Zaius gives you the power to create custom reports that allow you to dig deeper into the data available in your account. To give you an idea as to how you can use custom reports, we picked three examples you can run to gain insight into the performance of your campaigns.
Monthly Lifecycle Order Report
This report shows you the number of orders your customers placed every month throughout the year. For each month, the report breaks down the total number of orders by the lifecycle in which your customers are. What makes this report unique and valuable is that it allows you to see how your campaigns trend month-over-month. For example, you can immediately get an understanding if you’ve experienced a lift in sales during the holiday season.
Why use this report?
- Understand what percentage of your orders are placed by new shoppers, repeat, or loyal customers.
- Use this information to plan your campaign strategy for the coming months. For instance:
- If you find that your Loyal customers are not driving as much of your sales as you expected, you should consider targeting them with campaigns to drive their purchasing behaviors.
- If you notice that one month has an outstanding number of repeat orders, you should analyze the campaigns you’ve run at that time to understand what drove your success, then repeat your strategy with an updated creative.
- By reviewing your campaign performance over the past months, you can set realistic goals for your upcoming campaigns.
- If you see that, in general, 10% of your purchases are repeat orders, you could aim to improve this number and reach 15% by next month/quarter.
Setup
- Create a new Report
- Set up your report filters
- Update the default All Traffic filter to Order
- Update the date range to January 1, 2020 & December 31, 2020 to get a complete view of the year
- Click Apply
- Set up your columns
- Add Date / Time > Month
- Click Rocket column and configure as follows:
- Show unique count of Order ID for Order in number format with label All Orders
- Show unique count of Order ID for Order Number = 1 in number format with label 1st Orders
- Show ratio of 1st Orders / All Orders in percentage format with label 1st Order%
- Show unique count of Order ID for Order Number = 2 in number format with label 2nd Orders
- Show ratio of 2nd Orders / All Orders in percentage format with label 2nd Order%
- Show unique count of Order ID for Loyal Order in number format with label 3+ Orders
- Show ratio of 3+ Orders / All Orders in percentage format with label Loyal Order%
Coupon Code Usage by Lifecycle
The Coupon Code Usage by Lifecycle reports helps you discover which products your customers bought as their first, second, and third purchases. More importantly, this report shows you what percentage of your customers used coupons to purchase specific products.
Why use this report?
- Identify your best-selling products that first-time shoppers purchased. Consider boosting your promotions of this item to your prospects to acquire even more net new customers.
- Check whether your shoppers applied coupons to purchase certain products and decide whether you need to encourage your shoppers to buy these products with a percentage-off offer.
- Create a segment of your customers who viewed these products but have not purchased them and target them with a coupon to encourage purchasing.
- You could also analyze which product categories are generally purchased with coupons. For instance, if you find that coats & jackets are predominantly purchased with coupons, run a promotion with these products to get more shoppers to buy them. (If you’re a Shopify user, you should add a dynamic grid to your promo email with a product filter for coats & jackets.)
- Examine your segments of 2nd and 3rd purchasers and determine whether your shoppers need a coupon code, or not, to get to their next purchase?
- In the default, unsorted view, use the first row below the table headers to understand what portion of the year’s total sales can be attributed to first-, second-, and third-time (and more) purchasers.
Setup
- Create a new Report
- Set up your report filters
- Keep the default All Traffic filter
- Update the date range to January 1, 2020 & December 31, 2020 to get a complete view of the year
- Add a simple filter for Event Action: purchase
- Click Apply
- Set up your columns
- Add Products > Name
- Alternatively, you can add Product > Shopify Product Type (if you’re a Shopify user) or Product > Category > Category Path (if you’re not a Shopify user) to the table to view Product Categories instead
- Click Rocket column and configure as follows:
- Show unique count of Order > Order ID for First Order in number format with label 1st Order
- Show unique count of Order > Order ID for First Order Coupon Used in number format with label 1st Purch Code
- Show ratio of 1st Purchase Code / 1st Order in percentage format with label 1st Purch Coup%
- Show unique count of Order > Order ID for Second Order in number format with label 2nd Order
- Show unique count of Order > Order ID for Second Order Coupon Used in number format with label 2nd Purch Code
- Show ratio of 2nd Purchase Code / 2nd Order in percentage format with label 2nd Purch Coup%
- Show unique count of Order > Order ID for Loyal (Third+) Order in number format with label 3rd Order
- Show unique count of Order > Order ID for Third Order Coupon Used in number format with label 3rd Purch Code
- Show ratio of 3rd Purchase Code / 3rd Order in percentage format with label 3rd Purch Coup%
- Add Products > Name
Product Analysis by Lifecycle
Run this report to answer the pressing question, “What do first-time shoppers vs. repeat shoppers buy?” You can look at products or product categories to understand how many times they have been purchased and by which lifecycle segment of customers.
Why use this report?
- Discover which product categories are purchased the most often by first-time, returning, and repeat shoppers, then target these segments with messages that promote these product categories.
- If you find that your Loyal customers are purchasing products in the Luggage category, target them with an email that is promoting products in that category. You would do this by adding a dynamic grid to your email and applying a product filter for Luggage to it. (Note that this type of product filter will work for Shopify users only.)
- Identify the top products your lifecycle segments are purchasing.
- If you learn that your first-time shoppers are buying the boyfriend cardigan, the zebra print leggings, and the heart-shaped sunglasses the most, you could create a top-of-funnel campaign for your prospects and showcase these high-converting products in your messages.
- Make creative decisions based on the data you see in this report.
- If you need to decide what product images to use in your ads or email/MMS messages, you can look at this report and determine which products are the most likely to appeal to your target audiences of first-time, repeat, and loyal customers.
Setup
- Create a new Report
- Set up your report filters
- Update the default All Traffic filter to Order
- Update the date range to January 1, 2020 & December 31, 2020 to get a complete view of the year
- Click Apply
- Set up your columns
- Add Products > Name
- Alternatively, you can add Product > Shopify Product Type (if you’re a Shopify user) or Product > Category > Category Path (if you’re not a Shopify user) to the table to view Product Categories instead
- Click Rocket column and configure as follows:
- Show unique count of Order ID for Order in number format with label All Orders
- Show unique count of Order ID for Order Number = 1 in number format with label 1st Orders
- Show ratio of 1st Orders / All Orders in percentage format with label 1st Order%
- Show unique count of Order ID for Order Number = 2 in number format with label 2nd Orders
- Show ratio of 2nd Orders / All Orders in percentage format with label 2nd Order%
- Show unique count of Order ID for Loyal Order in number format with label 3+ Orders
- Show ratio of 3+ Orders / All Orders in percentage format with label Loyal Order%
- Add Products > Name
If you have any questions about setting up these custom reports, don't hesitate to reach out to our Support Team at support@zaius.com.