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Review your Convert campaign performanceUpdated 10 days ago

As you start to run campaigns with Gorgias Convert, you can review the effectiveness of your campaigns by visiting the Performance Dashboard.

On the Performance Dashboard, you can see how much revenue your Convert campaigns are generating for your store. Leverage data on impressions, engagements, and orders to see which campaigns are successful and identify opportunities to improve your campaign segments, messaging or product offerings.

Review your campaign performance data

  1. Go to SettingsConvert
  1. Select a Chat from the sidebar, then select Performance
  1. Use the menus at the top of the page to filter your data
    • Open the campaigns menu to filter data to a specific campaign. Deselect to see data for all campaigns.
    • Use the calendar menu to select a date range

Using the main menu in Gorgias to open the Performance Dashboard for Convert and filter data

How to read campaign performance data

Using the data from the Performance Dashboard, you can evaluate the overall effectiveness of your Convert campaigns.

  • Pay attention to how the number of impressions leads to engagements with your campaigns. This represents your click-through rate or how often shoppers interact with your campaign.
  • From there, look at the number of orders to see how shoppers who interact with a campaign ultimately follow through with a purchase. This gives you a total conversion rate, and translates into campaign revenue (how much revenue the campaign generated for your store).

In the Convert Performance Dashboard, reviewing the data for impressions, engagement, order and revenue to evaluate how effective your campaigns are

Here’s a breakdown of the main data points on the Performance Dashboard:

Campaign revenueThe sum of revenue generated from your campaigns

how we attribute revenue to campaigns
Total store revenue share influenced by campaignsThe % of revenue that can be attributed to campaigns
ImpressionsThe number of times campaigns were shown to shoppers
EngagementsThe number of times shoppers interacted with a campaign.

Shoppers interact with a campaign when:
  • they click on a link in a campaign
  • they click on a product card recommendation in a campaign
  • they apply a discount code from a campaign to an order
  • they
    create a ticket after being shown a campaign

OrdersThe number of orders created after shoppers engage with a campaign
 Not seeing the campaign results you were hoping for? Check out our troubleshooting guide to solve common campaign errors. Or you can schedule a consult call with a Convert expert. 

Orders generated from campaigns

You can also use the Performance Dashboard to get a detailed view of each of the orders generated from your campaigns. Order data allows to you understand which products perform best within campaigns and helps you make decisions about how to optimize campaign messaging.

  1. Go to Settings → Convert
  1. Select a Chat from the sidebar, then select Performance
  1. Click on the Orders tile to open a detailed list

In the Convert Performance Dashboard, selecting the Orders tile to open a detailed view of orders that you generated through Convert campaigns

The detailed view of orders includes the following information:

Order IDThe Order ID in Shopify
DateDate when the order was made
Campaign attributedName of the campaign that the order is attributed to
CustomerName of the customer
AmountTotal order value
Items# of items included in the order

Download your order data

Note: you must have Lead or Admin permissions to download order data 

From the Performance Dashboard, you can download your order data in a .csv file. This is particularly useful if you want to work with the data directly on your computer or upload it for analysis using other tools.

  1. On the Performance Dashboard, click on the Orders tile to open a detailed list
  1. Select Download All Orders to export the data in to .csvfile
    • A link to download the file will be sent to your email inbox
    • The file is available to download from your email for 7 days before being deleted

When you open the detailed view of order from the Performance Dashboard, selecting the Download All Orders button to export data to a csv file


How is revenue attributed to Convert campaigns?

When your store receives a new order, we attribute the order to a Convert campaign if matches any of the following scenarios:

  • A shopper applied a discount code shown from a Convert campaign when making a purchase
  • A shopper added a product to their cart from the product card featured in the Convert campaign and completed the order
  • A shopper clicked on a product recommendation from a Convert campaign and then placed an order containing the recommended product
  • A shopper clicked on a link in a Convert campaign and placed an order within 24 hours
  • A shopper opened a ticket from a Convert conversational campaign and placed an order within 5 days
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