But notice all the holes and zeros?

You can fill those by pulling in your engagement metrics. Let’s run through them:

  • Organic search: Pull clicks from Google Search Console. (Optional: I also recommend pulling branded search impressions, which we count as engagements in our spreadsheet, as well as branded clicks). New Users from GA is a viable alternative to clicks (remember that near-perfect relationship?), but you won’t be able to filter for your branded impressions and clicks this way.

  • Email marketing: Total number of “clicks” from the emails you’ve sent. We do this over opens, because opens have become less reliable; some email clients now technically open your emails before you do. Clicks in emails can be pulled from your email automation platform.

  • Social media: Engagements (link clicks, comments, likes and reposts) pulled from Sprout, or from each social platform’s native analytics. Do the same for paid engagements.

  • Google Ads/AdRoll/other ad platform: Interactions, or clicks, pulled from the ad platform of your choosing.

  • Website referrals: Referral traffic from Google Analytics (these are the people who encountered your brand on an external website and then engaged with it).

  • YouTube: Views from Youtube Analytics.

Once you’ve filled in this data, your spreadsheet will look more like this:

Now you have some new insights that you can create pivot tables around. Let’s look at a few:

1. Engaged reach

This is the portion of your total estimated reach that has engaged with your brand. You want to see this climb every month.

2. Engagement rate

This is the percentage of your estimated reach that is engaging with your brand. This is arguably your most important metric — the one you should be working to increase every month. The higher that percent, the more efficient use you’re making of the reach you have.

3. Engagement rate by channel

This shows you the channels with your highest engagement rate for the current month. You can use this to flag channels that are giving you what we might call “bad” or “inefficient” reach. It affirmed our decision, for instance, to drop an entire display channel (AdRoll) in favor of another (Google Display). Month after month, we saw low engagement rates on the former. Diverting our spend away from that display channel slightly increased our cost per thousand impressions, but the added cost was more than offset by a higher engagement rate.

4. Winners and losers month-over-month

You can do this as a direct comparison for reach or for engagement. The chart below is a comparison of engagements between October (blue) and November (red). We always want the red (most recent color) to be bigger than the blue (unless, of course, you’ve pulled resources or spend from a particular channel, e.g., paid Instagram in the chart below):

5. Correlation data

This is where we get a little deeper into the funnel, and find some fascinating insights. There are many ways to search for correlations, and some of them are just common sense. For example, we noticed that our YouTube reach skyrocketed in a particular month. After looking into it, we determined that this was a result of running video ads on Google.

But reach and engagements’ most important relationships are to leads and, better yet, leads assigned to sales reps. Here’s an example using five months of our own data:

While we still need more data (5 months isn’t enough to close the book on these relationships), our current dataset suggests a few things:

  • More reach usually means more engagement. There’s a strong relationship between reach and engagement.

  • More reach usually means more lead gen. There’s a moderate relationship between reach and lead gen.

  • More engagement almost always means more lead gen. There is a very strong relationship between engagement and lead gen.

  • More engagement almost always means more assigned leads. There’s a strong relationship between engagement and leads that actually get assigned to sales people.

  • More lead gen almost always means more assigned leads. There’s a very strong relationship between lead gen and leads getting assigned to sales people.

This is just one of the ways we’ve sliced and diced the data, and it barely skims the surface of how you can evaluate your own brand reach and brand engagement data.

6. Collaborating with other marketers on your team

Some of the relationships and correlations are subtler, in the sense that they relate to specific levers pulled on specific channels.

For example, we were able to figure out that we can increase branded search by running broad-match-keyword Google paid search campaigns, specifically.

The only reason we know this is that we meet as a team regularly to look over this data, and we’re always debriefing one another on the types of actions we’re taking on different campaigns. This structured, frequent communication helps us pull insights from the data, and from each other, that we’d otherwise never uncover.

Why this work is so worth doing

If at some point while reading this article you’ve thought, “dang, this seems like a lot of work,” you wouldn’t necessarily be wrong. But you wouldn’t be right, either.

Because most of the actual work happens upfront — figuring out exactly which channels you’ll track, and how you’ll track them, and building out the pivot tables that will help you visualize your data month after month.

Pulling the data is a monthly activity, and once you have your methods documented (write down EVERYTHING, because a month is a long time to remember precisely how you’ve pulled data), it’s pretty easy.

One person on our team spends about one hour per month pulling this data, and then I spend maybe another two hours analyzing it, plus 15 minutes or so presenting it at the start of each month.

