Product Referral Report

Different roles can see different data

• The red box: only for the administrator and manager

Role	Total Revenues	All Store Revenues	Appointed Store Revenues	Teammates Statistics
Admin	✔	✔	✔	All Teammates
Manager	✔	✔	✔	All Teammates
Sales Manager			✔	Teammates of the Branch
Salesperson			✔	Only yourself

• Total Revenues = Non-Product Referral link data + Product Referral link data

• All Revenue: All website's Referral link data + physical store's Referral link data

• All Store Revenues: All branch's Referral link data

• Appointed Store Revenues: The branch's Referral link created by belonged teammate data

Period

• The default period of the report is from today to the past 14 days (two weeks)

• You can click the date and select the other period

• After selecting the new period, the data will be updated at the same time

• The data will be updated every hour

Appointed Store Data

• Admin & Manager

  • When you enter the page of Product Referral Report, you can see all store data (All stores revenue) and appointed store data

  • Select the store from the right menu

  • Under the Revenue, AOV, and Order Count, you will see a "Total" amount

    "Total" = Non-Product Referral link data + Product Referral link data

• Sales Manager & Salesperson

  • When you enter the Product Referral Report page, you can see your Branch Performance

  • If you belong to more than one branch, the first store data will be shown

  • And you can select the other stores in the right menu

Overall Statistics

1. Message Count

   • Because the Product Referral links are sent through messages by agents to the customers. So, the Message Count would include the amount of Product Referral links

   • Only count the Live Chat message sent by agents through Omnichat, the Chatbot conversation is not included

2. Return on AD Spending（ROAS）

   • ROAS = Product Referral Revenue / Total Message Cost

3. Message Cost

   • There are 4 channels, but only Line and WhatsApp have message fee

   • Line: NTD 0.20 per message

     • Different usage plans of Line 2.0 (light usage, medium usage, and high usage) will have different free message usage and extra message fee

     • Omnichat set all message fee as NTD 0.20 per message, so the actual cost will be cheaper than the displayed amount

     • LINE 2.0 message fee calculator：https://blog.omnichat.ai/2020/01/line-2-0-official-account-pricing/

   • WhatsApp: Business trigger HKD 0.7 each; Customer trigger HKD 0.21 each (Remark: The message fee will be counted every 24 hours, so, there is no extra fee if the Product Referral link is sent within 24 hours after the conversation has been created)

   • Facebook Messenger

   • Web: Omnichat's Website live chat plugin

4. OMO Connected Customers

   • Salesperson QR Code: Salespeople in the psychical stores generate their own QR Code and ask customers to scan

   • Add customers manually

   • Keyword Auto-assign (branch QR Code / link）

5. Product Referral Links Sent

   • Product Referral Links Sent by teammates

6. Product Referral Revenue

   • The number is the revenues that created by Product Referral Links

   • The "Total" is the total revenues (including the Product Referral Links' revenues)

   • Total revenues proportion = (Product Referral Links' revenues / total revenues) * 100

7. Product Referral Links AOV（Average Order Value）

   • Product Referral Links AOV = Product Referral Links' revenues / Product Referral Links' sent

   • [( Product Referral Links AOV - Total AOV ) / Total AOV ] * 100

8. Product Referral Links Order Count

   • The calculation method of Order count and Revenues is the same

   • The number is the order amount created through the Product Referral Link

   • "Total" means all orders on the website

   • Total Order Count proportion = (Product Referral Links' order/ total order)*100

Line Chart

• Line Chart displays the Product Referral Links' revenues and Product Referral Links' order data

• Product Referral Links' revenues (Vertical), will be converted to

  • K：thousands

    1,000 = 1K

    10,000 = 10K

    100,000 = 100K

  • M：millions

    1,000,000 = 1M

Daily

• Preview the selected period's daily data

Weekly

• One week = From Sunday to Saturday

Monthly

Teammates Statistics

1. Click the Teammate name, there is a pop-up window showing the detailed individual data

   • If Hugh Sales belongs to ShopＡ / Shop B

   • Administrator or manager:

     • Select the "All store data" at the right top of the page. The "Branches" will list out all the Branches' names which Hugh Sales belongs to

     • Select "Shop A" at the right top of the page, the chart and the pop-up data will only show the Shop A data of Hugh Sales

   • Customer Service (Shop B):

     • You can only see Hugh Sales and other teammates in Team B's branch data

2. The proportion of that teammate data of the overall data

   • For example, Hugh Sales' Connected Customers number

   • The Connected Customers number of Hugh Sales is 14.68% of the overall data

   14.68% = (112 / 763 Connected Customers number) * 100

3. The comparison of that teammate data with the overall data

   • For example, Hugh Sales' ROAS

   • Hugh Sales' ROAS is 16.99% higher than the overall data

   16.99% = [(3.58 - 3.06)/ 3.06] * 100

4. Default Sort: Shows Product Referral Links' Revenues from the highest to the lowest

   • Click the Revenues column again, and the sorting will be changed from the lowest to the highest

   • You can also click other columns to change the sorting (except the teammates' column)

5. Move the cursor to the teammate's Connected Customers number (which is with the bottom line), the detailed data of Connected Customers methods will be shown

Q&A

Q1: The Product Referral Link has a 30-day validity period. The validity period starts counting from the customer clicks the Product Referral Link. If the Product Referral Link was sent last week but the customer made the purchase on this week, whether the performance will count on the day of purchase?

A: Yes, it will be counted on the day the order is completed

Q2: If the customer clicks the Product Referral Link, then use another device to open the website and complete the purchase within 30 days. Whether the UTM will not be replaced by the UTM of other marketing events and the Product Referral Link will still be counted?

• Product Referral Link's performance is counted by the ID of the customer service agent who sent the Product Referral Link. So, even if the customer clicks the UTM of other marketing events, the Product Referral Link's performance will still be counted.

Q3: Can I know the number of people who received Product Referral Links and made purchases on the same day?

• Cannot know whether the number of people received Product Referral Links and made purchases on the same day. It is because the performance counts based on the customer service agents rather than UTM.

• If you want to review the overall Product Referral Link performance rather than the single customer service agent performance. You can review it on GA.

Q4: The individual customer service:

A: You can view the Performance Statistics on Omnichat. As performance is counted by the ID of the customer service agent who sent the Product Referral Link, so whether the customer clicks the other UTM. The performance will still be counted for the "Product Referral Link" with the "Specific Customer Service Agent", as long as the order is completed within 30 days.

Q5: Overall Performance:

A: You can use UTM through GA, as UTM's data will be replaced when the customers click the other UTM. You can review the UTM performance of Product Referral Link and other marketing events through GA.

If you want to know how many purchasing customers clicked the Product Referral Link and also the other UTM, you can take the number of Product Referral Performance minus the GA's UTM number (on the same day), then you can get the number of people who clicked the other UTM and purchased through the website.