Documentation

Conversion Loop

This documentation provides a quick guideline on Conversion Loop.

Intro

Conversion Loop offers you an easy way to connect your Jet Interactive call data with your Sales and Campaign data to generate a complete detailed report for your Ad campaigns.

(TODO: Update into...)

Requirements

Conversion Loop requires the following 3 data files in comma separated CSV file format to generate the final report:

• Jet Interactive Call Data - The CSV file must have "Campaign ID" and "Caller Number" data columns.
• Sales Data - The CSV file must have a column with "Phone" data.
• Campaign Data - The CSV file must have "Campaign ID" and "Cost" data columns.

NOTES: It is not necessary to have the exact same column headers as you can map the columns with necessary data in the data mapping step of the process.

How It Works

Please visit Conversion Loop to start.

You may want to register your free account which will allow you to save and view reports on a later date if you want to.

Click the "Start" button to start the process.

Step 1

Enter your project title and click "Next". This will be helpful to find the project in future if you have created an account and already logged in.

Step 2

Click on the box to upload your Jet Interactive data file in comma separated CSV file format.

Note: The system will reject the CSV file if it doesn't have the "Campaign ID" and "Caller Number" data columns.

Once the file is uploaded and accepted, the "Next" button will be enabled to go to the next step.

Step 3

In this step, you will have to map the column headers from your Jet Interactive CSV file with the required data fields.

Note: Notice the "Campaign ID" and "Caller Number" column headers are bold and marked with asterik.

Step 4

Click on the box to upload your Sales data file in comma separated CSV file format.

Note: The system will reject the CSV file if it doesn't have the "Phone" data column.

Once the file is uploaded and accepted, the "Next" button will be enabled to go to the next step.

Step 5

In this step, map column headers from Sales data CSV file with the required data fields.

Note: Notice the "Phone" column header is bold and marked with asterik.

Step 6

Click on the box to upload your Campaign data file in comma separated CSV file format.

Note: The system will reject the CSV file if it doesn't have the "Campaign ID" and "Cost" data columns.

Once the file is uploaded and accepted, the "Next" button will be enabled to go to the next step.

Step 7

In this step, map column headers from Campaign data CSV file with the required data fields.

Note: Notice the "Campaign ID" and "Cost" column headers are bold and marked with asterik.

Step 8

In this step, select the date range for the report to be generated and click "Next".

Note: This date range should match with the date range for your Ad Campaign.

Generate Report

This is the final step, please click the "Generate" button to create the report.

Once the report is generated, it will ready to view and download.

Projects

If you have already registered and logged-in in the system, you will be able to view your previously created projects and generate report from them.

Click on the "My Projects" menu option to view your projects.

Click on the "View Report" button to generate report for the project.

Administration

Please click here to visit the Admin panel for the system. Right now, we can manage members, some site settings, roles and permissions etc. from the backend. We will be adding more options to this admin panel in our upcoming updates.