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Category: Employer Groups | Printed:

Engagement Tracking NEW

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Monitor member participation, track adoption rates, and generate comprehensive engagement reports for employer groups. This guide covers the essential metrics and reporting tools you need to measure platform success and identify opportunities for improvement.

Access Requirements

Engagement tracking features are available to Tier 1+ support representatives. These tools provide sensitive employer group analytics and should be used responsibly for client reporting and support optimization.

Key Engagement Metrics

The platform tracks three primary engagement metrics that help you understand how members interact with the healthcare shopping platform:

Enrolled

Members who have created accounts and set passwords - your baseline adoption rate.

Tracks initial registration completion
Measures enrollment campaign effectiveness
Indicates member awareness of platform
Foundation metric for all other engagement

Connected

Enrolled members who have logged into the system and are actively using the platform.

Shows actual platform engagement
Indicates successful onboarding
Measures active user base
Key indicator of value delivery

Mobile App

Connected members who have downloaded the TALON mobile application for point-of-care shopping.

Tracks mobile adoption rates
Enables point-of-care decision making
Increases engagement opportunities
Improves member accessibility

Understanding Engagement Patterns

High enrollment with low connection rates suggests onboarding friction or communication gaps. Strong connection but low mobile adoption may indicate the need for mobile app promotion. Use these insights to guide employer group support strategies.

Engagement Tracking Process

Follow this systematic approach to monitor and analyze engagement metrics for employer groups:

Systematic Engagement Tracking

Access Employer Dashboard

Navigate to Employers tab and select the target employer group to view their engagement metrics.

Review Key Metrics

Analyze the Enrolled, Connected, and Mobile App statistics to understand current adoption levels.

Identify Trends

Look for patterns in usage data, seasonal variations, and adoption rate changes over time.

Generate Reports

Export detailed engagement reports for client presentations and internal analysis.

Generating Engagement Reports

Create comprehensive engagement reports to share with employer groups and internal stakeholders:

Exporting Engagement Data

Navigate to Actions Menu: From the employer group page, click the Actions dropdown
Select Export Option: Choose "Export Engagement Report" from the available actions
Configure Report Parameters: Set date ranges, metrics to include, and report format
Generate and Download: Process the report and download for distribution

Report Contents

Engagement reports include enrollment statistics, login activity, mobile app usage, search behavior, and trend analysis. Reports can be customized for different audiences and scheduled for automatic delivery.

Employer Champions

Employer Champions are key individuals within employer groups who have special access to engagement data and can help drive platform adoption internally.

Assigning Champion Permissions

Locate Member Profile: Find the employee who will serve as the champion
Access Actions Menu: Click Actions on their member profile
Assign Permissions: Select "Employer Champion Permissions"
Configure Access: Assign them to appropriate employer groups
Verify Access: Confirm they can see the Employer Dashboard in their navigation

Champion Success Tips

Choose champions who are influential within their organizations and committed to healthcare cost transparency. Provide them with training materials and regular engagement data to help them promote platform usage effectively.

Analyzing Engagement Data

Use engagement metrics to identify opportunities and address adoption challenges:

Common Engagement Patterns

Low Initial Enrollment: May indicate communication gaps or registration barriers
High Enrollment, Low Connection: Suggests onboarding friction or lack of ongoing engagement
Seasonal Variations: Open enrollment periods and health events drive usage spikes
Mobile Adoption Lag: Desktop-first users may need mobile app education

Actionable Insights

Groups with low engagement may benefit from additional training or communication
High-performing groups can serve as case studies and champions for other employers
Mobile adoption gaps present opportunities for targeted app promotion campaigns
Usage trends help predict support needs and resource allocation

Employer Group Management Mass Enrollment Data Export Guide