FAQs on Marketing Attribution

FAQs on Marketing Attribution

1. Can I assign touchpoints to custom modules?

The touchpoints are the campaigns that you run. So every campaign, whether it is conducted on the records present in the standard module or custom module, will always be stored in the Campaigns module.
Whenever you configure an attribution model, all the existing campaigns will be considered for ROI calculation. Read more about setting up the attribution model.

2. Can the ROI weightage be given based on the Lead Source?

No, the weightage is given to the type of campaign.
If you think a particular campaign has more contribution towards conversion or deal closure, then you can manually adjust the ROI weightage, so that a higher percentage is ascribed to that campaign. 

3. What do attribution models do?

Marketing campaigns can run for weeks or months before the customers decide to make a purchase or do business with you. You need to understand which campaign drives the customer towards deciding to make a purchase and which one had the least impact on their buying pattern so that you can channel your marketing revenue to the right campaign.

The marketing attribution models can help you in identifying the profitable campaigns through reports like:

  • Top revenue generating campaign

  • Leads generated based on type of campaign

  • Conversions based on type of campaign

Based on these insights, you can stop conducting the campaigns that don't add value to your conversions.

Zoho CRM provides six models: 
First touch, last touch, U shape, W shape, linear, and time decay.

4. How can I exclude a campaign from the ROI calculation?

Only for the linear model there is an option to define the weightage for each campaign. The revenue will be ascribed to the campaigns based on the value that you enter. Also, you can exclude those campaigns that you think did not have major contribute on winning the deal. Read more on how to exclude campaigns.

5. Can I configure different attribution models for different campaigns?

No, you cannot use different models for different campaigns, because the attribution model works on the entire sales stage and takes into account all the campaigns that participated in one sales cycle. As a result, the model that you choose will be applied to all the campaigns. However, if you want to exclude some campaigns from the model, you can use the linear model of attribution.
We recommend that you experiment with two or more models and decide which is the most suitable one based on the distribution of ROI before finalizing your selection of an attribution model.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Marketing Attribution

                                                                                                                Why do Businesses Need Marketing Attribution? Marketing campaigns play a crucial role in any business, as they help one ensure a better consumer reach and awareness. Most companies prefer integrated campaigns since multiple channels ascertain much ...
                                                                                                              • Marketing Attribution

                                                                                                                Analyze, understand, and measure your marketing campaigns in Zoho CRM ​ Help guide: Marketing Attribution
                                                                                                              • FAQs: Segmentation

                                                                                                                1. What are the benefits of segmentation? Segmentation allows you to classify your customer base depending on the way they interact with your company. It gives you a platform to take cues from their buying pattern and categorize them into different ...
                                                                                                              • FAQs: SalesInbox

                                                                                                                What is SalesInbox? SalesInbox in Zoho CRM is a feature specifically designed to prioritize and organize emails based on the CRM data that is most relevant to salespeople. It automatically sorts incoming emails into relevant CRM categories, such as ...
                                                                                                              • FAQs: Cadences

                                                                                                                What are Cadences? Cadences are a new tool in customer relationship management that changes the way businesses talk to their customers. It helps businesses make their marketing and sales plans better by being very precise and personal. This tool lets ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources