Occasion Conversion

Occasions are automated sales opportunities for Store Associates, in the Occasions Conversion KPI, Clientela identify's occasions that ultimately brought a sale.

How a Conversion is Made

1. The customer is contacted, and the occasion is marked as completed
2. Clientela will attribute the communication sent to the occasion
3. A pre determined window of time opens, if the customer makes a transaction within that time, Clientela can be sent that transaction, thus marking the occasion as converted
4. Clientela will then attach the transaction amount and date to the occasion
5. Now the transactions has been attributed to both the occasion & communication, visible in the KPI page

We normally track this with a 14 day window after the occason has been sent, if a customer makes a transaction in store or online, Clientela can receive that transaction and mark that occasion as converted.

Filters

These can be configured, turned off, or completely customized:

Market or Region Change the geographic location of your data eg: United States, France

Channel Change where customer's came from eg: eCom, In-Store, Events, Online Booking

Store Change what store data you would like to see eg: Select All, Several, or One

Department Change what area of data is visible eg: Women's, Men's

Employee See data at a singular employee level

Communication Attribution to Occasions

Occasions are completed by sending a communication, so all communication channels used by your brand will appear in the KPI page under each respective brand occasion. The KPI page is filtered by one singular employee, so you can see all communications sent by a Store Associate paired with the occasions, eg:

1. I can see that Email is the most popular form of communication
2. I can see ChatApp Product Recommendations for Follow Up Occasions have the highest conversion rate

What if multiple Occasions are generated?

If a customer has multiple occasions generated for them, for example a Happy Birthday, and Thank You Purchase, Clientela will automatically marks all occasions as complete - employee's should never send more than one communication, so the employee should use these occasions as context. These occasions will then appear in the KPI with the conversion amount as they gave the employee the context they needed to make the customer feel special.