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      How to Integrate Attribution Segmentation between ProfitWell and Wicked Reports

      The fast process to connect Wicked Reports Lead and Sale attribution into ProfitWell for advanced segmentation insights.

      ProfitWell has a feature that allows you to slice and dice many subscription data points by custom segmentation.  One of their most popular requests is to apply marketing attribution data to Profitwell's subscription metrics. This document shows you how to do that.

      The Steps

      1. Export the Wicked Reports attribution data

      2. Prep the file for import to ProfitWell

      3. Import the file

       

      Export the Wicked Reports attribution data

      1. Go to the Customer LTV Report
        Integrate Attribution Segmentation between ProfitWell and Wicked Reports'
      2. Set the attribution model filter to "First Optin" and the date range to "Since 1st Tracking" .
        and run the reportIntegrate Attribution Segmentation between ProfitWell and Wicked Reports
      3. Change the tab to   "Order / UTMSEARCH"   Integrate Attribution Segmentation between ProfitWell and Wicked Reports
      4. Click on the "Export to Excel" link in the bottom right corner of the grid Integrate Attribution Segmentation between ProfitWell and Wicked Reports
      5. Save the file Integrate Attribution Segmentation between ProfitWell and Wicked Reports

      Prep the file for import to ProfitWell

      Follow my steps below, but you may have additional ideas or configurations that require more in-depth file prep.  Read ProfitWell's advice on how to best prep your file here:  https://learn.profitwell.com/article/b0t8be35mv-csv-upload-for-custom-traits


      There are some important considerations:

      • Customer email must be the first column.
      • If the customer emails in Wicked do not match the ProfitWell customer emails, you are out of luck. They should match, but if not, it's a non-starter.
      • Any blank fields will be extrapolated by ProfitWell.
      • Wicked's export from Customer LTV has some fields that aren't valuable for this exercise and should be deleted as instructed below.
      • no empty rows
      • sheet must be delimited by commas

      Here are the file prep steps.

      1. Open the file exported out from above Integrate Attribution Segmentation between ProfitWell and Wicked Reports
      2. Delete the following columns:
        1. DataDate
        2. orderTotal
        3. orderID
        4. firstName
        5. LastName
        6. All fields after UTM_term!
      3. Save your file again.  This how it should look at this point: Integrate Attribution Segmentation between ProfitWell and Wicked Reports
      4. Now you have a decision to make on extrapolation. To err on the side of caution, let's remove all blanks. In Excel, my tool of choice, you eliminate blanks in the following way:
        1. Highlight your entire sheet of data.
        2. Click on the Filter button.
        3. Go the UTM_Source_first field.
        4. Select only the blanks Integrate Attribution Segmentation between ProfitWell and Wicked Reports

      Put N/A into all the blanks Integrate Attribution Segmentation between ProfitWell and Wicked Reports

      5. Save the file in CSV format - you are ready to import.

      Import the file

      1. Login to ProfitWell.
      2. Click on the gear icon and then the Data Settings menu option Integrate Attribution Segmentation between ProfitWell and Wicked Reports
      3. Click on Manage My DataIntegrate Attribution Segmentation between ProfitWell and Wicked Reports
      4. Click on Import DataIntegrate Attribution Segmentation between ProfitWell and Wicked Reports
      5. Choose Upload CSV Integrate Attribution Segmentation between ProfitWell and Wicked Reports
      6. Very helpful video from Neel you can watch, then click next.Integrate Attribution Segmentation between ProfitWell and Wicked Reports
      7. Find your file, select it, and click next: Integrate Attribution Segmentation between ProfitWell and Wicked Reports

      At this point, either you will have file upload success, or a message that the upload did not work.  If the file did not upload, contact ProfitWell support.  It will take a few hours to get your segmentation data visible inside of ProfitWell.