Help Center

Explore our knowledge base

Track transactions from offsite conversations

Do you want to know the share of turnover generated through iAdvize via conversations coming from social media and messaging apps? 

Simply follow these 2 steps : 

1/ Track your visitors’ offsite transactions
2/ Monitor the sales report, day after day, to track the sales generated after a conversation with one of your agents
1/ Track your visitors’ offsite transactions

Reminder :

For chat conversations, transactions are automatically tracked in a transparent way!

More specifically, when visitors go on your eCommerce website and interact with your agents via iAdvize, we identify them and give them an ID which is saved in their browser. Then, when visitors come back on your website and make a purchase, we use this ID and associate their transaction with the chat conversation previously initiated.

The particularity of offsite transactions :

For conversations coming from social channels(Facebook, Messenger, etc.) or messaging apps(text messages, WhatsApp, etc.) tracking transactions requires a manual operation from both agents and visitors. Why? Because associating a visitor ID with an agent cannot be done when a message is sent as it’s done from other platforms than iAdvize. 

What’s the solution then ? In order to create a link between the Messenger conversation and the visitor’s transaction :
  • the agent has to have sent a link to the eCommerce website(it can be any link as long as it leads to the eCommerce website) to the visitor

  • the visitor needs to click on the link to be recognized by our platform 

This operation just takes a few seconds and allows you to give an ID to visitors. This ID will be saved in their browser and link their future transactions to their visitor profile on the eCommerce website. 

2/ Monitor the sales report

All the transactions generated by visitors after offsite conversations are available in the sales report entitled "Sales - Activity”.
You can select the touchpoint of your choice… 
… and then monitor one of its 10 indicators :

Label Description Formula computation
Conversion rate Share of conversations for which a transaction has been generated. Transactions after a contact / Contacts handled
Turnover after a contact Total turnover from visitors who have had a conversation and completed a transaction after a contact. Sum of the transactions amounts after a contact
Website’s turnover Total turnover on the website, all visitors included. Sum of the transactions amounts on the website
Transactions after a contact Total number of transactions from visitors who have had a conversation and then completed a transaction following the contact. Sum of transactions after a contact
Website’s transactions Total number of transactions, all visitors included. Sum of the website’s transactions
Average order value after a contact Average order value after a contact. Average transaction amount after a contact
Website’s average order value Average Order Value, all visitors included. Average transaction amount on the website
Time before purchase Average time between the first exchange and the transaction. Average time between the visitor’s message and the actual transaction
Turnover per contact Average turnover generated after a contact handled Total turnover after a contact divided by the number of contacts
Turnover per hour Average hourly turnover generated by an agent after a contact. Total turnover after a contact divided by the number of production hours