In This Article:

The purpose of this is to know which Affiliate is performing best based on sales conversion rates.

• Affiliate Conversion Report will track Campaign performance and Affiliate Value based on Lead list source costs and Agent close rates.
• Affiliates, also known as Publishers, can either be an individual or a company, which markets the seller’s product in an appealing way to potential consumers. The Affiliate promotes the product to persuade consumers that it is valuable or beneficial to them and convinces them to purchase the product. If the consumer ends up buying the product the Affiliate receives a portion of the revenue made.
• Affiliates often have a very specific audience to whom they market, generally adhering to that audience’s interests. This creates a defined niche or personal brand that helps the Affiliate attract consumers who will be most likely to act on the promotion.
• The administrator will run the report on a daily basis looking at current data, totals for a week, or for a month to determine how various Publisher/Affiliate sources are performing.

• The administrator needs to see details per Affiliate source as well as an aggregate per list in order for the administrator to have a clear picture of which Campaign Lead sources are performing well and which ones are not.

How does this differ from the List Conversion Report?

• Leads inserted into the list can come from many different sources.
• List Conversion Report can only report metrics on the list as a whole.

Why does this matter?

• This report will track Campaign performance and Affiliate value based on Lead list source costs and Agent close rates.
• Customers can now determine the true costs of the Lead broken down granularly to sources and sub-sources.
• Key metrics customers can now obtain: 
  • Call Center Costs per Sale
  • Call Center Costs per Hour
  • Sales per Hour

Within the Report, users can now expand and collapse sections by Sub-Source which further improves ease of use and improves the Report load times.

 

 

1.) Click the Reports main menu

2.) Click the Custom Reports menu option.

The Custom Reports page will open.

3.) Under Common Reports, scroll down the list of available reports in the left panel.

4.) Click the Affiliate Conversion Report.

The Affiliate List Conversion Report settings page will open.

• Agent Costs section
  • $13
• Cost per Lead per List section
  • .51 cents
• Scrub Margin section 
  • Scrub out those who already had the intent of not buying

5.) Select the Sub-Source parameters in the drop-downs for the following fields:
These three fields are required to run the Report.

Example: Sub-Source 1 is Lemonade Leads List. Sub Source 2 is all the individual Lemonade Sellers from that List.

• Sub-Source 1 Field
  Sub-Affiliate one
• Sub-Source 2 Field
  Sub-Affiliate two
• Lead Cost Field
  Lead Form Field for Cost.

These are fields from Lead Forms that must be mapped.

If the Lead Form Field is not Searchable it will not be available in the List of Fields in the report.

• Searchable Fields are Custom created.

6.) In the Fixed date Range drop-down button, select a Date Range Filter.

• There are various ways to choose a time period for the report;
  • Start and End Date,
  • Start and End Hours,
  • Quick Date option (Today, Yesterday, This Week etc.)

Note: Reports are calculated in PST. There is a default set range, and is not required.

• Click the blue Apply button to set the Date Range.
• Anytime a new Date Range is applied you need to click the Run Report button again.
• Otherwise the Default Date Range is for the current day.

7.) Click the Filters drop-down button.

The Add Filters window will open.

8.) Select any Filters from the fields in the Filters tab of the Add Filters window.

• Click in the fields to see available Filters for each field, add as many as needed for each field.
• In the Lead Data Filters section, click Add Filter to add more Lead Data Filters.

In the Break Down tab of the Add Filters window, you can apply Filters for the Horizontal and Vertical breakdown of the report based on various options in each field. 

• Break Down default is Sub Source.
• Without a Break Down Filter the Report will separate into Lists.

9.) Click in the fields below each heading to see a drop-down menu of available Filters. 

• Horizontal Break Down
• Vertical Break Down

How the results table will read is based on these parameters.

In the Status Group tab in the Add Filters window, you can apply Filters based on Disposition settings.

• Status Group Filters will always pull from the Dispositions.

10.) Click in the field below each heading to see a drop-down menu of available Filters. Select as many as you need.

• Contact Statuses
  All dispositions/statuses with contact set to Yes.
• Sale Statuses
  All dispositions/statuses with success set to Yes.

Note: These directly affect the calculation of the report.

11.) After applying all the Filters needed for the Report, click the Run Report button.

Report Results Table

Report results will appear in the table below. 

• Use the List Source drop-down to change the List for the Report.
  • If the List Source is changed, click the Run Report button again.
    
• Hover the cursor over the table column heading to see an explanation of what that column contains.
  The tooltips on the headings generally explain how the report is calculating.
  • Number of Contacts pulls from Status Group.
  • Cost Per Sale is the Cost Per Lead is divided by the Number of Sales.
  • The Cost of Lead pulls from Lead Cost.
• Change the number of results shown on the page using the blue Per page drop-down at the top-right of the table, or click the numbers to view each page individually.
• Once satisfied with the Report, you can; Export it to a CSV, Save the Report, or Set the Report as the Default using the buttons shown in the image below.
  • Saving the Report will save all the selected Filters and Date Range.
  • Set as Default only saves the fields on the main Report page, not the Filters.

• There is also a column for viewing the Total Cost per Sale, scroll to the right.

• Depending on the Break Down of the report, or how the report is configured, the table results functionality may vary. 
• When broken down by Sub-Source the table will have each Sub-Source as an individual row. you can scroll to the right in each row individually to see the additional columns.