A preset is a saved combination of attribution settings. Instead of adjusting settings for every report, you select a preset in the dropdown at the top of your dashboards, and Tracify calculates your data with exactly these settings. There is no single correct setting: each preset answers a different question.
In this article
What a preset contains
Setting | What it decides | Options |
Attribution model | How the credit of an order is split across the touchpoints | Last Click, First Click, Linear, U-Shape, AI Attribution |
Attribution window | How far back (or forward) Tracify looks for touchpoints | 1, 2, 7, 14, 28, 60, 90 days or unlimited |
Report time | Whether an order counts on the day of the purchase or the day of the touchpoint | Conversion Date, Click Date |
Touchpoints | Which channels can receive credit | All channels or a selection |
Details on each setting: What are the attribution models? · How does AI Attribution work? · What is the difference between Click Date and Conversion Date? · How do included touchpoints influence your attribution data?
Because the settings of a preset are fixed, Tracify precalculates your data for every preset. This is why your dashboards load fast even with large amounts of data.
Your default presets
Every account comes with two presets. Both use AI Attribution, an unlimited window and Conversion Date. The difference is only the touchpoint selection.
Preset | Touchpoints | Question it answers | How to read it |
AI - Paid Media | Paid channels only | Which paid channels, campaigns and ads drive my orders, and where should my budget go? | Only paid touchpoints receive credit. Compare channels and campaigns against each other and optimize here. |
AI - All Touchpoints | All channels | What does my marketing achieve overall, including organic and direct traffic? | Every touchpoint receives credit. Use it for MER, the share of organic traffic and the spillover of paid campaigns into organic. |
In AI - Paid Media, the credit of Organic and Direct touchpoints is redistributed to the paid touchpoints of the same journey. Journeys without a paid touchpoint are not part of this preset. More on the touchpoint selection: How do included touchpoints influence your attribution data?
💡 Tip: For optimizing campaigns, AI - Paid Media is the recommended preset. Compare it with your ad platform regularly: if the Tracify ROAS of a campaign is higher than in the platform, the platform underreports it, if it is lower, the platform claims orders that other channels contributed to.
Which preset fits which question
Question | Preset or settings |
Where should I shift budget between channels and campaigns? | AI - Paid Media |
How high is my MER, how much comes in organically? | AI - All Touchpoints |
What did the campaigns of my sales event bring in afterwards? | Click Date, 7 to 14 days, AI Attribution or Linear |
Which orders can a single channel claim at most, like its ad platform does? | Last Click, only that channel as touchpoint |
Which channel starts journeys, which one closes them? | No separate preset: the Customer Journeys dashboard shows initiator, holder and closer per channel |
How do my campaigns perform with a short sales cycle? | AI Attribution with a 7 or 14-day window, Conversion Date |
When a custom preset makes sense
Short sales cycle: If almost all customers purchase within a few days, a 7 or 14-day window keeps older touchpoints out of your daily numbers. The Customer Journeys dashboard shows how many days your customers need to convert.
Sales events and launches: A Click Date preset shows what the touchpoints of the event days generated in the following days.
Comparison with an ad platform: A preset with Last Click and a single channel comes closest to the platform view and helps to explain differences.
A single channel with AI Attribution: If you want to analyze one channel in depth, for example Meta with a 14-day window, a preset with only this channel keeps the view focused.
ℹ️ Note: Every preset shows the same orders and the same revenue in total. A custom preset changes how the credit is distributed, not what was sold. Keep AI - Paid Media as your reference so that your team compares the same numbers.
Where you find your presets
You select the preset in the dropdown at the top of every dashboard. The browser extension uses the same presets in your ad platforms: How do I install and use the Tracify browser extension?
All presets of your account with their settings are listed under Settings › Presets. The preset ID is needed if you use the Tracify API: How can I export Tracify data automatically?
Request, rename or remove a preset
The settings of a preset cannot be edited. If you need a different combination, contact our support via chat or email with the four settings you need: model, window, report time and touchpoints. We create the preset for you at no extra cost.
Processing time: A new preset usually takes 1 to 2 days, because we recalculate your historical data with the new settings. Accounts with very high event volumes can take longer.
No downtime: Your existing presets keep working in the meantime.
Notification: We let you know when the preset is ready. It then appears in your dropdown automatically.
Limit: Each account can have up to 15 presets.
Under Settings › Presets you can rename a preset or delete one you no longer need via the menu of the preset card. To change the settings of a preset, request a new one and delete the old one.