EF Helpdesk

Learn how to use the On Hold Conversions Report to track and manage delayed conversions based on return periods, ensuring accurate revenue tracking and payout timing.

Overview

The On Hold Conversions Report allows you to manage Conversions with a preset timer, seeing when the Conversion becomes realized.

This feature, in general, is particularly useful for e-commerce businesses with return policies, as it prevents premature approval of Conversions before the return period ends.

In this guide, we'll walk you through accessing and interpreting the On Hold Conversions Report, using examples relevant to online retailers.

Key Features

The On Hold Conversions Report helps you:

Track Conversions currently on hold, approved, or rejected
Manage Conversion timelines based on your return policies
Ensure Conversions become payable at the right time
Gain visibility on future Conversions

Imagine you're running Dream Boat, an online store selling diving and snorkeling equipment.

With the On Hold Conversions Report, you can set a timer for Conversions based on your 30-day return policy, ensuring you only approve Conversions after the return window on the equipment has closed.

Finding the Report

In your Everflow dashboard, navigate to the left-side menu

and Reporting section in the main menu.

Select On Hold from the reporting options.

Interpreting the Results

The On Hold Conversions Report provides a comprehensive view with the following key features:

Date range selector for filtering Conversions

Summary section showing total Conversions, approved, rejected, and currently On Hold

Detailed report with columns for:

On Hold Conversion ID

On Hold Conversion Status

On Hold Period End

Conversion Status

Date

Click Date

Delta (time difference)

Offer

Partner

Advertiser

Partner Manager

Account Manager

Revenue

Revenue Type

Payout

Payout Type

Conversion IP

Session IP

Transaction ID

Adv 1-5

Brand

Browser

Carrier

And more!

You can perform various actions directly from the report interface, such as:

Viewing Conversion details, history, and Click details:

Access in-depth information about each Conversion by selecting View Conversion Details from the row menu.

View the history of changes made to a Conversion by selecting View History from the row menu.

Analyze the associated Click data by choosing View Click Details.

Accessing Offer, Advertiser, and Partner information:

Quickly access related information by selecting View Offer, View Advertiser, or View Partner from the row menu.

Approving or Rejecting Conversions (if necessary):

Change the status of a Conversion (e.g., Set As Rejected) directly from the report.

Viewing the Flowchart for a Conversion:

Click the vertical dots

at the end of any row and selecting View Flowchart.

The Flowchart provides a visual representation of the Click-to-Conversion journey, showing the Partner, Everflow, and Advertiser sections.

Use the Flowchart to understand the timeline between Click and Conversion, identify any issues in the Conversion process, and analyze the effectiveness of different traffic sources.

When a Conversion is realized, the flowchart will display both On Hold and realized Conversion.

Understanding Conversion Statuses

When using On Hold Conversions, you may encounter the following statuses:

Conversion Status

Description

On Hold

The conversion is within the specified holding period and is awaiting approval.

Approved

After the holding period, if the Conversion meets all criteria and hasn't been manually rejected, it will be automatically approved. Conversions can also be manually approved before the holding period ends.

Rejected

Conversions can only be manually rejected, typically when a customer returns a product or an order has been canceled/refunded. Conversions are not automatically rejected after the holding period.

Types of Conversion statuses found in the On Hold report.

A Real-Life Example

Let's say Dream Boat online shop has a 30-day return policy for all diving and snorkeling gear.

Here's how you might use the On Hold Conversions Report to manage this:

Set up On Hold Conversions

Configure your Conversion tracking to place Conversions on hold for 30 days

This ensures no Conversions are prematurely approved during the return window

[Click here for a detailed guide]

Monitor the Report

Regularly check the On Hold Conversions Report to see which conversions are on hold, approved, or rejected

Filter the report to focus on specific time periods, Offers, or Partners

Use the Flowchart to visualize the Click-to-Conversion journey for specific Conversions

Take Action

If a customer returns an order within the 30-day window, manually reject the corresponding Conversion

If a customer confirms they're keeping the product before the 30-day window ends, you can manually approve the Conversion

After the 30-day return window closes, the remaining On Hold Conversions will be automatically approved

By using the On Hold Conversions Report to manage your return policy, you can ensure accurate revenue tracking, avoid paying out for returned orders, and gain a clear view of your future conversions.