Documentation Articles

‣

Published

Last Edited Time	Instructions	Tags	Publishing Status	Sorting Order	Platform Category	Page Location	Created By	Last Edited By
Nov 11, 2024 6:23 PM	HubSpot - Connect to Source Medium	IntegrationPremium	Published	2	Email / SMS		Sam Middleton	S Sam Thurman
Jul 17, 2024 9:26 PM	❓ How do I tag orders with post-purchase survey results from Fairing (Enquire)?	FAQ	Published			FAQ	Scott Ellis	Sam Middleton
Jan 18, 2024 4:08 PM	❓ Understanding Your Gross Profit	FAQ	Published			FAQ	Kathleen Guzic	Kathleen Guzic
Jan 11, 2024 7:26 PM	👁️ Why Source Medium?	Onboarding	Published			Getting started	Will Holtz	Will Holtz
Dec 27, 2023 9:27 PM	❓ How do I include marketing spend through the cost tab of the configuration sheet?	FAQ	Published			FAQ	Scott Ellis	Nick Wertz
Dec 20, 2023 6:26 PM	❓ FAQ	Topic pageFAQ	Published			Home Page	Scott Ellis	Nick Wertz
Dec 12, 2023 10:10 PM	✅ Level 3 Data Checklist	Onboarding	Published	9		Getting started	Will Holtz	Will Holtz
Dec 7, 2023 5:28 PM	ShareASale - Connect to Source Medium	IntegrationStandard	Published	2	Marketing / Advertising		Christina Libs	B Blake
Dec 6, 2023 3:59 PM	Shopify - Connect to Source Medium	IntegrationTrialStandard	Published	1	eCommerce / Retail		Christina Libs	Kathleen Guzic
Dec 1, 2023 4:56 PM	❓ How do I set up a Google Group?	OnboardingAgencyFAQ	Published			FAQ	S Sam Thurman	Sam Middleton
Nov 29, 2023 8:35 PM	✅ Level 2 Data Checklist	Onboarding	Published	9		Getting started	Will Holtz	Kathleen Guzic
Nov 28, 2023 2:29 AM	✅ Level 1 Data Checklist	Onboarding	Published	8		Getting started	Will Holtz	Will Holtz
Nov 16, 2023 6:14 PM	⛷️ Source Medium Pre-Trial Checklist & FAQ	TrialOnboardingWelcome	Published	1		Getting started	Will Holtz	Will Holtz
Nov 15, 2023 9:09 PM	Amazon Vendor Central (Beta) - Connect to Source Medium	IntegrationPremium	Published	4	eCommerce / Retail		Will Holtz	Will Holtz
Nov 15, 2023 4:28 AM	Globale - Connect to Source Medium	Integration	Published	9	Proprietary Partners		Will Holtz	Will Holtz
Nov 15, 2023 3:29 AM	🌅 Welcome to your Source Medium Business Plan	Onboarding	Published			Getting started	Scott Ellis	Will Holtz
Nov 14, 2023 7:57 PM	Autopilot - Connect to Source Medium	IntegrationPremium	Published	3	Email / SMS		Scott Ellis	Will Holtz
Nov 14, 2023 7:57 PM	Mailchimp - Connect to Source Medium	IntegrationPremium	Published	3	Email / SMS		Scott Ellis	Will Holtz
Nov 14, 2023 7:56 PM	Klaviyo - Connect to Source Medium	IntegrationPremium	Published	1	Email / SMS		Christina Libs	Will Holtz
Nov 14, 2023 7:54 PM	Amazon Seller Central - Connect to Source Medium	IntegrationPremium	Published	3	eCommerce / Retail		Christina Libs	Will Holtz
Oct 19, 2023 8:31 PM	🧩 Integration Docs	OnboardingTopic page	Published			Home Page	Fei	Will Holtz
Oct 19, 2023 5:54 PM	FERMÀT - Connect to Source Medium	IntegrationTrialStandard	Published		Proprietary Partners		Will Holtz	Will Holtz
Oct 19, 2023 5:51 PM	Tatari - Connect to Source Medium	IntegrationTrialStandard	Published	6	Marketing / AdvertisingProprietary Partners		Will Holtz	Will Holtz
Oct 19, 2023 5:49 PM	KnoCommerce - Connect to Source Medium	IntegrationTrialStandard	Published	7	Proprietary PartnersAnalytics		Will Holtz	Will Holtz
Oct 19, 2023 5:49 PM	Tapcart (Beta) - Connect to Source Medium	IntegrationStandard	Published	3	Proprietary Partners		Will Holtz	Will Holtz
