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Essentials EditionPro EditionEnterprise EditionAdd-on: Optimize

Behavior Report

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The Behavior report shows aggregate customer-level data by Insights Level, such as partners, ad, or deal. Use this report to analyze customer conversion behavior. It helps you identify which touchpoints drive the fastest and more successful conversions. Learn more about Optimize Essentials & Pro.

Run the behavior report

  1. From the left navigation bar, select [Optimize].

  2. In the left navigation menu, select Audience → Behavior.

  3. Below Behavior, you can filter for the data you want to view. Select Apply once you have the filters in place.

    • View the Filter reference table below for more information.

    • You can use the icons at the top-right of the page to [Schedule],[Download] (in PDF, Excel, or CSV format), or [Export] the report (via API).

Filter reference
Filter
Description

Date Range

Filter data by when it was created. You can also compare two periods of time against each other.

You can pull a maximum of 366 days of data. However, you can still perform Year-over-Year reporting by selecting compare to {Previous year}.

If you want to pull more than 366 days of data, you will need to run the report multiple times with different date ranges.

Event Type

Select the event types for which you want to view data, or select All to view data for all your event types.

Insights Level

This sets the level that you want to track behavior data on:

Ad - Select this option to compare behavior data across all of your ads tracked by impact.com.

Channel - Select this option to compare behavior data across all of your channels tracked by impact.com.

Customer Status - If you're tracking customer status (e.g., New, Existing, etc.), you can view behavior data across different statuses.

Deal - Select this option to compare behavior data across all of your deals tracked by impact.com.

Partner - Select this option to compare behavior data across all of your partners on impact.com. This is the default option for this report.

Partner Groups - If you're using partner groups, select this option to compare behavior data across all of your partner groups.

Interaction Type

This sets the type of interactions you want to see behavior data for:

Closer - Select this option to see behavior data on the insights level that closed an action (i.e., last click).

Influencer - Select this option to see behavior data on the selected insight level when an influencer was part of the action lifecycle.

Introducer - Select this option to see behavior data on the selected insight level that introduced the ad to the user (i.e., first click).

Participant - Select this option to see behavior data on the selected insight level when it was a participant in the action lifecycle (i.e., it didn't introduce or close).

Solo - Select this option to see behavior data on the selected insight level when it was the only driver in the full action lifecycle.

Participated

Use the [Drop-down menu] to select specific partners to see if they participated in the action lifecycle based on the insights level & interaction type you've selected.

Show

Show: The data point will get added to the table report under the graph after you select Apply.

Single-Step - The number of single-step conversion paths per day for a partner.

Access the report data

You can view the report data as a trend graph or table and compare certain metrics.

The trend graph enables you to filter your report according to the core group of metrics that drives the highest value. This view provides the selected metric’s daily trends over a specific date range.

  1. Select the [Drop-down menu] in the upper-right corner, then choose a specific metric.

  2. Alternate between the line, bar, and treemap views by selecting the view icon.

Below the trend graph is the data table. The data table provides different data points displayed in a column view. This view provides a detailed set of comparable numbers over the selected date range.

  • Refer to the Report data column reference below for more information on the columns found in the data table.

  • Add or remove columns from the report table using the [Columns] icon at the top-right of the report.

Report data column reference
Column
Description

Insight Levels

Displays the name of the insights level you selected before running the report.

Customers

Displays the number of customers that this insights level has driven within the selected date range.

AOV

Displays the associated Average Order Value for this insights level.

Avg Path Time

Displays the calculated average path time in days that a customer takes until conversion.

Same Day

Displays the calculated percentage of customers that convert within the same day (24 hours) for this insights level.

Avg Steps

Displays the calculated average amount of steps (i.e., the average number of clicks) a customer takes on the conversion path for this insights level.

Avg Partners

Displays the average number of partners included in the conversion path for this insights level.

Avg Channels

Displays the calculated average number of channels included in the conversion path for this insights level.

The comparison graph compares the behaviors of selected rows in the data table based on the metric selected in the trend graph. This graph will show a daily trend over the selected date range.

  1. In the trend graph, select the specific metric from the [Drop-down menu].

    • Next to the metrics drop-down menu, select your preferred data visualization.

  2. Select the empty checkbox next to the row in the data table for the metrics you want to compare.

    • Each selected checkbox will be displayed in a specific color that will reflect in the trend graph.

  3. Select Graph rows to compare the selected rows.

  4. Select Clear to clear the trend view.

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