Goal and revenue tracking allows you to monitor the goal conversions and revenue generated by your popups and notifications. The three steps to activate this feature are :
Configuring the attribution model
Creating one or several goals
Assigning a goal to a campaign
In case you were using our legacy Popups revenue tracking, please check the last section on how to migrate your legacy goals to the new goal tracking system.
Step 1 - Configuring the attribution model
By visiting the Goals page in the Settings, you will be able to configure the goal and revenue attribution model. Here are the parameters you can select:
Currency for revenue tracking.
The length of the attribution window, or, in other words, how long can a goal campaign still be attributed a campaign after the start of the attribution window, as defined in the previous parameter.
For more information on how the attribution model works, please refer to this help doc.
Step 2 - Creating one or several goals
The second step is to visit the "Goals" section in the left menu and to define all the goals that you want to track. A goal can be a completed order, a subscription, a donation or all other goals that you care about - for example, browsing the page of a new collection. So click on the "Add goal" button, and you will be able to select between several goal creation methods.
Using our Shopify app? Orders and revenue are automatically tracked by Wisepops with our Shopify app. Therefore, if you want to track the revenue generated by Wisepops campaigns, you can directly go to step 3.
Method #1: Create a goal conversion defined by a URL
In many cases, a goal can be defined by the visitor landing a URL page. This can be a checkout page, a subscription page, etc. In that case, you can create a goal by selecting the URL goal method. You just need to fill up the URL that defines a goal conversion (for example: "https://www.example.com/checkout"), and, optionally, you can assign a revenue value to that goal.
Note that you don't need to type in the full URL: the goal conversion will trigger if the URL matches or contains the URL goal you entered. For example, if you entered "checkout" as a URL goal, the goal conversion will trigger when visitors reach both "https://www.example.com/eshop/checkout" and "https://www.example.com/sales/checkout" pages.
This gives you more flexibility in the way to define goals.
With this method, the revenue value is always going to be the same for all goal conversions. If you need more control over the revenue generated by that goal, you can follow the JavaScript goal method.
Method #2: Create a goal conversion defined by a JavaScript snippet (advanced)
If the URL goal method does not cover your need, and you need more control over the definition of a goal conversion - or over the revenue associated to that goal, you can create a goal using by a JavaScript snippet.
First name your goal, then select "JavaScript snippet", and click "Save".
This will display the JavaScript snippet you need to add to your website when a goal is reached.
Note that there is a placeholder value (revenue: 100) for the revenue associated to that goal that you need to update either to another static value or to a dynamic value.
You can implement the JavaScript snippet in your website using Google Tag Manager.
Step 3 - Assigning a goal to a campaign
Now that you configured the attribution model and created at least one goal, you are ready to start assigning these goals to campaigns. Note that one goal can be assigned to several campaigns.
Assigning a goal to a campaign is done when you create or edit a campaign.
For popups (or bars or embeds), click on the "Goal" icon in the left menu in the popup editor. You can select any goal that you have previously created or create a new goal from here.
For notifications, similarly, click on the "Goal" step on top of the screen in the Notifications editor:
Not all campaigns need to have a goal assigned, but we recommend assigning a goal to campaigns as much as possible in order for you to get the complete end-to-end picture of how Wisepops campaigns influence your customer journey and help them convert.
Optional: If you were already using goal tracking
This section only applies if you were already using the legacy JavaScript goal tracking feature for popups.
If you are already using the legacy goal tracking, you can keep using it for now and view the goals and revenue generated in the old analytics page. We recommend that you migrate to the new goal tracking feature which gives you more control over the goals and revenue generated by your Wisepops campaigns.
To migrate to the new goal tracking, you just need to create a new goal inside the app. You can select any of the available methods provided in this tutorial.
You can start tracking the goal and revenues in the new analytics page.
Finally, remove the old JavaScript snippet as it will not be useful anymore.