At the core of the Volusion reporting system is the ROI Tracker. Used for tracking your affiliate and campaign information, this page provides an easy method for viewing information on sales driven to your store via advertising campaigns, affiliates, and more – you'll be able to quickly and easily view your return on investment from affiliates and advertising campaigns.
- Getting Started
- Understanding the All ROI Reports Table
- Generating ROI Reports
- Creating New, Custom Campaigns
- The ROI Tracking Links Generator
To view the ROI Tracking page, log in to your Admin Area and go to Reports > ROI Tracking.
From here, you can create and view reports based on any tracking URL your store has generated for affiliates, newsletters, third-party campaigns, and more.
Information presented on this page closely ties to the Affiliates and Newsletters portions of the system, under the Marketing tab in the Admin Area. Before proceeding with this guide, it is recommended to review "Keep Your Customers in the Know with Newsletters" and "Partner Up with Affiliates".
Understanding the All ROI Reports Table
The All ROI Reports table lists data from every affiliate or campaign registered with a tracking URL within your store. It gives valuable information including the number of click-throughs, sales, and conversion rates for each affiliate or promotional program registered with your store.
This table is divided into two areas - the All Campaigns table contains affiliates and campaigns that have generated click-throughs or sales, plus rows for Other and No Referrer (explained below).
If Group IDs have been assigned to any of the campaigns, campaigns will be displayed by group. Campaigns that are not in Groups will be displayed after those that are.
The table labeled New / Inactive Campaigns lists affiliates or campaigns registered with a tracking URL that have not yet generated any sales or click-throughs.
Clicking the trash can icon at the end of each row of information will deactivate and remove the related tracking URL entry from the system, preventing the system from tracking any sale or click-through data for that URL. Only use this option if you're deactivating a campaign, as it will also remove any stored data on the tracking URL from the system.
The fields in this table are:
Within Volusion, each affiliate or campaign is assigned an ID. This ID is related to the affiliate/campaign's tracking URL and will be displayed in this column. Clicking on the ID will display the corresponding Marketing > Affiliates page.
This field will list the ID for the customer account associated with the affiliate or campaign. Generally, this field will be the same as affiliate record. Note that campaigns will automatically have a customer account and ID assigned to it. These types of accounts have no login ability but are necessary for tracking campaigns to function. Clicking on the ID will display the corresponding Customers > Accounts page.
This is an optional field, allowing you to apply a group label to a set of affiliates or campaigns. You cannot enter or edit a group title here. To do so, you need to click the Affiliate ID and add/change the Group ID on the Marketing > Affiliates page.
The actual campaign or affiliate name will be listed in this column. Clicking on the affiliate or campaign name will reload the "ROI Tracker" table again, showing only the entries made into the Volusion system for this affiliate/campaign's tracking URL. If Other displays here, the row contains total information for all visits that came from referrers that were not affiliates or visits for which there was no referral URL (that is, customers typing the URL of your store directly into their browser or selecting it from their browser's bookmarks). Clicking Other will reload this table showing details for each referrer. If No Referrer displays here, the row contains total information for customers who arrived at your site by typing its URL directly into their browser or selecting it from their browser's bookmarks. Clicking No Referrer will show the same table as Other.
This column will contain the actual tracking URL for each and every active affiliate/campaign. Tracking URLs are variants of your store's URL with the affiliate / campaign's relative tracking number appended to it. These URLs can be embedded into websites, banner ads and more. Visitors clicking on these links will be directed to your store, where all click-through and purchasing activity will be recorded by the Volusion system. For Other, this field will be blank and you will need to click Other to see the individual URLs.
Most Recent Click
A time stamp for the most recent visit to your store from a particular tracking URL will be listed here.
Most Recent Sale
A time stamp for the most recent purchase from your store based on a particular tracking URL will be listed in this column.
This column will list a percentage representing the ratio between the number of click-throughs and purchases a tracking URL has generated.
This column will list the total number of visits the affiliate\campaign's tracking URL has received during the course of it being active.
The total number of sales generated within your store from visits to a particular tracking URL will be recorded in this column. Clicking on the total here will display the Reports > Affiliate Stats table listing information on each individual sale referenced in this field.
