Instantly uncover deep insights with SegMetrics Essentials

Vanessa Copley

As marketers, we’re constantly slammed with a mile-long to-do list. And the popular marketing tools we all use and love only add to the issue, requiring extensive courses followed by hours of digging through tables.

To make it worse, all the numbers these tools give you are only a partial view of your marketing. They rarely tell you how different types of customers move through your funnels, especially if you have long nurture sequences and prefer to warm people up gradually.

Get essential details on every part of your business

With SegMetrics Essentials you can wave goodbye to that pain.

SegMetrics Essentials is a collection of reporting tools, dynamically customized for your business, each focused on a specific step of the marketing journey. To get started, all you need to do is authorize the integrations and answer a few questions about your business. 

Our algorithms take care of the rest.

SegMetrics uses our 7D Tracking technology to gather your full customer data. Our 7D tracking looks at everything from ad clicks to webinar tags and website visitors to repeat purchase rates.

Six dynamic reports for your business​

1. Multi-Touch Attribution Reporting

View the full lifetime revenue associated with any of your ad campaigns with our Multi-Touch Attribution report. SegMetrics goes beyond initial goals such as lead magnet downloads, attributing every purchase no matter how long the funnel.

Multi-Touch Journey Attribution combines traffic sources that resulted in an opt-in or conversion, looking at the overlap of different sources, and how many touches it takes to get to a conversion.  These insights can help you understand your funnels, know what to fix your funnel, increase conversion speed, and optimize for maximum ROI.

2. Web Attribution Reporting​

See how your different channels work together to bring in revenue. Web attribution is our main web report. Allows you to break down your traffic and conversion by different attribution models, see how your campaigns perform and get the ROI you need to optimize your top-of-funnel marketing.

You also get a true insight into new vs returning traffic. SegMetrics is able to identify if a visitor is already in your contact database, not just whether they still have a cookie from their last visit.

3. Customer Journey Reporting​

SegMetrics ties together all the data from your website, email platform, and payment processor, to give you a truthful reflection of your customer journeys. You get a clear report of how visitors are moving through each stage. The Customer Journey report helps you analyze the path from ‘Awareness’ to ‘Initial Purchase’ and ‘Returning Customer,’ along with the velocity of those conversions.

It follows the standard Awareness, Acquisition, Engagement, Purchase, and Returning stages, and breaks those stats down so you can find the traffic sources and customer segments that perform the best in your marketing.

This can even include touchpoints outside your website, such as webinars, sales calls, or trial conversions. You can spot any major funnel leaks to find areas for improvement and optimization.

4. Sales Reporting​

SegMetrics directly records every processed payment, without any risk of blocked cookies. That gives you numbers that match your bank account, even accounting for refunds or cancellations.

Understand what your best customers buy, how much they buy, and what products fit together to help you uncover your best product combinations. See how revenue grows over time, and which cohorts bring in your best customers so you can tailor your marketing efforts to your highest-value clients.  Plus, you get to see data on individual customers. You can click on each one to see their specific journey from curious to customer.

5. Subscription Reporting

The holy grail for any subscription-based company, go beyond standard MRR and top-level metrics and understand how different cohorts and customer segments perform over time. Uncover the customer segments that produce your best customers, and increase your MRR through ruthlessly optimizing churn.

With SegMetrics Essentials, you get a report of all the KPIs, such as average subscription length, churn rate, and revenue. This is then broken down further, showing you those details for each traffic source and product tier.

6. Customer Lifecycle Reporting​

Loyal customers are key to any business. That’s why SegMetrics gives you a report dedicated to the customer lifecycle.  Customer Lifecycle shows how the value of your customers grows over time. Uncover which segments purchase the most frequently, and uncover problem segments before they create an issue for your business.

Optimize for human attributes with auto segments​

Marketing data should be about the real attributes that define your customer types. Whether you’re tracking their aim, profession, or experience level, SegMetrics will show you insights about each of your segments.

Each report will break down the data using auto segments, based on tags or custom fields.

SegMetrics Essentials gives you the power to optimize for your people.

Unlock the power of your marketing data with SegMetrics Essentials today…​

… and reveal the truth about your business health in 5 minutes or less. It’s easy to bet on the winners when you know who they are.

Vanessa Copley


Vanessa Copley is a business automation specialist and the founder of Custom Client Journey. She specializes in client journey management and bringing the human touch to your automated experience. In her free time, she enjoys reading fantasy and horror novels, practicing Tang Soo Do and spending time with her amazing children, the love of her life, and their 15 birds and 2 dogs.

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