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Documentation Index

Fetch the complete documentation index at: https://knowledge.deeto.com/llms.txt

Use this file to discover all available pages before exploring further.

The Platform Performance page gives you a complete view of how your reference program is performing. It’s organized into tabs, each covering a different aspect of your program — from reference growth and content activity to campaign performance and prospect engagement. To access it: Go to Analytics → Platform Performance in your Deeto workspace.

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References

What it shows: The overall state of your reference base.
  • Total references invited vs. joined
  • Reference growth over time
  • Breakdown by status — active, inactive
  • Breakdown by role — decision maker, user, champion, and others
  • Who’s most engaged — available for calls, has provided content, completed all assets
How to use it: Check this quarterly to see whether your reference pool is growing. Look for gaps — do you have enough references in specific industries or company sizes? You might also spot references who haven’t been active recently and could benefit from a personal check-in.

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Content

What it shows: All the customer content collected through Deeto.
  • Content by type — quotes, testimonials, case studies, videos, Q&As
  • Content status — draft, approved, published
  • Which references contributed what
  • How content is performing — views, shares, conversions
How to use it: Make sure you have a good mix of content types for different sales situations. Identify your most active contributors — they’re great people to ask for more. Pay attention to what’s getting shared and generating interest.

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Activities

What it shows: A real-time log of what your references are doing.
  • Accepted and declined invitations
  • Completed calls
  • Content submitted
  • Campaigns participated in
  • Rewards redeemed
How to use it: Monitor this regularly to get a feel for overall engagement. You’ll start to notice patterns — when references respond most, which activity types they prefer, and early signs of disengagement.

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Rewards

What it shows: How your rewards program is performing.
  • Total points distributed and redemption rate
  • What each reference has left to spend
  • Which reward types are most popular — gift cards, swag, donations
  • Which activities earn the most rewards
  • Individual breakdowns of earned and redeemed amounts
How to use it: Use this to plan your reward budget going forward. It shows you what people actually value, so you can prioritize the right options.

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Leads

What it shows: Leads generated through your reference program.
  • Leads from referral links
  • Leads from microsite activity
  • Lead quality and conversion rates
  • Revenue attributed to reference program activity
How to use it: This is your ROI check. See which references are generating the best leads and how those leads progress through your sales process.

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Campaign Recipients

What it shows: How people are responding to each campaign you run.
  • All campaigns with participant lists
  • Individual recipient status and completion rates
  • Email open and click-through rates
  • Per-person engagement data
How to use it: Monitor campaign performance to identify segments that need follow-up. See which email messages are actually getting read and which are being ignored.

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Email Activities

What it shows: Performance of all emails sent through the platform.
  • Emails sent per campaign
  • Open rates
  • Click-through rates
  • Unsubscribe rates
  • Delivery status
How to use it: Identify which subject lines and messages get the most opens and clicks. If you’re seeing delivery issues, you’ll spot them here. Adjust sending timing and frequency based on what the data shows.

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Account Level — Contributions

What it shows: Reference activity rolled up by customer company.
  • Which accounts have the most active references
  • Content contribution by account
  • Overall account engagement
  • Contribution types by company
How to use it: Identify your most engaged customer companies — they’re your champions. Use this to ensure you’re not over-relying on a small number of accounts and to find where you can deepen relationships.

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Prospect Engagements

What it shows: Every interaction between a prospect and one of your references.
  • Reference calls scheduled and completed
  • Content shared with specific prospects
  • Post-engagement outcomes — did the deal progress?
  • Revenue connected to reference interactions
How to use it: See which references are actively helping close deals and which prospect types they work best with. This is your clearest view of the business impact your reference program is driving.

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Prospect Microsite Activities

What it shows: How prospects behave on their personalized microsites.
  • Visit time, frequency, and duration
  • Content clicked and time spent per piece
  • Form submissions
  • Call scheduling activity
  • Whether the microsite was shared with others
How to use it: Spot prospects who are seriously engaged — they’re the ones spending time and clicking through multiple pieces of content. Prioritize outreach to these buyers.

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Potential References

What it shows: Customers who are likely great references but haven’t been invited yet.
  • Customers who expressed positive sentiment in Gong calls
  • Customers with positive G2 reviews
  • Contact details and source of the positive signal
How to use it: This is your recruiting list. You can see who’s happy and ready to be asked to participate — no manual research required.

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Using Platform Performance for strategy

Monthly review
  • Check reference pool growth
  • Review new content collected
  • Assess email campaign performance
  • Confirm reward spending is on track
Quarterly review
  • Assess overall program health
  • Review prospect-to-reference engagement data
  • Calculate revenue impact
  • Identify coverage gaps and content needs
Annual review
  • Compare the full year to the previous year
  • Calculate ROI — what did references contribute to closed deals?
  • Assess program maturity and growth
  • Plan focus areas for the next year

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Questions?

Click the help icon inside your Deeto workspace or contact your dedicated Customer Success Manager at support@deeto.ai.