ao link
Affino

Converting Articles Report Guide

 

Overview

Control > Analyse > Converting Articles Report

 

The Converting Articles Report analyses which articles performed well and led to a purchase.

 

The system tracks the 3 latest articles a user viewed prior to a purchase. These 3 articles are stored against the order.

 

Affino stores their most recently visited articles in any number of sessions, not just the session in which they made the purchase.

 

Note: You will need to select which Article Channels on the CRM Profile to track converting articles.

 

For instance, you may not want the T&Cs article to be counted as one of the converting articles.

The Report Screen

Control > Converting Articles Report

 

The report displays articles that performed well in converting purchases.

 

The last 3 articles that a user has viewed are stored against the order.

 

Filters

  • Title: search by the title of the article
  • Zone: refine your search by zone
  • Conversion Date Range: select From and To dates for when the conversion occured (this uses the daily impressions data stored over the past year)
  • Monthly Conversions: select a Month and Year to filter by (this uses the monthly aggregated data impressions over the past two years)
  • Catalogue Items (filters converting articles for completed orders containing this catalogue item as the order line item)
  • Product Lines (filters converting articles for completed orders, where the order line item is associated to this product line)
  • Channels(filters converting articles by Channel)
  • Publish Start From (filters converting articles by publish date)
  • Publish Start To (filters converting articles by publish date)

You can export the results in XLSX, CSV and TSV file formats.

 

Columns

  • StandardItemCode
  • Title
  • Channel
  • Age
  • Range Impressions
  • TotalImpressions
  • TotalImpressionsPerDay
  • Conversions
  • ConversionsPerDay
  • ConversionsPerTotalImpressions
  • Creator
  • Published
  • Updated

Note:

  • You need to set either a Conversion Date Range or Monthly Conversions, if nothing is selected, Affino sets the values for you
  • You will need the system security right Editor to use this screen

 

Related screens

The functionality is related to various modules within Affino, these are:

  • Analyse (Converting Articles Report)
  • Orders (listing screen)
  • Order (detail screen)
  • Article (Converting Articles panel)
  • Converting Articles Listing (Converting Articles Design Element)
  • Message Campaigns (Converting Articles, Timeframe, Duration)
  • Message Template Builder (Converting Articles content block)
  • Message Template Code Editor (Converting Articles placeholders)
  • Contact (Commerce tab)

Orders (listing)

Control > Orders > Listing

 

Added to the Orders listing screen is the new Converting Articles filter (to the right of Exclude Subscriptions - Ex Subs filter).

 

 

Use it to find orders that are associated with a converting article.

 

1.- Search for an article(s) using the filter:

 

 

2.- Select and order from the results:

 

 

3.- The specified article will be displayed in the Latest Converting Articles panel within the order detail screen:

 

Order (detail)

Control > Order > View (detail) screen

 

We have added a new panel (Latest Converting Articles) below the Comments panel, which displays the 3 converting articles for the given purchased order.

 

 

Columns

  • Title
  • Section
  • Age
  • Created By
  • Created
  • Last Updated

The results are sorted by the most recently viewed.

 

Note:

  • The panel will only be displayed if a user has completed a transaction
  • The panel will not be displayed for Incomplete orders

Article (detail)

Control > Article > View (detail) screen

 

The 3 latest articles users viewed (before leading to a purchase) will be shown on the article view screen.

 

Below Recent Viewers, a Recent Conversions panel has been added.

 

It lists the 5 most recent users who have this article within their 3 converting articles (tied to an order).

 

Similar to the Recent Viewers panel, you can add users to a Contact List.

 


 

Columns

  • User (clicking on the row links to contact record)
  • Name (clicking on the row links to contact record)
  • Account (links to the account)
  • Conversion Events (lists the latest 7 conversion events)
  • Viewed (date/ time)
  • Order No. (link to the order)

Converting Articles Listing (design element)

Control > Design Objects > Design Elements > Converting Articles Design Element

 

You can now surface the highest converting articles via a new design element, so these can be shown on the skin.

