Attribution Report

The Source Analysis segment within the Attribution Report allows you to monitor and evaluate the revenue contributions and sales distribution based on key metrics, including contacts in your CRM, opportunities, and session data. This area also highlights the origins of your conversions and the corresponding attribution for each source, offering deeper insights compared to the standard Conversion Report. Important: Access to specific components may vary based on your user permissions. Selecting Source Data Choose the data type you want to include in your attribution analysis to gain tailored insights for your business. You can select from Forms, Surveys, or Calendars. By opting for Forms or Surveys, you can assess how effectively various lead generation tools on your website perform. Choosing Calendars enables you to evaluate how scheduled events and appointments influence customer interaction and conversions. Setting Date Filters For a thorough and precise analysis of your attribution data, it’s essential to use filters and define specific date ranges for your review. Updating Data Clicking the refresh button instantly updates all the data displayed, eliminating the need to reload the entire browser tab to see the most current information. Referral Data Overview The Referral Data section offers an in-depth view of your referral sources, detailing the origins of contact acquisitions, opportunity generation, and session activity. Campaign Data Review The Campaign Data section delves into your campaign statistics, spotlighting the sources and campaigns that were instrumental in acquiring contacts, creating opportunities, and increasing user engagement. Session Events Insights The Session Events section gives a comprehensive analysis of session data, covering various critical aspects. This includes the type of event, which specifies the particular actions or interactions during the session; the source, denoting the platform from which the user accessed your content; and detailed contact information about the session participant. Additionally, this section provides insights into the marketing campaign linked to the session, along with UTM parameters for tracking marketing effectiveness. It also highlights the webpage where the session started and the exact date and time of the session's inception. Exporting Data If you need to work with the data in Excel or share it with colleagues, simply click the export button to download the data in a spreadsheet format. Customizing Data Columns The columns button allows you to modify the table's data columns to suit your analysis needs. Add or remove columns to ensure the table displays only the most relevant information for your review. Filtering Session Events To create a more customized view of your table data, use the filter button to narrow down the information displayed according to your specific requirements.

Introduction to Attribution Understanding the impact of your marketing strategies is crucial, and attribution plays a vital role in this process by pinpointing where and how contacts interact with your platform. To access this feature, go to the Reporting section from your account dashboard and select the Attribution Report tab.  Events Capturing Attribution Data Attribution data is logged during specific actions within the same session, such as: Form/Survey Completion Calendar Booking Confirmation Chat Widget Interaction (Post Contact Information Submission) Order Form Completion These actions must be executed through the forms, surveys, calendars, chat widgets, or order forms that you have set up in your account to ensure accurate attribution data collection. Setting Date Ranges To effectively evaluate attribution data, it's important to filter and choose specific date ranges. This can be done using the Select Date Range feature.  Simply click on the dates you wish to analyze from the calendar dropdown, then confirm your selection to apply the date range and view the corresponding data.  Attribution Types Explained The "First" and "Last" attribution types offer valuable insights into the timeline of each contact’s interactions, from their first engagement to their most recent activity. First Attribution: This tracks the initial point of contact within your system. For example, if a user completes a "Contact Us" form, this event marks their first attribution, remaining constant as the first recorded interaction. Latest Attribution: This reflects the most recent interaction a contact has within your system. For instance, after the initial form submission, if a contact later makes a purchase through a Two-Step Order Form, this latest activity updates their attribution data. Unlike first attribution, this data continually updates with each new interaction.  Refreshing Data The refresh button allows you to instantly update the displayed data, ensuring that it aligns with your selected filters. This keeps your reporting current and accurate, empowering you to make timely decisions based on real-time insights.  Tracking Financial Metrics and Leads Revenue Closed: Stay informed about the revenue your business has generated, offering valuable insights into your financial performance.  Opportunities Won: Monitor the number of opportunities that have converted successfully, helping you evaluate your sales effectiveness and conversion rates.  Total Leads: Track the number of contacts generated within your selected time frame to gauge the success of your lead generation and marketing efforts.  Revenue Visualization: View a timeline of your revenue data, with options to display this data by day, week, or month, depending on your preferred aggregation method.  Analyzing Lead Generation The Leads tab allows you to track and analyze the origins of your leads. It provides insights into the most effective marketing channels and campaigns for generating new contacts, enabling you to refine and optimize your strategies for better results. Leads by Source: A color-coded donut chart provides a clear visualization of how your leads are being generated, accompanied by numerical data for easy reference.  Attribution Source Categories Attribution sources are categorized to help you understand where your contacts are coming from: Paid Search: Traffic from paid search ads (e.g., Google Ads). Paid Social: Traffic from paid social media ads (e.g., Facebook, Instagram). Direct Traffic: Visitors who directly enter your website URL or arrive without a referral source. Organic Search: Traffic from non-paid search engine results (e.g., Google, Bing). Social Media: Traffic from organic social media posts and interactions. Referrals: Traffic from external websites linking to yours. Other: Includes traffic from channels like phone calls, SMS, emails, WhatsApp, etc. CRM UI: Leads manually created within the CRM. Third-Party: Leads sourced through third-party tools like Zapier. Attribution sources are applied in the order displayed in the table below.  Performance by Medium This section highlights the effectiveness of different marketing channels, allowing you to identify which mediums are most successful in driving leads to your business.  Analyzing Opportunities You can select multiple opportunity pipelines to compare session events related to your opportunities, providing deeper insights into their performance.  Session Event Tracking By analyzing session events, you can better understand user engagement and optimize your marketing strategies. These events are critical for tracking how contacts interact with your website or marketing materials.  Customizing Data Display Columns: The columns button lets you modify the displayed data by adding or removing columns according to your preferences, ensuring that the table is tailored to your specific needs.  Exporting Data: The Show/Export Data icon allows you to view a list of contacts created within a specific time frame and download this data as an Excel sheet.  Filtering Session Events: The filter button enables you to refine and customize the table data, providing a more focused view of the information relevant to your analysis.  Conclusion Effectively tracking and understanding contact attribution is key to refining your marketing strategies. By accurately monitoring the sources of contact interactions, you can make informed decisions that boost campaign performance. Ensuring proper setup and troubleshooting will help maintain the accuracy and value of your attribution data. Frequently Asked Questions (FAQs) Q: Can I manually update attribution data? A: No, attribution data is automatically logged based on contact interactions within your system. Q: Why isn’t my latest attribution data updating? A: Ensure that the contact has performed an action that qualifies as an attribution event, such as filling out a form or making a purchase. Q: How can I track attribution for leads from third-party tools? A: Leads generated through third-party tools like Zapier will be categorized under the "Third-Party" attribution source.