Oct 19, 2023 5:48 PM	Blotout (Beta) - Connect to Source Medium	IntegrationStandard	Published	3	Proprietary Partners		Will Holtz	Will Holtz
Oct 19, 2023 5:48 PM	Littledata (Beta) - Connect to Source Medium	IntegrationStandard	Published	3	Proprietary Partners		Will Holtz	Will Holtz
Oct 19, 2023 5:48 PM	Elevar (Beta) - Connect to Source Medium	IntegrationStandard	Published	3	Proprietary Partners		Will Holtz	Will Holtz
Oct 19, 2023 5:32 PM	GA4 FAQ & Resources	DashboardConceptsData ClarificationIntegration	Published		Analytics		B Blake	Will Holtz
Oct 19, 2023 5:32 PM	Stitching and Attribution in GA4 vs Universal Analytics	DashboardConceptsFAQData ClarificationIntegration	Published	3	Analytics		B Blake	Will Holtz
Oct 19, 2023 5:25 PM	Gorgias (Beta) - Connect to Source Medium	IntegrationStandard	Published	1	Proprietary Partners		Chase Kent-Dotson	Will Holtz
Oct 19, 2023 4:52 PM	📊 SourceMedium Direct Data Access	TrialOnboardingWelcome	Published	10		Getting started	Will Holtz	Will Holtz
Sep 21, 2023 5:40 PM	❓ Best practices in setting up a post-purchase HDYHAU survey	FAQ	Published		Analytics	FAQ	Will Holtz	Kathleen Guzic
Aug 31, 2023 9:57 PM	SPINS - Connect to Source Medium	IntegrationStandard	Published	5	eCommerce / Retail		Will Holtz	S Sam Thurman
Aug 24, 2023 2:47 PM	Loop - Connect to Source Medium	IntegrationTrialStandard	Published		eCommerce / Retail		Will Holtz	Will Holtz
Aug 1, 2023 8:46 PM	❓ How do I surface Product Costs from Platforms outside of Shopify into my dashboard?	ConceptsDashboardFAQ	Published			FAQ	Kathleen Guzic	Nick Wertz
Jul 14, 2023 8:15 PM	Amazon Ads - Connect to Source Medium	IntegrationStandard	Published	2	Marketing / Advertising		Scott Ellis	Nick Wertz
Jul 11, 2023 3:24 PM	❓ How can I track influencer spend and performance?	Configuration SheetFAQ	Published			FAQ	Scott Ellis	Kathleen Guzic
Jul 5, 2023 9:14 PM	❓ Amazon Sales Performance in Source Medium	FAQ	Published		Analytics	FAQ	B Blake	B Blake
Jun 15, 2023 8:57 PM	Google Analytics 4 (GA4) - Connect to Source Medium	IntegrationTrial	Published	2	AnalyticsGA4		Nick Wertz	B Blake
Jun 14, 2023 5:30 PM	❓ What impact does Global-E have in Source Medium?	ConceptsFAQ	Published			FAQ	Kathleen Guzic	Kathleen Guzic
Jun 8, 2023 9:26 PM	❓ How do I surface Merchant Processing Fees within my dashboard?	ConceptsDashboardFAQ	Published			FAQ	Kathleen Guzic	Kathleen Guzic
Jun 8, 2023 9:25 PM	❓ How do I surface Shipping Costs within my dashboard?	ConceptsDashboardFAQ	Published			FAQ	Kathleen Guzic	Kathleen Guzic
Jun 8, 2023 9:25 PM	❓ How do I surface Fulfillment Costs within my dashboard?	ConceptsDashboardFAQ	Published			FAQ	Kathleen Guzic	Kathleen Guzic
Jun 8, 2023 9:16 PM	❓ How do I override Product Costs from Shopify into my dashboard?	ConceptsDashboardFAQ	Published			FAQ	Kathleen Guzic	Kathleen Guzic
Jun 8, 2023 7:33 PM	❓ Where can I find my Amazon LTV?	FAQ	Published		Analytics	FAQ	Jonathan Roman	B Blake
Jun 8, 2023 7:18 PM	❓ Where can I find my Amazon marketing data?	DashboardConceptsFAQ	Published		Marketing / Advertising	FAQ	Nick Wertz	B Blake
Jun 8, 2023 7:18 PM	❓ Where can I find my Amazon product performance?	FAQ	Published		Analytics	FAQ	Jonathan Roman	B Blake
Jun 8, 2023 7:07 PM	❓ How do I surface Operating Expenses within my dashboard?	ConceptsDashboardFAQ	Published			FAQ	Kathleen Guzic	Kathleen Guzic
