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.
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 -->
<!-- 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:
(1) The filter selection:
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.
Here is the list of indicators provided on the activity pages and what they correspond to:
||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|
||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|
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:
|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|