Calculation methods for gaining deeper level insights
With the information below, we want to inspire deeper level analysis of your chat-ins.
While we do not give benchmarks for all metrics, the calculation methods should help to better structure your A/B test and over-time testing
Popup
Clients who use charles popup (or similar tool)
Analysis Goal | Metric & calculation | Non-charles data input | charles setup requirements | charles data |
Performance of full opt-in flow | Visitors to DOI rate:
= total double opt-ins/website visitors | - website visits | - chat-in specific opt-in status OR - opt-in via journeys | - opt-ins per time span
OR
- Flow analytics: opt-in accepted button clicks |
Performance of opt-in request message | “SOI” to DOI rate
= total double opt-ins/# times opt-in flow was triggered |
| - opt-in via journeys | - Flow analytics: triggered flows
- Flow analytics: opt-in accepted button clicks |
Clients who use Klaviyo popup (or similar tool)
Analysis Goal | Metric & calculation | Non-charles data input | charles setup requirements | charles data |
Performance of full opt-in flow | Views to DOI rate = total double opt-ins/popup views
Visitors to DOI rate = total double opt-ins/website visitors | - popup impressions
- Website visits | - opt-in via journeys | - Flow analytics: opt-in accepted button clicks |
Appeal of popup | Click rate = popup clicks/popup views | - popup impressions - CTA clicks |
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Expectation management in popup (How many people who click on WA.ME link also send the first message) | Clicks to SOI rate
= opt-in flows triggered/popup clicks | - CTA clicks | - opt-in via journeys | - Flow analytics: triggered flows |
Performance of opt-in request message | “SOI” to DOI rate
= total double opt-ins/# times opt-in flow was triggered |
| - opt-in via journeys | - Flow analytics: triggered flows
- Flow analytics: opt-in accepted button clicks |
Performance of opt-in accepted message | Revenue per Recipient
= total revenue/# of people who received opt-in accepted message | if no updates + GA: - Revenue from flow | - opt-in via journeys
- marketing update based flow
- GA integrated | - Flow analytics: RpR OR
- revenue data
- Flow analytics: opt-in accepted received |
Monetary performance of full opt-in flow | Revenue per view Revenue per submit | - popup impressions
- CTA clicks
if no updates + GA: - Revenue from flow | - opt-in via journeys
- marketing update based flow
- GA integrated | - Flow analytics: flow revenue (not time based or manually adding days) |
* Used if popup impressions cannot be measured
Bubble
Analysis Goal | Metric & calculation | Non-charles input | charles setup requirements | charles data |
Performance of full opt-in flow | Visitors to DOI rate:
= total double opt-ins/website visitors | - website visits | - chat-in specific opt-in status
OR
- opt-in via journeys
| - opt-ins per time span
OR
- Flow analytics: opt-in accepted button clicks |
Performance of opt-in request message | “SOI” to DOI rate
= total double opt-ins/# times opt-in flow was triggered |
| - opt-in via journeys | - Flow analytics: triggered flows
- Flow analytics: opt-in accepted button clicks |
TYP
Analysis Goal | Metric & calculation | Non-charles input | charles setup requirements | charles data |
Performance of full TYP flow | Orders to DOI rate
= total double opt-ins/total orders |
| - chat-in specific opt-in status OR - opt-in via journeys | - opt-ins per time span
OR
- Flow analytics: opt-in accepted button clicks
- order count |
Performance of TYP widget | Orders to SOI rate =total single opt-in/total orders |
| - opt-in via journeys | - Flow analytics: opt-in accepted button clicks
- order count |
Performance of opt-in request message | “SOI” to DOI rate
= total double opt-ins/# times opt-in flow was triggered |
| - opt-in via journeys | - Flow analytics: triggered flows
- Flow analytics: opt-in accepted button clicks |
Analysis Goal | Metric & calculation | Non-charles input | charles setup requirements | charles data |
Potential of sending email chat-in | Current subscriber rate
= total charles opt-ins/email opt-ins | - number of email subscribers |
| - charles opt-ins/email opt-ins |
Performance of full opt-in flow | Recipients to DOI rate
= total double opt-ins/total recipients of email with chat-in |
| - opt-in via journeys | - FA: opt-in accepted button clicks
- order count |
Appeal of email | Click rate
= clicks on WA.ME Link/email recipients | - recipients
- email clicks |
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Expectation management in email (How many people who click on WA.ME link also send the first message) | Clicks to SOI rate
= opt-in flows triggered/popup clicks | - email clicks | - opt-in via journeys | - FA: triggered flows |
Performance of opt-in request message | “SOI” to DOI rate
= total double opt-ins/# times opt-in flow was triggered |
| - opt-in via journeys | - FA: triggered flows
- FA: opt-in accepted button clicks |
Performance of opt-in accepted message | Revenue per Recipient
= total revenue/# of people who received opt-in accepted message |
| - opt-in via journeys | - FA: opt-in accepted CTA clicks |
Monetary performance of full opt-in flow | Revenue per email recipient Revenue per submit | - email recipients
- email clicks
if no updates + GA: - Revenue from flow | - opt-in via journeys
- marketing update based flow
- GA integrated | - FA: flow revenue (not time based or manually adding days) |
Social media
Analysis Goal | Metric & calculation | Non-charles data input | charles setup requirements | charles data |
Potential of doing social media chat-in | Current subscriber rate
= total charles opt-ins/social followers | - number of social followers |
| - charles opt-ins/social followers |
Performance of full opt-in flow | Followers to DOI rate = total double opt-ins/total followers
Impressions to DOI rate = total double opt-ins/story impressions |
| - opt-in via journeys | - FA: opt-in accepted button clicks
- order count |
Appeal of social post | Click rate
= clicks on WA.ME Link/email recipients | - recipients
- social clicks |
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Expectation management on socials (How many people who click on WA.ME link also send the first message) | Clicks to SOI rate
= opt-in flows triggered/popup clicks | - social clicks | - opt-in via journeys | - FA: triggered flows |
Performance of opt-in request message | “SOI” to DOI rate
= total double opt-ins/# times opt-in flow was triggered |
| - opt-in via journeys | - FA: triggered flows
- FA: opt-in accepted button clicks |
Monetary performance of opt-in accepted message | Revenue per Recipient
= total revenue/# of people who received opt-in accepted message | if no updates + GA:
- Revenue from flow | - opt-in via journeys
- marketing update based flow
- GA integrated | - FA: RpR
OR - revenue data - FA: opt-in accepted received |
Monetary performance of full opt-in flow | Revenue per impression
Revenue per submit | - post impressions - social clicks
if no updates + GA: - Revenue from flow | - opt-in via journeys
- marketing update based flow
- GA integrated | - FA: flow revenue (not time based or manually adding days) |