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Attribution
 Playbook
Contents

Marketing attribution in Google Analytics      4

Plan your approach to attribution              5

Select your attribution models                 6

Start modeling in Google Analytics             8

Build customized models to fit your business   10

Apply what you’ve learned                      12

Attribution in action                          13

Checklist for success                          14




                                                     —3—
Marketing attribution
in Google Analytics
Savvy marketers understand that you don’t capture your audience with just
one message, just one picture, or just one perfectly placed advertisement.
It’s a complex process of planting the seed, nurturing it, and finally harvesting
the fruits of your marketing efforts.

Before your customers buy or convert, they may see many different parts
of your online marketing campaign – including paid and organic search, email,
affiliate marketing, display ads, mobile placements, and more. Each of these
elements has an impact on your results.

With marketing attribution modeling, you can assign value to all of the
factors that contributed to a sale. When done well, it can help you to make
better decisions about the future. Yet how do you know which models to
use, or how much credit to assign?

In this playbook, we’ll explore common attribution models and share some
thoughts on how to get started with Attribution Modeling in Google Analytics.
You’ll learn how to quickly build, customize, and compare models, so you can
get the most out of your marketing programs.



Bill Kee
Product Manager, Google Analytics




—4—
Plan your approach to attribution

Like any analysis tool, Attribution       1.	 Start by identifying your marketing goals. Are you focused on branding and
Modeling is most effective when you           awareness, lead generation, developing new business, or repeat business?
have a clear goal: define your analysis       Are your current campaigns meeting these objectives?
questions, and make a plan for what
you learn.                                2.	 Develop a basic outline for your customer journey, including path length,
                                              time to conversion, and the relevant marketing channels. You can find this
                                              information in the Multi-Channel Funnels reports in Google Analytics. Look
                                              for key details: does the path differ based on the first touchpoint? Does it
                                              differ by order size or product category?

                                          3.	 Think about how you assign credit to these interactions today – even
                                              if you’re new to attribution modeling, you surely have some sort of
                                              intuitive model. What would happen if you valued interactions in the
                                              path differently?

                                          4.	 Define the role and expected impact of each campaign element. When
                                              you start modeling, check whether the models match or contradict
                                              your expectations.

                                          5.	 Plan your next steps. If you learn that a certain campaign, source,
                                              or interaction is performing differently than expected, will you be able
                                              to take action to change it?

                                          Once you’ve identified your analysis questions, you should explore different
                                          attribution models and determine which are best suited to your marketing
                                          goals. It’s important to compare multiple models to learn about different
                                          aspects of your marketing program.




                                                                                                                     —5—
Select your attribution models

Start with these commonly used
models, then compare and customize
to best reflect your campaign goals.




Last Interaction                           First Interaction                         Linear
The Last Interaction model attributes      The First Interaction model attributes    The Linear model gives equal
100% of the conversion value to the        100% of the conversion value to the       credit to each channel interaction
last channel with which the customer       first channel with which the customer     on the way to conversion. This model
interacted before buying or converting.    interacted. This model can help you       might be used if your campaigns
This model is extremely common –           understand which campaigns create         are designed to maintain contact
most likely you’re already using some      initial awareness. For example, if your   and awareness with the customer
version of it – so it’s a great baseline   brand is not well known, you may          throughout the entire sales cycle.
for comparison with other models.          value keywords or channels that first     In this case, each touchpoint is
                                           exposed customers to the brand.           equally important during the
                                                                                     consideration process.

                                   100%       100%




                                                                                        20%    20%     20%      20%    20%




            last click takes all                       first click takes all                    linear (equal credit)




—6—
Each of these models has different characteristics. The best
results will come from a comparison of multiple models and
experimentation to confirm your findings.




Position Based                               Time Decay                               Customized
The Position Based model allows              The Time Decay model assigns             A Customized model allows you
you to assign credit based on position       the most credit to touchpoints           to more accurately reflect your
in the customer journey. The first           that occurred nearest to the time        marketing programs. With Attribution
position highlights campaigns that           of conversion. If the sales cycle        Modeling in Google Analytics, you can
introduce customers, while the               involves only a short consideration      easily create custom credit weightings
last emphasizes those that close             phase – for example if you’re running    based on position (first, last, middle,
conversions. This model can be               a one or two-day promotion – then        assist), touchpoint type (click or direct
used to give more credit to those            interactions that occurred a week        visit), and campaign or traffic source
interactions, or to assign customized        earlier would have less value than       (campaign, keyword, and more).
weights according to position.               those during the promotion window.



