Every order has two relevant dates: the day of the purchase and the day of the touchpoints that led to it. The report time of a preset decides which of these dates an order is assigned to in your reports.
In this article
What the report time does
When you look at a date range in a dashboard, Tracify has to decide which orders belong to that range:
Conversion Date: The orders that were placed in the date range. The attribution window looks back from the order to find its touchpoints.
Click Date: The orders that were caused by touchpoints in the date range. The attribution window looks forward from the touchpoint to find the orders.
Both views use the same orders and the same touchpoints. They only answer different questions.
Conversion Date
Conversion Date answers: How much revenue did I make in this period, and which touchpoints contributed to it?
Example: You look at yesterday with a 7-day attribution window. The report contains all orders from yesterday and considers every touchpoint of these customers in the 7 days before the order. The report looks backward in time.
A day is complete as soon as the next day starts in the timezone of your store. After that, no further orders are added to it.
Click Date
Click Date answers: What did the touchpoints of this period bring in afterwards?
Example: You ran a one-day sale on 1 November. You look at 1 November with a 7-day attribution window. The report contains all orders that were placed in the 7 days after a touchpoint on 1 November. The report looks forward in time.
The numbers of a day keep growing until the attribution window has passed, because later orders are still assigned to the touchpoint. With Click Date, the ad spend of a period is aligned with the revenue that this spend generated.
Which report time to use
Question | Report time | Typical window |
Daily or weekly optimization of campaigns and budgets | Conversion Date | 7 to 28 days or unlimited |
Revenue and MER of a period | Conversion Date | Unlimited |
Effect of a sales event, a launch or a single promotion day | Click Date | 7 to 14 days |
Return of the ad spend of a defined period | Click Date | Matches your sales cycle |
đĄ Tip: For a sales event, select the event days with Click Date and compare the campaigns of these days. The attribution model decides how the credit is split between the touchpoints: What are the Attribution Models?
How you set the report time
The report time is one of the four settings of a preset. The default presets AI - All Touchpoints and AI - Paid Media use Conversion Date. If you need a Click Date preset, contact our support via chat or email and we set it up: Understanding Presets in Tracify. Your presets are listed under Settings âş Presets.
âšď¸ Note: The Customer Journeys dashboard shows complete journeys and does not use a report time or an attribution window.