Custom report recipe

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Custom report recipe: Ecommerce customer performance

Introduction

The Custom report recipe: Ecommerce customer performance feature in ActiveCampaign provides users with the ability to create tailored reports that showcase key customer performance metrics. Understanding these metrics is crucial for businesses, as they help identify who their top customers are based on criteria such as order volume, total revenue, and product orders. This information can be vital in shaping marketing strategies and improving customer relations.

How to Access Custom Reports

To access the custom reporting tool, follow these steps:

1. Click Reports on the left menu of your account.
2. Click Custom Reports in the Reports menu.

Step-by-Step Instructions

To build a custom report that includes customer performance metrics, follow these detailed steps:

Create the Filters

You will need to create a total of 7 filters. Each filter is located in the eCommerce view. Here’s how to do it:

1. Click the eCommerce view.
2. For each filter, hover your mouse over the desired item and then click the filter icon that appears:

  # Order Created Date
  # Automation Name
  # Campaign Name
  # Order State
  # Product Name
  # Contact Email
  # Store Name

1. Set operators and values:

  # Click the dropdown for each filter to specify an operator.
  # Then, click the value field to choose from the available options.

Create the Dimension

You need to set 1 dimension using the following:

1. In the eCommerce view, click Contact Email to add this dimension.

Create the Measures

For the measures, you will add 2 metrics:

1. Scroll down to find the Measures section within the eCommerce view.
2. Click the following options:

  # Total Orders
  # Total Revenue

Run the Report

Once all filters, dimensions, and measures are set, it's time to run the report:

1. Go to the Visualization section of the report builder.
2. Click the Table chart icon.
3. Finally, click the Run button located on the top right of the report.

Note that retrieving the data may take a few moments.

Save and Share the Report

After running the report, you can save and share it:

1. Click the gear icon located on the top right of the report next to the Run button.
2. Select Save as a Look.
3. Enter a title for the Look.
4. (Optional) Provide a description for additional context.
5. Click Save & View Look to finalize.

Configuration Options and Settings

Here are the key elements to configure in your custom report:

• Filters: A total of 7 filters, including Order Created Date, Automation Name, and others, which allow you to define your data view.
• Dimension: The report uses Contact Email as the primary dimension to analyze.
• Measures: The key metrics include Total Orders and Total Revenue, which quantify customer engagement and performance.

Best Practices and Tips

• Ensure that each filter is set correctly to pull the most relevant data.
• Regularly review and adjust your report filters to align with changing business objectives or customer behavior.
• Utilize the report by sharing it with team members to promote transparency about ecommerce performance.

Common Use Cases

Some examples of using the Custom report recipe: Ecommerce customer performance include:

• Identifying the top 10 customers based on total revenue for targeted marketing campaigns.
• Analyzing customer behavior patterns across various campaigns to enhance future marketing efforts.
• Evaluating product performance by correlating product orders with customer data to optimize inventory management.

Troubleshooting

If you encounter issues while creating or running your report, consider the following:

• Ensure that all fields are selected properly and filters are set according to the desired parameters.
• If the report is taking too long to run, check for any filters that might be overly restrictive or conflicting.
• For technical difficulties, review the ActiveCampaign help documentation or contact support.

Related Features

Consider exploring the following features related to custom reporting:

• Reports: A broader look at the various reporting capabilities in ActiveCampaign.
• Custom Reports: More information on creating diverse custom reports tailored to your specific needs.

FAQ

What plans include the Custom report recipe feature?

The custom reports feature requires the custom reports add-on and is included with the Enterprise plan. It is also available for Plus and Professional plan users through an additional purchase.

How many filters can I use in the Custom report recipe?

You can use a total of 7 filters, which are critical for defining the criteria of your report.

Can I save and share the report?

Yes, after running the report, you can save it as a Look and share it with your colleagues for collaborative analysis.

What measures are included in the report?

The Custom report recipe includes two measures: Total Orders and Total Revenue.

Is it possible to modify the filters after the report is created?

Yes, you can modify the filters at any point to adjust the report criteria as needed.

How long does it take to generate the report?

The report generation time may vary based on the amount of data being processed, so it might take a few moments.

What if I have further questions about creating custom reports?

For additional assistance, refer to the ActiveCampaign help documentation or reach out to customer support.

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