Contacts interact with businesses in various ways. Some of those interactions are associated with campaigns or business initiatives. These interactions often are meant to convert leads. It is essential to understand where those conversions are coming from, as well as which campaigns are diving them. This article will detail how to configure campaign attribution settings.
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Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
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Administrators | ✓ | ||||
Company Managers | ✓ | ||||
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Selecting Default Models
Campaigns are unique. The manner in which leads interact with them will also vary greatly. The attribution settings provide several different types of models that let you distribute your attribution in various ways.
To select a default attribution model for all campaigns, do the following:
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Attribution Models
The available models are as follows:
Model | Description | Visual | ||
First Touch |
Gives all attribution to the first campaign interaction within the interaction window. |
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Last Touch |
Gives all attribution to the last campaign interaction within the interaction window. |
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Linear |
Distributes the attribution equally across all interactions within the interaction window. |
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Time Decay |
Attributes more value to interactions that occurred more recently. Older interactions will be discounted at an exponential rate, based on the specified time decay length. |
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U-Shaped |
Combines the concepts of First Touch, Last Touch, and Linear. For the U-Shaped model, First Touch and Last Touch interactions are given 40% of the attribution. All remaining credit is distributed evenly across the remaining interactions. |
Setting Time Decay Rates
This setting determines the amount of time allotted before attribution decays. Attribution will decay exponentially, based on the decay rate. SharpSpring recommends this setting be twice the length of your average sales cycle.
Determining Attribution Windows
These settings determine which campaign interactions should be included in campaign attribution reporting. These settings are based on a select window of time, as well as when any specific events occur.
Attribution window settings are wholly optional. They do not need to be enabled and configured for your campaigns to function.
To set attribution window timeframes, do the following:
Repeating Attributions
This setting limits overall attribution reporting. There may come a time when you have many active opportunities. A customer may interact with several of them. This setting will limit those interactions to the ones that are contributing to the most recent opportunity.
Repeat sales attribution settings are wholly optional. They do not need to be enabled for your campaigns to function.