Email ROI

Key Benefits of the Email Return On Investment (ROI) Feature

Before diving into the specifics, let's explore the primary benefits this feature offers:

Transparent Revenue Attribution: Gain a clear view of the revenue each email campaign generates. This precise attribution allows for informed decision-making and strategy optimization.
Enhanced Client Communication: Move beyond basic metrics by showcasing the actual monetary value generated by email campaigns. This transparency fosters trust and satisfaction among your clients.
Customizable Attribution Window: Tailor the analysis period to better understand customer behavior and conversion patterns, offering flexibility to suit diverse marketing strategies.

Step-by-Step Guide to Using the Email ROI Feature

To harness the power of the Email ROI feature, follow these detailed steps:

Accessing the Feature:

Navigate to the marketing tab on the left menu.
Select "Emails" followed by "Campaigns". Click on the three dots next to the campaign.

Viewing Statistics:

Click on "Statistics" within your chosen campaign.

Select "Load more statistics" to expand the view.

Understanding Conversion Metrics:

In the conversion section, you'll find "Total Revenue Generated" and "Revenue per Receipt". This provides a snapshot of your campaign's financial impact.

To delve deeper, click on the "Ordered" tab within the details section. Here, you can see the order details associated with your contacts.

Customizing the Attribution Window:

The default attribution window is set to 5 days but can be extended up to 60 days according to your needs.
Navigate to the settings page to adjust this window. This customization allows you to define the period during which a campaign's influence on conversions is considered.

Attribution Model:

Our CRM uses the Last Touch Model for attribution. This means the most recently opened campaign before an order is placed will be credited with the conversion.

Practical Examples and Use Cases

Imagine you're running a promotional email campaign for a new product launch. By utilizing the Email ROI feature, you can directly link sales to specific emails, providing a clear picture of the campaign's effectiveness. This insight allows you to refine your messaging, timing, and audience targeting for future campaigns, ultimately boosting your return on investment (ROI).

Troubleshooting Tips and FAQs

Q: What if I don't see revenue data for my campaign?

A: Ensure that the campaign is correctly linked to product sales and that the attribution window aligns with your sales cycle.

Q: Can I track revenue from multiple campaigns simultaneously?

A: Yes, the CRM allows for comprehensive tracking across campaigns. However, the Last Touch Model will attribute the conversion to the most recent campaign interaction.