We’ve only been doing this for about half a year, but it’s already filled gaps in our reporting, and it’s provided us with clues on multiple occasions of where things might be going wrong, and where we should be doubling down on our efforts.

Eventually, we even hope to help use this as a forecasting tool, by understanding the relationship between reach and sales meetings, but also reach and the most meaningful metric of all: revenue.

How cool would that be?

Friday, February 17, 2023

5 Key Considerations for Winning SEO Buy-In – Whiteboard Friday

Petra has plenty of experience talking to C-level decision-makers about their business problems, and translating them into SEO solutions. So in today’s episode of Whiteboard Friday, she takes you through the main considerations you need to pay attention to when explaining the value of your work: commitment, concerns and objections, status versus purpose, and prioritization.

infographic outlining five key considerations for winning SEO buyin

Click on the whiteboard image above to open a high resolution version in a new tab!

Video Transcription

Hi, I'm Petra Kis-Herczegh, and welcome to my Whiteboard Friday on five key considerations for SEO buy-in. I'm an SEO and solution engineer, which means I get to talk to C-level decision-makers about their business problems and translate them into SEO solutions. Today, I will take you through the five key considerations, which are audience, commitment, concerns and objections, status versus purpose, and prioritization. We're going to talk about the common pitfalls and what you need to pay attention to and how you can make sure that you optimize this process so you can save time and do what you do best and spend more time executing your SEO strategy.

So to start with the audience, the first thing you want to understand is who you are talking to. You want to make sure that you identify your key stakeholders, the decision-makers, and also the blockers because the challenge here is that sometimes you might not be speaking to the right people or you might not be following the right process. So you might be stepping over blockers, going straight to decision-makers, which upsets people, or you might not be involving the relevant stakeholders early on. So what you need to consider here is who to involve and when. The solution here is that you want to build rapport to make sure that the stakeholders and blockers and decision-makers trust you and you want to make sure that you fully understand the process to follow it as you should within the business.

The next thing is commitment. So with commitment, you need to make sure that when you're getting buy-in, you're identifying if you're getting real buy-in or fake buy-in. Fake buy-in is when you get a yes, but you're getting it without commitment. We often tend to do this without us even realizing it by pushing to a yes, by asking questions that give no other option. So you can ask things like: Do you want your content to rank and convert better? Or do you want more traffic? These are not really questions, and what you actually do is you damage relationships, which means that you end up in a cycle where you're not being able to execute what you actually wanted to achieve because there is no true accountability on an execution level. So here you want to apply critical thinking, which means that you need to be really skeptical on how are you getting to that yes.

That drives us to the next point, concerns and objections, because you need to make sure that you address these early on. So the common pitfall here is our confirmation bias because our confirmation bias really pushes us to start a research. Let's say you're thinking about a local SEO project or a technical SEO project to look at use cases that prove your own point. But what you're doing, when you're doing that, is you're forgetting that there might be concerns and objections coming from different stakeholders and different teams. So the way how you can think about this is that you want to engage in healthy conflict. You want to make sure that you do your research with the idea to preempt these concerns and objections and ask questions like: Well, if this project is so important, why is it not being done already? What are the questions that other stakeholders could raise with changes within the website, how that could impact other teams? Are there going to be trainings required for relevant teams if we introduce, for example, a new tool? So you want to make sure that you understand what sort of concerns could come up so you can actually be really comfortable and confident when you talk about these and address them and bring them up.

That leads us to the next point, which is status versus purpose. So what's your real reason on trying to get buy-in for an SEO strategy, project, or idea? What's driving it? Because you really want to make sure that it's purpose that's driving it rather than your ego, which is why you need to check in with yourself. The real solution here is that you want to think about your SEO KPIs and connect them to overall business needs because that's when you can look at a holistic level and think about how your actual strategy is driving purpose rather than status, which leads us to our last point, which is prioritization. Because if everything is important, then nothing is. What that means is that if you focus on everything at once, the likelihood is that nothing will ever get done.

So here you actually want to use a prioritization framework. So you can go to your favorite prioritization framework. There are things like ICE, which focuses on impact, confidence, and the effort required to execute your solution. But you probably also want to add a metric on the probability and the chances that you get real buy-in from your leadership in order to make sure that you're not wasting too much time trying to get your ideas and strategy executed.

I hope you found this session useful, and hopefully you can adapt some of these to optimize your process of getting SEO buy-in, which means that you will have now more time to execute your SEO strategy.

