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Sales / Monitoring transactions

You want to know the part of your sales generated from iAdvize? Sales reports let you track sales generated each day as a result of a discussion with one of your agents.

1/ Install the conversion tag
2/ How transactions are taken into account
3/ Access the sales report


4/ Consult the activity data
5/ Consult opportunities data


1/ Install the conversion tag

In order to track the sales generated through iAdvize, you must install our conversion tag on the payment confirmation page of your site (for all payment methods offered). 



The code must be inserted BEFORE the "classic" iAdvize code. Here is the content of this code:

<!-- START IADVIZE CONVERSION TRACKING CODE -->
<script type="text/javascript"> window.idzTrans = {"cartAmount":19.90,"tID":"45676456"}; </script>

<!-- END IADVIZE CONVERSION TRACKING CODE -->



Replace the values of the variables "cartAmount" and "tID" with their actual values.



Variables of conversion tracking:


  • cartAmount: order amount (mandatory - must contain an amount, equal or greater than 0.00 - the decimal delimiter must be a period).

  • tID: identifier of the order (mandatory - must be unique for each transaction) 



2/ How transactions are taken into account

  • A sale is saved in iAdvize if the required parameters are filled in the conversion tag (unique transaction ID and transaction amount).
  • A sale is associated to a conversation (and an agent) if it has been made during the conversation, or up to 48 hours after a conversation (this timeframe can be changed upon request).


3/ Access the sales report



To access the sales report, go to "Reports" then "Sales > Activity or Opportunities"




4/ Consult the activity data


From this page, view the volume of sales made on your site and the share of sales generated via iAdvize. Other indicators are available such as the amount of the average basket or transformation time after contact.

The page you get consists of 4 elements:







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(1) The filter selection:





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Filter data based on results desired. You can apply a filter per channel, type of view (agent, type of contact, group, rule, page type or transaction) and date.  



(2) Indicators:





 

Here is the list of indicators provided on the activity pages and what they correspond to:

Title Description Formula
Conversion rate
Percentage of conversations which led to a transaction. Transactions after contact / Contacts handled
T/O after contact
Total turnover from visitors who dialogued and completed a transaction after a contact. Sum of the amounts of transactions after contact
Website T/O
Total turnover on the website, all visitors included. Sum of transaction amounts of the site
Transactions after contact Total number of transactions from visitors who dialogued and then completed a transaction following the contact. Sum of transactions after contacts
Website transactions Total number of transactions (all visitors included). Sum of site transactions
Average order value after contact
Average order value after a contact Average amounts of transactions after contact
Average order value on the website Average Order Value, all website visitors included. Average transaction amounts of the site
Transformation time after contact
Average time between the first exchange and the transaction. Average time between the first message of the visitor and the transaction



(3) Graphics



They show the evolution of indicators as well as the percentage distribution according to the selected view (agent, targeting rule, etc.) 



(4) The data table

It presents detailed numerical tabular data. You can do a search, or check the details of each line by clicking on this icon  or export the table in CSV format using this icon  .


5/ Consult opportunities data

Missed transaction opportunities because agents were not present or available are shown here. 




Here is the list of indicators provided on the opportunities pages and what they correspond to:


Title Description Formula
Missed T/O opportunity (agents 100% busy) Estimated turnover missed out on because agents were 100% busy. Missed transactions (agents fully occupied) x average basket after contact
Missed T/O opportunity (agents absent) Estimated turnover missed out on because agents were not logged in or not in production. Missed transactions (agents absent) x average basket after contact
Missed transaction opportunities (agents completely busy) Estimated number of missed transaction opportunities because agents were 100% busy. Missed contacts (agents fully occupied) x conversion rate after contact
Missed transaction opportunities (agents absent) Estimated number of transaction missed out on because agents were not logged in or not in production. Missed contacts (agents absent) x conversion rate after contact

Read also : Check the correct configuration of iAdvize on your site

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