Overview

Click Groupings is a powerful analytics feature that helps you categorise and analyse your traffic sources. By creating custom rules, you can understand how customers find your products and use this data to make informed decisions about your marketing strategies.

What Click Groupings Does

This feature allows you to:

• Create custom groups to categorise different types of traffic
• Set up specific conditions to automatically sort incoming traffic
• Track the origin of orders and customer journeys

Where to Find Click Groups Data

You can view Click Groups assignments on the Orders page table under the "Touchpoints" section of each order. Hovering over a touchpoint will display detailed information about the click, including:

• The Click Group assigned to the touch

• The Source (e.g., Paid Search, Organic Search, Direct, Affiliates)

• The Campaign Name

• The Timestamp of the interaction

Some touchpoints may not have an assigned Click Group. This happens when the touchpoint does not match any existing rule. Users can customise rules on the Click Groups settings page to ensure proper categorisation.

Understanding Rule Priority and Order

A crucial aspect of Click Groupings is its sequential processing nature. The system operates on a "first match" principle, similar to a switch statement in programming. When a click occurs, the system evaluates the rules in the order they appear in your list, from top to bottom. Once a click matches a rule's conditions, it is immediately categorised into that group, and no further rules are checked.

This sequential processing makes the order of your rules extremely important. You can easily manage this order by dragging and dropping rules in the Click Groupings interface. The vertical dots (⋮) on the left side of each rule allow you to grab and reposition rules in your preferred order.

For example, if you have two rules:

1. Rule A at the top: "traffic from Facebook"
2. Rule B below: "all social media traffic"

A click from Facebook will always be categorised under Rule A and never reach Rule B for evaluation. This behaviour makes it essential to structure your rules from most specific at the top to most general at the bottom.

Setting Up Click Groupings

Viewing Touchpoint Details

Analysing touchpoint data will help determine what Click Grouping rules should be set up. It is recommended to perform a touchpoint analysis as a first step before creating new rules to ensure accurate categorisation.

1. Navigate to the Orders Analytics page.

2. Locate an order and review the Touchpoints column.

3. Hover over a touchpoint to display a tooltip with detailed information.

4. Pay extra attention to the it the touchpoint is not assigned to a Click Group, you can analyse that touchpoint's attributes and update the rules in the Click Groups settings page.

Creating a New Group

1. Navigate to Analytics > Click Groupings
2. Click "Add Group"
3. Enter a descriptive name for your group (e.g., "Affiliate Networks", "Paid Social", "Partner Traffic")

Defining Rules

Each group can have multiple conditions that determine how traffic is categorised. You can set conditions based on:

• UTM parameters (campaign, content, source, medium, term, platform, ID)
• Referrer information (URL and host)
• Landing page details (pathname and query string)

Example Rule Setups

Example 1: Paid Search Click Group

If you want to categorise touchpoints from Google Ads under Paid Search:

• Condition: utm_source is "google"

• Condition: utm_medium contains "cpc"

• Assigned Click Group: Paid Search

Example 2: Organic Social Click Group

If you want to assign Organic Social to clicks coming from social media platforms that are not paid:

• Condition: Referrer host is in "facebook.com, twitter.com, linkedin.com"

• Condition: utm_medium does not contain "paid"

• Assigned Click Group: Organic Social

Example 4: Direct Traffic Click Group

To categorise direct visits without referral data:

• Condition: Referrer host does not exist

• Condition: Landing page query string does not contain any tracking parameters

• Assigned Click Group: Direct

Viewing Click Grouping Data

Once your rules are set up, the system will automatically categorise incoming traffic so you'll be able to see the click grouping information on Order page. Moreover, the system reprocesses all past order touch points to apply the updated logic and the new rules will also apply to future tracking data automatically.

This helps you:

• Understand which marketing channels are driving conversions
• Track the effectiveness of different traffic sources
• Make data-driven decisions about marketing investments

Best Practices

Effective Click Groupings management requires regular maintenance and optimisation. Start with broad rules and refine them based on your observed traffic patterns. Regular review of your rules ensures they remain effective as your marketing strategies evolve. Pay attention to unclassified traffic, as this might indicate gaps in your rule definitions.

The data becomes valuable for marketing analysis and decision-making. You can use this information to understand which channels drive the most valuable traffic, optimise your marketing spend, and identify opportunities for growth.

When implementing Click Groupings, keep your rule logic clear and regularly verify that your rules are capturing traffic correctly. Use descriptive group names that clearly indicate the traffic source they represent. Consider creating separate groups for paid and organic traffic from the same sources to better understand your marketing performance.

Remember that Click Groupings is an evolving tool that should grow with your business. As you launch new marketing campaigns or explore new channels, update your rules accordingly to maintain accurate traffic attribution. The effectiveness of Click Groupings depends largely on how well you define your rules and maintain them over time. Regular monitoring and adjustments will ensure you continue to receive accurate, actionable data about your traffic sources and customer acquisition channels.