Jun 8, 2023 7:07 PM	❓ How do I add historical Product Costs from Shopify into my dashboard?	ConceptsDashboardFAQ	Published			FAQ	Kathleen Guzic	Kathleen Guzic
Jun 6, 2023 11:01 PM	❓ How do I surface Product Costs/COGS within my dashboard?	ConceptsDashboardFAQ	Published			FAQ	Will Holtz	Will Holtz
May 30, 2023 9:02 PM	Google Search Console - Connect to Source Medium	IntegrationStandard	Published	3	Analytics		Scott Ellis	Nick Wertz
May 30, 2023 8:55 PM	Google Analytics (UA) - Connect to Source Medium	IntegrationTrial	Published	1	Analytics		Christina Libs	Nick Wertz
May 25, 2023 6:44 PM	Amazon Data Overview	Onboarding	Published	10		Getting started	S Sam Thurman	Nick Wertz
May 25, 2023 6:39 PM	❓ What is Last Click Attribution?	ConceptsFAQ	Published			FAQ	Nick Wertz	Nick Wertz
May 25, 2023 5:53 PM	❓ Amazon - Omnichannel Overview	FAQ	Published		Analytics	FAQ	Sam Middleton	Nick Wertz
May 25, 2023 4:17 PM	❓ BigQuery CSV Upload Guide	FAQHow-To	Published		Analytics	FAQ	Kelvin Mahoney	Nick Wertz
May 25, 2023 4:10 PM	❓ How do I move my Source Medium Slack report to another channel?	Additional FeaturesHow-ToFAQ	Published		Slack Bot	FAQ	Sam Middleton	Nick Wertz
May 25, 2023 4:10 PM	❓ What metrics can I include in my daily Slack Bot report?	FAQ	Published			FAQ	Will Holtz	Nick Wertz
May 15, 2023 5:49 PM	ReCharge - Connect to Source Medium	IntegrationTrialStandard	Published	2	eCommerce / Retail		Christina Libs	Nick Wertz
May 8, 2023 6:17 PM	❓ Are you utilizing customer and order tagging for deeper enrichment of your data?	DashboardConceptsFAQ	Published			FAQ	Nick Wertz	Nick Wertz
May 8, 2023 6:16 PM	❓ Do you have a proper Google Analytics setup?	DashboardConceptsFAQ	Published			FAQ	Nick Wertz	Nick Wertz
May 5, 2023 6:24 PM	Taboola - Connect to Source Medium	IntegrationTrialStandard	Published	6	Marketing / Advertising		Jonathan Roman	Will Holtz
May 5, 2023 6:24 PM	Outbrain - Connect to Source Medium	IntegrationTrialStandard	Published	6	Marketing / Advertising		Jonathan Roman	Will Holtz
May 3, 2023 3:34 PM	❓ How does Stripe metadata work?	FAQ	Published			FAQ	Scott Ellis	Sam Middleton
May 3, 2023 3:33 PM	❓ How does editing an order after the order date affect reporting?	FAQ	Published			FAQ	T Thien Win	Sam Middleton
May 3, 2023 3:31 PM	❓ What is reported as a “conversion” within the Marketing Overview?	ConceptsFAQData Clarification	Published		Marketing / Advertising	FAQ	S Sam Thurman	Sam Middleton
May 3, 2023 3:28 PM	❓ Why isn't the Executive Summary report attributing my gift card revenue?	FAQDashboardConceptsDiscrepanciesTopic page	Published			FAQ	Scott Ellis	Sam Middleton
May 3, 2023 3:26 PM	❓ Why don’t New Customers + Repeat Customers = Customers?	FAQDiscrepanciesConceptsDashboard	Published			FAQ	Scott Ellis	Sam Middleton
May 3, 2023 3:23 PM	❓ Why does my LTV look off in my multi-store report?	FAQDiscrepanciesDashboardConcepts	Published			FAQ	Scott Ellis	Sam Middleton
May 3, 2023 3:22 PM	❓ Why would external reports not match the Source Medium dashboard?	FAQDiscrepanciesConcepts	Published			FAQ	Scott Ellis	Sam Middleton
May 3, 2023 2:28 PM	❓ What attribution windows does Source Medium report on for marketing platforms?	FAQDashboardConceptsData Clarification	Published		Marketing / Advertising	FAQ	Scott Ellis	Sam Middleton
May 3, 2023 2:20 PM	❓ Why has my Amazon data stopped showing up in my dashboard?	FAQ	Published		eCommerce / Retail	FAQ	Scott Ellis	Sam Middleton
