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Channel mapping uses the Channel Mapping tab of your SourceMedium Configuration Sheet to group orders however you need. Those groupings (called sub-channels) let you analyze the performance of specific subsets of orders.

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Steps

  1. Set Attribute. This is the main source of attribution that you would like to track such as Source/ Medium (Google/CPC) or a marketing campaign through discount codes.
  2. Set Operator. This is the matching mechanism that determines how your Value will be picked up within your selected Attribute.
    • Equals is a 1-to-1 match of the Value, meaning SourceMedium will only search for what specifically is inserted in the Value column.
    • Contains is a partial match, i.e. you have a set of discount codes that all have influencer in them but can be influencer50, influencer100, etc. This will match all that contain influencer.
    • In allows you to match against a comma-separated list of values, i.e. there are 10 different podcasts that you would like to track under 1 podcast grouping
  3. Set Value. This selects the value within the Attribute.
    • What type of order are you looking to group?
  4. Set Channel. This is where you can add a sales channel that you want specific orders (influenced by Attribute and Value) attributed to, such as wholesale, retail, Amazon or, in most cases, Online DTC.
  5. (Optional) Set Sub-Channel and Vendor
    • Sub-channel is a value that you will see surfaced in your dashboard. It can be set using the Configuration tab and then selected from the dropdown box. When a Sub-channel is added in the Configurations tab, you will automatically see an option to use this naming as another way to segregate where orders will be attributed to.
      • This dimension is available for use on the Retention & LTV modules, Orders Deep Dive, both Customer modules, and the Product Performance module.
    • Vendor is another way to further segment your orders. We do not surface this filter by default as we’ve found most of the time sub-channels are more than enough although. This grouping can also be created in the Configuration tab. Ask your account manager or integrations@sourcemedium.com to enable it.
  6. After the configuration sheet is integrated into your dashboard, your sub-channels will be available for filtering in your dashboard. Changes typically reflect within 24 hours.