Transcript for:
TripleWhale Software Overview

now with triple you get the dashboard and attribution tool inside one overview and is the ultimate founder dashboard if you're running an agency if you're running an e-commerce brand doing six to to be honest do figures it covers all elements based on your level where you're currently at and it caters to everyone to be honest running any e-commerce brand and especially like us an agency spending over 1.5 million a month on ads across meta and Tik Tok managing over 30 clients actively within our agency it's honestly a must have for all of our clients and we use it daily and in this video I just want to show you a rough live walkr of the software and how we're actually using it day-to-day at our agency managing over like I said 1.5 million in spent across meta and Tik Tok and also Google as well so let's dive into this video right away so here we are in the tripl dashboard I did blur out some of the details of the actual brand name Etc to be sure not to reveal anything any numbers so this is the overall dasw where you come in and enter um you can see all of your metrics and I want to start out like top LEL uh if you enter triple first what should you do so go to the top right here and um make sure this is like set up how you like it you can change the width Etc I like to have everything display like this uh I think four sections Auto like this to be very wide so I can see everything right away on a big screen make sure this is like all set up currency Etc manage your section is very important I like to have my pins at the top so I can pin certain metrics that we can to look at for certain clients Prof ability custom metrics pixel web um stre M pay media performance Shopify customer R everything you can add in there um you have some other ones I think uh see can add your Amazon sales and then all of the other channels that you manage for uh for your brand or for your clients so that's really powerful to add and then you can just save it and your summary will be your custom own summary and I have some for example like look at the roas the Etsy roas the revenue the ncpa Mr the net profit for this client the conversion rate and how much we spend on ads also we have made some custom metrics here as you can see right here I will actually show you which ones we've actually made which is uh very powerful for us we have our um n custom margin ratio which is a very important metric to track this is the exact formula you take your total sales minus your cogs minus your Blended ad spand minus your paying gateways minus your handling fees divide them by your total sales and you get your net contribution margin ratio which is powerful to track if you're really optimizing for bottom line net contribution margin overall there's some other metrics that we have here customizing net profits um I think these are actually for custom but yeah um you can see your pixel data I will dive into pixel in just a minute just just the overview it has everything web analytics everything there uh obviously Bare Basics uh let's go to the settings um you can see your store uh you can add your team members right here which is obviously very powerful you can see your plan um billing orders support integration um you can connect all of your sources Facebook Snapchat Google ads Tik Tok ads slack everything beautifully right here absent extension don't really use that one um cost settings very important to add all of your cost of goods they should be automatically imported into shop from Shopify you can add your shipping rates as well if they're custom uh or just use your default shipping cost Etc you can add even by uh geographic region uh Gateway cost should be directly imported from Shopify if you have custom expenses like agency fees Etc you can add them in here as well and you can see your overall business net CIT as well which is powerful your pixel settings make sure your pixel is set up enabled make sure this is all green so everything is installed sonar if you're using it I think that's their conversion API your tracking settings other UTM here you can see by Channel how to add them play all the good stuff but that's far as the settings now obviously you have your summmer terate your activity feed uh we don't really use it uh depending on the plan of course pixel um that's where the beautiful stuff comes in um for example let's look at this brand we usually use either triple attribution or total impact to measure uh success you can use total impact for if you're seeing all the channels the total will usually add up um so the total revenue will add up to the actual amount that you're pulling and you can see which channels are really uh pulling orward here you can see Meta obviously usually the top spender for this client in the last 30 um Google is doing quite well for this brand as well and we have some Tik Tok for more top funnel which is usually a bit lower in terms of the overall return on ad spense so let's just for the sake of this one use triple attribution I do have a custom setup I think right here there's of colins where basically I like to look at spend roas um Ras new customer purchases normal purchase from the actual uh Channel you can compare to the channel and with the triple pixel uh conversion value new customer conversion value and C Ras which I like to track and optimize based upon that uh profit uh you can see some overlap sessions new visitors I think it's very important uh to see and I think you can also add your uh new visitor percent so you can see how much of a percentage people are actually visiting like new people visiting your site from your ads and then you can go into your ads and you can uh check specifically which campaigns are doing well and optimize based on that as well one thing that you can also do is uh pretty uh pretty cool oh it's already there you can add your budget so you can make budget adjustment right into triple well instead of like having to switch back and forth between triple well and your overall uh ads manager us like to go here filter by spend and see which ones are doing well and optimize based on those results uh and you can see also the difference between normal Ras and triple pixel row as to uh evaluate what actually over all like what's the