🌐

Documentation Articles

Database of external articles. These only get shown on the help site
Published
Last Edited TimeInstructionsTagsPublishing StatusSorting OrderPlatform CategoryPage LocationCreated ByLast Edited By
May 25, 2023 6:45 PM
Where can I find my Amazon product performance?
FAQ
Published
Analytics
FAQ
Jonathan Roman
Nick Wertz
May 25, 2023 6:44 PM
Amazon Data Overview
Onboarding
Published
10
Getting started
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 5:52 PM
Where can I find my Amazon LTV?
FAQ
Published
Analytics
FAQ
Jonathan Roman
Nick Wertz
May 25, 2023 5:51 PM
Where can I find my Amazon marketing data?
DashboardConceptsFAQ
Published
Marketing / Advertising
FAQ
Nick Wertz
Nick Wertz
May 25, 2023 5:50 PM
Amazon Sales Performance in Source Medium
FAQ
Published
Analytics
FAQ
Blake
Nick Wertz
May 25, 2023 4:20 PM
FAQ
Topic pageFAQ
Published
Home Page
Scott Ellis
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 12, 2023 10:14 PM
How do I surface Product Costs/COGS within my dashboard?
ConceptsDashboardFAQ
Published
FAQ
Will Holtz
Blake
May 12, 2023 6:25 PM
Level 2 Data Checklist
Onboarding
Published
9
Getting started
Will Holtz
Will Holtz
May 12, 2023 1:12 PM
Klaviyo (Premium)- Connect to Source Medium
IntegrationPremium
Published
1
Email / SMS
Christina Libs
Nick Wertz
May 11, 2023 5:59 PM
Salesforce Commerce Cloud - Connect to Source Medium
Integration
Published
9
eCommerce / Retail
Fei
Will Holtz
May 10, 2023 9:35 PM
Amazon Seller Central (Premium) - Connect to Source Medium
IntegrationPremium
Published
3
eCommerce / Retail
Christina Libs
Will Holtz
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 11:46 PM
⛷️
Source Medium Pre-Trial Checklist & FAQ
TrialOnboardingWelcome
Published
1
Getting started
Will Holtz
Will Holtz
May 5, 2023 6:25 PM
Gorgias (Premium) - Connect to Source Medium
IntegrationStandard
Published
1
Operations
Chase Kent-Dotson
Will Holtz
May 5, 2023 6:24 PM
Tatari - Connect to Source Medium
IntegrationTrialStandard
Published
6
Marketing / Advertising
Will Holtz
Will Holtz
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 5, 2023 6:20 PM
Autopilot (Premium) - Connect to Source Medium
IntegrationPremium
Published
3
Email / SMS
Scott Ellis
Will Holtz
May 5, 2023 6:19 PM
HubSpot (Premium) - Connect to Source Medium
IntegrationPremium
Published
2
Email / SMS
Sam Middleton
Will Holtz
May 5, 2023 6:19 PM
Mailchimp (Premium) - Connect to Source Medium
IntegrationPremium
Published
3
Email / SMS
Scott Ellis
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
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
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
Apr 18, 2023 11:21 PM
KnoCommerce - Connect to Source Medium
IntegrationTrialStandard
Published
6
Analytics
Will Holtz
Will Holtz
Apr 14, 2023 5:48 PM
SPINS - Connect to Source Medium
IntegrationStandard
Published
5
eCommerce / Retail
Will Holtz
Will Holtz
Apr 14, 2023 5:25 PM
🥂
Welcome to your Source Medium Enterprise Plan
Onboarding
Published
Getting started
Will Holtz
Katie Bell
Apr 14, 2023 1:16 AM
🌅
Welcome to your Source Medium Pro Plan
Onboarding
Published
Getting started
Scott Ellis
Will Holtz
Apr 6, 2023 2:31 PM
Shopify - Connect to Source Medium
IntegrationTrialStandard
Published
1
eCommerce / Retail
Christina Libs
Nick Wertz
Apr 5, 2023 3:43 PM
FERMÀT - Connect to Source Medium
IntegrationTrialStandard
Published
Marketing / Advertising
Will Holtz
Will Holtz
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 4:08 PM
How can I track influencer spend and performance?
Configuration SheetFAQ
Published
FAQ
Scott Ellis
Kathleen Guzic
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 14, 2023 3:11 PM
📄
Introduction to Source Medium
OnboardingTrialWelcome
Published
1
Getting started
Scott Ellis
Kathleen Guzic
Mar 8, 2023 12:30 AM
🧩
Integration Docs
OnboardingTopic page
Published
Home Page
Fei
Will Holtz
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
Sam Thurman
Will Holtz
Jan 10, 2023 10:02 PM
Level 1 Data Checklist
Onboarding
Published
8
Getting started
Will Holtz
Katie Bell
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 20, 2022 10:11 PM
Amazon Ads - Connect to Source Medium
IntegrationStandard
Published
2
Marketing / Advertising
Scott Ellis
Scott Ellis
Dec 17, 2022 12:20 AM
Google Analytics - Connect to Source Medium
IntegrationTrial
Published
1
Analytics
Christina Libs
Sam Thurman
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
Sam Thurman
Nov 23, 2022 3:18 PM
Best practices in setting up a post-purchase HDYHAU survey
FAQ
Published
Analytics
FAQ
Will Holtz
Scott Ellis
Nov 18, 2022 10:29 PM
Google Search Console - Connect to Source Medium
IntegrationStandard
Published
2
Analytics
Scott Ellis
Chase Kent-Dotson
Nov 17, 2022 11:39 PM
👁️
Why Source Medium?
Onboarding
Published
Getting started
Will Holtz
Will Holtz
Oct 11, 2022 11:15 PM
How do I tag orders with post-purchase survey results from Fairing (Enquire)?
FAQ
Published
FAQ
Scott Ellis
Sam Thurman
Oct 3, 2022 11:53 PM
How do I enter non-integrated sales data (Sales tab)?
OnboardingConceptsFAQ
Published
FAQ
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
Aug 17, 2022 7:16 PM
Skio - Connect to Source Medium
IntegrationTrialStandard
Published
3
eCommerce / Retail
Scott Ellis
Will Holtz
Aug 9, 2022 9:36 PM
How do I include marketing spend through the cost tab of the configuration sheet?
FAQ
Published
FAQ
Scott Ellis
Scott Ellis
Jul 27, 2022 5:55 PM
🪁
Getting started with Source Medium
OnboardingTopic page
Published
Home Page
Scott Ellis
Scott Ellis
Jul 15, 2022 5:57 PM
ShareASale - Connect to Source Medium
IntegrationStandard
Published
2
Marketing / Advertising
Christina Libs
Scott Ellis
Jun 30, 2022 3:13 PM
‘Exclude $0 Orders’ feature, what’s it for?
Additional FeaturesFAQ
Published
Medium
FAQ
Christina Libs
Scott Ellis
Jun 30, 2022 3:12 PM
Can I set targets in my dashboard?
Configuration SheetFAQ
Published
FAQ
Sam Middleton
Scott Ellis
Jun 8, 2022 3:34 PM
Facebook Ads - Connect to Source Medium
IntegrationTrialStandard
Published
1
Marketing / Advertising
Christina Libs
Scott Ellis
Jun 6, 2022 8:54 PM
Twitter Ads - Connect to Source Medium
IntegrationStandard
Published
2
Marketing / Advertising
Scott Ellis
Scott Ellis
Jun 6, 2022 8:53 PM
Google Ads - Connect to Source Medium
IntegrationTrialStandard
Published
1
Marketing / Advertising
Christina Libs
Chase Kent-Dotson
Jun 6, 2022 8:28 PM
Impact Radius - Connect to Source Medium
IntegrationStandard
Published
2
Marketing / Advertising
Christina Libs
Scott Ellis
Jun 6, 2022 4:59 PM
Criteo - Connect to Source Medium
IntegrationStandard
Published
2
Marketing / Advertising
Christina Libs
Chase Kent-Dotson
Jun 6, 2022 4:16 PM
Bing Ads - Connect to Source Medium
IntegrationStandard
Published
1
Marketing / Advertising
Christina Libs
Chase Kent-Dotson
Jun 2, 2022 8:55 PM
LinkedIn Ads - Connect to Source Medium
IntegrationStandard
Published
2
Marketing / Advertising
Scott Ellis
Chase Kent-Dotson
Jun 2, 2022 8:55 PM
