How to Track Your Customer's Progress in a Product

Kayla M.

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Learn to track your customer's progress in a course, membership, or product you offer in your Product Progress Report.

In this article:

Overview

The Product Progress Report allows you to track your customer's progress through your Product, number of logins, start date, and date of last login.

This report displays up to 1000 customers at a time. In response to your feedback, Kajabi redesigned the Product Progress report to improve visibility and give you more insight into the progress of each individual customer.

Focus your report by using filters for customer name, customer email, or by custom segment. 

Product progress is tracked by progress on the Video or Assessment uploaded into the Course Lesson, or by Quiz completion. If the Course Lesson does not contain a Video or Assessment, progress can only be tracked if the "Mark as complete" button is clicked. 

Tip:
If the Product Progress Report fails to update, you may need to update your Product Template. This can occur if your Product has the "Mark as Complete" button removed instead of hidden. Hiding this button instead of removing it will enable Video Progress tracking.

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View by product

  • Open the Analytics tab from your Dashboard.
  • Scroll to the bottom of the page and click Product Progress.
  • Select the Product you want to view.
  • Then, click Confirm:

View by segment

The Product Progress Report displays up to 1000 customers.

Filter your Customer Progress Report by Segment to create meaningful groups of users and narrow your focus:

  • Open the Analytics tab from your Dashboard.
  • Then, click View in the Product Progress card. 
  • Scroll to the bottom of the page and click Product Progress.
  • Click on the Product you want to view.
  • In the right side-bar, search by Segment and click Apply:

Note:
Segmenting your customers will display up to 1000 customers in the Segment. Keep in mind, exporting your Product Progress report will export the customers displayed when filtered or segmented. We encourage you to create Segments to easily share and view your report. Read How to Segment Your Contacts to create focused Segments and easily track your customers.

View by customer

To view a specific customer's progress in a Product for each Module and Lesson:

  • Open the Analytics tab from your Dashboard.
  • Then, click View in the Product Progress card. 
  • Scroll to the bottom of the page and click Product Progress.
  • Click on the Product you want to view.
  • In the right sidebar, search the customer by name or email and click Apply.
  • Then, click on the customer's Name to view their progress report:

Note:
If a customer is permanently deleted from your site, all records will be removed including their Product Progress. However, if a customer has been revoked access to a Product their Product Progress will remain in your Product Progress Report.

Customer Progress Report

To view your customer's details:

  • Open the Analytics tab from your Dashboard.
  • Then, click View in the Product Progress card. 
  • Scroll to the bottom of the page and click Product Progress.
  • Click on the Product you want to view.
  • In the right sidebar, search the customer by name or email.
  • Click on the customer's Name to view their progress report.
  • In the Customer Information card, click launch:

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View by Product Module and Product Lesson:

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Note:
The overall product progress will reflect the sum of the total amount of lessons or quizzes that have been completed divided by the total number of lessons or quizzes in the course. The percent will reflect any lessons that are marked completed, completed quizzes, and any video lessons that have at least 90% of the video played.

How to share the product progress report

Print

Print your Product Progress Report to add to your records or share in your preferred format. 

To print:

  • Open the Analytics tab from your Dashboard.
  • Then, click View in the Product Progress card. 
  • Scroll to the bottom of the page and click Product Progress.
  • In the top menu, click Print.
  • Begin sharing a hard copy of your printed Product Progress Report:

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Export

Export your Product Progress Report to add to your records or share as a CSV. 

Your exported Product Progress Report will display your customers' Product Progress as a percentage to depict the progress made in a specific Product. 

Note:
Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. Learn to update email notification settings.

To export:

  • Open the Analytics tab from your Dashboard.
  • Then, click View in the Product Progress card. 
  • Scroll to the bottom of the page and click Product Progress.
  • In the top menu, click Export.
  • Begin sharing an Excel file of your Product Progress Report:

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Tip:
Group your customers with Segments to narrow your focus and easily export specific groups of customers. If your list is greater than 1000, you will receive an email from Kajabi Support to download your exported list. Read How to Segment Your Contacts to create focused Segments and easily track and export your customers from the Product Progress report.

And that's how you track your customer's progress in a Product! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!

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