How to Understand Campaign Attribution Reporting

Gain more insight into your marketing performance with Steer’s expanded attribution tools. Steer’s attribution capabilities put every detail—from delivered emails and open rates to clicks and conversions—at your fingertips.

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How to View Attribution Reporting
Understanding the Reporting Dashboard

Multi Location Attribution Report Downloads

What is Attribution Reporting? 

Attribution Reporting offers valuable insights into the customer journey and how various campaign efforts contribute to sales for your shop. It helps you understand the different paths customers take to return to your shop and highlights the synergy between different campaigns in driving sales.

How to View Attribution Reporting:

There are two ways to view Attribution Reporting.

1. From the Campaign Page
   1. Active Campaigns.
   2. Identify the campaign you wish to see statistics on, and click the 3 dots the click View  Campaign Report
      
2. From the Platform Menu
   1. Campaigns > Reporting.

Understanding the Reporting Dashboard:

This dashboard shows the statics for all the campaigns within a particular type of campaign.  For example: 

• Follow-Up Campaigns: the report on the dashboard shows the performance for all of the follow-up campaigns that your shop has sent within a particular time period including:
  • How many messages were sent in each channel
  • Sales that were generated by campaigns in each channel

Note: To adjust the time period simply click in the upper right corner and select the drop down “Stats For” and select from the menu items. 

Reporting by Specific Campaign Type:

To view the individual reporting, click "View Reporting" on the desired Campaign Type (Follow Up, Outreach, Maintenance Reminders, Deferred Services).

At the top you will see a more detailed summary of how many messages were sent and the sales generated for that Campaign type. 

At the bottom you will see metrics for each Individual Campaign that is active for the selected Campaign Type.

Here you are able to see in depth metrics for the specific Campaign Type you have selected.

• Delivery & Open Rates: See how many of your messages land and who’s opening them.
• Unsubscribe & Bounce Rates: Know if you’re hitting the mark with your messaging or if changes are needed.
• Unique & URL Clicks: Track who’s clicking and which links (like appointments) bring the most engagement.

If you want to see the list of customers and invoices associated to the revenue for a campaign, click on the individual campaign name. Example: 90 Days Re Welcome. 

Here you are able to see in depth metrics for the specific Individual Campaign you have selected. 

How does Steer Determine which Sales to Include in the Reporting for a Campaign?

• The table of customers, includes a row for every delivered message. So if a customer received both Email and Text Message from one campaign, you will see the same customer on two rows. 
• Any paid invoice that happens within 35 days after the campaign is received gets attributed to the most recent campaign received. 
• Data is updated overnight. It does not include real time data from today. 

Multi Location Attribution Report Downloads:

• From the Multi Location Dashboard go to Download Reports.
• You will see 2 options that relate to Campaign Attribution Reporting:
  
  • Campaign Attribution Report - All Campaign Rollup: A list of all campaigns with sent count and attributed sales or replies.
  • Campaign Attribution Report - Customer Breakdown: A list of all customers who received campaigns and their attributed invoices.
• Click Generate Report.
• Select the date range. Note that data is only available starting Oct 16th.
• Input the email address you would like to receive the report and click Confirm.
• A CSV with the data will be sent to you within 5-10 minutes.