# 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 {% embed url="" %} ### Step 1: Access ROI Dashboard {% embed url="" %} 1. Click the **ROI History** menu item 2. Open the ROI analytics dashboard ### Step 2: Understand ROI Basics {% embed url="" %} #### πŸ”Ή What is ROI? * Review the **β€œWhat is ROI?”** card * Understand how revenue tracking works #### πŸ”Ή Revenue Tracking * ROI tracks revenue generated from different sources * Helps identify successful campaigns and workflows ### Step 3: Understand Attribution {% embed url="" %} #### πŸ”Ή Automated Attribution * Explains how revenue is assigned to different touchpoints * Determines which interaction gets credit #### πŸ”Ή Attribution Models * **First Touch** β†’ Credits the first interaction * **Last Touch** β†’ Credits the final interaction before conversion ### Step 4: Start ROI Configuration {% embed url="" %} 1. Click **ROI Config** 2. Begin setting up revenue tracking ### Step 5: Configure Integrated Apps #### πŸ”Ή Razorpay Configuration {% embed url="" %} 1. Select **Razorpay** 2. Choose connection 3. Select tracking event #### πŸ”Ή WooCommerce Configuration {% embed url="" %} * Only tracking events are available * Select the required tracking event #### πŸ”Ή Webhook Configuration (External Systems) {% embed url="" %} 1. Select **Webhook** as app 2. Choose event conversion type: * Purchase / Order β†’ Completed payments * Booking / Reservation β†’ Appointments * Lead / Signup β†’ Form submissions * Check-in / Visit β†’ Visits * Engagement Action β†’ Clicks or replies #### πŸ”Ή Define Data Mapping Fields * **Customer Identifier Path** β†’ Phone / Email * **User Timestamp Path** β†’ Event time * **Revenue Amount Path** β†’ Revenue value #### πŸ”Ή Zoho Bookings Configuration {% embed url="" %} 1. Select connection 2. Configure booking-related events #### πŸ”Ή Petpooja Integration {% embed url="" %} 1. Select **Petpooja** from dropdown 2. Choose connection (e.g., Ieyal PetPooja) 3. Select event β†’ **Send Invoice** ### Step 6: Configure Attribution Window {% embed url="" %} 1. Enter value in **Window Days** (e.g., 7 days) 2. Adjust using arrows or manual input ### Step 7: Select Attribution Model * **First Touch** {% embed url="" %} * **Last Touch** {% embed url="" %} ### Step 8: Save Configuration {% embed url="" %} 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 {% embed url="" %} #### πŸ”Ή Key Insights Available * Customer source * Entry date & time * Revenue generated * Order count * Attribution source #### πŸ”Ή 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 {% embed url="" %} 1. Click Assigned Details 2. View detailed attribution source: * Campaign * Workflow * Organic * CTWA ### Step 12: Navigate to Workflow ROI {% embed url="" %} 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 {% embed url="" %} View: * App name * Connection type * Number of conversions * Revenue generated * Status ### Step 14: ROI History Section {% embed url="" %} Displays: * Source app * Date & time * Customer details * Revenue * Count ### Step 15: Edit ROI Records {% embed url="" %} 1. Click **Edit icon** 2. Modify: * Revenue * Conversion count ### Step 16: Filter & Refresh Data * Click **All** β†’ View all sources * Use **Date Filter** β†’ Select time period * Click **Reload** β†’ Refresh data ### Step 17: Settings & Additional Configuration {% embed url="" %} 1. Click **Settings icon** 2. Click **Add Another Tracking Configuration** #### πŸ”Ή Configuration Example (Razorpay) 1. Enter **Event ID** 2. Select **Razorpay** 3. Choose connection (e.g., ieyal-thalugai) 4. Select event β†’ **Payment Captured** 5. Set **Window Days (e.g., 7)** 6. Click **Save Configuration** ### Step 18: Source-Based Filtering {% embed url="" %} Filter ROI by: * Campaign * Workflow * CTWA * Portal * Organic #### πŸ”Ή Campaign Analysis 1. Filter by **Campaign** 2. Click assigned campaign (e.g., Test Petpooja) **View:** * Total Revenue * ROI % * Total Cost * Net Profit #### πŸ”Ή Workflow Analysis * Identify customers coming via workflows * Track performance per workflow #### πŸ”Ή Payment Source Logic * Manual payment β†’ **Portal** * No attribution β†’ **Organic** #### πŸ”Ή CTWA Analysis * Filter by **CTWA** * View ROI data (or empty state if no records) ### Step 19: Advanced Controls * Click **All** β†’ View complete data * Click **Reload** β†’ Refresh records * Click **Settings** β†’ Modify configurations * Add/remove configurations ### Step 20: Revenue Insights {% embed url="" %} * View **Total Revenue** (top right) * Search specific events ### Step 21: Bulk Upload ROI Data {% embed url="" %} 1. Click **Bulk Upload** 2. Upload CSV file #### Upload Process {% embed url="" %} 1. Drag & drop file 2. Select campaign 3. Choose source (e.g., Shopify) 4. Click **Finish and Start Import** #### Post Upload {% embed url="" %} 1. Click **Back to History** 2. Click **Reload** 3. View uploaded records ### Step 22: ROI in Chat {% embed url="" %} * 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 --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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