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 Grace Attribution models.
For multiple reasons, there may be steps in the customer journey that 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 Management > Settings > Channel Grouping to see a list of created groups and to create a new one.
When you click on Create New Channel Grouping, a multistep form will open. On the first step, you can name the Channel Group and 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 email flows. A newsletter sent from an email marketing platform and emails 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 email source / medium with different names. By selecting Map to source / medium you can group the different e-mail sources 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 is listed as a channel and gets conversion value attributed. Excluding a channel will map the conversion value to Direct.
In the second 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: Exact Match or Contains.
And the last step: 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 into one.
The last step shows a summary of the Channel Group.
You can add a description here to make it clear to colleagues what the channel group does. Billy Grace updates its data every night. When you create a Channel Group, it will be active from the next day.