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Overview

The promotions section on your program dashboard shows all the shares for each promotion source within a given time range. Screenshot showing The promotions section on your program dashboard shows all the shares for each promotion source within a given time range. But how can you understand the performance of each of those sources over time? And how can you understand each of those sources’ impacts on other metrics, like the number of unique advocates or the number of account openings the source has driven? Our Top Promotion Sources report allows you to determine which promotion sources have had an impact on your programs’ metrics and when. This valuable information helps you make an informed decision to prioritize your promotional efforts on high-performing sources and change up your strategy on sources that need a little love.

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Report Configuration

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Filters

  • Time Range: The range of data that will be in the report
  • Period: The way that your data will be grouped
    • If you set your time range to “Last Month” and your period to “Week”, this will count the data from the last month, grouped by week.
  • Count By: Whether you want to count the metrics that your source has contributed to in terms of unique people or in terms of total events
    • If you set the “Count By” to people, you’ll get a count of unique advocates, unique signups, unique account fundings, etc. If you set the “Count By” to events, you’ll get a count of all shares, all signups, all account fundings, etc.
  • Steps: The event(s) in your program that you want data on. This will default to the metrics that are defined in your programs.
  • Program: The program that you want to analyze promo sources for
    • If you don’t specify a program, you’ll get data on all programs
  • Campaign: The campaign that you want to analyze promo sources for
    • If you don’t specify a campaign, you’ll get data on all campaigns within the program you specify (or within all programs if you don’t specify a program)
  • Sources: The specific promotional source you want to analyze
    • If you don’t specify a source, you’ll get data on the top 10 performing sources

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Sorting

  • Sort Order: How you want the promotion data sorted
    • You can choose to sort the report by any of the events you’ve specified in the Steps field. Each metric can be sorted ascending or descending.

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Advanced

  • Formats: Available file formats for download purposes
  • Container: The place(s) you want to see data from
    • This defaults to your production container, but you can choose to include data from test containers or bot containers as well
  • Dimensions: another way to group the output of the report
  • Top Sources Count: the number of sources (up to 10) that you want to analyze
  • Visit Type: the type of visits to the events outlined above (e.g. promotion viewed, promotion clicked, shared, converted, etc.)
    • For a count of the people who have clicked on a share, converted, etc., and who are New to File, select “New To Client”
    • For a count of the people who have clicked on a share, converted, etc., and who are new to the program, select “New to Program”
    • For a count of the people who have clicked on a share, converted, etc., and who are new to the campaign, select “New to Campaign”
  • Quality: the quality of the steps outlined above (e.g. promotion viewed, promotion clicked, shared, converted, etc.)
    • For a count of the people who have clicked on a share, converted, etc., and the click, conversion, etc. was high quality, select “High”
    • For a count of the people who have clicked on a share link, converted, etc., and the click, conversion, etc. was low quality, select “Low”
    • For a count of the people who have viewed a promotion, clicked a promotion, etc., and the view, click, etc. did not have a quality, select “None”

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Report Output

For a given promotion source, you’ll see the period you configured (e.g., month), the start and end time of that period (e.g., 1/1/2023 – 2/1/2023), the program label (e.g., Refer A Friend), and the campaign (e.g., January Refer A Friend Campaign). Depending on how your report is configured, you may get counts of the following:
  • Promotion Viewers: Unique people viewing the in-app or onsite promotion (not applicable for links posted on social channels or untracked sources)
  • Promotion Views: Total views of the in-app or onsite promotion (not applicable for links posted on social channels or untracked sources)
  • Promotion Clickers: Unique people clicking on the promotion (applicable for in-app promotions, onsite promotions, email promotions, or promotion links posted on social channels)
  • Promotion Clicks: Total clicks on the promotion (applicable for in-app promotions, onsite promotions, email promotions, or promotion links posted on social channels)
  • Advocate Viewers: Unique advocates who loaded the share experience after clicking on the promotion
  • Advocate Views: Total advocates who loaded the share experience after clicking on the promotion
  • Advocates: Unique people who shared after clicking on the promotion
  • Shares: Total shares attributed to the promotional source
  • Friend Viewers: Unique friends who have opened the share email
  • Friend Views: Total number of opens of the share email
  • Friend Clickers: Unique people who clicked on a share as a result of the promotion
  • Friend Clicks: Total clicks on a share as a result of the promotion
  • Registrants: Unique people who registered or signed up as a result of the promotion
  • Registrations: Total registrations as a result of the promotion
  • Registered Revenue: Total revenue from the customers who registered or signed up as a result of the promotion (applicable if you have a default value for a registration step)
  • Converters/Customers: Unique customers who purchased as a result of the promotion
  • Conversions: Total conversions as a result of the promotion
  • Converted Revenue: Total revenue from the customers who purchased as a result of the promotion
  • Step Visitors: Unique people who did the step you’ve specified
    • This can be any step in your program — loan_applied, account_opened, account_funded, etc.
  • Step Visits: Total instances of the step you’ve specified
    • This can be any step in your program — loan_applied, account_opened, account_funded, etc.
  • Step Revenue: Total revenue from the people who did the step you’ve specified
    • This is applicable if you have a default value for aoan_applied, account_opened, account_funded, etc. step