Email conversion report and Channel report in Outfunnel show you how well your marketing campaigns and channels are performing.
Email conversion report
The email conversion report shows you the revenue impact of each email campaign you send. The report tracks the number of new sales opportunities that have been created during 7 days from sending a campaign and the number of sales opportunities that have been won during 30 days from sending the campaign.
The sales opportunities are split based on email engagement so you can easily see whether a person who clicked or replied was more likely to convert compared to someone who only opened the email.
To access the report, click on a sent campaign to access the reporting and then navigate to the Conversion menu.
Channel report shows you which campaigns and traffic sources lead to creating new sales opportunities or closed revenue. You need to use Outfunnel's web tracking feature to use this functionality.
In the example below you can see that the google.com / cpc channel has created the most new opportunities in absolute terms and it's also the best-converting source of leads.
Outfunnel records Source/Medium from UTM tags the first time a lead arrives on your website. This is stored in the user browser and synced to your CRM when we identify the visitor. If you are not using UTM tags or no UTM tag is present for the visit, Outfunnel will auto-detect the Source/Medium.
For example, if someone types in your website in the address bar of a browser Outfunnel will show direct/direct and if someone arrives from Facebook the report shows facebook.com/referral as the Source/Medium.
A couple of things to keep in mind:
💡 Coming soon: conversion report in sequences. The conversion report is currently only available for single email campaigns but we are adding sequence support soon.
💡 Coming soon: unidentified visitor counting for channel report. We'll soon start showing you how many unidentified visitors have been detected from a marketing channel.
💡 Coming soon: store source/medium for every visit. Currently, Outfunnel tracks the first Source/Medium but we'll soon add functionality that will show you the Source/Medium of every consecutive visit the contact makes.
💡 Ideas to improve the funnel insights? Reach out to us on firstname.lastname@example.org