May 3, 2023 2:19 PM	❓ Why don’t the Executive Summary and Shopify's Sales Report match?	DiscrepanciesDashboardConceptsFAQ	Published			FAQ	Scott Ellis	Sam Middleton
Mar 30, 2023 7:40 PM	💸 Custom Marketing Costs - Connect to Source Medium	IntegrationStandard	Published	1	Marketing / Advertising		Will Holtz	Jonathan Roman
Mar 23, 2023 3:38 PM	❓ How can I create order channels and sub-channels?	Configuration SheetFAQ	Published			FAQ	Christina Libs	Kathleen Guzic
Mar 20, 2023 7:20 PM	❓ Why doesn’t ReCharge subscription data match Source Medium Reports?	ConceptsDashboardDiscrepanciesFAQ	Published			FAQ	Scott Ellis	Kathleen Guzic
Mar 1, 2023 9:30 PM	Amazon DSP - Connect to Source Medium	IntegrationStandard	Published	3	Marketing / Advertising		Nick Wertz	Nick Wertz
Feb 7, 2023 7:55 PM	Stay AI - Connect to Source Medium	IntegrationTrialStandard	Published	6	eCommerce / Retail		Will Holtz	Will Holtz
Jan 12, 2023 9:11 PM	❓ What is the process for requesting & scoping custom work?	CustomizationsFAQ	Published			FAQ	S Sam Thurman	Will Holtz
Jan 10, 2023 7:02 PM	❓ What are the implications of the new (BETA) Amazon SP-API integration?	FAQ	Published			FAQ	Scott Ellis	Will Holtz
Jan 10, 2023 12:41 AM	🏷️ Dimension / Metric Definitions	Onboarding	Published	6		Getting started	Scott Ellis	Will Holtz
Jan 10, 2023 12:35 AM	❓ How can I filter out samples, returns, and exchanges?	FAQ	Published			FAQ	Will Holtz	Will Holtz
Jan 8, 2023 1:06 AM	❓ How can I improve my last-click UTM attribution?	FAQ	Published			FAQ	Will Holtz	Will Holtz
Jan 7, 2023 1:04 AM	🪄 Source Medium Cold Start Guide	Onboarding	Published	7		Getting started	Scott Ellis	Will Holtz
Jan 5, 2023 6:13 PM	❓ How do I give dashboard access to a teammate?	FAQDashboard	Published			FAQ	Scott Ellis	Will Holtz
Dec 21, 2022 4:40 PM	❓ What data security practices are in place at Source Medium?	FAQ	Published			FAQ	Scott Ellis	Kelvin Mahoney
Dec 15, 2022 5:01 PM	❓ How do I setup Post-Purchase Survey order tagging for KnoCommerce?	Post-Purchase SurveysFAQ	Published			FAQ	Sam Middleton	Scott Ellis
Dec 13, 2022 12:52 AM	Chargebee - Connect to Source Medium	IntegrationStandard	Published	4	eCommerce / Retail		Sam Middleton	Scott Ellis
Dec 13, 2022 12:52 AM	Stripe - Connect to Source Medium	IntegrationStandard	Published	5	eCommerce / Retail		Sam Middleton	Scott Ellis
Nov 23, 2022 10:58 PM	💾 Product Updates	FAQ	Published				Scott Ellis	Scott Ellis
Nov 23, 2022 7:15 PM	❓ What are ‘subscription/recurring’ and ‘subscription/first_order’ source_mediums?	FAQ	Published			FAQ	Scott Ellis	S Sam Thurman
Oct 3, 2022 11:53 PM	❓ How do I enter non-integrated sales data (Sales tab)?	OnboardingConceptsFAQ	Published			FAQ	S Sam Thurman	Scott Ellis
Sep 21, 2022 9:08 PM	🗺️ How to navigate your Source Medium dashboard	Onboarding	Published			Cold start	Scott Ellis	Scott Ellis
Sep 14, 2022 9:47 PM	Slack Reporting Bot - Setup Instructions	IntegrationTrialStandard	Published	1	Slack Bot		Sam Middleton	Scott Ellis
Sep 9, 2022 9:18 PM	Snapchat - Connect to Source Medium	IntegrationStandard	Published	1	Marketing / Advertising		Christina Libs	Scott Ellis
Aug 29, 2022 5:50 PM	👑 King Marketing Powered by Source Medium	Onboarding	Published				Will Holtz	Will Holtz
Aug 25, 2022 4:14 PM	👋 Welcome to Your Source Medium Trial	WelcomeOnboarding	Published	1		Getting started	Sam Middleton	Will Holtz
Jul 27, 2022 5:55 PM	🪁 Getting started with Source Medium	OnboardingTopic page	Published			Home Page	Scott Ellis	Scott Ellis
