Defining Metrics for Viable VOBs from Chat, Call, or Form

This guide provides a detailed overview of how to define separate metrics for viable VOBs (Value-Of-Business) originating from chat, call, or form interactions. The goal is to map these metrics in the funnel and prepare them for offline uploads to Google. By following this guide, you will be able to accurately track and report on these metrics for improved business insights.

The first step is to comprehend the request, which involves adding a separate metric for viable VOBs when they originate from a call, form, or chat. The ultimate goal is to facilitate offline uploads in Google.

To begin, navigate to the funnel space for We Level Up. Here, you'll map the VOBs in the metrics section, similar to how regular VOBs have been handled.

Ensure you add the marketing medium to the VOB definition. This step is crucial to maintain accuracy even if the VOB definition changes.

Now, create metrics specifically for viable VOBs when they are a call, form, or chat. This involves either duplicating existing definitions or starting from scratch.

Use the Data Explorer tool to verify the data. Enter the marketing medium for chat, call, and form to view the number of viable VOBs in each category.

Ensure that the new metrics are added to the reporting shares and any queries connected to Google Sheets. This will ensure accurate reporting and data availability.

By following this guide, you have successfully defined and mapped metrics for viable VOBs originating from chat, call, or form interactions. These metrics are now ready for offline uploads to Google, enhancing your ability to track and analyze business performance efficiently.