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Hello - I’m having difficulty finding out the following information:

I’d like to know how much attributed revenue I have received from profiles that have subscribed in the last 30 days through our website popup forms.

Despite creating segments, exporting, tagging with relevant tags, activating the free trial for Customer Insights, I am unable to get an accurate measure of this.

For example, I created a segment of profiles that meet my criteria of having subscribed through our popup in the last 30 days. Then I go to Audience Performance in Customer Insights and it gives me a value of $0, even though I know that 25% of the segment has made a purchase.

I even exported the segment, tagged them, re-uploaded and ran a revenue report filtered by that tag and still….$0. This really shouldn’t be that hard.

Note: I do not want revenue per recipient. I want specifically revenue generated by profiles that are new that last 30 days that have been added through the popup. What am I missing? 

HI ​@slieneke 

 

Thank you for posting in the Community! 

 

To achieve this, I would recommend using custom properties and custom reports in Klaviyo.

If you have your new customers tagged for the period with a custom property - for example “NEW” for the first 30 days in your list, you can pull a single metric report on that specific prorperty.

 

However, there are several nuances in this setup. Firstly, the “NEW” property would have to be removed if this is an ongoing analytics you need a available. This can be done in the automation where you both add the “NEW” property and remove it after X days.

Second, the placed order data will only be available for you after the property is mapped to a profile, so you wont be able to pull the historic data if you don’t have a property mapped to your subscribers yet. However, once you’ve set up the automation, you will have this available to you at all times.

 

I use the custom properties a lot to get a view of which channel, form or source that provides me with the most valuable leads - so I hope that this is helpful!


Thanks so much. I think it is that part that you can’t get historical data that is the issue for me. That’s supremely frustrating! It just doesn’t seem like it needs to be so complicated 🙂 Thanks for your advice.


Hi again!

 

If you added new forms to your site or have seasonal forms, the have a source attached to the submit button, so that could give you some data to work with. I know it is not what you hoped for :-)

But I would highly recommend using the setup described above to have this data available in the future!