Jun 30, 2022 3:13 PM	❓ ‘Exclude $0 Orders’ feature, what’s it for?	Additional FeaturesFAQ	Published			FAQ	Christina Libs	Scott Ellis

‣

Needs Review

Last Edited Time	Instructions	Tags	Publishing Status	Sorting Order	Page Location	Created By	Last Edited By
Jan 10, 2024 9:48 PM	📄 Introduction to Source Medium	OnboardingTrialWelcome	Needs Review	1	Getting started	Scott Ellis	Will Holtz
Jan 8, 2024 9:39 PM	Are refunds in the Executive Summary report based on the cohort's purchase date or the date the refund was issued?	FAQDiscrepanciesConcepts	Needs Review			Scott Ellis	Nick Wertz
Oct 19, 2023 5:48 PM			Needs Review			Will Holtz	Will Holtz
Oct 13, 2022 9:26 PM	❓ What is Dunning?	ConceptsFAQ	Needs Review			Sam Middleton	Fei
Sep 30, 2022 8:46 PM	❓ Why do I have so many (none)/(none) source/medium values?	FAQConceptsDashboard	Needs Review			Scott Ellis	Will Holtz
Jun 3, 2022 9:46 PM	What is a draft order in Shopify?	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Jun 2, 2022 5:36 PM	Are Refunds in Source Medium based on order date or refund date?	ConceptsDashboard	Needs Review			Sam Middleton	Chase Kent-Dotson
Jun 2, 2022 5:19 PM	How can I compare subscription vs. non-subscription LTV?	FAQDashboard	Needs Review			Scott Ellis	Chase Kent-Dotson
May 17, 2022 10:20 PM	Why doesn't my GA revenue match with SM revenue?	DashboardConceptsDiscrepancies	Needs Review			Scott Ellis	Chase Kent-Dotson
May 6, 2022 5:01 PM	How does the retention - LTV track customers acquired through a sub-channel?	ConceptsDashboardConfiguration SheetFAQ	Needs Review			Scott Ellis	S Sam Thurman
Apr 15, 2022 11:30 PM	Skio - What do we need to do to keep data flowing & accurate after migrating to Skio?		Needs Review			S Sam Thurman	S Sam Thurman
Apr 8, 2022 6:58 PM	Can Source Medium custom build a Facebook Ad creatives performance dashboard?	FAQDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Can Source Medium pull data from Unbounce subdomains?	FAQDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Can we pull in queued revenue/orders/etc. from ReCharge?	FAQDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Export website purchase conversions from Facebook Ads Manager Dashboard	FAQDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	How are customers counted in the Executive Summary?	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	How customizable is the Source Medium Slackbot?	FAQ	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	How do I calculate average days between purchase for orders 1-2, 2-3, 3-4, etc.?	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	How do I see total revenue, gross revenue or net revenue before refund in my dashboards?	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	How does iOS15 impact Source Medium reporting?	FAQDiscrepancies	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	How to export dashboard data	FAQDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	How to see first/last touch attribution using UTM?	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	How to view percent of first time customers that order certain product, such as a sampler pack?	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	If I change the order tag for orders placed in previous months or years, will the changes be picked up by the reports?	FAQDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	In the "Order - Deep Dive" report, when setting the "source_medium" filter equals "email", do the orders come from Klaviyo only or do they also include MailChamp?	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	In the Executive Summary core business vitals table, is CPA blended?	FAQConceptsDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Is it possible to exclude some of the Facebook Ad campaigns?	FAQDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Is there a report that shows monthly revenue contribution per cohort on a non-cumulative basis?	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Is there a way to find what percent of orders per sku sold was in subscription?	FAQConceptsDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Is there a way to look at retention by first product ordered?	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Revenue in the Traffic - Deep Dive is off when comparing to the revenue in YoY. Is there a way to reconcile the two revenues?	FAQDashboardDiscrepancies	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	We noticed our conversion rate is going down. What metrics should we be looking at to find the reason why?	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	What is the best way to look at order index by customer?	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	What LTV (lifetime value) options are available?	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	What should my UTM naming convention look like?	FAQConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	When I try to view reports, it shows me a grayed out screens and says "unknown data source”	FAQDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Where can I look at customer purchasing frequency/latency behavior? (How fast are customers consuming our product?)	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Where does Facebook - Deep Dive data pull from? And how accurate it is with the ios14 update?	FAQDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Where does the data in the fulfillment dashboard come from?	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Where is the best place to find conversion rate (CVR) for all paid traffic?	FAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Why are our dashboards are missing Facebook International account data?	FAQDiscrepanciesDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Why does one cohort’s LTV look so large relative to other cohorts?	FAQDiscrepanciesDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:58 PM	Why is my retention rate higher than 100%?	FAQDiscrepanciesDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:57 PM	How do I add someone to my Source Medium dashboard?	Dashboard	Needs Review			Sam Middleton	Scott Ellis
Apr 8, 2022 6:57 PM	How do I read the Product Affinity primary/secondary product table, and the first/second order table?	DashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:57 PM	Influencer dashboard is showing wrong spend for some influencers	DiscrepanciesDashboardConceptsFAQ	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:57 PM	Is FB reporting in Source Medium accurate?	Discrepancies	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:57 PM	Is there a way to track conversions/revenue from Klaviyo in the Emails - Deep Dive report?	