> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/platform-features/cross-channel-performance-insights/optimize-startup-guide.md).

# 优化入门指南

Optimize 是一系列报告，旨在为你的线上营销渠道提供洞察。这些报告可以帮助识别合作伙伴在整个购买旅程中的价值，查看高终身价值客户，并将你的合作伙伴计划与其他渠道进行基准比较。诸如付费搜索或展示广告渠道之类的示例，会通过跟踪客户旅程中涉及合作伙伴的任何渠道点击，以及该旅程是否以转化结束来进行基准比较。

## 主要功能

* 每当销售漏斗中包含合作伙伴时，Optimize 都可以报告一次行动，并跟踪他们在例如点击合作伙伴链接到在你的网站上完成购买之间所做的操作。
* Optimize 可以跟踪来自多个渠道的消费者点击，为你提供更多知识，以便做出更明智的决策。

## Optimize 报告数据

使用 Optimize，你将获得 **3 个主要数据集**，以及可从各个 Optimize 报告本身获得的所有信息。这些数据集包括以下内容：

* 合作伙伴在整个旅程中与客户的互动
* 合作伙伴在客户旅程中彼此之间的互动
* 每段合作关系带来的总价值

## **设置 Optimize**

{% hint style="warning" %}
This feature is only available with specific impact.com editions or add-ons. If you see the ![](https://1651675991-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpVKEIcehMut8QKRmaUZu%2Fuploads%2F5ikfGgRSMOFn089EEFxy%2Foptimize.svg%20\(1\).svg?alt=media\&token=91ff61f9-8618-4503-b0df-791e0353d124) **Optimize** icon, your account is eligible for the upgrade. Select the icon and get the Optimize add-on directly in the platform!
{% endhint %}

{% stepper %}
{% step %}
**完成 Optimize 发现流程**

当你选择使用 Optimize 时，impact.com 需要收集必要的信息来配置 Optimize。配置 Optimize 时有三种收集信息的方法：

* Optimize 发现 - 模板
* Google Analytics 来源/媒介报告
* 通用跟踪标签

你应该会收到来自你的 CSM 的一份发现表，用于配置渠道、规则和归因组。请参阅 *Optimize 发现表参考* 下方内容，了解你将被要求提供给 CSM 的信息内容。

**Optimize 发现表参考**

Optimize 发现表用于设置你的 Optimize 解决方案，它会通过请求以下信息，要求你提供你目前在营销工作中使用的各种渠道的详细信息。任何对解决方案的未来更新都可以在应用内完成；你无需再填写另一份发现表。

| 发现表列             | 描述                                                                                                                                                                                                                                                                                                                                                   |
| ---------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 渠道名称             | 你希望该渠道被称为什么。此名称仅用于报告目的。                                                                                                                                                                                                                                                                                                                              |
| 渠道类型             | <p>使用的是哪种营销渠道。营销渠道示例包括：</p><p>• 邮件</p><p>• 付费搜索</p><p>• 自然搜索</p>                                                                                                                                                                                                                                                                                     |
| 媒介名称             | 由哪个供应商提供该营销渠道（例如，Google SEO）。                                                                                                                                                                                                                                                                                                                        |
| 示例着陆页 URL/引荐 URL | <p>提供示例 URL，以展示你希望如何识别该行渠道和媒介名称的媒体。如果你想提供多个示例 URL，请在新行中填写，并将渠道名称、渠道类型和媒介名称设置为相同值。</p><p>对于任何不使用跟踪参数的流量来源（例如，自然搜索），请列出引荐域名而不是着陆页 URL。</p>                                                                                                                                                                                                             |
| Credit Group     | <p>选择该渠道是否为 <em>优先</em>, <em>标准</em>，或 <em>非优先</em> 用于归因。了解更多关于 <a href="/brand/zh/what-would-you-like-to-learn-about/platform-features/actions-and-payouts/credit-groups-explained.md">归因组</a>.</p><p>通过 impact.com 管理的合作伙伴默认配置为 <em>优先</em> 归因组；如果你使用的是高级合同归因组，或者你不确定，请 <a href="https://app.impact.com/support/portal.ihtml">联系支持团队</a> 获取帮助。</p> |
| 归因组说明            | 这将自动填充你在上一列中选择的归因组说明。                                                                                                                                                                                                                                                                                                                                |
| {% endstep %}    |                                                                                                                                                                                                                                                                                                                                                      |

