ROI Tracking – Setup & Analysis Guide

This document provides a complete step-by-step guide to:

• Understanding ROI tracking

• Configuring revenue attribution

• Connecting apps for revenue tracking

• Analyzing ROI performance

• Managing and editing ROI data

• Importing bulk ROI records

Overview

ROI Tracking helps you:

• Measure revenue generated from campaigns and workflows

• Identify high-performing marketing channels

• Track customer journeys and attribution sources

• Analyze revenue at a granular transaction level

• Optimize marketing spend and strategy

Step 1: Access ROI Dashboard

1. Click the ROI History menu item

2. Open the ROI analytics dashboard

Step 2: Understand ROI Basics

🔹 What is ROI?

• Review the “What is ROI?” card

• Understand how revenue tracking works

🔹 Revenue Tracking

• ROI tracks revenue generated from different sources

• Helps identify successful campaigns and workflows

Step 3: Understand Attribution

🔹 Automated Attribution

• Explains how revenue is assigned to different touchpoints

• Determines which interaction gets credit

🔹 Attribution Models

• First Touch → Credits the first interaction

• Last Touch → Credits the final interaction before conversion

Step 4: Start ROI Configuration

1. Click ROI Config

2. Begin setting up revenue tracking

Step 5: Configure Integrated Apps

🔹 Razorpay Configuration

1. Select Razorpay

2. Choose connection

3. Select tracking event

🔹 WooCommerce Configuration

• Only tracking events are available

• Select the required tracking event

🔹 Webhook Configuration (External Systems)

1. Select Webhook as app

2. Choose event conversion type:

• Purchase / Order → Completed payments

• Booking / Reservation → Appointments

• Lead / Signup → Form submissions

• Check-in / Visit → Visits

• Engagement Action → Clicks or replies

🔹 Define Data Mapping Fields

• Customer Identifier Path → Phone / Email

• User Timestamp Path → Event time

• Revenue Amount Path → Revenue value

🔹 Zoho Bookings Configuration

1. Select connection

2. Configure booking-related events

🔹 Petpooja Integration

1. Select Petpooja from dropdown

2. Choose connection (e.g., Ieyal PetPooja)

3. Select event → Send Invoice

Step 6: Configure Attribution Window

1. Enter value in Window Days (e.g., 7 days)

2. Adjust using arrows or manual input

Step 7: Select Attribution Model

• First Touch

• Last Touch

Step 8: Save Configuration

1. Click Save Configuration

2. ROI tracking is now active

Step 9: Filter ROI Data

1. Use Date Filter dropdown

2. Select preferred range (e.g., Current Year)

Step 10: Analyze ROI Dashboard

🔹 Key Insights Available

• Customer source

• Entry date & time

• Revenue generated

• Order count

• Attribution source

🔹 Column Breakdown

Column	Description
Customer	Customer details
Revenue	Revenue amount
Count	Number of orders
Attribution	Source of revenue
Assigned Details	Campaign/workflow attribution

Step 11: View Attribution Details

1. Click Assigned Details

2. View detailed attribution source:

• Campaign

• Workflow

• Organic

• CTWA

Step 12: Navigate to Workflow ROI

1. Click workflow name (e.g., New Petpooja Flow)

2. Redirect to workflow

Insights Available:

• ROI revenue

• Event performance

• Conversion metrics

Step 13: Event Performance Analysis

View:

• App name

• Connection type

• Number of conversions

• Revenue generated

• Status

Step 14: ROI History Section

Displays:

• Source app

• Date & time

• Customer details

• Revenue

• Count

Step 15: Edit ROI Records

1. Click Edit icon

2. Modify:

• Revenue

• Conversion count

Step 16: Filter & Refresh Data

• Click All → View all sources

• Use Date Filter → Select time period

• Click Reload → Refresh data

Step 17: Settings & Additional Configuration

1. Click Settings icon

2. Click Add Another Tracking Configuration

🔹 Configuration Example (Razorpay)

1. Enter Event ID

2. Select Razorpay

3. Choose connection (e.g., ieyal-thalugai)

4. Select event → Payment Captured

5. Set Window Days (e.g., 7)

6. Click Save Configuration

Step 18: Source-Based Filtering

Filter ROI by:

• Campaign

• Workflow

• CTWA

• Portal

• Organic

🔹 Campaign Analysis

1. Filter by Campaign

2. Click assigned campaign (e.g., Test Petpooja)

View:

• Total Revenue

• ROI %

• Total Cost

• Net Profit

🔹 Workflow Analysis

• Identify customers coming via workflows

• Track performance per workflow

🔹 Payment Source Logic

• Manual payment → Portal

• No attribution → Organic

🔹 CTWA Analysis

• Filter by CTWA

• View ROI data (or empty state if no records)

Step 19: Advanced Controls

• Click All → View complete data

• Click Reload → Refresh records

• Click Settings → Modify configurations

• Add/remove configurations

Step 20: Revenue Insights

• View Total Revenue (top right)

• Search specific events

Step 21: Bulk Upload ROI Data

1. Click Bulk Upload

2. Upload CSV file

Upload Process

1. Drag & drop file

2. Select campaign

3. Choose source (e.g., Shopify)

4. Click Finish and Start Import

Post Upload

1. Click Back to History

2. Click Reload

3. View uploaded records

Step 22: ROI in Chat

• ROI details can also be viewed inside the chat screen

• Helps connect revenue directly to conversations

Workflow Summary

Component	Description
Tracking Sources	Campaign, Workflow, CTWA, Portal, Organic
Attribution Models	First Touch / Last Touch
Integrations	Razorpay, WooCommerce, Webhook, Zoho, Petpooja
Data Tracking	Revenue, Count, Customer, Timestamp
Output	ROI Dashboard & Insights

Key Outcome

After completing ROI setup:

• Revenue attribution becomes fully trackable

• Campaign performance is measurable

• Customer journey insights are clear

• Marketing ROI is optimized

• Data-driven decisions become easier