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Revenue from Campaigns

Enable the visualization of revenue in reports to see how much income each channel generates.

Enabling Revenue Display

  1. The first step is to set up order data transfer to the system via API resources Add orders and Generate event. You can see order information in Automation → Orders if integration is active.
Order information in Automation Orders section
  1. Go to your profile Settings → Revenue from campaigns and enable the Show sales in report option.
Show sales in report option in Revenue from campaigns settings
  1. Activate the Associate with last received message switcher and select parameters for each channel:
  • The event that connects the channel to sale (Opened, Sent, Clicked, Delivered);
  • The time between the event and sale (hours, days, weeks).

Different parameters can be set for each channel.

Associate with last received message settings with event and time parameters per channel
  1. Specify the order currency to calculate the income. Select a currency code from the list and click the Save button. Revenue visualization will include only orders in the specified currency.
Order currency selector for revenue calculation

Add message tags to exclude specific messages from the revenue calculation (technical notifications, password recovery, delivery confirmation, etc.) Data on them will be available in the report but won't be included in the revenue calculation.

Message tags settings for excluding specific messages from revenue calculation

Revenue from Campaigns in Reports

  1. Go to Campaigns → Reports. Select the channel, for example, Email.

Data on campaign revenue over the specified period will be given on top of the general list:

  • Campaigns;
  • Purchases;
  • Average purchase value;
  • Revenue from campaigns.
Campaign revenue summary showing campaigns, purchases, average purchase value, and total revenue
  1. Click the $ icon to see details on each campaign:
  • Purchases;
  • Average order value (AOV);
  • Revenue from campaigns;
  • Purchase-to-open rate;
  • Purchase-to-click rate.
Campaign revenue details with purchases, AOV, revenue, and purchase-to-open and purchase-to-click rates
  1. Click on the number of purchases the campaign generated to open a window with a list of contacts who made purchases and other order information.
Contact list window showing purchasers and order information
  1. To export all customers to a separate segment or file, click the Export button.
Export button for exporting purchasers to a segment or file
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Note

Exporting data from the Purchases tab to a CSV file is available only to users in the role with the appropriate permission (Admin, Marketer).

Click the preview button to view the contact card.

Contact card preview button in the purchases list

To copy or export a report with general purchase data, click Copy or Export, respectively (with $ active).

Copy and Export buttons for the general purchase data report

Revenue from the campaign is also displayed inside its report:

Revenue section inside the individual campaign report

Next to the numbers, you can see the sale formula. For example, for the campaign on the screen, a sale is defined as a transition from the message to the website with purchase completion within 24 hours after the transition.

Notes

  • Set up order data transfer to the system via API resources Add orders and Generate event.
  • The Reports tab displays only orders with the Delivered status.
  • All sales transferred to the system are connected to channels. You connect channels to sales in Settings based on events (sent, delivered, opened, clicked) and time period.
  • A sale is always associated with the last interaction with the channel.
  • Refund data isn't included in the general statistics.