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surface Campaign Source & Medium reporting by default in the Acquisition > All channels > Channel types report #118

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mattab opened this issue Jan 27, 2023 · 0 comments

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@mattab
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mattab commented Jan 27, 2023

Goal

To surface more useful Campaign reporting by default in the Acquisition > All channels > Channel types report

It should be an essential report for marketing attribution in Matomo - but it's not useful when we run marketing campaigns.

Context

Under "Channel Types" report, the first report is called "Channel Types" and shows the channels, and when "Campaigns" is clicked, then it expands to show the "Campaign Name" sub dimension.

When this plugin is active, user can now leverage the other campaign parameters such as source & medium. In particular the "source" and the "medium" are relevant in the context of a "Channel Type"

Therefore when as a marketing professional I tag my campaigns correctly then I would have expectations to easily find valuable reports, especially around campaign Names, Source + Medium, Content...

At the moment we already report on "Campaign Source - Medium" in the Campaigns report.

Proposed acceptance criteria for the "Channel Types" report:

  • Now by default the report would show not "Campaigns" but it would "Flatten" the "Campaign" dimension and replace it with many rows:
    • The list of unique "Campaign Source - Campaign Medium" combinations
    • and if a source and medium are not set then these are aggregated under a "Campaign (others)" row
  • and when any of these flattened campaigns row is clicked, then it would show the "Campaign name" as sub dimension

So for example a channel type report - imagine the row labels would now look like this (excuse the terrible mockup):

image
image

Where the report would show "Search Engines" then "Websites" then "google - paid-search" etc.

Possible to see Goal Conversion rates directly for each Source-Medium combination like for other channel types

  • when viewing this report with "Display a table with Goals metrics" then on any Source/Medium combination the conversion rate for each goal is reported as expected.
  • it should also report goal conversion rates & revenue metrics for the "Campaign (others)" row

Why we need a "Campaign (others)" row

  • this "Campaign Source - Campaign Medium" report is already calculated in the Campaigns report - eg see on demo
  • Note this report only has entries for visits that had a campaign source or medium set. so if a campaign had only the name set, then it wouldn't show. Therefore we can't just replace the "Campaigns" by this report as it's incomplete. Any visits that is not counted in the "Campaign Source - Medium" would then be shown as a "Campaign (others)" row

Then we also make the current behavior still available: (no flow break for users)

  • Under the "channel types" report there is a link "Related Report: [Channel Types]"
  • when clicked this would load the current view where "Campaigns" is reported as its top level (with campaign name as a sub-dimension for Campaigns):
    image
  • then users can go back to the "Related Report: [Channel Types (campaigns source & medium)]"
    • which is now the default with this plugin activated

image

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