Creating a Conversion Report in the Reports Module

Link to Loom

https://loom.com/share/b26146ba5df04443b71adf147cdca46d

Step 1: Access the Reports Module

• Navigate to the reports module on the left side of your account.

• If you do not see this option, contact your patch representative for assistance.

Step 2: Create a New Report

• Click the plus sign to create a new report.

• Choose 'Filtered Event Log' for a conversion report.

Step 3: Set the Date Range

• Select the date range for which you want to track conversions.

• Note: You can change this later to pull reports for different time periods.

Step 4: Choose Event Type

• Select 'Conversion' as the type of event you want to pull.

Step 5: Select Report Columns

• Choose the following six columns to include in your report:

  • Customer's First Name

  • Customer's Last Name

  • Customer's Email Address

  • Customer's Phone Number

  • Amount Spent on Conversion

  • Automation/Blast Source

• Note: Product IDs or specific products purchased cannot be included.

Step 6: Save the Report

Step 7: Download the Report 1:45

• Click the download button to get the full report of all conversions from your account.

Step 8: Filter by Specific Automation (Optional)

• To see conversions from a specific automation, find the Automation ID in the URL of the automation.

• Copy the Automation ID and paste it into the report settings.

Step 9: Finalize and Download Specific Automation Report

• Save and close the report settings after adding the Automation ID.

• Download the report as a CSV file.

Link to Loom

https://loom.com/share/b26146ba5df04443b71adf147cdca46d