Prerequisites
Before getting started, ensure you have:
Required Permissions:
Data Analytics can be accessed by users with the following permissions:
Analyst
Marketing
Marketing + Analyst
Operator
Owner
How to Access Actions & Conversions
Navigate to Analytics > My Analytics > Actions & Conversions.
Select Actions & Conversions.
Choose your desired date range.
(Optional) Filter by audience.
Understanding How Attribution Works
Conversion Window
Conversions are attributed within your custom-defined conversion window.
Default setting: 14 days after an action occurs.
If multiple actions occur, attribution follows last-touch logic (see below).
Last-Touch Attribution Model
When a customer converts:
The conversion is credited to the last destination where the persona generated an action.
Only actions within the attribution window qualify.
Revenue is calculated from the first purchase made after the qualifying action.
β οΈ Warning: If a customer interacts with multiple campaigns, only the most recent qualifying action receives credit.
Top Actions Before Converting
This section displays:
A ranked list of actions that most frequently occur before conversions.
Engagement types such as:
text_receivedtext_clickopenGoogle_review
Use this data to identify which engagement behaviors are strongest indicators of purchase intent.
Revenue Metrics
Revenue shown in this report reflects:
The value of the first order placed after the attributed action.
Orders that fall within the attribution window.
Campaign-Specific Revenue Metrics
For individual campaigns, additional metrics may include:
Revenue per send
Revenue generated
Total ROI
These metrics help evaluate the financial performance of specific campaigns and destinations.
How to Use This Feature
Evaluating Channel Performance
Compare actions (clicks, opens, etc.) across destinations.
Identify which actions most frequently precede conversions.
Analyze revenue totals tied to those actions.
Use this to inform:
Budget allocation
Campaign timing
Messaging strategy
Interpreting Revenue Impact
When reviewing revenue metrics:
Higher action volume does not always equal higher revenue.
Focus on actions with strong conversion rates.
Consider audience segments when analyzing performance.
Need Help?
If you need assistance, reach out to AIQ Support anytime via the chat widget within your AIQ Dashboard.
