FAQ

FAQ

How can we help❓

Dashboard Functionality 📈

‘Exclude $0 Orders’ feature, what’s it for?
How do I tag orders with post-purchase survey results from Fairing (Enquire)?
How can I filter out samples, returns, and exchanges?
How can I improve my last-click UTM attribution?
How do I setup Post-Purchase Survey order tagging for KnoCommerce?
Best practices in setting up a post-purchase HDYHAU survey

Configuration Sheet 📝

How do I include marketing spend through the cost tab of the configuration sheet?
Can I set targets in my dashboard?
How can I create order channels and sub-channels?
How can I track influencer spend and performance?
How do I enter non-integrated sales data (Sales tab)?

Subscription 💸

What are ‘subscription/recurring’ and ‘subscription/first_order’ source_mediums?
Why doesn’t ReCharge subscription data match Source Medium Reports?

Data Clarification 🤔

Why don’t the Executive Summary and Shopify's Sales Report match?
Why has my Amazon data stopped showing up in my dashboard?
What attribution windows does Source Medium report on for marketing platforms?
Why don’t external reports don't match the Source Medium dashboard?
Why does my LTV look off in my multi-store report?
Why doesn’t New Customers + Repeat Customers = Customers?
Why isn't the Executive Summary report attributing my gift card revenue?
What is reported as a “conversion” within the Marketing Overview?
What are the implications of the new (BETA) Amazon SP-API integration?
How does editing post-order date affect reporting?
How does Stripe metadata work?

Account Management 📂

How do I move my Source Medium Slack report to another channel?
How do I give dashboard access to a teammate?
What is the process for requesting & scoping custom work?
What data security practices are in place at Source Medium?
What metrics can I include in my daily Slack Bot report?
Questions? Reach out on Slack or support@sourcemedium.com