When you want record a custom click into a Contact's customer journey, there are a few possibilities to accomplish this: via CSV, via HTTP Post, via Zapier, or via API. This article focuses on uploading Custom Clicks via CSV.
Here are some examples for why you may have a click and Wicked does not:
- You go to a marketing event and collect new leads and import them into your CRM. After importing these leads to your CRM, you can set the First Optin Attribution for them.
- You purchased and email list and import all the contacts into your CRM. After importing these leads to your CRM, you can set the First Optin Attribution for them.
- You signed up for Wicked Reports and have a number of contacts who already exist and you know exactly where you found those leads. You can set the First Optin Attribution for them.
- You want to track future funnel steps back to the original source of the contact.
- Example: Your funnel brings in new leads through Facebook. After a number of steps in your funnel, your contacts need to book a call with your team and you want to be able to see how many Calls were booked from these Facebook Ads. You can create "Re-Optins" for the original First Optin of the contact. In this scenario the Re-Optin count for the Facebook Ad would be a good indicator of Calls that were booked later.
- You received orders from a source and did not have tracking on the links or there was simply no click to track. You can set the Last Click Attribution for a customer's MOST RECENT order.
You can learn more about the different types of custom conversions in this help doc.
You can upload custom clicks via the Clicks Uploader in the API & Uploaders menu.
- The header row and column names must match the sample file.
- Name values are Case Sensitive, so be careful
- Some non-English characters can cause problems for our database. Please use UTF-8 encoding for your CSV files whenever possible.
Clicks must be uploaded in a valid CSV Format with the following columns.
- EMAIL: //REQUIRED Email of the lead for the conversion.
- IP ADDRESS: IP address of the conversion
- CLICK TIME: //REQUIRED This is a Date/Time setting to create the conversions against. You can use “NOW” for the current date/time or another date/time using this format: MM/DD/YYYY HH:MM (in 24-hour format)
- If 12-hour format, you must include AM/PM, and the correct date format would be: MM/DD/YYYY HH:MM AM/PM
- An example of a correctly formatted CLICK TIME field would be: "NOW" for the current date/time, "9/29/2016 20:15" if 24-hour, or "9/29/2016 8:15 PM" if 12-hour.
- TIMEZONE: //REQUIRED Timezone of Date/Time provided. This would be the timezone your CRM is using, NOT the Timezone of the Contact.
- Examples: EST Timezone="UTC-5”, CST Timezone="UTC-6, MST Timezone=“UTC-7”
- 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 Tme occurs.
- TIME OFFSET: The number of minutes to subtract from CLICK TIME.
- Example: If you know there is a 20 minute delay between when the click is created and you want it to appear, use 20 as your TIME OFFSET.
- 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
- CONVERSION TYPE: //REQUIRED The type of conversion being sent to Wicked. The valid options are:
- LIVE_EVENT
- This Conversion Type would be used if you were collecting leads at an event and want to create an Option for each of the leads you acquired there.
- Use a Date/Time that is the early morning of the first day of the event.
- If the click is 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 is 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.
- NEW_LEAD
- This Conversion Type would be used if you have historical leads and you know where they came from and want to ensure they receive First Optin attribution.
- NOTE: If this option is chosen, the CLICK TIME will be ignored as the contact creation date will be used. When viewing the uploaded clicks, the CLICK TIME field will be empty.
- LAST_CLICK
- This Conversion Type would be used if you want to track the last click before a customer made a purchase.
- NOTE:
- The Order ID must be entered in the column (ORDER ID) in order to use this Conversion Type
- The CLICK TIME is optional as the order creation time will be used.
- REOPTIN
-
- This Conversion Type would be used if you want to track a ReOptin.
- For example, if you have a sales call with a customer and want to track as a ReOptin
-
- UNATTRIBUTED_CLICK
- This Conversion Type would be used if you want to track a click but don’t want to tie it to a specific attribution point.
- For example, you tracked the click but Wicked doesn’t know about it and you want to track it in your account.
- HUBSPOT_MEETING
- This Conversion Type would be used if you want to track a click for a HubSpot Meeting but don’t want to tie it to a specific attribution point.
- For example, you had a HubSpot meeting with a customer and want to track the click that led to the meeting booking.
- MEETING
- This Conversion Type would be used if you want to track a click for any type of meeting but don’t want to tie it to a specific attribution point.
- For example, you had a meeting with a customer and want to track the click that led to the meeting booking.
- DOWNLOAD
- This Conversion Type would be used if you want to track a click for a download but don’t want to tie it to a specific attribution point.
- For example, you tracked the click for a download but Wicked doesn’t know about it and you want to track it in your account.
- WEBINAR
- This Conversion Type would be used if you want to track a click for a webinar but don’t want to tie it to a specific attribution point.
- For example, you tracked the click for a webinar but Wicked doesn’t know about it and you want to track it in your account.
- CHAT
- This Conversion Type would be used if you want to track a click for a chat but don’t want to tie it to a specific attribution point.
- For example, you tracked the click for a chat but Wicked doesn’t know about it and you want to track it in your account.
- LIVE_EVENT_DEMO
- This Conversion Type would be used if you want to track a click for a live event demo but don’t want to tie it to a specific attribution point.
- For example, you tracked the click for a live event demo but Wicked doesn’t know about it and you want to track it in your account.
- ATTRIBUTED_CLICK
- This Conversion Type would be used if you want to track a click but you aren’t sure how it should be attributed and you want Wicked to decide the attribution for you.
- LIVE_EVENT
- OrderID: The Order ID you would like to use to tie the last click conversion. //REQUIRED if Conversion Type is set to LAST_CLICK
- Wicked ID: The WickedID of the click. If WickedId or WickedSource has a value, both fields must be filled in.
- Wicked Source: The WickedSource of the click. If WickedId or WickedSource has a value, both fields must be filled in.
CSV Template
Here is the template you can use to enter your custom clicks and then upload via the tool:
[CLICK HERE TO DOWNLOAD TEMPLATE]
When you open the screen, you will see two tabs (see image above)
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)
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 valid orders and ignore the invalid 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.
If you select "No", you will be taken back to the previous screen where you can select the file to upload.
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 Conversion Type
**NOTE: Uploaded Clicks are processed daily, like all other clicks and will be reflected in your reports the following day
How do I view the clicks that I have already uploaded?
You can click on the tab, Upload Attempt History to see all of your uploads.
If you hover over a row, an option to view the row will be available. If you click on that, you can see all of the clicks for that individual upload. You can see which clicks failed and which clicks were successful. Hovering over one that failed will tell you why it failed to upload.
