These templates use:
sm_transformed_v2.obt_funnel_event_historyfor event-level lead capture + timing analysis, andsm_experimental.obt_purchase_journeys_with_mta_modelsfor purchase-journey first-touch vs last-touch analysis (MTA).
Lead capture event discovery (top event names, last 30 days)
Lead capture event discovery (top event names, last 30 days)
What you’ll learn: Which normalized funnel events are present in your tenant so you can pick the correct lead-capture event names (email signup, subscribe, generate lead, etc.) without guessing.
Lead capture → first purchase timing (hours) by lead UTM source/medium (last 90 days)
Lead capture → first purchase timing (hours) by lead UTM source/medium (last 90 days)
What you’ll learn: For users who have a lead capture event and later a purchase event, how long it takes to convert (p50/p90 hours), broken out by the UTM source/medium at the lead event.
Lead capture → purchase conversion rate (last 90 days)
Lead capture → purchase conversion rate (last 90 days)
What you’ll learn: What share of tracked users with a lead capture event later have a purchase event (identity-based, using DISTINCT
event_user_id). Useful for directional lead-to-purchase monitoring.This is event-identity based (tracking-user-based), not customer-based. Coverage depends on your tracking setup and identity stitching.
MTA: First-touch vs last-touch marketing channel mix (purchases, last 30 days)
MTA: First-touch vs last-touch marketing channel mix (purchases, last 30 days)
What you’ll learn: For purchases, what the first-touch vs last-touch marketing channels were (journey-level). Useful for quantifying “what brings users in” vs “what closes”.
MTA: Time to conversion (days) by first-touch marketing channel (purchases, last 30 days)
MTA: Time to conversion (days) by first-touch marketing channel (purchases, last 30 days)
What you’ll learn: How long it takes to convert by acquisition channel, using MTA-derived days-to-conversion (journey-level).
MTA landing pages: Top first-touch landing pages by attributed revenue (purchases, last 30 days)
MTA landing pages: Top first-touch landing pages by attributed revenue (purchases, last 30 days)
What you’ll learn: Which landing pages most often appear as the first-touch landing page for purchases, and the associated revenue impact (directional).
Zero-party attribution: Revenue by post-purchase survey source (new vs repeat, last 90 days)
Zero-party attribution: Revenue by post-purchase survey source (new vs repeat, last 90 days)
What you’ll learn: What customers say drove their purchase (post‑purchase survey tags), and how it differs for new vs repeat orders and subscription orders.
Last-touch Klaviyo orders: New vs repeat × subscription sequence (last 90 days)
Last-touch Klaviyo orders: New vs repeat × subscription sequence (last 90 days)
What you’ll learn: How last-click orders attributed to Klaviyo perform, segmented by new vs repeat and subscription sequence. This uses
sm_utm_source/sm_utm_medium (last-click) from the order attribution hierarchy.If you don’t see
sm_utm_source = 'klaviyo' in your tenant, run the “UTM source/medium discovery” template and choose the exact source values for your messaging stack.
