Solve Dashboard
The Solve dashboard is designed to give you insights on how customer identification contributes to your revenue.
The dashboard helps you keep tabs on:
- Your business revenue and identification rate
- How various channels are converting into sales
- The mix of revenue from new and returning customers
Recovered Revenue
The top graph describes the effect that identified sessions has on your overall revenue and recovered revenue through email channels. Utilize this graph to more deeply understand your business performance. Recovered revenue is calculated by taking the revenue from orders attributed to abandoned cart emails (7 day window) or abandoned browse emails (5 day window). The revenue calculation does not include tax or refunds.
Identification Status
The Identification Status cards are a measure of known (identified) users visiting your store’s website and its effect on your revenue. ‘Needs attention’ suggests that there are improvements that can be made to your website and other marketing platforms in identifying the users visiting your website.
How are customers identified?
Email | The user clicked on an email and visited the website. Solve identified the session based on unique parameters passed through the URL. This is typically a regular email campaign or a cart abandonment email. |
Form Capture | The user filled out an email or contact form onsite. Solve identified the session automatically through the form. The Solve JS SDK being on the site allows this capture. |
Checkout Capture | The user filled out their contact details in the checkout process. Solve identified the session automatically through the form. |
Identity Event | A custom event was sent from Solve’s JS SDK which contained identifying information. |
Improving your Identification Status
Ensuring that the methods of identification above are implemented properly, maximizes the ability to identifying users who visit your website. Here are a few steps you can take to further improve your identification status.
Identification Checklist
- Solve SDK: This is used to accurately track customers coming onto your website through session, page-views and actions they take when visiting like filling out a form.
- Follow the instructions for correct Solve SDK implementation
- Klayvio Integration: Enables more emails with personalized marketing to be sent out to users as users identify themselves when clicking on campaign and cart abandonment emails.
- Follow the instructions for Klayvio integration setup
- 1st party DNS changes: These persist 1st party cookies from Safari browsers for longer than 7 days, allowing more users to get identified and sessions to be linked to profiles.
- Contact your Customer Success Manager about how to setup 1st party DNS on your website
Tips
- A/B test your emails to improve their click-through rate. Experiment with different subject lines, content, CTAs, creatives, layouts, audiences and timings.
- A/B test your website’s email capture forms. Experiment with different types of offers, creatives, placement, and popup/exit logic. Be sure to update them seasonally.
- Use Shopify's checkout customisation features to test changes at checkout.
- Utilize Solve Audiences to send highly targeted campaign emails to users about products that they are interested in, encouraging them to identify themselves via URL parameters.
- Also use Solves Audiences to automate flows based on any combination or purchase and/or on site behavior.
Channels Revenue
The Channels Revenue dashboard breaks down revenue by different marketing channels, mix of new/returning customers, conversion rate and identification status by channel, using a list click attribution model.
The New/Returning graph tells you the proportion of customers who are repeat purchasers on different channels. Use this to make a more educated decision about which channels to place your marketing dollars in and the type of customers to target.
By breaking down the Identification Status by channel, you can make better decisions on how customers move through your marketing funnels and optimize each channel based on its identification rate.
- A channel with a heathier identification rate will allow for more accurate retargeting, leading to additional recovered revenue.
- You can take steps in other channels to build identification across the board to ensure your campaigns are optimized to perform well.
The Conversion Rate across channels is used to track seasonality and allow an easier comparison. It offers a holistic view of channel health and performance so your Marketing Team can make decisions with more accuracy and flexibility.
Channel Definitions
Paid Search | The user has come via a paid advertisement that is placed on a search engine results page - e.g. Google, Bing, Baidu, etc. |
Paid Social | The user has come via a paid advertisement from a social site - e.g. Instagram, Facebook, TikTok, etc. |
Direct | The user has come from typing the URL into their browser and navigating to the website |
Organic Social | The user has come organically via a non-ad link from a social site - e.g. Instagram, Facebook, TikTok, etc. |
Organic Search | The user has come via a non-ad link in an organic search engine result page |
SMS | The user has come via a link from a text message |
Email | The user has come via an email campaign or flow |
Display | The user has come via a graphical display advertisement placed on a website, social media platform or other digital medium |
Referral | The user has come via a non-ad link on an external website - e.g. a blog post, news site or any other non-paid external source |
Affiliate | The user has come via a link provided by an affiliate partner, typically from another website or a content platform |
Direct Mail | The user has come via a website link or QR code from a physical promotional material that is sent to them |
Paid Video | The user has come via an advertisement from a video site - e.g. YouTube, Vimeo, etc. |
Organic Video | The user has come via a non-ad link from a video site |
Mobile Push Notification | The user has come via a link on a mobile device push notification |
Shop App | The user has come to the site via shop app - e.g. the shop app marketplace |
Audio | The user has come via an advertisement on an audio platform - e.g. podcast platform or link. |
Cross Network | The user has come via ads that come from a variety of channels - e.g. Search and Display |
Paid Other | The user has come via ads, but not through an ad identified as Search, Social or Video |
Other Sales Channels | The user has come via a third party channel - e.g. point of sale (POS) |
Uncategorized | A catch-all. The user has a utm tagged on their page-view, but does not belong to any of the channels above |