Your performance dashboard lets you view your overall account performance and individual journey metrics. It can help you analyse what happened within a period of time as well as uncover opportunities to optimise and further grow your metrics.

Index

Performance metrics

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Sales performance

This module shows transaction level metrics related to preezie usage.

Assisted conversion

Assisted conversion is the rate of users that started preezie and made a transaction within the attribution window (30 days by default). A start is recorded when they answer their first question.

We measure from preezie starts to track all users who engage with preezie. The start action can immediately encourage more positive shopping behaviour. A preezie user's product decisions improve with each question as they better understand their browsing needs. Most users who start go on to complete preezie journeys and become more likely to buy, visit again and spend more over time.

Assisted revenue

Assisted revenue is the value of all assisted transactions in the attribution window.

This figure aggregates the total order value that originally started with a preezie action. The total is used to report on the user’s shopping behaviour after using preezie as this can range from a single recommended item to a variety of products the user found.

Avg order value

Avg order value is the sum of Assisted revenue divided by the number of transactions during the attribution window. You can use this to gauge how much preezie users spend in line with your overall website averages.

Shopper insights

This module shows journey activity metrics related to preezie usage.

Open

Journeys completed

This is a total count of all journeys completed on your website(s). It increments every time someone flows through to see the product results.

Answers collected

This is a total count of all answers from all completed journeys.

Email profiles captured

With the Lead capture feature turned on this number will show you the total count of email addresses captured at the end of your journeys:

This is first-party data that can be used in many ways to be one of the most engaging email campaigns.

We have seen brands grow their emails captured by 5x when asking for an email at the end of preezie journeys. These can then be directly integrated with your email platform such as Klaviyo. Plus, with open rates of 60% the preezie results email has proven to perform even better than Abandoned Cart emails! Read our case study and learn how My Linen uplifted their email capture by 357% using the preezie Klaviyo integration.

Engagement and coverage

This module shows utilisation metrics related to preezie usage.

This will show you levels of preezie utilisation across your website. They are defined as:

Engagement

• journey starts - shopper clicks Next to answer the first question

• completions - shopper views their product results at the end of their journey

• result clicks - a total count of each click to recommended product results

• Completion rate - the rate at which shoppers go through the journey from start to finish

• Avg time spend (sec) - the time from when preezie is loaded on the page until the journey is completed. Note, this count is only available from May 25th 2022 onwards.

Site coverage

• preezie loads - whenever the preezie widget code is loaded on the page

• coverage rate - the rate that a start (user answers the first question) occurs after preezie is loaded on the page

• active journeys - the number of workflow journeys you have created in your account (pop-ups and selectors refer to workflows so are not counted as active journeys)

Funnel performance

Your overall account activity is displayed in this chart covering the stats defined above in Engagement.

The ideal scenario is the completions count is as close to the starts as possible, this means once shoppers start their journey, they’re engaged and flow through to the end.

The Engagement table beneath the graph represents preezie event metrics on your website. The table is split into 3 columns:

1. Actuals count the event metrics based on the date range of

   1. Loads - when the page is loaded with a journey on it

   2. Starts - when the user clicks Next on the first question

   3. Completions - when the user answers all questions and views the results

   4. Result clicks - each click made to the product results

   5. Transactions - every purchase made in this date range based on your attribution window

2. Funnel shows the % that makes it through each stage of the funnel from the initial Loads figure

   • This can be used to show how effective your journeys are from start to finish

   • For example, Completions ÷ Loads (7905 ÷ 55848 = 14.15%)

3. Stage conversion shows what % make it through each stage

   • This can be used to see where any drop-off is occurring. A 100% stage conversion means all those that clicked from one stage progress to the next!

   • For example, Starts ÷ Loads (9195 ÷ 55848 = 16.46%) i.e. when preezie is loaded on the page 16% engage and click through at least question 1

Charts

Below your main activity chart, you can see two further sales breakdowns. These two represent:

1. Conversion rate - showing the daily rate of start to transaction within your attribution window

2. Revenue - showing the daily transaction value that began with a preezie start within your attribution window

Breakdown tables

Workflow breakdown

These tables will show you the breakdown of all your Workflows, Selectors and Pop-ups.

The metric calculations are the same as the above Sales performance module.

Product breakdown

This breakdown shows an overall view of your most popular products recommended through preezie. To appear here, the product would need to be recommended via preezie.

• Top products shown - Pos 1/2/3/4/5/6+ represents the total times that product appeared in that position, it does not consider if the shopper saw them or clicked on them

• Top product purchases - these are the top products bought after preezie was started. Use this list to compare against your usual top products, e.g. are preezie user’s buying different products than usual?

• Top product clicks - these are the top products clicked on by shoppers when recommended in the preezie results

Other settings

In your tenant settings, you can toggle these additional dashboard items.

• Dashboard type - If your account is focused on lead generation only, then setting this to Lead Gen will hide the Sales performance module in the dashboard. This is default set to Standard, so all dashboard modules are shown.

• Attribution setting - by default, the attribution window for all transactions is set to 30 days; if your typical purchase lifecycle is typically less, you can change this to 7 days.

Analysing preezie in GA4

We encourage customers to push preezie data directly into their GA4.

• You can set this up here: GA4 event set up

• A quick guide to setting up reports is here:

  • Example GA4 reports for preezie journeys

  • Example GA Universal Analytics reports for preezie journeys