Analysing preezie metrics
- Graham Ralls (Unlicensed)
- Melissa Perez (Unlicensed)
- Lauren Easton (Unlicensed)
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
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.
Note, if your customer sales funnel is less than 30 days, then you can change from this default to 7-day attribution within Settings > Tenant settings > General > Days attribution - this change is immediate and set at the account level
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.
How to use Sales performance data
preezie influences user purchase behaviour over time, often directly benefiting your typical purchase lifecycle. We recommend comparing conversion rate and AOV against your website average using the same attribution window.
On average we see between 6-8% conversion rate, but expect 2-4x your average CR% depending on the nature of your products. Check out our case study with Curvy and learn how they achieved a conversion rate of 6.98% here.
Note, all Sales performance figures represent transactions found both in the date range you’ve chosen AND with a start that occurred within your 30/7 day attribution look-back window.
For example, under a 7 day attribution setting if a transaction was made yesterday but they started preezie 8 days ago it would not be shown in this part of the dashboard. However the start would be tracked in the other modules (see below).
Shopper insights
This module shows journey activity metrics related to preezie usage.
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:
Actuals count the event metrics based on the date range of
Loads - when the page is loaded with a journey on it
Starts - when the user clicks Next on the first question
Completions - when the user answers all questions and views the results
Result clicks - each click made to the product results
Transactions - every purchase made in this date range based on your attribution window
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%)
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:
Conversion rate - showing the daily rate of start to transaction within your attribution window
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: