Vendor Reporting Training

Channel99 Vendors Section Tutorial – Step-by-Step Instructions

1. Access the Vendors Section

• Open Channel99.
• Click the "Vendors" icon in the main left-side navigation menu.

2. Use the AI Assistant

• At the top of the Vendors page, find the AI Assistant.
• Ask questions or request recommendations about:
  • Vendor improvements.
  • Campaign pixels.
  • Analysis-based optimizations.
• Try it with your own organization’s data for tailored insights.

3. Customize your Vendors Page View

• Use the date selector to choose a reporting period.
• Use audience selection to pick the target audience (TAM or custom audience).
• Use sharing options to:
  • Schedule recurring report deliveries.
  • Set goal notifications for yourself or other registered Channel99 users.
• Remember: Changing the audience affects metrics and vendor scoring.

4. Review Primary Metrics

• View:
  • Total Visits.
  • Selected Audience Visits.
  • Engaged Companies (for selected audience).
  • Pipeline Influence.
  • Closed Won Influence data.
• Note: Metrics include indicators showing previous period performance and % change.
• Selected Audience data defaults to platform audience or TAM, based on settings.

5. Use the "Visits by Vendor" Table

• Open the options menu to:
  • Apply advanced filtering.
  • Open the Metrics Selection tab to add, remove, or rearrange metrics.
• Click the Info Icon beside each metric to see its definition.
• Scroll down for Non-Digital Channels and Vendor Scoring.

6. Review Non-Digital Events

• View CRM-imported offline events such as:
  • Leads.
  • Webinars.
  • Other events in Salesforce or HubSpot.
• Observe view-through visits (website visits after offline events like dinners or webinars).
• This connects offline channels with online activity.

7. Understand the Channel99 Fit Score

• Check the Fit Score for each audience to identify top-performing vendors.
• Audience name and company count appear beside the Fit Score title.
• Change the audience at the top right dropdown or create one in the Audiences section.

8. View Single Vendor Details

• Click a Vendor Name in the Visits by Vendor table.
• Review:
  • Top primary metrics.
  • Visit trends table (toggle between raw visits and % of total).
  • Activate/deactivate data elements in the chart legend to focus on specific types.

9. Analyze Return on Marketing Spend

• Compare:
  • Industry average benchmark for the channel.
  • Your company’s channel average.
  • Vendor’s Return on Marketing Spend (ROMs) for the time period.
• View visit distribution by type:
  • Audience segment visits.
  • Other company visits.
  • Bot traffic.
• Calculate visit efficiency: Audience Visits ÷ Total Visits (%).

10. Review Vendor Campaigns

• Scroll to the bottom for a list of campaigns linked to the vendor.
• If empty:
  • Integrate vendor under Settings → Integrations.
  • Note: Some vendors (like Direct Traffic or Organic Sources) may not have campaigns.

11. Continue Optimization

• Monitor for upgrades to Vendor reporting over time.
• Use the AI Assistant to fine-tune vendor mix for specific audiences.