AdRoll - Connect to Source Medium
IntegrationStandard
Published
2
Marketing / Advertising
Scott Ellis
Chase Kent-Dotson
Jun 2, 2022 8:55 PM
Awin - Connect to Source Medium
IntegrationStandard
Published
3
Marketing / Advertising
Scott Ellis
Chase Kent-Dotson
Jun 2, 2022 8:54 PM
TikTok Ads - Connect to Source Medium
IntegrationStandard
Published
1
Marketing / Advertising
Christina Libs
Chase Kent-Dotson
Jun 2, 2022 8:52 PM
Pepperjam - Connect to Source Medium
IntegrationStandard
Published
3
Marketing / Advertising
Scott Ellis
Chase Kent-Dotson
Jun 2, 2022 8:52 PM
Pinterest Ads - Connect to Source Medium
IntegrationStandard
Published
1
Marketing / Advertising
Christina Libs
Chase Kent-Dotson
Needs Review
Last Edited TimeInstructionsTagsPublishing StatusSorting OrderPlatform CategoryPage LocationCreated ByLast Edited By
Mar 8, 2023 12:27 AM
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
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
Sam Thurman
Sam Thurman
Apr 8, 2022 6:58 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
Scott Ellis
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 TimeInstructionsTagsPublishing StatusSorting OrderPlatform CategoryPage LocationCreated ByLast Edited By
May 26, 2023 4:28 AM
☑️
Data Adoption Checklist Master Table
Onboarding
Draft
Scott Ellis
Will Holtz
May 11, 2023 6:01 PM
Global-e - Connect to Source Medium
Integration
Draft
9
eCommerce / Retail
Will Holtz
Will Holtz
May 10, 2023 8:50 PM
Draft
Nick Wertz
Nick Wertz
Apr 5, 2023 3:44 PM
Fairing - Connect to Source Medium
IntegrationTrialStandard
Draft
6
Analytics
Will Holtz
Will Holtz
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
Jan 8, 2023 1:18 AM
Level 3 Data Checklist
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?
Customer education
Draft
High
Scott Ellis
Will Holtz
Jun 17, 2022 7:05 PM
Google Ads - Rolling Metric Resolution
Discrepancies
Draft
Marketing / Advertising
Sam Thurman
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
OnboardingCustomer education
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?
Customer educationFAQ
Draft
Scott Ellis
Scott Ellis
Apr 12, 2022 10:49 PM
GA Universal —> GA4
Customer education
Draft
Low
Scott Ellis
Scott Ellis
Apr 12, 2022 10:49 PM
Orders Deep Dive exclude SKu issue FAQ
Customer education
Draft
Low
Scott Ellis
Scott Ellis
Apr 12, 2022 10:48 PM
Why should I use Source Medium vs. building an in-house data solution?
Sales
Draft
Low
Will Holtz
Scott Ellis
Apr 12, 2022 10:48 PM
Troubleshooting Subscription Data Issues (public)
Customer education
Draft
High
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 TimeInstructionsTagsPublishing StatusSorting OrderPlatform CategoryPage LocationCreated ByLast Edited By
May 16, 2023 4:02 PM
How do I surface Operating Expenses within my dashboard?
ConceptsDashboardFAQ
HOLD
Kathleen Guzic
Kathleen Guzic
May 12, 2023 2:30 PM
How do I surface Shipping Costs within my dashboard?
ConceptsDashboardFAQ
HOLD
Kathleen Guzic
Kathleen Guzic
May 12, 2023 2:26 PM
How do I surface Fulfillment Costs within my dashboard?
ConceptsDashboardFAQ
HOLD
Kathleen Guzic
Kathleen Guzic
May 12, 2023 2:25 PM
How do I surface Merchant Processing Fees within my dashboard?
ConceptsDashboardFAQ
HOLD
Kathleen Guzic
Kathleen Guzic
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
Jun 30, 2022 7:24 PM
Amazon Seller Central - 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