   30%      10%     10%     10%        40%       5%    10%      15%       25%   45%       5%     25%      15%       45%   10%




         weighted by funnel position                         time decay                                customized




                                                                                                                          —7—
Start modeling in Google Analytics

Now that you’ve planned your           1.	 Ensure that you have Goals or Ecommerce tracking set up in Google
approach and learned about the             Analytics, and check that these reflect your campaign objectives.
common attribution models, it’s time       The Attribution Modeling tool will automatically pull in this data.
to begin modeling and analyzing.
                                       2.	 Find the Attribution Modeling tool in the Conversions  Multi-Channel
                                           Funnels section of Google Analytics.

                                       3.	 Select your model type. The first model you choose should be the one
                                           you use most often today – usually last interaction.

                                       4.	 Review the data table: you’ll see how many conversions and how much
                                           value the model credits to different channels, referral sources, campaigns,
                                           or other dimensions.

                                       5.	 Choose another model for comparison; you can use a standard model
                                           or create a customized model. View up to three models at a time.

                                       6.	 Compare the conversion values for your models using the percentage
                                           change column. Sort this column to see which channels, referrals, or
                                           campaigns gained or lost the most value.

                                       7.	 Pay attention to big changes in value: for example, you may find a certain
                                           keyword or display advertisement shows low revenue value under the last
                                           interaction model, but receives more credit under another model.

                                       8.	 Consider taking action. You may wish to change bidding strategies, move
                                           ad placements, adjust affiliate payments, or update your landing pages
                                           to get the maximum benefit out of strong keywords and channels and to
                                           increase the value of low performers.




—8—
handy metrics to quickly
select your                         compare up to three          evaluate differences
model type                         models simultaneously           between models




               see all your most                           values for each channel will change
              important channels                           based on models chosen: instantly
                                                            see value differences side by side




       See the “Apply what you’ve learned”
       section of this playbook for ideas
       on how to act on your analysis.

                                                                                                 —9—
Build customized models
to fit your business
                                            1.	 From the model drop-down menu, select “create new.” Name your
                                                model and choose a baseline model to customize – Linear, Time Decay,
                                                or Position Based.

                                            2.	 Define conditions to identify specific touchpoints in the conversion path
                                                based on position (first, last, middle, assist), touchpoint type (click or direct
                                                visit), and campaign or traffic source (campaign, keyword, and more).

                                            3.	 Assign credit weighting rules to these touchpoints.




 Sample customizations

 •	   Adjust credit to a channel, such as display or search,     •	   Adjust credit based on timing, for example by
      based on the different role these channels play in              customizing the time decay model to give more
      your customer’s path.                                           weight to interactions closer in time to conversion.


 •	   Adjust credit based on position, for example               •	   Give credit to the upper funnel, for example by
      increasing credit to a first touchpoint since it                increasing the weight of social interactions for the
      was influential in introducing the customer to                  value they have in generating initial awareness.
      your product.
                                                                 •	   Correct for last click bias, for example by
 •	   Adjust credit based on site engagement, for                     discounting branded keywords when they are
      example by giving no credit to a search click that              the last interaction. These clicks may be more
      results in a bounce, or by increasing credit for                navigational in nature and could be taking credit
      referrals that lead to more than 5 minutes spent                from interactions that did more work bringing
      on your site.                                                   a new customer to your site.




— 10 —
define conditions to assign customized values
                         choose a baseline model     based on characteristics such as position,
                            for customization           traffic source and touch point type




select “create new” to open
 the custom model builder




                                                                                               — 11 —
Apply what you’ve learned

Don’t get stuck trying to build    For example, attribution modeling might lead you to:
the “perfect model”. Take action   •	   Reallocate Budget: Strengthen campaigns along the most profitable
on what you’ve learned.                 position in the purchase funnel.


                                   •	   Adjust Affiliate Payments: Consider building affiliate programs that
                                        compensate partners for the value that their referral provides to your
                                        business. For instance, some advertisers give more credit to affiliates
                                        that bring in new customers and provide awareness in the upper-funnel
                                        vs. those that simply offer coupon codes to customers who are ready
                                        to purchase.


                                   •	   Revise CPA (cost-per-acquisition) figures: Better reflect the true
                                        contribution of your marketing activities to the whole consumer journey.


                                   •	   Reduce Time-to-Conversion: Look for opportunities to improve the
                                        efficiency of your conversion path and reduce the number of paid clicks
                                        required to drive a purchase. For example, provide price guarantees so
                                        customers don’t have to price shop, quick coupon codes, or more detailed
                                        product information so they don’t have to look elsewhere.


                                   •	   Reschedule campaigns: Change the timing of particular campaign types,
                                        such as email promotions.