DiscrepanciesDashboardFAQ	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:57 PM	Why are Google and our website are showing up as a referral? We don't see them in GA.	Discrepancies	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:57 PM	Why are my customer counts in the New Customers Analysis report different from Shopify?	Discrepancies	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:57 PM	Why are my revenue and orders numbers different between the Executive Summary and Orders Deep Dive?	DiscrepanciesDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:57 PM	Why are my subscriber_active count and customer with the active subscriber different?	Discrepancies	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:57 PM	Why do the weekly numbers in Marketing Performance change from week to week?	DiscrepanciesFAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:57 PM	Why is my customer count in the Executive Summary higher than in Shopify (weekly, monthly, yearly views)?	DiscrepanciesFAQDashboardConcepts	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:56 PM	Can our data be updated in real-time in Source Medium?	ConceptsDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:56 PM	How are CPO and AOV calculated?	ConceptsDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:56 PM	How can I track subscription performance in SM as a non-ReCharge client?	ConceptsDashboard	Needs Review			Scott Ellis	Scott Ellis
Apr 8, 2022 6:56 PM	Why doesn't GA transaction count match Shopify order count?	DashboardDiscrepancies	Needs Review			Scott Ellis	Scott Ellis

‣

Draft

Last Edited Time	Instructions	Tags	Publishing Status	Sorting Order	Platform Category	Page Location	Created By	Last Edited By
Dec 5, 2023 4:36 PM	‼️ Important Things to Remember Before a Shopify Migration	FAQ	Draft				Nick Wertz	Nick Wertz
Nov 15, 2023 3:30 AM	🥂 Welcome to your Source Medium Enterprise Plan	Onboarding	Draft			Getting started	Will Holtz	Will Holtz
Nov 1, 2023 7:26 PM	Salesforce Commerce Cloud - Connect to Source Medium	Integration	Draft	9	eCommerce / Retail		Fei	Will Holtz
Oct 24, 2023 6:34 PM	🍎 SourceMedium Expert Network	TrialOnboardingWelcome	Draft	10		Getting started	Will Holtz	Katie Bell
Oct 20, 2023 11:39 PM	Skio - Connect to Source Medium	IntegrationTrialStandard	Draft		eCommerce / Retail		Scott Ellis	Will Holtz
Oct 19, 2023 5:49 PM	Fairing - Connect to Source Medium	IntegrationTrialStandard	Draft	6	Proprietary PartnersAnalytics		Will Holtz	Will Holtz
Jul 5, 2023 2:26 PM	UA vs GA4 in 5 Minutes	Data ClarificationIntegration	Draft		GA4		B Blake	Kathleen Guzic
May 26, 2023 4:28 AM	☑️ Data Adoption Checklist Master Table	Onboarding	Draft				Scott Ellis	Will Holtz
May 10, 2023 8:50 PM			Draft				Nick Wertz	Nick Wertz
Mar 8, 2023 12:27 AM		Integration	Draft		Analytics		Will Holtz	Will Holtz
Mar 2, 2023 7:50 PM	FAQ - Skio Subscription Status	DiscrepanciesConceptsSkioData Clarification	Draft		Analytics		Renaud Beaupre	Renaud Beaupre
Feb 22, 2023 9:19 PM	FAQ - Skio Subscription Status	DiscrepanciesConceptsSkioData Clarification	Draft		Analytics		Renaud Beaupre	Renaud Beaupre
Feb 22, 2023 7:51 PM	Tatari - Connect to Source Medium	Integration	Draft		Marketing / Advertising		Will Holtz	Will Holtz
Feb 15, 2023 12:05 AM	Gorgias - connect to Source Medium	Integration	Draft		Inactive (DO NOT PUBLISH)		Will Holtz	Will Holtz
