I have a website that is fully e-commerce. Our users can purchase a monthly subscription online and or if there are technical issues that result in the user not being to complete their order, they are redirected to a lead form.
My team is currently tracking these leads as purchases, which is polluting my order and revenue, average order value, etc. I want to capture to capture the lead reference and be able to match the product the user was looking at when they were directed to a lead. I also want to tie the sale back to the lead reference and product once we have converted the lead to a sale offline.
How can I approach this? I want to delete purchase event on leads, as my team is currently doing and only set a purchase event on successful purchases.
- In your implementation, ensure that 'purchase' event is not set when users are directed to a lead form. This will prevent invalid/polluted orders, revenue be be credited to actual conversion.
- If you want to convert a lead form to an actual purchase offline, you can choose to go for Transaction Id data source. For this you need to send a transaction id in online hit(when user is redirected to lead form). Use the same transaction id in offline data source. It'll connect the online hit with offline data you upload. Here are details on this data source type: Transaction ID
This will also help you to look for product or any other information against you lead form.
- As for retroactive data, you can choose to categorize the data for lead forms using classifications. It won't remove the data from reports, but will create a category which you can filter out from actual conversion reports.
- If you've a variable/event to separate out lead forms, then you can also choose to go for segments to filter out lead form data.