                                   •	   Update Landing Pages: Customers coming in through various channels and
                                        keywords are often at different points in their purchase decision-making.
                                        If you learn that particular keywords have lower-than-expected conversion
                                        value, you can design landing pages that will better reflect their stage in the
                                        purchase process.


                                   •	   Keep Testing: Experiment with new keywords or campaigns to compensate
                                        for weak spots in your purchase funnel.



— 12 —
Attribution in action

The challenge
A mid-sized electronics retailer out of the eastern United States wanted to
expand their customer base. Their branded search keywords were performing
well, but their awareness campaigns seemed less effective.

Understanding the customer journey
Reviewing conversion paths for the past six months, they found that many
customers that converted had clicked on generic terms before searching for
their brand closer to purchase. Similarly, display ad clicks tended to precede
direct visits.

Yet these campaigns were showing a very high cost-per-acquisition (CPA).
Since the team had been using a last click attribution model, the keywords
and display ads driving customers early in the purchase process received
almost no credit.

Building models
With the Attribution Modeling Tool, the team defined a set of models that
assigned value to upper funnel interactions. One model gave less credit to
branded keywords. Another increased credit for first and last interactions.
These models identified keywords and display ads that received credit for
significantly more revenue than under the last click model.

Testing and results
The team took the biggest winners from each model and ran a test –
increasing bids and coverage in select geographies. From the tests, they
saw that neither model was perfect, but one did a better job of predicting
outcomes – and they saw an overall increase in conversions at lower CPAs.

Next steps
The team used their findings to construct a new set of assumptions, creating
new models to test so they could continue to refine their marketing programs.

                                                                                 — 13 —
Checklist for success




Compare and Customize:                  Experiment and Iterate:                 Sanity Check:
There is no one size fits all model.    If you discover new opportunities       Beware of other limitations to
Google recommends comparing             through modeling, run some              online metrics – such as failing
different models and adjusting credit   experimental campaigns and try out      to capture the impact of multi-
weightings based on your specific       different marketing strategies to see   device use, or offline sales – and
business needs. And remember that       what effect this has on conversions.    seek to compensate for these
you’ll use different types of models    Then repeat the whole process.          in your final analysis.
for different types of campaigns.       Make sure your models don’t simply
                                        validate your current theories.




Collaborate with Peers:                 Understand the Limitations:             Embrace the Opportunity:
One of the great impediments to         Attribution will not answer every       Today’s new methods for looking
successful attribution modeling is      question. If different models give      beyond the last click are powerful
a siloed marketing organization.        you contradictory views of your         even if they’re not prescriptive.
Check in with colleagues to make        media performance and you cannot        So start experimenting, and don’t
sure your models and experiments        decide which to believe, then look      get stuck with an incomplete
are aligned across departments.         for evidence – by running tests or      picture of your customer journey.
                                        conducting market research – to help
                                        you decide.




                                        To get started, visit www.google.com/analytics
— 14 —
www.google.com/analytics



  © 2012 Google Inc. All rights reserved. Google and the Google logo are
trademarks of Google Inc. All other company and product names may be
trademarks of the respective companies with which they are associated.