Video transcription by Speechpad.com

Wednesday, February 15, 2023

I Inherited Moz: How Do I Know It’s Set Up Correctly? — Next Level

People change jobs, move teams, and shift responsibilities all the time, and taking over toolsets can bring its own set of challenges. Whether you’re at a new company, in a new position, or expanding your responsibilities, ensuring that your Moz Pro subscription is set up correctly for your specific needs should be at the top of your to-do list.

Some of you may have inherited a whole account from a colleague or former teammate - they updated the login information and handed you the reins. For some of you, this may be the first time you’ve used Moz Pro after having just been added as a seat on a larger account. And some of you may have just been told your company has a subscription to this tool and you’ve been tasked with figuring out how to use it! Regardless of the situation, here are 10 steps to help you make sure your toolkit is properly calibrated. 

1. Understand what you’re working with

Before you can really understand if your Moz Pro account is set up correctly, you have to understand what Moz Pro is and how you’ll use it. Moz Pro is a complete SEO toolset that can help you implement and monitor the success of your SEO strategies. Whether you’re working on your own site, a client’s site, or a combination, the tools in the Moz Pro suite will help you be successful.

There are 2 primary tool segments in Moz Pro - Campaigns and research tools. Within Campaigns, you can gather data on your site's rankings, page optimization, site crawl issues, and link metrics all in one place. Within a single Campaign, you can track one site and up to three competitors to benchmark key metrics and monitor your progress.

The research tools within the Moz Pro tool suite offer the ability to perform keyword, link, and competitive research throughout all the phases of your SEO strategy implementation. There are also additional research tools designed for on-off checks and client prospecting.

Tip: If you were not provided with an account for accessing Moz Pro, you can create a free community account and then request to be added as a seated user by the owner of your subscription. Don’t worry! We’ll cover this in the upcoming steps as well.

2. Verify you have access to manage your subscription

In our previous Next Level post, we talked about verifying the owner of your subscription, but it’s perhaps even more critical if you are taking over Moz access from another team member or from someone who is leaving (or has already left) your company. Nothing can stop a team in their tracks faster than an unexpected billing issue or inability to upgrade a subscription when you need higher limits.

Why is this step so important? Only the owner of a Moz Pro subscription can change subscription levels, purchase add-ons, add (or remove) seated users, and delete Campaigns. Without knowing who is in charge of your subscription, you may hit roadblocks along the way when trying to make adjustments to account for new clients or projects.

To verify you have access to manage your subscription, head to Account & Billing and make sure you can see the price, renewal date, and upgrade options for your subscription. If you are not seeing those options, this means that you are a seated user with shared access and will need to either transfer ownership to yourself, or ensure that they are still able to manage the subscription for you.

3. Add (or remove) seated users

As teams shift with new members joining and folks leaving, it’s key to make sure that the right people have access to the Moz tools. Check who currently has access to your toolset in the Manage Seats section of Account & Billing. From here, you can remove seated users and assign new seats. If you see a notice that you do not have a subscription for which to manage seats, this means you are a seated user on another subscription and will need to reach out to the owner to make any changes.

4. Check your email settings

If you’ve inherited your Moz account and subscription from someone else, it’s a good idea to take a moment and check your email settings. The person before you may have opted to not receive Campaign-related emails or they may have turned off email notifications for Q&A activity. You can check your email settings at any time from the Email Settings view of your Account & Billing section.

5. Update your community profile

Speaking of Q&A activity, now is a great time to make sure your Community Profile is up to date. If your account recently changed hands, your Community Profile on moz.com may still be under the previous owner's name. Be sure to update this information before interacting in the Q&A forum so people know who you are!

Tip: If changing roles and responsibilities causes your Moz account to change hands often, you may opt to set your community profile as your company name so you can skip this step in the future! If you prefer to post and interact in the Q&A Forum under your own unique profile, you can set up a free community user account and add yourself as a seat on your main company subscription. 

6. Ask yourself: What are my goals?

Before we move forward into checking the rest of our settings, take a moment to ask yourself what you’re looking to achieve with your Moz Pro Campaigns. The answer to this question may change the settings you’ll be looking for in the next few steps.

Here are some examples of goals you may have:

  • If you are looking to evaluate the crawlability of your entire site, you will need to make sure your Campaign is not set up to be restricted to a particular subdomain or subfolder (Don’t worry, we’ll cover how to look into that a little later).

  • If you are wanting to monitor rankings for a client’s blog, you may need to have the Campaign set up to be restricted to their blog subfolder.

