In SALESmanago you can carry out a conversion analysis for specific contacts and generate a report from the output data.

Go to  Reports → Conversions & Behaviour

[1] Conversion Analytics – choose report type.

[2] Send report to – by default, the report is sent to the email address of the signed-in user. You can enter any other email address in this field.

[3] Add CC – you can also send a carbon copy to any number of recipients (separated with commas).

[4] Contacts – enter names, email addresses, or tags assigned to contacts. The report will be generated for contacts you specify in this field.

[5] Exclude Contacts – enter names, email addresses, or tags assigned to contacts. These contacts will be excluded from the report.

[6] Date – specify the time period from which you want data to be analyzed.

[7] Search for – select checkboxes to specify which channels you want to analyze. You can search in the following areas: Visits, Social Media, Ads, Email campaigns, Emails sent using automation rules, Events, External events.

[8] Destination – choose the destination by selecting one of the radio buttons. The next field will change to allow you to choose a specific event or stage in a funnel.

[9] External event type/Funnel stage – from a list, choose an event type (or a stage in the funnel) you want to analyze. You can choose between several events, including cart (adding a product to a cart), purchase (buying a product or service), visit (entering the monitored website), and phone call.

[10] Amount – set the range of conversion values that you want to analyze.

[11] Report name – enter a name so that you can find the report in the system later.

Now click Generate report. The system will start processing data in the background. When the analysis is completed, the report will appear on the table Contact Analytics (shown below).

TIP: SALESmanago assigns default names to reports, depending on their type. They will appear on the list of reports as such. 

In the Contact Analytics table, the report will be displayed under the name CONVERSION_ANALYSIS.

Click Open on an entry to see the detailed view of that report.

CONVERSION ANALYSIS REPORT

The report starts with general information on the analyzed data set, including the analyzed time period, selected contacts, and excluded contacts.

The pie chart represents the distribution of 5 top conversion paths.

[12] Click this icon to print or download the chart.

[13] Event report – a summary of performance for the analyzed conversion paths. Each event in the table is described the following values:

• assisted conversion – the indirect influence this traffic source had on conversion. This includes channels that appear along the conversion path, anywhere before the ending conversion.
• ending conversion – the direct influence this traffic source had on conversion. Channels of the final interaction preceding the conversion.
• assisted value – the combined value associated with these conversions. Assisted and ending conversions can be counted in two ways. For example, if one person converts twice, then all interactions of that channel on both conversion paths will be counted for both conversions.