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Attribution playbook

  • 2. Contents Marketing attribution in Google Analytics 4 Plan your approach to attribution 5 Select your attribution models 6 Start modeling in Google Analytics 8 Build customized models to fit your business 10 Apply what you’ve learned 12 Attribution in action 13 Checklist for success 14 —3—
  • 3. Marketing attribution in Google Analytics Savvy marketers understand that you don’t capture your audience with just one message, just one picture, or just one perfectly placed advertisement. It’s a complex process of planting the seed, nurturing it, and finally harvesting the fruits of your marketing efforts. Before your customers buy or convert, they may see many different parts of your online marketing campaign – including paid and organic search, email, affiliate marketing, display ads, mobile placements, and more. Each of these elements has an impact on your results. With marketing attribution modeling, you can assign value to all of the factors that contributed to a sale. When done well, it can help you to make better decisions about the future. Yet how do you know which models to use, or how much credit to assign? In this playbook, we’ll explore common attribution models and share some thoughts on how to get started with Attribution Modeling in Google Analytics. You’ll learn how to quickly build, customize, and compare models, so you can get the most out of your marketing programs. Bill Kee Product Manager, Google Analytics —4—
  • 4. Plan your approach to attribution Like any analysis tool, Attribution 1. Start by identifying your marketing goals. Are you focused on branding and Modeling is most effective when you awareness, lead generation, developing new business, or repeat business? have a clear goal: define your analysis Are your current campaigns meeting these objectives? questions, and make a plan for what you learn. 2. Develop a basic outline for your customer journey, including path length, time to conversion, and the relevant marketing channels. You can find this information in the Multi-Channel Funnels reports in Google Analytics. Look for key details: does the path differ based on the first touchpoint? Does it differ by order size or product category? 3. Think about how you assign credit to these interactions today – even if you’re new to attribution modeling, you surely have some sort of intuitive model. What would happen if you valued interactions in the path differently? 4. Define the role and expected impact of each campaign element. When you start modeling, check whether the models match or contradict your expectations. 5. Plan your next steps. If you learn that a certain campaign, source, or interaction is performing differently than expected, will you be able to take action to change it? Once you’ve identified your analysis questions, you should explore different attribution models and determine which are best suited to your marketing goals. It’s important to compare multiple models to learn about different aspects of your marketing program. —5—
  • 5. Select your attribution models Start with these commonly used models, then compare and customize to best reflect your campaign goals. Last Interaction First Interaction Linear The Last Interaction model attributes The First Interaction model attributes The Linear model gives equal 100% of the conversion value to the 100% of the conversion value to the credit to each channel interaction last channel with which the customer first channel with which the customer on the way to conversion. This model interacted before buying or converting. interacted. This model can help you might be used if your campaigns This model is extremely common – understand which campaigns create are designed to maintain contact most likely you’re already using some initial awareness. For example, if your and awareness with the customer version of it – so it’s a great baseline brand is not well known, you may throughout the entire sales cycle. for comparison with other models. value keywords or channels that first In this case, each touchpoint is exposed customers to the brand. equally important during the consideration process. 100% 100% 20% 20% 20% 20% 20% last click takes all first click takes all linear (equal credit) —6—
  • 6. Each of these models has different characteristics. The best results will come from a comparison of multiple models and experimentation to confirm your findings. Position Based Time Decay Customized The Position Based model allows The Time Decay model assigns A Customized model allows you you to assign credit based on position the most credit to touchpoints to more accurately reflect your in the customer journey. The first that occurred nearest to the time marketing programs. With Attribution position highlights campaigns that of conversion. If the sales cycle Modeling in Google Analytics, you can introduce customers, while the involves only a short consideration easily create custom credit weightings last emphasizes those that close phase – for example if you’re running based on position (first, last, middle, conversions. This model can be a one or two-day promotion – then assist), touchpoint type (click or direct used to give more credit to those interactions that occurred a week visit), and campaign or traffic source interactions, or to assign customized earlier would have less value than (campaign, keyword, and more). weights according to position. those during the promotion window. 30% 10% 10% 10% 40% 5% 10% 15% 25% 45% 5% 25% 15% 45% 10% weighted by funnel position time decay customized —7—
  • 7. Start modeling in Google Analytics Now that you’ve planned your 1. Ensure that you have Goals or Ecommerce tracking set up in Google approach and learned about the Analytics, and check that these reflect your campaign objectives. common attribution models, it’s time The Attribution Modeling tool will automatically pull in this data. to begin modeling and analyzing. 2. Find the Attribution Modeling tool in the Conversions Multi-Channel Funnels section of Google Analytics. 3. Select your model type. The first model you choose should be the one you use most often today – usually last interaction. 4. Review the data table: you’ll see how many conversions and how much value the model credits to different channels, referral sources, campaigns, or other dimensions. 5. Choose another model for comparison; you can use a standard model or create a customized model. View up to three models at a time. 6. Compare the conversion values for your models using the percentage change column. Sort this column to see which channels, referrals, or campaigns gained or lost the most value. 7. Pay attention to big changes in value: for example, you may find a certain keyword or display advertisement shows low revenue value under the last interaction model, but receives more credit under another model. 8. Consider taking action. You may wish to change bidding strategies, move ad placements, adjust affiliate payments, or update your landing pages to get the maximum benefit out of strong keywords and channels and to increase the value of low performers. —8—
