How to Use Wicked Coach

This article will explain Wicked Coach and walk you through using the Automations screen, receiving your automation actions and how to receive them through a Slack webhook

Table of Contents

• Why You Need This
• See Your Current Rules

• Request an Automation Rule

• Steps to Have Automation Actions Pushed to a Slack Channel

• What Happens Next?
• What are Insights?

Why You Need This

Wicked Coach was created to save you time and make media buying a more pleasant experience by alerting you to needed media buying actions and general business insights. 

By setting up your own automation rules, you can save time by no longer needing to weed through all your Wicked Reports data to determine what you need to do each week to optimize your ad spend.

You simply tell us the rules by which you make media buying decisions and we'll tell you which Campaigns, Ad Sets, etc. meet your criteria for Increasing Spend, Decreasing Spend, Turning Off or whatever action you'd like to be notified of.

You will start receiving regular emails containing suggested actions that align with the rules you have established. Additionally, if you have set up Slack using the steps below, these actions will also be pushed into your Slack channel.

Along with these helpful media buying actions, general business insights will also be provided on a weekly and monthly basis to give helpful bits of information about the business.

 

 

See Your Current Rules

Go to your Settings -> Automations Screen

On the right side of the Automations screen,  you will be able to see all the rules you currently have set up.

Request an Automation Rule

By filling out the form on the Automations screen, our team will be notified to create a rule for you.  Within a few days, your rule will be created and you bill begin to recieve weekly emails that include any campaigns, ad sets, etc, that meet the rule you have defined.

You will provide upper and lower limit targets as well as what the necssary action is, based on the data.

Example: Let's say you set up a rule that:

When I have a Facebook Campaign where in the last 7 days has a ROAS < 1, tell me to "Decrease Budget"

Each week, when we run the rules you've set and if we find a campaign where in the last 7 days, the ROAS is below 1, you'll receive a notification to decrease the budget on that campagin.

Example or actions sent via email

Steps to Have Automation Actions Pushed to a Slack Channel

When your rules are created, we will automatically send the results of the rules to your email.  

You can now also set up these rules to be sent to a Slack channel for additional convenience.

1. Create Channel in Slack to have Rule Automations sent

2. From your slack screen, go to More -> "Automations"

3. Select "App Directory"

4. From the Top Right, click "Manage"

5. From the Menu, click "Custom Integrations"

6. Click "Incoming WebHooks"

7. If Not already added, click "Add to Slack"

8. Select the newly created Channel or create a new one

9. Once created, scroll down to the "Integration Settings" and provide a Descriptive label.  Then Copy the Webhook URL provided

10. In your Wicked Reports account, go to Setup -> Automations

11. Paste the provided Webhook into the Slack Webhook URL Field and click Save

Note: Slack Webhook URL must start with “https://hooks.slack.services/”

What Happens Next?

Once your rules are set up, you will begin to receive a weekly email with the campaigns, ad sets, etc. that meet the rules you have set up.

Once you have saved te Webhook URL, anytime we are scheduled to send your actions and insights, along with the email you recieve, we will also push the actions and insights into the Slack channel you have set up.

Note: We are currently building out a more automated process for creating and mainting all of your own rules and automaions.

 

 

What Are Insights?

Insights are nuggest of general business information that Wicked Reports believes is helpful in running your business.  If you are receiving notificaitons and alerts about your Automatino Rules, you are also receiving these insights via the same emails.

• % of First Purchases with Discount (Monthly)

For the last 12 months of orders, what percentage of First-Time purcahses and were made using a discount and how much the discounts total.

This will give you a sense how much you rely on discounts to attract new customers and how much revenue is forfeited using this strategy

• % of Sales with Full Refund (Monthly)

For the last 12 months of orders, want % of purchases were fully refunded and how much the refunds total.

This will give you a sense how many sales and how much revenue you are losing every year to customers who requested full refunds for their purchases.  If the number is too high, it may be time to evaluate why this occurs

• % Change in Revenue Last 7 Days vs Previous 7 Days (Weekly)

For the last 7 days of orders, compare Total Revenue to the Previous week’s Total Revenue

• % Change in AOV Last 7 Days vs Previous 7 Days (Weekly)

For the last 7 days of orders, compare Overall Average Order Value (AOV) to the Previous week’s Overall AOV

• Top source VIPs (Monthly)

We get top 10% LTV customers from the last 3 months of orders and find the First Click Channel and Campaign combination that makes up the highest ratio.

This will show you which Campaign has had the hightest impact on finding the highest LTV customers over the past 3 months

• Top aLTV:AOV Ratio Campaign (Weekly)

Over the last 7 Days, which Channel and Campaign has brought in the most sales with the highest aLTV / AOV ratio (minium 2x).

This will show you which campaigns are driving sales to customers with the highest Lifetime Value aLTV compare to the Average Order Value (AOV).  This means that the customers making purchases in the past week are worth at least 2X the Average Order Value.

 

 

Example of insights received via email.