Jan 8, 2023 1:18 AM	⏰ Source Medium First 3 Months Data Checklists	Onboarding	Draft				Will Holtz	Will Holtz
Nov 30, 2022 5:51 PM	💾 What is Zero Party data and why is it important for Attribution?	Post-Purchase Surveys	Draft		Marketing / Advertising		Sam Middleton	Sam Middleton
Sep 14, 2022 10:43 PM	❓ Why can’t I filter by country / state in the Executive Summary?	FAQ	Draft				Will Holtz	Scott Ellis
Sep 13, 2022 10:17 PM	Where can I find samples of Source Medium Visualizations?		Draft				Scott Ellis	Will Holtz
Jun 17, 2022 7:05 PM	Google Ads - Rolling Metric Resolution	Discrepancies	Draft		Marketing / Advertising		S Sam Thurman	S Sam Thurman
May 18, 2022 3:32 PM	📋 Dashboard Quick Start Guide	OnboardingConceptsDashboard	Draft				Scott Ellis	Scott Ellis
Apr 22, 2022 4:22 PM	📈 Dashboard In-Depth Walkthrough	OnboardingConceptsDashboard	Draft	1			Will Holtz	Scott Ellis
Apr 22, 2022 4:10 PM	👀 Finding Insights	Onboarding	Draft	1			Scott Ellis	Scott Ellis
Apr 18, 2022 7:30 PM	What product developments are on the roadmap?	FAQ	Draft	2			Will Holtz	Scott Ellis
Apr 16, 2022 7:09 PM	How to interact with your Customer Solutions Analysts	Onboarding	Draft				Will Holtz	Will Holtz
Apr 12, 2022 10:49 PM	How do I find first session to first purchase time to figure out sales cycle?	FAQ	Draft				Scott Ellis	Scott Ellis
Apr 12, 2022 10:49 PM	GA Universal —> GA4		Draft				Scott Ellis	Scott Ellis
Apr 12, 2022 10:49 PM	Orders Deep Dive exclude SKu issue FAQ		Draft				Scott Ellis	Scott Ellis
Apr 12, 2022 10:48 PM	Why should I use Source Medium vs. building an in-house data solution?		Draft				Will Holtz	Scott Ellis
Apr 12, 2022 10:48 PM	Troubleshooting Subscription Data Issues (public)		Draft				Scott Ellis	Scott Ellis
Apr 11, 2022 10:22 PM	Welcome to the Source Medium Enterprise Plan	Onboarding	Draft				Scott Ellis	Will Holtz

‣

HOLD

Last Edited Time	Instructions	Tags	Publishing Status	Sorting Order	Platform Category	Page Location	Created By	Last Edited By
Jul 14, 2023 8:29 PM	Amazon Seller Central - Connect to Source Medium	IntegrationStandard	HOLD	3	eCommerce / Retail		Scott Ellis	Nick Wertz
May 5, 2023 6:26 PM	Yotpo (Premium) - Connect to Source Medium	IntegrationPremium	HOLD		Inactive (DO NOT PUBLISH)		Scott Ellis	Will Holtz
Apr 24, 2023 7:28 PM	Reddit Ads - Connect to Source Medium	Integration	HOLD		Marketing / Advertising		Nick Wertz	Nick Wertz
Jan 8, 2023 1:20 AM	NetSuite SuiteAnalytics - Connect to Source Medium	IntegrationEnterprise	HOLD	3	Inactive (DO NOT PUBLISH)		Christina Libs	Will Holtz
Jan 8, 2023 1:18 AM	🖥️ What are the included data modules	Onboarding	HOLD			Cold start	Scott Ellis	Will Holtz
Jul 11, 2022 9:30 PM	Amazon Seller Central (MWS) - Connect to Source Medium	IntegrationStandard	HOLD	3	eCommerce / Retail		Scott Ellis	Scott Ellis
Apr 16, 2022 3:44 AM	BigCommerce - connect to Source Medium (INACTIVE)	Integration	HOLD		Inactive (DO NOT PUBLISH)		Scott Ellis	Brylle Reyes
Apr 16, 2022 3:44 AM	NetSuite - connect to Source Medium	Integration	HOLD		Inactive (DO NOT PUBLISH)		Scott Ellis	Brylle Reyes
Apr 16, 2022 3:41 AM	Amazon MySQL RDS - connect to Source Medium	Integration	HOLD	6	Inactive (DO NOT PUBLISH)		Scott Ellis	Brylle Reyes
Apr 12, 2022 10:16 PM	Contact the Source Medium team	FAQ	HOLD				Christina Libs	Scott Ellis
Apr 8, 2022 6:54 PM	Data Source - Platform Integrations	Onboarding	HOLD				Fei	Scott Ellis