{% step %}
**提交你独特的 Optimize 数据点**

为了从 Optimize 获取足够的数据，你应向 impact.com 发送特定数据点。这些数据点会因集成方式不同而有特定格式，并会在 Optimize 入门流程中提供。数据点包括以下内容：

* 客户状态
* CustomerId，用于跨多个设备跟踪用户，以及重复购买
* 折扣
* 商品目录制造成本（用于计算利润率）
  * 为确保合作伙伴无法看到利润率数据，请确保产品目录中包含制造成本的那一列命名为“Manufacturing Cost.”。impact.com 会自动对任何查看你目录的合作伙伴隐藏该列。

请联系你的 CSM 或 [联系支持团队](https://app.impact.com/support/portal.ihtml) 如果你尚未将这些数据点传递给 impact.com。
{% endstep %}

{% step %}
**访问 Optimize 报告**

1. 从左侧导航栏中选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-1e02b2659c94fa0756772cc6c1880977fc9aba73%2F6ad16bf9b7edb0a28ab3574d313014f32392aa7f9508686b63bfacfafc7a9735.svg?alt=media) **\[Optimize]**.
2. 选择你想查看的报告。
   * [贡献](/brand/zh/what-would-you-like-to-learn-about/platform-features/cross-channel-performance-insights/optimize-reports/contribution-report.md)
   * [客户价值](/brand/zh/what-would-you-like-to-learn-about/platform-features/cross-channel-performance-insights/optimize-reports/new-customer-value-report.md)
   * [归因问题](/brand/zh/what-would-you-like-to-learn-about/platform-features/cross-channel-performance-insights/optimize-reports/crediting-concerns-report.md)
   * [参与奖金](/brand/zh/what-would-you-like-to-learn-about/platform-features/cross-channel-performance-insights/optimize-reports/participation-bonus-report.md)
   * [行为](/brand/zh/what-would-you-like-to-learn-about/platform-features/cross-channel-performance-insights/optimize-reports/behavior-report.md)
   * [最佳路径](/brand/zh/what-would-you-like-to-learn-about/platform-features/cross-channel-performance-insights/optimize-reports/top-paths-report.md)
   * [事件漏斗](/brand/zh/what-would-you-like-to-learn-about/platform-features/cross-channel-performance-insights/optimize-reports/events-funnel-report.md)
   * [按合作伙伴预测](/brand/zh/what-would-you-like-to-learn-about/platform-features/forecasting-and-anomaly-detection/forecasting-and-anomaly-detection-reports.md)
   * [异常检测摘要](/brand/zh/what-would-you-like-to-learn-about/platform-features/forecasting-and-anomaly-detection/anomaly-detection-summary-report.md)
     {% endstep %}
     {% endstepper %}

## 更多 Optimize 信息

* **跟踪其他渠道：** 要在 Optimize 中查看来自其他营销渠道的数据，你需要使用我们的 [通用跟踪标签 (UTT)](/brand/zh/what-would-you-like-to-learn-about/platform-features/tracking/javascript-tag-tracking/tracking-with-universal-tracking-tag-utt.md)。要了解更多关于 UTT 的信息，请查看我们的 [数据表](https://go.impact.com/rs/280-XQP-994/images/DSdownload-GN-EV-UTT.pdf) 或联系你的 CSM。如果你正在使用 UTT，但没有看到来自其他渠道的数据， [联系支持团队](https://app.impact.com/support/portal.ihtml).
* **联盟网络成本导入：** 如果你与联盟网络合作，并希望在 Optimize 中看到该成本包含在内， [联系支持团队](https://app.impact.com/support/portal.ihtml).


---

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