Understanding Caddy Conversion Tracking

What is “Caddy Boosted Revenue”?

Caddy Boosted Revenue refers to the total revenue attributed to conversions triggered by Caddy workflows or Caddy product recommendations. It calculates the revenue generated from purchases where at least one product was added to the cart through a workflow (e.g., upsell widget, product recommendations) or product recommendation managed by Caddy.

Calculation: Caddy Boosted Revenue aggregates the order totals where products added through Caddy workflows were purchased, ensuring accurate tracking of Caddy-attributed sales.

What are “Caddy Recommendations”?

Caddy Recommendations refer to the personalized product suggestions displayed to customers via Caddy’s recommendation engine. These can be based on user behavior, cart contents, or predefined rules.

Calculation: The recommendation system monitors clicks and adds-to-cart events to evaluate its effectiveness. It also logs and tracks the performance of recommendation-triggered purchases.

Caddy Conversion Tracking Overview

Caddy conversion tracking records customer interactions with workflows or product recommendations and tracks their influence on purchases. Below is an explanation of how conversions are tracked and displayed:

Conversion Tracking Process

1. Workflow or Recommendation Engagement

When a customer interacts with a Caddy workflow or product recommendation, meta-data like _caddy_conversion, _workflow_id, and _caddy_trigger are attached to the cart item.

2. Session Tracking

A unique caddy_cart_session_id is generated and stored in the WooCommerce session. This ID links cart activity with the Caddy system for later conversion tracking.

3. Cart Monitoring

The cart data, including item quantities, totals, and workflow interactions, are regularly tracked and updated in a custom database table (caddy_carts).

4. Order Tracking

Upon checkout, Caddy scans the order items for conversion meta-data:

  • Conversion Meta: Identifies if the product originated from a workflow or product recommendation.
  • Workflow Attribution: Associates the purchase with the triggering workflow ID.

5. Analytics and Reporting

Conversion events are stored in a custom database table (caddy_conversions) and linked to the order ID, session ID, and workflow ID.

If a product is purchased through a workflow or product recommendation, the revenue and conversion are logged.