 

The new design element is based on the Article Listing Design Element.

 

Two important options on the Converting Article DE are:

 

Viewed Timeframe

 

Enter the timeframe (number of days) for which to filter the results. Combined with Sort Order and Content Duration, you can list articles in many different ways (e.g. Most viewed articles in the past 7 days from all articles published within the past year).


Content Duration

 

Enter the number of articles you wish to display which have been published within the last x days. To display Content published within the last 7 days, enter 7. Entering 30 would display content published within the last 30 days.

 

Notes:

  • Each (user) session will generate the most relevant list of converting articles
  • The articles listed will be those based on:
    • converting articles 
    • articles not read yet
    • and matching topics
  • When an article is read in session the design element is not displayed
  • If there are not enough articles to display:
    • the list will be refreshed
    • if there are no available articles the design element will not be shown
  • If the user has no interests the topic filter is not applied
  • For guest users
    • the topic filter is not applied
    • and the list will be cached

Message Campaigns

Control > Message Campaign > Add/Edit/View

 

New placeholders and block elements have been added to the message template (code editor) and message template builder modules.

 

These list converting articles to be used in a message send.

 

Given the above, new settings have been added to Message Campaigns (within the Auto Messaging panel) in order to determine the number of articles to list, their time frame and content publish range.

 

Fields:

  • No. Converting Articles
    • Enter the number of converting articles to list.
    • Use this in conjunction with the Converting Articles placeholder in the template Code Editor and Converting Articles block in the Template Builder.
  • Converting Time Frame
    • Enter the timeframe (number of days) for the results to be filtered
    • Combined with Content Duration, you can list articles in different ways
    • e.g. Highest converting articles in the past 30 days from all articles published within the past year
  • Content Duration
    • Filter/display articles published within the last x number of days
    • Entering 365 would use content published within the last 365 days
    • Enter 0 for no limitation on the publish date

Notes:

  1. The values set must be a number
  2. Converting Time Frame cannot be higher than Content Duration

Message Template Builder

Control > Promote > Message Templates > Template Builder

 

We have updated the Message Builder so a message campaign can be sent showcasing the best performing articles.

 

A set of blocks has been added to the Message Builder for the Converting Articles.

 

The have same structure as Section Content blocks:

 

 

These can be dragged onto the canvas:

 


Message Template Code Editor

Control > Message Template > Code Editor

 

We have added new placeholders to the Code Editor.

 

These will list out the converting articles so they can be used in a message campaign.

 

The converting article placeholders are available under the Article listing placeholders:

 

 

  • [_Converting_Articles_]:
    • Displays highest converting articles, set up on the Message Campaign
  • [_Converting_Articles_With_Topics_]
    • Displays highest converting articles with topics
  • [_Converting_Articles_No_Thumbnail_]
    • Displays highest converting articles without thumbnails

Note: For converting articles, the number of articles, viewed time frame and content duration are set on the Message Campaign.

 

The amount of Converting Articles, Viewed Time Frame and Content Duration determines the number of articles and order in which they are displayed.

Contact (detail)

Control > Contact > Commerce tab

 

Since we are tracking the last 3 articles that a user viewed before making a purchase, we are now displaying these results on the Commerce tab under the Contact record.

 

A new Latest Converting Articles panel has been added below the Analysis panel.

 

This displays the latest 3 converting articles from the most recent product purchased:

 

 

Columns

  • Title
  • Section
  • Age
  • Created By
  • Created
  • Last Updated

Note:

  • The panel will only be displayed if a user has purchased a product (completed a transaction)
  • The results will be sorted by most recently viewed

Did you find this content useful?

Thank you for your input

Thank you for your feedback

Driving business at some of the world's most forward thinking companies

Our Chosen Charity

Humanity Direct