Marketing setup

Marketing reports need the Interact performance tables in Data mapping: campaign mapping, channel metrics, sessions, conversions, and orders. Map order lines and products as well for Product Performance. Then open Settings → Marketing (organisation admins).

Tab	Use it for
General	Default date range, which user group can open Marketing, assistant agent on the reports.
Data & Processing	Daily job: performance tables → attribution (if on) → anomalies (if on). Run a full refresh after remapping history.
Conversions	Conversion types in reports; mark which is a purchase.
Attribution	Enable models, default model, lookback (30–180 days), Device-ID vs Device-ID + User-ID, max journey length, restart after conversion, collapse back-to-back same channel, junk channels, direct paths, sessionless events.
Products	Classification cadence, value metric, and scoring thresholds.
Anomalies	Daily KPI detection and whether to create intelligence events.
Custom metrics / dimensions	Extra warehouse fields from `custom_params`.
KPIs	Which metrics appear on the KPIs page, plus paid campaign indicator rules.

Data-driven weights apply to new conversions after a refit. Recompute the past with a full refresh under Data & Processing. The campaign tracking parameter is under Info & support → URL parameters, not this settings page.

Agents

Marketing

Intelligence

Teamwork

Workspace

Deprecated