Revenue by source
Every confirmed order, online store order and paid chat cart is credited to the customer's last marketing touch. You see which broadcast, sequence, lead ad or chat brought money, not only clicks.
PLANSFrom Growth
Why it matters
Most teams can count messages sent and links clicked, but not the money that followed. Sales sit in the billing system, chats in the phone, ads in the ad account. In SmartMy Marketing every confirmed order, store order and paid chat cart is matched to the customer's last broadcast, sequence, lead ad or chat. You see revenue per broadcast and per sequence in one report, from Growth.
The problem it solves
- You know how many people opened the holiday broadcast, but not how much they bought.
- The ad agency reports leads; the accountant reports sales; nobody joins the two.
- WhatsApp chats close sales every day, and none of it shows up as marketing.
- You keep paying for the campaign that brings the fewest orders.
How it works
- A customer gets a broadcast, a sequence email, comes in through a lead ad, or writes to you in a chat.
- Later they buy: a sales order is confirmed (with Sales), an order arrives from your online store, or a chat cart is paid.
- SmartMy looks back for the last touch. That is a lead ad in the last 30 days, or a broadcast, sequence message or chat in the last 7 days.
- The order and its amount are credited to that touch. An order with none of them is kept as No Marketing Touch.
- Open Marketing > Reports > Revenue by Source to see the money by kind of source, by broadcast, by sequence or by month.
Everything it does
What counts as a sale
- A sales order when it is confirmed (with Sales or SmartMy Trade)
- A new order from a connected Shopify, WooCommerce or Magento store
- A chat cart when its payment is confirmed
- A chat cart and the order made from it count once
What counts as a touch
- Lead Ad: the person came from a lead ad in the 30 days before
- Broadcast: a broadcast reached them in the 7 days before; one they clicked is preferred
- Sequence / Journey: a sequence or journey sent them a message in the 7 days before
- Chat: they wrote to you on any channel in the 7 days before
- The latest of these wins (last touch); otherwise No Marketing Touch
The report
- A table by Brought By and date with the amount, a bar chart, and the list
- The list: date, order, customer, amount, brought by, source, touched on
- Amounts are in the Entity's currency: an order in another currency is converted at that day's rate
- The optional columns Order Amount and Order Currency show each order as it was
- Opens on Brought by Marketing; group by Brought By, Source, Sequence / Journey, Broadcast, Month or Entity
- Customer value groups (Scale) and sales sent back to Meta are made from these rows
- The webhook An Order Is Credited to Marketing sends each row to your own systems
Who uses it
Owner or marketing headSees which broadcasts, sequences, ads and chats brought sales.
Marketing ManagerReads the report and moves effort to what sells.
Where you use it
- Web: Marketing > Reports > Revenue by Source, for Marketing Managers
- Not built: crediting several touches (first touch or split credit); only the last touch counts
- Not counted: SmartMy POS counter bills
What you control
Settings
- No set-up: it runs once Sales, a store or chat carts are in use
- Look-back: 30 days for lead ads, 7 days for the rest (fixed in this version)
Works with
SmartMy TradeConfirmed sales orders are credited to the marketing that brought the customer.
Questions
Do WhatsApp chats count?
Yes. If the customer wrote to you in the 7 days before buying, with no later touch, the sale is credited to Chat.Is one sale counted twice?
No. Each order is credited once, and a chat cart and the sales order made from it count as one sale.Can I change the 7-day window?
Not today. The look-back is 30 days for lead ads and 7 days for the rest.Does it need Sales?
No. Online store orders and paid chat carts count on their own. With Sales or SmartMy Trade, confirmed sales orders count too.Who can see the report?
Marketing Managers and Administrators. The Reports menu is not shown to Marketing Users.Related features
CAMPAIGNSBroadcasts on WhatsApp and email, at a set speed, with follow-upsSend one approved WhatsApp template or one email to a whole audience, now or at a set time. The speed keeps within your number's limit and your mail server's rate. Afterwards, follow up only the people who did not read, click or reply.OUTREACHEmail sequences over many mailboxes, with tracking and one-click unsubscribeCold and warm outreach as plain, personal emails. Each sequence sends from a pool of your mailboxes, a little at a time. It keeps follow-ups in the same thread and stops for a person when they reply. Every email carries an unsubscribe link and the one-click unsubscribe header.AUDIENCELeads from Facebook, Instagram and Google lead adsLeads from your Facebook and Instagram lead forms, and from Google Ads lead forms by webhook, arrive as contacts with every answer. Each form sends its leads to a list, tags, a journey and a person who calls them.AI AND SELLINGChat carts and payment links, and quotations from themMake a cart in the customer's conversation and send a payment link in the same chat. When the payment comes in, the cart is marked paid and the customer is thanked there. With Sales or SmartMy Trade, the cart becomes a quotation, an order and an invoice.AI AND SELLINGShopify, WooCommerce and Magento storesConnect your Shopify, WooCommerce or Magento store. Its products become products to sell in chat. Its customers and orders come in, so journeys can thank, follow up and win back each buyer.AUDIENCECustomer value groups, churn risk and the next orderEvery night each customer with orders gets an RFM score and a value group, such as Champions or At Risk. They also get a churn risk from how late they are against their usual gap. Then the date their next order is expected and the channel they answer on most.
See your inbox and campaigns on it.
Tell us which channels your customers use, how leads reach you and how many people answer them. We will connect a channel with you and run your first journey.