  • 8. handy metrics to quickly select your compare up to three evaluate differences model type models simultaneously between models see all your most values for each channel will change important channels based on models chosen: instantly see value differences side by side See the “Apply what you’ve learned” section of this playbook for ideas on how to act on your analysis. —9—
  • 9. Build customized models to fit your business 1. From the model drop-down menu, select “create new.” Name your model and choose a baseline model to customize – Linear, Time Decay, or Position Based. 2. Define conditions to identify specific touchpoints in the conversion path based on position (first, last, middle, assist), touchpoint type (click or direct visit), and campaign or traffic source (campaign, keyword, and more). 3. Assign credit weighting rules to these touchpoints. Sample customizations • Adjust credit to a channel, such as display or search, • Adjust credit based on timing, for example by based on the different role these channels play in customizing the time decay model to give more your customer’s path. weight to interactions closer in time to conversion. • Adjust credit based on position, for example • Give credit to the upper funnel, for example by increasing credit to a first touchpoint since it increasing the weight of social interactions for the was influential in introducing the customer to value they have in generating initial awareness. your product. • Correct for last click bias, for example by • Adjust credit based on site engagement, for discounting branded keywords when they are example by giving no credit to a search click that the last interaction. These clicks may be more results in a bounce, or by increasing credit for navigational in nature and could be taking credit referrals that lead to more than 5 minutes spent from interactions that did more work bringing on your site. a new customer to your site. — 10 —
  • 10. define conditions to assign customized values choose a baseline model based on characteristics such as position, for customization traffic source and touch point type select “create new” to open the custom model builder — 11 —
  • 11. Apply what you’ve learned Don’t get stuck trying to build For example, attribution modeling might lead you to: the “perfect model”. Take action • Reallocate Budget: Strengthen campaigns along the most profitable on what you’ve learned. position in the purchase funnel. • Adjust Affiliate Payments: Consider building affiliate programs that compensate partners for the value that their referral provides to your business. For instance, some advertisers give more credit to affiliates that bring in new customers and provide awareness in the upper-funnel vs. those that simply offer coupon codes to customers who are ready to purchase. • Revise CPA (cost-per-acquisition) figures: Better reflect the true contribution of your marketing activities to the whole consumer journey. • Reduce Time-to-Conversion: Look for opportunities to improve the efficiency of your conversion path and reduce the number of paid clicks required to drive a purchase. For example, provide price guarantees so customers don’t have to price shop, quick coupon codes, or more detailed product information so they don’t have to look elsewhere. • Reschedule campaigns: Change the timing of particular campaign types, such as email promotions. • Update Landing Pages: Customers coming in through various channels and keywords are often at different points in their purchase decision-making. If you learn that particular keywords have lower-than-expected conversion value, you can design landing pages that will better reflect their stage in the purchase process. • Keep Testing: Experiment with new keywords or campaigns to compensate for weak spots in your purchase funnel. — 12 —
  • 12. Attribution in action The challenge A mid-sized electronics retailer out of the eastern United States wanted to expand their customer base. Their branded search keywords were performing well, but their awareness campaigns seemed less effective. Understanding the customer journey Reviewing conversion paths for the past six months, they found that many customers that converted had clicked on generic terms before searching for their brand closer to purchase. Similarly, display ad clicks tended to precede direct visits. Yet these campaigns were showing a very high cost-per-acquisition (CPA). Since the team had been using a last click attribution model, the keywords and display ads driving customers early in the purchase process received almost no credit. Building models With the Attribution Modeling Tool, the team defined a set of models that assigned value to upper funnel interactions. One model gave less credit to branded keywords. Another increased credit for first and last interactions. These models identified keywords and display ads that received credit for significantly more revenue than under the last click model. Testing and results The team took the biggest winners from each model and ran a test – increasing bids and coverage in select geographies. From the tests, they saw that neither model was perfect, but one did a better job of predicting outcomes – and they saw an overall increase in conversions at lower CPAs. Next steps The team used their findings to construct a new set of assumptions, creating new models to test so they could continue to refine their marketing programs. — 13 —
  • 13. Checklist for success Compare and Customize: Experiment and Iterate: Sanity Check: There is no one size fits all model. If you discover new opportunities Beware of other limitations to Google recommends comparing through modeling, run some online metrics – such as failing different models and adjusting credit experimental campaigns and try out to capture the impact of multi- weightings based on your specific different marketing strategies to see device use, or offline sales – and business needs. And remember that what effect this has on conversions. seek to compensate for these you’ll use different types of models Then repeat the whole process. in your final analysis. for different types of campaigns. Make sure your models don’t simply validate your current theories. Collaborate with Peers: Understand the Limitations: Embrace the Opportunity: One of the great impediments to Attribution will not answer every Today’s new methods for looking successful attribution modeling is question. If different models give beyond the last click are powerful a siloed marketing organization. you contradictory views of your even if they’re not prescriptive. Check in with colleagues to make media performance and you cannot So start experimenting, and don’t sure your models and experiments decide which to believe, then look get stuck with an incomplete are aligned across departments. for evidence – by running tests or picture of your customer journey. conducting market research – to help you decide. To get started, visit www.google.com/analytics — 14 —
  • 14. www.google.com/analytics © 2012 Google Inc. All rights reserved. Google and the Google logo are trademarks of Google Inc. All other company and product names may be trademarks of the respective companies with which they are associated.