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Participation Funnel

Definition

Term used to describe the series of events experienced by an HCP from exposure to an available educational experience through to the request and fulfillment of credit (if available). Importantly, in each step of the funnel, counts should be clearly identified as either ‘unique’ counts or ‘total’ counts and the terms used to describe the event or the HCPs should be as accurate and precise as possible.

Methods

Once the separate meaningful events within a learning experience are mapped, then a simple count of HCPs that have taken each step should be made.

Evidence

Consensus Opinion

Example:

Online Activities:

1000 emails/announcement sent marketing an activity ("Intended Reach")

500 HCPs clicked to learn more about the activity

400 HCPs registered for the activity ("Registrants")

340 HCPs completed the pre-test

320 HCPs began the educational activity or clicked start on the activity ("Learners")

240 HCPs completed the activity ("Completers")

220 HCPs clicked to begin the post-test

- 100 HCPs failed and had to attempt the post-test multiple times

200 HCPs clicked to begin the evaluation

190 HCPS completed the evaluation

175 HCPs requested credit for the activity ("Credit Requestors")

 

Live Activities:

1000 emails/announcement sent marketing an activity ("Intended Reach")

500 HCPs clicked to learn more about the activity

400 HCPs registered ("Registrants")

200 HCPs signed in the day of the live activity, or attended   ("Learners")

120 HCPs were present at the end of the event (“Completer”)

100 HCPs submitted/completed the post-test and/or evaluation

100 HCPS requested credit for the activity ("Credit Requestors")

 

Additional Contextual Information:

  • Not all participation funnels will be the same, or have as many steps, but the key take-away is that the principle terms (e.g. Intended Reach, Learners, Completers, etc.) should be standardized.
  • Terms such ‘clicks’, ‘page views’, or ‘visitors’ only provide value when they are fully defined as it relates to the participation funnel.
  • This is perhaps the most foundational concept of the overall outcomes standardization project and establishes an expectation that given the great variation in what can be counted, the community MUST be more precise and standardized in the specific terms we use.