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The Site Personalization report lets you track the revenue generated by the forms you’ve deployed on your website and evaluate how personalization is contributing to the growth of your contact database. The report lives in Analytics → Site Personalization. The report is split into two main sections, each with its own set of metrics and charts:
  • Information forms — pop-ups, embedded forms, and recommendation widgets whose goal is to influence purchasing behavior and drive revenue.
  • Contact collection forms — forms whose goal is to collect customer contact details and grow your subscriber base.

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Configuring the report

When you open the report, the default view shows data for the last month, broken down by day. You can change the view at any time using the controls at the top.

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Date range

  • Pick a date range manually, or use one of the presets: last week, last month, or last six months.
  • The right-hand date boundary is inclusive — data for the selected end date is included in the report.

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Filters

You can narrow the report down by:
  • Form type — pop-ups, embedded forms, or recommendation widgets.
  • Folder — the folder a form is stored in.
  • Site — the website the form is deployed on (useful if you operate more than one site).

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Grouping

Charts can be grouped by day, week, or month depending on the granularity you need.

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Information forms

This section shows how much revenue your information forms have generated and how they’re performing across the funnel — from targeting to impression to click to order.

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Metrics

Total revenue attributed to information forms over the selected period. Canceled orders and returned items are excluded from the calculation.
The number of orders attributed to information forms over the selected period.
Revenue divided by the number of orders attributed to information forms.
The number of non-unique customers who matched the form’s targeting conditions during the selected period. A customer who matched the conditions multiple times is counted multiple times.
The ratio of impressions to customers in targeting.Impression share = Impressions / Customers in targetingThis shows how often a customer who qualified for the form actually saw it. The share can be lower than 100% when frequency caps, A/B test holdouts, or other display rules prevent the form from being shown to every eligible customer.
Click-through rate — the ratio of clicks to impressions.CTR = Clicks / Impressions
The ratio of attributed orders to clicks.Order conversion rate = Orders / Clicks
Revenue and average order value calculated from the orders attributed to the form’s clicks.

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Displays

The information forms section gives you several ways to look at the data:
  • Dynamic charts showing how metrics change over time, grouped by day, week, or month.
  • Granular time-period metrics, broken out for each interval in the selected range.
  • Form-level tables that show every metric per individual form.
  • Summary metrics rolled up across all forms that match the current filters.

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Contact collection forms

This section measures how effective your subscription forms are at growing your contact database.

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Metrics

The number of non-unique customers who completed the form during the selected period. If the same customer submitted the form more than once, every submission is counted.
The number of non-unique customers who matched the form’s targeting conditions during the selected period.
The ratio of impressions to customers in targeting.Impression share = Impressions / Customers in targeting
The ratio of contact submissions to impressions.Contact submission rate = Contacts submitted / Impressions

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Displays

The same set of views is available as for information forms:
  • Dynamic charts grouped by day, week, or month.
  • Per-interval metric breakdowns.
  • Form-level data tables.
  • Summary metrics across all forms in the current filter set.

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Revenue attribution

Revenue and order metrics in the report are attributed to a form when the order can be linked back to a click on that form. Canceled orders and returned items are excluded from revenue, average order value, and order count. Revenue is shown in your account’s base currency (for example, $).

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Exporting the report

You can export the data to a CSV file for offline analysis or reporting. The export includes the following fields:
  • Date
  • Campaign name
  • Campaign link
  • Revenue
  • Orders
  • Average order value
  • Customers in targeting
  • Impressions
  • Impression share
  • Clicks
  • CTR
  • Order conversion rate
  • Conversion revenue
  • Conversion average order value
  • Contacts submitted
  • Contact submission rate
  • Form type
  • Status
  • Site
  • Folder
  • Campaign ID
Export the CSV after applying your filters — the file will contain only the rows that match the current filter set.

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Tips for reading the report

  • A low impression share usually means a form is being held back by frequency caps, A/B test rules, or other display constraints — not by targeting itself.
  • A high CTR combined with a low order conversion rate is a signal to look at the landing experience after the click rather than the form itself.
  • Customers in targeting is non-unique on purpose. It reflects how many opportunities to display a form occurred, which is what you want when calculating impression share and overall reach.
  • Compare contact collection forms by contact submission rate rather than raw submissions — the rate normalizes for traffic differences between forms.