It is possible to filter your performance report in the dashboard in new and returning customer types based on your CRM data.
How do I get this feature enabled
In short: we need the information on what conversion ids are from returning customers.
Option 1: Using the Data Exchange
This way the customer can deliver backend data to our S3 infrastructure. The delivered files must follow these guidelines:
Files must be delivered to the path:
s3://adtriba-import-{account-id}/dwh/customer_types/
Valid formats are parquet, csv, or json
Data must be ready before 1:00 am.
The delivered information can be lagging the tracking for a maximum period of 72 hours. This means it's ok to deliver today the customer type of a conversion from three days ago.
The schema of the file is:
Column name | Notes |
conversion_id |
|
customer_type | Optional column. If the conversion id is not in the file it's assumed to be "new" |
project_name | Either this column is provided or the next two |
brand | Optional if project_name is set |
country | Optional if project_name is set |