How to set it up:
Step One: Send order data
Set customer identity + revenue + any vouchers/coupons on the thank you/completed-purchase-page by following this documentation.
Step Two: Update each widgets attribution
Each onsite experience variant has a property "Assisting sales" which you use to set how and if the widgets can be seen as attributing/assisting sales.
Note: If you don't see this section in your widget, contact Triggerbee Support, as it has to be activated backend.
For example:
A sales experience informing about a sale would be configured to attribute sales upon display.
A sales experience with a link to a selection of sales items would be configured to attribute sales upon click.
A recruitment experience offering a coupon code upon successful registration => Assisting sales upon Form submission.
If you can include the coupon code used in the purchase in the order data you send back to Triggerbee, the revenue from the order will be added to the Incentivized Sales metric and also in the in the Assisting Sales metric.
How it works:
Any revenue within the attribution timeframe (default: 7 days) will be attributed to the experience based on the attribution setting. Attribution is only made to the last experience with attribution set.
Step Three: Follow your attribution on your experiences
You can now follow the performance regarding assisted sales! You can access the data in 2 places:
1. In your Onsite Experience dashboard. Access it directly from the left-hand menu, or click View all metrics on any widget in your onsite experiences:
You can add more metrics like this:
2. Under Analytics:
Sales – Track your sales performance over time, including revenue, purchases, and conversion rate, with options to break down the data by identification or login state.
Goals – See how often different goals are completed over time and compare multiple goals to understand when and how visitors convert.