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Split reports by new and returning customer types

Updated over 8 months ago

Note: Adtriba Core is a legacy feature that we continue to support but no longer sell. The latest version of this feature is available as Funnel Measurement.
If you are already using Funnel Measurement, find more information here. To upgrade, contact us.

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:

  1. Files must be delivered to the path:

    s3://adtriba-import-{account-id}/dwh/customer_types/
  2. Valid formats are parquet, csv, or json

  3. Data must be ready before 1:00 am.

  4. 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.

  5. 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

Option 2: Sending the customer type when the conversion snippet is triggered

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