The channels in Channel Performance are automatically added based on the values present in UTM's. The Billy Pixel recognizes the incoming traffic to your website and adds the source / medium to the Channel Performance page.

You can see the Channel Performance page as the total overview of all channels that get attribution value from the Billy Attribution models.

For multiple reasons there may be steps in the customer journey which you want to either exclude entirely or to be identified in a particular way.

For example; sometimes the used payment gateway is labelled as a source and gets conversions attributed by the Billy Grace attribution model. If this happens, you can use Channel Grouping to map a source / medium to another source / medium, or you can use channel grouping to exclude a source / medium completely from the attribution model.

Navigate to Settings - Channel Grouping to see a list of created groups and to create a new one.

When you click on Create New Channel Group a multistep form will open. On the first step you can name the Channel Group.

On the second step, you define what the Channel Group does. There are two options: Map to source / medium or exclude from attribution.

Map to source / medium

Map to source / medium is used to map sources or mediums to other sources and mediums. For example, when you have different e-mail flows. A newsletter send from an e-mail marketing platform and e-mails that are directly being set out from your website. If the UTM's of both flows are not the same, then you will have two e-mail source / medium with different names. By selecting Map to Source / medium you can group the different e-mail source together under a new source (or medium): e-mail.

Exclude from attribution

The second option is to exclude a source / medium from attribution. This is used to exclude channels from the attribution model. For example, a payment provider that is listed as a channel and gets conversion value attributed. Excluding a channel will map the conversion value to Direct.

In the third step, you set the sources / mediums that you want to map to another source / medium or that you want to exclude.

First select a channel type Source, Medium or Source / Medium.

Then define the match type:

And at last fill in the name of the source / medium for which the Channel Group should count. You can add multiple conditions here if you want to group multiple sources / mediums to one.

The last step shows a summary of the Channel Group.

You can add a description here to make it clear for colleagues what the channel group does. Billy Grace updates it's data every night. When you create a Channel Group it will be active from the next day.