Follow this guide to filter out samples, returns, and exchanges that impact your core metrics.
Samples, returns, and exchanges/reshipments can be identified by order tags, discounts codes, or skus.
Samples, returns, and exchanges/reshipments if not segmented properly can impact your core metrics and analysis. These orders typically have a $0 impact from a transaction standpoint, but may influence your Average Order Value (AOV), Cost Per Order (CPO), and other top-line metrics. A customer who receives a sample or an exchange should also not be counted in your retention/lifetime value analyses.
Source Medium allows you to sort out these orders into separate
sub-channels, which isolates these orders and provides a cleaner view of your most important KPIs.
- Isolate the discount codes, order tags, or other unique identifier(s) for your samples, returns, exchange/reshipments, or other orders that you’d like to separate from your core metrics
- Tip: Use the
Orders Deep Diveto isolate $0 orders
- Create a separate orders
channelusing your Configuration sheet
- Follow the How can I create channels and sub-channels FAQ for detailed instructions
- Once the rule(s) have been set in your Configuration sheet, our data model will pick up these new changes after the next data run which occurs each hour
- Any rule(s) set up within the Configuration sheet will work for historical and go forward orders that conform to the rule(s) set in place