  • If you’re looking to monitor the success of your link building efforts and how your backlink profile compares to your competitors, you’ll need to make sure you’ve identified the correct competitors to track

So, what ARE you looking to achieve? What goal do you have for each Campaign set up in your account?

7. Verify you’re following the right campaigns

While we’re talking about goals and Campaigns, let’s take a quick detour to check which Campaigns you’re following. Follow status for Campaigns is login-specific, which means that each seated user on a subscription can customize which Campaigns they receive email updates for. You can quickly check which Campaigns you’re set up to follow from the Manage Your Campaigns screen. On the right hand side there is a column titled Following which you can scan - any Campaigns with the checkbox checked are ones you are currently set to receive email updates for. Uncheck the boxes to unfollow them at any time or vice versa. This can come in handy when you’re jumping onto projects to help a teammate or taking over an existing client - just follow and unfollow Campaigns as necessary in order to stay up to date. 

8. Review your campaign settings

We’ve thought about goals, reviewed basic account settings, and investigated which Campaigns we’re following. Now it’s time to dive into Campaign settings and content. Each Campaign you set up (or already have set up) has its own settings for a variety of components. Let’s take a look at each one so you can make sure you have the data you need, where you need it.

General

First up are the general settings for your Campaign. Here you’ll find information about the basic setup which was implemented during the initial Campaign creation process.

Site Basics

Under site basics you’ll find your Campaign name and information about the website you’re tracking. This is also where you’ll see if you’re tracking all sites within your domain, a specific subfolder, or a specific subdomain.

Thinking back to your goals for your projects and clients, do these settings seem correct? Are you only tracking part of a site when you need to be tracking all sites within the domain? Or are you tracking a full site when your only focus is one subfolder?

Tip: The website and scope (i.e. whether you’re tracking a subfolder, subdomain, or all sites within a domain) of a Campaign cannot be changed after Campaign creation. If you need to update these settings you will need to create a new Campaign. Just be sure to chat with your team before removing or archiving any existing Campaigns.

Competitor Websites

The competitor websites you’re tracking in a Campaign can be changed at any time. Take a moment to review the ones currently being tracked - are they the right competitors based on your goals? Are they still your competitors or have they changed since the Campaign was initially created?

If you need help identifying your competitors, or verifying that these are the correct ones, Moz’s True Competitor tool can help you compare and evaluate sites competing for the same SERPs as your website. Additionally, the How to Do An SEO Competitor Analysis guide and SEO Competitive Analysis Certification can help you get a handle on discovering your competitors.

Rankings

Let’s move on to the rankings settings of your Campaign. There are two main sections to check out here: Tracked Search Engines and Brand Rules.

Tracked Search Engines

Your Search Engine Settings can be updated at any time but keep in mind that any changes you make won’t take effect until your next Campaign update and they will impact your overall rankings data. Since we won’t have historical data for search engines you weren’t initially tracking, you will not see data for them from before the changes were implemented.

There are lots of different ways you can set up your tracked search engines for your Campaign. Some people like to track Google, Google Mobile, Yahoo, and Bing for one country. Others prefer to track Google and Google Mobile for two different countries. And some prefer to track only Google or Google Mobile for four different countries in one Campaign. The possibilities are endless! However, it is generally recommended that you track rankings for the markets where you have an audience. If your business is in the United States and Great Britain, you probably don’t want to track rankings for Canada.

“But Meghan, what if I want to track rankings for multiple search engines for multiple countries?” I’m glad you asked! In this case, you may opt to set up additional Campaigns for the same site but with different sets of tracked search engines. Additionally, if you have specific subfolders or subdomains of your site for each country, you may want to consider restricting your Campaign to that area of your site as discussed in our General Settings section.

Brand Rules

Next, let’s make sure your brand rules are set up correctly. Brand rules help the tool identify and tag tracked keywords as branded so you are able to compare branded versus non-branded rankings and Search Visibility to better understand your site’s performance in the SERPs.

When evaluating your brand rules, be sure that any terms or names associated with your brand are included. Also consider terms that may slip through the cracks and be marked as “branded” when they are, in fact, not. For example, in my own Campaign I have a rule set to tag keywords containing “Moz” as branded and another rule to exclude keywords containing “mozilla” so any mozilla related keywords will not be marked as branded. It can also be helpful to include rules for specific products associated with your brand, as well.

Site Crawl

Up next is Site Crawl. In step 8 we’ll talk more about Site Crawl but in this step you can check your page crawl limit to make sure it is set high enough to capture your whole site in the crawl. The page crawl limit for your Campaign is the number of pages our crawler, Rogerbot, will attempt to crawl each week for your site. It will crawl pages within the scope of your Campaign up to the designated limit or until it can’t find any more pages it can crawl - whichever comes first.

