Funnel Report

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Funnel Report 

Before you begin, ensure the following:

  • You have an Awin Advanced plan.
  • You have enabled the MasterTag.
  • The MasterTag plugin is set to fire unconditionally on landing and conversion pages.
  • If you have a multi-region setup: You have checked your MasterTag or MasterTags for advertiser ID discrepancies and followed the de-duplication guide to remove duplicates.

Overview 

The Funnel report shows how publishers contribute to the conversion funnel beyond the last click. For example, how publishers begin customer journeys and contribute during the research phase of the purchase funnel.

Using the Funnel Report

To access the Funnel report, go to the navigation bar and select Reports > Insights > Funnel. By default, the report shows information for the last seven days.

Note: If you can’t see the Funnel report, go to Support > Contact to let us know, or contact your account manager.

Setting the Date Range 

Use the Period settings to view a period or date range. 

To set the Period settings for the report: 

  1. At the top of the page, under Filters, click the filters menu ().
    The horizontal filter window appears.
  2. From the Period dropdown menu, do one of the following: 
    • From the list to the left of the calendar, select a period. 
    • Use the calendar to enter a date range.

To hide the horizontal filter window, click the cross icon (X). 

Tip: On the converting journeys and duration summary graphs, to change the period, select Date Part > Duration View.

Setting the Touchpoint Detail Level 

  1. At the top of the page, under Filters, click the filters menu ().
    The horizontal filter window appears. 
  2. From the Level dropdown menu, select one of the following to show in the visualisation: 
    • Broad publisher type: This shows the parent publisher type, such as Display or Email
    • Publisher type: This shows the publisher type, such as Cashback or Loyalty 
    • Publisher: This shows publisher names, such as Retail Me Not or TopCashback
      Note: The default level is Publisher.

      The visualisation updates automatically. 
  3. To hide the horizontal filter window, click the cross icon (X).  

  

Program and Top Affiliate Performance Graphs

The chart at the top of the page shows the sales contribution for the programme and the top 9 publishers, from each of the following funnel segments::

  • Upper: The first touchpoint in a multiple touchpoint conversion journey
  • Mid: Any touchpoint that isn’t the first or last touchpoint in a multiple touchpoint conversion journey
  • Lower: The last touchpoint in a multiple touchpoint conversion journey
  • Solo: The only touchpoint in a conversion journey

To compare the funnel performance of a programme to a previous period:

  1. Under Filters, select Compare.
  2. Select Yes.
  3. Under the Compare Period dropdown, select the period or dates to compare performance against.

Performance by Funnel Position

This table shows how many sales had a publisher touchpoint during the customer journey, regardless of where in the funnel the touchpoint happened.

The table also shows the percentage contribution of each segment of the funnel. To compare the percentage performance of the funnel segment for two periods, in the filter at the top of the page, select Compare.

By default, this table shows the top publishers from the funnel visuals at the top of the report. Use the dropdown menus above the table to select a publisher you would like to see in the report or select All to display the performance of all publishers on the program.

To change the order of the publishers displayed in the table, click the change order button next to the column header.

Publisher Contribution by Funnel Position

This visual shows the percentage contribution of the funnel position for each of the top performing publisher groups or publishers. Selected a level under Filters to see performance by publishers type or by individual publisher.

Above the graph, select one of the following funnel positions to visualise:

  • Upper
  • Mid
  • Lower
  • Solo

To help you understand the number of sales the publisher was involved with, the right-hand side of the graph displays the Sales Involving figures.

Note: Sales Involving figures do not match sales data shown in other reports as these are different metrics. Sales Involving counts every sale that had a publisher touchpoint at some point during the customer’s journey, not just when the publisher touchpoint was the last touchpoint in the customer’s journey.

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