If participation in your event or community activities earns attendees Continuing Education (CE) credits, one of your top priorities once the activity is over will be to gather data on who completed the requirements. Socio's thorough tracking and reporting make downloading the data easy!

This article describes some considerations around tracking attendees for CE credits earned in a Socio event or community. It also shows you exactly where to find and download the most useful reports and which parts of the data are most useful for CE credits. 📊

Tracking attendees

Socio's metrics capabilities are very robust, but there are some cases where attendees can't be tracked.

Ad blockers and private browsers

If an attendee joining your event on the Web App has an ad blocker installed in their browser, or if they're using a private browser window, Socio may not be able to capture their activity in the event.

To help ensure that attendees can be tracked for metrics, we've implemented the Analytics Tracking Alert feature. This lets you show a pop-up when Socio detects that an attendee is using an ad blocker. The pop up can either serve as a warning, or it can prevent access to the event until Socio's domain has been added to the blocker's allowlist.

To learn how to enable and configure the Analytics Tracking Alert feature, check this out.

3rd-party streaming

If you're not using Socio Streaming or the Socio RTMP Player for your live streams, we can only offer data on who clicks on live streams and other features. If you need deeper metrics for how long attendees viewed a live stream, for example, refer to the documentation from your live stream provider to find those. For click data in Socio, take a look at the section below.

Socio Streaming and Socio RTMP metrics

When you use Socio Streaming or the Socio RTMP player, you can use the Video Analytics report to see who joined your live streams and how long they watched.

Export the Video Analytics report

On the Metrics page, click the Export Reports button, and click the Video Analytics option.

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A pop-up appears letting you know that the export is in progress. When the export is ready, a new pop-up appears. Click the Click here to download link to download the file. If you missed seeing a pop-up, check if there's a red dot on the bell icon next to the Help tab at the top right corner of the screen. Click the bell to see all your past notifications and download files.

Screenshots showing exporting, and export successful notifications.

Open the .xlsx file in your preferred spreadsheet program. The report contains a line item for each attendee for each live stream in your event. For the purpose of CE credits, it may be useful to sort the report by Last Name, so you can see each person's data for all live streams in the same place.

The key metric in this export is Total Duration which tells you exactly how long each person watched the live stream, even if they left and rejoined multiple times.

Once you've identified which attendees qualify for CE credits, you can award them!

Live stream clicks (3rd-party streaming)

As noted above, Socio can only offer data on who clicks on live streams and other features if you don't use one of Socio's streaming options.

To find this click data, go to the Metrics page, click the Export Report button, and click the Metrics option.

Screenshot showing where to find the Metrics export.

A pop-up appears letting you know that the export is in progress. When the export is ready, a new pop-up appears. Click the Click here to download link to download the file. If you missed seeing a pop-up, check if there's a red dot on the bell icon next to the Help tab at the top right corner of the screen. Click the bell to see all your past notifications and download files.

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Open the .xlsx file in your preferred spreadsheet program. The report contains a sheet for each feature in your event. Which sheet you use depends on which Socio feature you ran a live stream in.

⭐ Keep in mind, the title of each sheet in the file matches what you set for each feature in the Socio Platform. This article references the features' default names.

A note on Polls

Before we take a look at pulling click data for Live Stream features and Agenda sessions, let's talk about Polls. If you used Polls during your live streams, you can use polling data to help tell who was paying attention. Unless poll participation is required to earn CE credits, we recommend that polling data only be used as secondary verification.

If you want to gather polling data in addition to clicks as you follow the instructions below, preserve the rows whose Action column shows "Voted in a Poll".

Live Stream feature clicks

If you used the Live Stream feature, locate and click on that sheet. Sort the sheet by the Action column, and then remove any rows that aren't "Clicks".

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Attendees may have multiple click occurrences, so it may be helpful to sort the sheet by the Time column so you can look at only clicks within the timeframe of the stream. Even sorting by Time, you may still see multiple clicks for attendees. It's up to you to determine if the click data is adequate to award credits.

Agenda session clicks

Just like the Live Stream feature, locate and click the Agenda sheet, and sort by the Action column. Remove any rows that aren't "Clicked Join Live Stream".

Illustrative image.

Now, sort the sheet by Name to group each session together. Attendees may have multiple click occurrences, so it may be helpful to sort the sheet by the Name and then Time so you can look at only clicks within the timeframe of the stream. You may still see multiple clicks for attendees in the same session. It's up to you to determine if the click data is adequate to award credits.

Now you know how to find the relevant data to award CE credits! If you feel you need more or different data to award CE credits, we're happy to help you strategize. Reach out to your Socio contact or chat with our support team. 💬

Questions? Chat Us or Email [email protected]

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