If your crawl limit is not set high enough to capture your whole site, you may see irregularities in your crawl data, pages not being crawled that you expect to see in your crawl inventory, or fluctuations in issues found. This is because our crawler may find and crawl different pages based on how your internal linking structure changes or as pages are added and removed between crawls. It’s also a good idea to leave some extra room at the top end of your crawl limit to account for site growth and new content.

Traffic

Lastly, let’s just double check that the correct Google Analytics account and profile are selected for your Campaign. Within the last tab, Traffic, you can see this information and update it as needed.

9. Check your Site Crawl data

In the previous step we checked the page crawl limit for your Campaign and now we’re going to take a look at your crawl data itself to make sure everything looks to be in tip top shape.

From the Site Crawl section of your Campaign, verify that your site was able to be crawled. If you’re seeing an error message indicating that your site crawl failed it could mean that our crawler is being blocked by your server, your robots.txt file isn’t accessible, or that your Campaign is set up incorrectly. The error message provided should indicate the reason why the crawl failed; review the indicated reason and then have our crawler reattempt the crawl. For additional help regarding failed crawls, we have a great resource in our Help Hub all about troubleshooting issues with crawling your site.

Another area to check within Site Crawl is the number of pages successfully crawled. Your Site Crawl Overview will show a count of pages crawled after each crawl is completed. Is this count higher or lower than you would expect for your site? If the count is lower, this could indicate one of the following:

  • Your page crawl limit for your Campaign is set too low - if this is the case, you can adjust this in your Campaign settings as we outlined earlier in this post.

  • Your robots.txt file is blocking our crawler from areas of your site - review your robots.txt file to be sure that the correct areas are being blocked by our crawler or speak with your web developer about the current settings, if necessary.

  • There is a 4xx or 5xx error stopping our crawler - if our crawler is receiving a 404 response for a key page or there is a server error coming from a set of pages this will keep our crawler from being able to move forward and crawl additional pages. You can review these errors in your Critical Crawler Issues section of Site Crawl.

There are plenty of other reasons you may see a lower page count than anticipated. If you need additional help investigating, we have a troubleshooting guide in our Help Hub which outlines a few other common issues. On the other side of the same coin, if the page count you’re seeing is much higher than you expect, it may indicate the following:

  • Your robots.txt file isn’t correctly configured to block our crawler from certain sections of your site - review your robots.txt file to be sure that the correct areas are being blocked by our crawler or speak with your web developer about the current settings, if necessary.

  • There is an issue with relative links causing crawler loops - review your site crawl issues to see if there are any unusually long URLs you’re not expecting such as https://mysite.com/home/produc...;

We have a few different guides which can help you investigate a high number of pages including our guide on page fluctuations and spikes in crawl issues. If everything looks good to go but you still need a bit of guidance on where to get started with all your Site Crawl data, be sure to check out our step-by-step workflow.

10. Check the Tracked Keywords (and how they’re labeled) in your Campaigns

Next, let’s take a look at your tracked keywords. From the Rankings section of your Campaign you can see a list of all the keywords you’re currently tracking. Verify that you’re tracking the correct keywords and add any that are missing. Just be sure to check in with any seated users to make sure it won’t interrupt their workflow to add them! Alternatively, you can create an all new Campaign with new keywords for your own project.

Finally, take some time to check that your keywords are labeled and segmented correctly (or at all!). If you’re not currently using labels in your Campaign, you’re missing out on the opportunity to compare rankings and Search Visibility for groups of keywords. There are an infinite number of ways you can segment your keyword data in Moz Pro using labels including (but of course not limited to):

  • By sales funnel stage

  • By product

  • Branded versus non-branded

  • Location or market

  • Project

  • Marketing campaign

Once your keywords are labeled, you have the option to filter by those labels to see metrics and rankings side by side. You can even create specific custom reports for different groups of keywords to be delivered right to your inbox on a regular basis.

Bonus! Enroll in Moz Academy

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If you’re looking to dive even deeper into theory and application, Moz Academy offers 5 different certifications which can help you add to your toolkit. These include SEO Essentials, Technical SEO, Keyword Research, Competitive Analysis, and Local SEO. Once a certification is completed, you’ll also receive a downloadable certificate and the opportunity to add a badge to your LinkedIn profile to show off your newly acquired skills.