Attribution Insights Report The Attribution Insights Report provides a comprehensive analysis of revenue generation and sales distribution across different metrics, including CRM contacts, sales opportunities, and user sessions. This tool is crucial for assessing the effectiveness of your sales process and understanding the revenue contributions to your business. Note: Your access to certain features may vary based on your user permissions. Select Data Source Customize your attribution reports by selecting the type of data that suits your analytical needs. You can choose from Forms, Surveys, or Calendars. Forms & Surveys: Evaluate how well your lead generation forms are performing and measure the success of your customer feedback strategies. Calendars: Analyze the influence of scheduled events and appointments on customer interactions and conversions. Define Time Frame To gain meaningful insights, filter your data by setting a specific date range. Use the calendar tool to select the desired period, and confirm your choice by clicking the green check mark. Update Report Data Easily refresh your data by clicking the refresh icon, ensuring that all the information displayed is current and accurate without needing to reload your entire browser. Track Revenue Generated Monitor the revenue produced within a chosen time frame to evaluate your business's financial outcomes. Monitor Closed Opportunities Keep an eye on the number of opportunities you've successfully closed in a given period to assess your sales performance and conversion effectiveness. Analyze Total Contacts Evaluate the number of new contacts you've acquired over a specific time frame to measure the impact of your lead generation and marketing strategies. View Total Sessions Track the number of sessions generated within the selected period, including website visits, form submissions, surveys, and calendar interactions. Revenue Timeline View a detailed timeline of revenue generated during your specified date range. Adjust the date range as needed to see how your revenue evolves over time. Opportunities Timeline Explore the timeline of closed opportunities within the selected date range, giving you insights into how your opportunities are progressing over time. Contacts Timeline View the timeline of contacts created over a selected period. The data will update as you adjust the date range, allowing for a dynamic view of your lead generation efforts. Sessions Timeline Analyze the timeline of sessions created during the selected date range. This includes tracking website visits, form submissions, survey completions, and calendar engagements. Opportunities by Traffic Source The Opportunities by Traffic Source chart provides insights into where your closed opportunities originated. Whether from Organic Search, Social Media, or Direct Traffic, this chart helps you understand the most effective channels driving your conversions. Contacts by Traffic Source The Contacts by Traffic Source chart visualizes the origins of your created contacts, whether they came from search engines, social platforms, or direct visits, giving you a clear view of the most productive channels. Sessions by Traffic Source The Sessions by Traffic Source chart allows you to monitor where your sessions are coming from, helping you identify the most effective traffic sources for generating engagement. Show or Export Data Easily display or export your data using the Show/Export Data icon. This allows you to compile a list of contacts or closed opportunities over a specified period and export the information to an Excel file for further analysis.