Credit Groups are a component of an Optimize Channel. They are configured when you create an Optimize Channel and can be updated when you edit an Optimize Channel. Your channel's Credit Group will set where this channel lands in the "hierarchy" of your channels, and the Credit Group you assign to an Optimize Channel may affect payout decisions for your partners.
Setting the credit group for a channel is ultimately your decision, but there are recommendations for how they are best used. Refer to the table below for a description of each credit group as well as impact.com's recommendation on how it's best utilized. Be sure to select Save after making your selection.
Credit Group options
This feature is only available with the Optimize add-on. Click here to get the add-on!The following credit group descriptions are applicable if your program is configured to leverage last-click crediting for all conversion events. If you are using any form of advanced crediting logic or you are not sure, please reach out to support for assistance.
Credit Group | Description | impact.com's Recommendation |
Preferred | Preferred channels will be credited for driving an action when that channel is the last click of all preferred channels or partners participating in the customer journey. | Select this option if you want this channel to be credited with driving an action over other channels lower in your hierarchy, if it was involved in driving an action. |
Standard | Standard channels will be credited for driving an action when that channel is the last click of all standard channels or partners participating in the customer journey, provided no preferred channels or partners participated in the same customer journey. | Select this option if you want this channel to be credited with driving an action if no Preferred channels were involved in driving an action. |
Non-Preferred | Non-preferred channels will be credited for driving an action when that channel is the last click of all non-preferred channels or partners participating in the customer journey, provided no preferred or standard channels or partners participated in the same customer journey. | Select this option if you want this channel to be last in line for being credited for driving an action. If any Preferred or Standard channels were involved in driving the action, they will be credited over channels with this Credit Group. |
Let's say you're managing a digital marketing program using impact.com, and you have 3 channels that drive customer conversions:
Email Marketing (Preferred)
Affiliate Marketing (Standard)
Display Ads (Non-Preferred)
Now, you want to set up credit groups for these channels to determine how conversions will be credited and how your partners will be paid.
Last-click conversion for all channels:
A customer clicks through the following journey before completing a purchase:
The customer clicks on a Display Ad (Non-Preferred).
The customer clicks on an Email Marketing campaign (Preferred).
The customer clicks on an Affiliate Marketing link (Standard).
The customer makes a purchase (Final action).
In this scenario, Email Marketing, being in the Preferred credit group, would receive the credit for the conversion. This is because the Preferred credit group takes priority if it's the last click of all participating credit groups.
When no preferred channel is involved:
Now, let's imagine a different customer journey where the Email Marketing channel is not involved:
The customer clicks on a Display Ad (Non-Preferred).
The customer clicks on an Affiliate Marketing link (Standard).
The customer makes a purchase (Final action).
Since no Preferred credit groups were involved in this conversion, the Affiliate Marketing channel(Standard) would be credited for driving the action, as it's the last-click channel in the Standard credit group.
| Preferred | Always takes priority for credit if it's the last click from any Preferred channels. |
| Standard | Gets credit for the conversion only if no Preferred credit groups were involved. |
| Non-Preferred | Gets credit only if no Preferred or Standard credit groups were involved, and it is the last click among all Non-Preferred credit groups. |
From the left navigation menu, select
![[Optimize]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-c25216845aff9ccb7c26768fb689a623.svg)
[Optimize] → Settings.Select Channels.
