Tracify

In this article you will learn how to work with the Tracify Dashboard and what the displayed KPIs stand for.

How do you work with the Tracify Dashboard?

In this article you learn why it is possible that the numbers in your dashboard differ from the Tracify numbers in your ads manager.

What if data between Chrome Plugin and Dashboard differ?

User Segmentation for New and Returning Users and Customers

What is User Segmentation? (New vs Returning Users & Customers)

Compare selected time periods with previous time periods

How to compare numbers with a previous period?

Understanding Presets in Tracify

Understand why you may see differences in total metrics between different dashboards.

Why do my channel totals differ between dashboards?

Import Decify post-purchase survey (PPS) data into Tracify to see a channel performance breakdown based on how customers say they discovered you.

Connecting Decify Post-Purchase Surveys to Tracify

Dennis Rudolf

Adam Jacobson

Dashboards

All Features of your Customer Journey Dashboard

What is the Customer Journey Dashboard?

In this article you learn how the time between the two touchpoints is calculated in the customer journey paths.

How is the timeframe between touchpoints calculated?

How are the numbers in the customer journey dashboard for the IHC table calculated? (Initiator, Holder, Closer)

How are the values from the IHC table calculated? (Initiator, Holder, Closer)

Customer Journey Dashboard

Group your ads in your Tracify Dashboard to create a better overview.

Creative Segments in the Creative Dashboard

Creative Dashboard

In this article you will learn everything about the P&L Dashboard

Profit & Loss (P&L) Dashboard Overview

In this article you will everything on how to add cost positions for your Profit and Loss Dashboard

How do I configure the cost in my Profit & Loss (P&L) Dashboard?

Profit & Loss (PnL) Dashboard

Quick start guide to set up your tracking for your first influencers

Getting started with Influencers

In this article you learn how to add influencers in your influencer dashboard

How to Add Influencers manually

In this article you learn how to import influencers via .csv or .xlsx file to your influencer dashboard.

How do I import Influencers into the Influencer Module?

This is how you can create Influencer Cooperations ( Influencer Campaigns).

How to Create Cooperations?

In this article you learn how to create Influencer Links, how to track cooperations properly & learn how to track discount code redemptions.

How to Create Influencer Tracking Links and track Discount Code Redemptions

In this article you learn how to edit influencer links and change change cooperation links.

How do I edit & delete Influencers, Cooperations & Influencer Links?

The Influencer Overview Dashboard gives you a birdeye view over all influencer campaigns ( cooperations) which have been running.

What is the Influencer Overview Dashboard?

Influencer Dashboard

Legal notice

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.