This row shows the total clicks, sales and conversion rate for your store during the selected period excluding those with no referrer. In other words, these are the results for all visits to your store that were driven by external URLs.
Total Sales (including No Referrer)
The total sales for your store including those where the customers typed the URL of your store directly into their browser or selecting it from their browser's bookmarks.
One of the first items you may encounter or have questions about within this page is the campaign type listed as Other. This is not a campaign and is just a placeholder for sales and click-throughs generated within your store that do not have a specific tracking URL assigned to them. This is essentially a list of all non-affiliate related click-throughs or sales. Ignore this entry in the ROI tracking page when determining the overall effectiveness of campaigns or affiliates.
Similarly, No Referrer is not a campaign but a record of the sales resulting from customers coming to your store either by entering the URL in their browser or having it bookmarked in their browser. This is often called "direct loads" and should be ignored when determining effectiveness of campaigns or affiliates.
Generating ROI Reports
Sifting through the All ROI Reports table, especially if you have hundreds of campaigns and affiliates, can be very time consuming. In these cases, you can use the Report Generator at the top of the page to see a particular affiliate's click-throughs or see what tracking URLs have generated orders during a certain time period.
The Report Generator allows you to tailor the content of the ROI Tracker table based on the following:
Date Range: This drop-down menu allows the selection of a number, or range, of days, or a specific month or year to report on.
From / To: These fields allow you to define a specific date or range of dates.
Exclude: Check this option to exclude all orders generated within Volusion that have a zero grand total.
Include: These options enable you to include visits generated by Regular Affiliates, Advertising Campaigns or Newsletters in the report.
Group By: This drop-down menu can be used to group results based on either the selected date range, the month or year being reported on.
AffiliateID: To create a report for a single campaign or affiliate can enter the affiliate ID in this field. This is an optional field.
Once settings for a report are configured, click the Generate Report button to reload the table with these parameters.
Creating New Custom Campaigns
Aside from newsletters, registered affiliates, or campaigns such as Google's AdWords, you can also create your own custom campaign or affiliate tracking links.
To create a new campaign:
- Click Add next to the New / Inactive Campaign... heading.
- In the Group Title box, enter a group title for the custom tracking URL. This field is optional.
- In the Campaign Name box, assign a name to the tracking URL.
- In the Days to Track field, enter a number for the days the system will track the URL. By default, this is set to 7.
- Click the Add New button to generate the custom tracking URL.
The new campaign will be displayed in the New/Inactive Campaigns table.
The custom tracking URL will be assigned an affiliate record, custom record, and is ready to be tracked by the system – it can now be used for the campaign, affiliate web page, or newsletters.
The ROI Tracking Links Generator
The Tracking Links section contains a set of fields and a table that you can use to create examples of the different tracking link types for use with your store.
The default tracking URL is the base URL for your store. Tracking URLs can also be created using other URLs relative to your store – such as URLs for a product, category, or article.
Note that you can use SEO-friendly URLs here.
These URLs simply need a valid affiliate record ID appended to the URL from your store. Clicking on this link will redirect visitors to the exact URL page while tracking that activity using the valid affiliate ID appended to the URL.
An affiliate registered with your store, www.myvolusionstore.com, has a blog where they will promote a particular product you sell. You want to give out a tracking URL to the affiliate but instead of the standard URL which links to your storefront, you want to use the direct URL for the product the affiliate will be promoting.
Provided that the affiliate has an active affiliate account and ID registered with your store, you can create a URL for the product page and link the affiliate's ID to it.
In this example, the affiliate's ID is 101 and the product code is ABC-Product. The tracking URL to the product for the affiliate will be as follows:
The affiliate can post this link on his blog. When visitors click on this link, they will be redirected to the actual product within your store. This click-through activity as well as any purchases related to this product will then be recorded for the affiliate and shown on the ROI Tracker table.
With the ROI Tracking page, you have the ability to report on affiliate, campaign or newsletter promotions that use special URLs to track click-throughs, purchases and conversion rates for different marketing activities. It is important to have an understanding of how the Affiliate system works before using this portion of Volusion's reporting functions. Please review "Keep Your Customers in the Know with Newsletters" and "Partner Up with Affiliates" more information.