source of Truth obiously de side a source of Truth and go off that um I'm not saying platform attribution is totally whack or total I would definitely recommend to get a conversion uh API connector like upstack uh leaving a link down below I think it's very powerful um to measure your results not just to rely on a third party but actually being able to rely on a source of Truth in the ads manager and be able to track your sales in there and optimize based on the ad manager if it push back data to the ad manager as well you can track your email and SMS campaigns right here uh obviously depending if it's set up it just scops clavio organic um you can add any influencers or like if you have any influencers that are pulling in spend for you and actually generating sales you can track all this with like specific discount codes you can see which influencers is actually converting the best based on their discount codes if you have creative clockit you can see everything in here it's the same as like Atria or motion you can see all the data here retention I don't have this for the specific clients but you can see the specific lifetime values for this this is super powerful for example uh last 30 days boom let's see you can see the postp purchase survey you can install it uh it's free for any user on Triple you can adjust these answers and you can see what's actually helping and the total impact model will actually model these results and attribute them towards the specific campaigns if IGN normal campaign didn't catch the overall uh attribution so you can see Facebook is obviously the best Instagram which are all congruent on the uh Facebook channel so they're all added there you can see the average order value also you can see none of the above you can see which other reasons people have filled in that they made a purchase because of and I'm actually going to go to another store so fast forward here so back here on another store where we do have the plan for the overall uh retention metric you can see these audience groups you can see your loyal Wills I'm not sure what that exactly means a customer will generate most revenue for your store you can see what the C are you can see your lifetime value data and you g know import those into meta create audience off you don't really use that too much you can see a CO you can see like ah first order was this order value how many customers came in in which specific month and what's the retention like what's the overall lifetime value like as well you can see your um for example this one get 1,200 customers came in in November 2023 and in month 12 the average liftime value was $91 and they spent only 54 so the difference between that is a good life time value as you're able to use if you have a good cash flow conversion cycle to be able to use that in terms your acquisition efforts um so that's powerful um lifetime value you can have a better view of your overall lifetime value evv 50 60-day LTV 9th day LTV and you can see specific credit as well but I blur these to make sure not to R any information you can see your sales cycle which is powerful you can see uh we don't really use this one to be honest so average order volume uh mean medium mode you can see what happens the most here and this is good to see post purchase survey that I added as well I want to say like this is the standard it's right here but it's this is a standard question what I also recommends test if you solve like a specific problem ask them like why did you decide to make a purchase what problem are you looking to solve who weights be more fit etc those are all like uh questions you can ask po Bridges to be able to inform your marketing messages so you can see like oh let's say 30% of people came to us and Bob from us because they want to lose weight uh so use that in marketing messages to be able to convert those customers better super powerful stuff right there and also like as uh I have three questions this one and the one I just discussed and also what almost made you stop to make a purchase day it could be price it could be website it could be offer it could be anything else that really helps you take away those objections whether you L them on your website on your ads Etc to be able to inform your overall strategy to be able to optimize that further so that's super powerful Ops right here product analytics uh don't really use that too much product Journey you can see which products people B first and then what did they decide to purchase next so that's uh powerful cards analytics um yeah you can see which which products are um people grouping together in their cart you can make bundles Etc to inform your overall bundle strategy but yeah this is roughly it like what we spend most time with is on the summary on the pixel page to see like how are we doing what's the overall metrics looking like the summary page is really powerful to have like an overview of like how how are we doing what's the overall uh results like and what do we need to do in order to get to our goals or scale up more Etc that's honestly the biggest use case for us for triple if you're a brand owner doing I would say if you're spending I think they have a free plan as well I'll leave the this link down below where you can check out all the different plans but they have a free plan as well doesn't allow you to add lot of users though but if you're already spend like more than 200 bucks 500 bucks a day it's honestly working investment to get Triple will I think you'll get like a small discount if you use the link below so be sure to check that out but overall that's the overall overview of triple will how we use it how we use it day to day Etc um over walk through of the software if you haven't used it before would definitely recommend check it out even on the free plan it's valuable you get the overall dashboard right here you won't get the pixel um that's on the pay plan but overall the dashboard is super powerful to be able to look at all of your business net look at the business Health how it's doing Etc that's just super awful so that's the tutorial I hope you enjoyed this video if you want to see more of it hit the like button subscribe below for more value on a weekly basis on this channel and I'm catching you in the next video