Manual Custom Clicks Upload with CSV

There are many scenarios where you were not able to get tracking for a New Lead or an Order and you know how a new lead or an order should be attributed.  There are unfortunately a number of reasons Wicked Reports may not have known how to attribute it.

One common scenario is that you might want to import lead source information from before you were a Wicked Reports user.

 For this reason, we offer the ability to manually upload your custom "click" events via CSV inside Wicked Reports.
 You will find the Clicks Upload Screen in the API & Uploaders section
 
Screen Shot 2020-02-27 at 10.33.31 AM
 Clicks must be uploaded in a valid CSV Format with the following columns. You need to have a header row and they must be in the order like in described in the sample file.

NOTE: Some non-English characters can cause problems for our database. Please use UTF-8 encoding for your csv files whenever possible.
 
Name values are Case Sensitive, so be careful
 
EMAIL//REQUIRED Email of the lead we are creating the click for
IP_ADDRESS IP address of where the click originated from
CLICK TIME (provide date/time or NOW):  This is a Date/Time setting for when to create the clicks. You can use “NOW” to use the current date/time.  Date/Time Format (mm/dd/yyyy hh:mm am/pm)
TIMEZONE: //REQUIRED Timezone of Date/Time provided.  This would be the timezone your CRM is using, NOT the Timezone of the Contact.  (EST Timezone="UTC-5", CST Timezone="UTC-6", etc)
Example:  Infusionsoft uses EST (UTC-5)
If you are using a PresetOveride EXISTING_LEADS or ORDER_LAST_CLICK, you can use "UTC-0"
Timezones change with Daylight savings time.  For example, EST (Eastern Standard Time) is UTC-5 part of the year and UTC-4 part of the year.  If you are setting up an automation that will run continuously, you will need to be aware of this and make sure your automation updates when daylight savings time occurs.
TIME OFFSET: The number of minutes to subtract from Date/Time provided.  
        Example: If you know there's a 20 minute delay for when the click is getting created and you want it to appear 20 minutes ago, you could use

20

        as your TimeOffset.

 

SOURCE: The utm_source value that will be applied to the click
MEDIUM: The utm_medium value that will be applied to the click
CAMPAIGN: The utm_campaign value that will be applied to the click
CONTENT: The utm_content value that will be applied to the click
TERM: The utm_term value that will be applied to the click
PRESET OVERRIDE: //REQUIRED Predefined reasons for using this method to make this HTTP Post easier to use.  The Valid PresetOverride Options are:
LIVE_EVENT
Use a Date/Time that is the early morning of the first day of the event.
If the click shows up EARLIER than the create date of the the contact in Wicked Reports, we will use the UTMs provided to set the FIrst Optin Attribution for the contact
If the click shows up LATER than the create date of the the contact in Wicked Reports, we will use the UTMs provided to create a Re-Optin for the contact.
EXISTING_LEADS
          We will use the UTMs provided to set the FIrst Optin Attribution for the contact

 

REOPTIN_TO_FIRST_OPTIN
          We will create a Re-Optin using the contact's current First Optin attribution.  The Re-Optin will be created using the Date/Time provided along with the TimeOffset.

 

ORDER_LAST_CLICK
          We will use the UTMs provided to set the Last Click attribution of the Contact's most recent order

 

OTHER
          Creates a click for the contact, at the time provided with the UTMs provided

 

 

 

IMPORTANT:  Timezones change with Daylight savings time.  For example, EST (Eastern Standard Time) is UTC-5 part of the year and UTC-4 part of the year.  If you are setting up an automation that will run continuously, you will need to be aware of this and make sure your automation updates when daylight savings time occurs.
 
 
 
When you open the screen, you will see two tabs
 
Upload New Clicks:  You can drag and drop (or select) the .csv order file you want to upload
Upload Attempt History:  You can see all the upload attempts you've made (successful and failed)
 Screen Shot 2020-02-27 at 10.35.01 AM
 
When on the Upload New Clicks tab, you will see a Drop area where you can Drop a .csv file (or click and select the file).
 
Once Dropped (or selected), Wicked Reports will attempt to validate all the clicks in the file.  If NO errors are found, you will see all the clicks that were uploaded.
 
If any errors are found, you will receive a message with the count of orders that have errors.  You will be able to continue uploading the good orders and ignore the bad ones.
 
If you select "Yes", you will be shown the clicks to see which ones had errors.
 
You will then be able to "Submit" the good clicks and ignore the bad ones.
 
What is Wicked Reports Validating In The Clicks?
 
Each order must have an Email Address
Each order must use a valid Timezone
Each order must have a PresetOverride
 
**NOTE: Uploaded Clicks are processed daily, like all other clicks and will be reflected in your reports the following day