# LTV Numbers

## What is LTV Numbers?

LTV Numbers is software analytics platform built from the ground up to help you understand your customer lifetime value, in **great detail.....**

Our powerful LTV analysis enables us to help businesses scale faster and more profitably.

Understanding the lifetime value of a customer and how it changes over time is critically important to determining how much you can spend to acquire a customer, or how much you can charge in affiliate commissions. 

Being able to see how LTV changes based on product, funnel, traffic source, and affiliate can be a difference maker between scaling efficiently and profitably, and getting stuck not knowing where to put your money and attention. 

The vast majority of businesses have no visibility whatsoever into their true customer LTV. The ones that do have a massive advantage over their competitors, because the business that can spend the most to acquire a customer wins. Solving this problem used to take months or years and hundreds of thousands of dollars paid to developers and data scientists. 

**LTV Numbers is a fully done for you LTV analytics solution that comes with actionable guidance, and can be up and running in a matter of days, starting from a fully populated dashboard with all historical data loaded in and ready to be acted upon.**

<figure><img src="/files/YX6husuQAbIisKZu4y8j" alt=""><figcaption><p>LTV Numbers gives you the graphs you've been searching for, just like this one</p></figcaption></figure>

## User Onboarding & First Steps

Are you a new user looking for onboarding information or what to do after your account is set up? Check out our [LTV Numbers Onboarding Process Documentation](/onboarding-process/overview).

## Data Sync

Are you a new or returning user looking to sync data from your platforms to LTV Numbers? Check out or [LTV Numbers Data Sync Documentation](/data/overview).

## LTV Numbers Apps

LTV Numbers is available:

* At [app.ltvnumbers.com](https://app.ltvnumbers.com)
* In the [Apple App Store](https://apps.apple.com/us/app/ltv-numbers/id1612543287?platform=iphone)
* In the [Google Play Store](https://play.google.com/store/apps/details?id=com.ltvnumbers.app\&hl=en_US\&gl=US)


# Data Sync Overview

## Data Sync

Before you can analyze your data in LTV Numbers, you'll have to sync it from each of your platforms! Follow the procedures below for each of your platforms to sync your data.

### Supported Platform Data Sync Procedures

* [CheckoutChamp](/data/checkoutchamp)
* [ClickBank](/data/clickbank)
* [Clickfunnels](/data/clickfunnels)
* [Digistore24](/data/digistore24)
* [DropFunnels](/data/dropfunnels)
* [Keap](/data/keap)
* [Konnektive](/data/konnektive)
* [PayPal](/data/paypal)
* [SamCart](/data/samcart)
* [Shopify](/data/shopify)
* [Stripe](/data/stripe)
* [ThriveCart](/data/thrivecart)
* [WooCommerce](/data/woocommerce)


# CheckoutChamp

**CheckoutChamp is a white-labeled version of Konnektive.**&#x20;

**For CheckoutChamp instructions, see** [**Konnektive**](/data/konnektive)**.**


# ClickBank

## Webhook Secret Key

The Secret Key allows LTV Numbers to decrypt your webhook payloads

{% embed url="<https://youtu.be/d9W0cIWPuzI>" %}

1. [Log into ClickBank](https://accounts.clickbank.com/login.htm)
   * If you logged in using a ClickBank master account, open a sub account and complete the steps below. Then repeat the whole process for each sub account.
2. In ClickBank's top navigation bar, click on Vendor Settings
3. On the My Site page, scroll down to the Advanced Tools section
4. Copy the Secret Key for later use
   * Note: a ClickBank integration is in the works that will improve this process

## Set Up Webhooks

Webhooks pull your sales data in real time and should be set up first before importing historical sales data to avoid gaps in your data

{% embed url="<https://youtu.be/Vpm_Bs1wRts>" %}

1. [Log into LTV Numbers](https://app.ltvnumbers.com)
2. In LTV Numbers' side navigation bar, go to the "Settings" tab
3. Click the "Add ClickBank Integration" button in the "ClickBank Integrations" section
4. Paste the Secret Key from the [previous section](#webhook-secret-key) into LTV Numbers
5. Enter the Account Nickname and click Submit to create the ClickBank integration&#x20;
6. Within this newly created ClickBank integration, Copy the Instant Notification URL for later use
7. In a separate browser window or tab, [log into ClickBank](https://accounts.clickbank.com/login.htm)
8. In ClickBank's top navigation bar, click on Vendor Settings
9. On the My Site page, scroll down to the Advanced Tools section and click Edit
10. Paste the LTV Numbers Instant Notification URL into an empty "Instant Notification URL" field in ClickBank
    * Note: if your account doesn't have any empty "Instant Notification URL" fields, request another slot from ClickBank support
    * Note: if this is the first time setting up instant notification URLs for your account, you may have to enable them.
11. Select the latest version (currently version 7.0) in the Version dropdown selector
12. Click the "Test IPN" button to verify the webhook
13. Once verified, click the Save Changes button to finalize webhook setup
14. If you have additional ClickBank accounts, repeat the above steps for each

## Historical Sales Data

After setting up webhooks to pull in real time sales data, import your past sales for a complete picture of your data. Note: due to ClickBank's exporting limitations, you may have to subdivide your data and export it in multiple batches. The goal here is to establish a good analysis baseline with at least a year of data. (Older data doesn't necessarily reflect the current state of the business.)

{% embed url="<https://youtu.be/wKjpJzRqzv4>" %}

### Export Historical Transaction Data From ClickBank Master Account

This is the preferred method of exporting historical data.

1. Log into your [ClickBank master account dashboard here](https://accounts.clickbank.com/master/dashboard.html)
2. In the navigation menus on the left, go to Reporting > Sales> Transactions&#x20;
3. Under the Custom Time Period, select the desired date range you wish to export.
   * Note: we suggest exporting at minimum one year of data and ClickBank allows up to a maximum of two years of data to be exported.&#x20;
4. Click the download icon and save the file to your computer.
5. Follow [these instructions](#import-clickbank-historical-data-into-ltv-numbers) to import this data into LTV Numbers

### Export Historical Transaction Data From ClickBank Sub Accounts

If you cannot [export your historical data via the ClickBank master account](#export-historical-transaction-data-from-clickbank-master-account) outlined above, use the method below.

1. In the ClickBank’s top navigation, bar go to Reporting, then the Transactions page
2. Export a batch of data by selecting the date range, then scroll to the bottom of the page and click the "Export Options: CSV" link. Save this batch of data to your computer.
   * Note: if there is too much data for ClickBank to export, the "Export Options: CSV" link will not be present. Choose a smaller date range and try again.
   * Note: At the top of the Transactions page, there is usually a link to download all of the previous year’s transactions. If it is present, it's a convenient shortcut to export that data.
3. Repeat the above step as necessary to export the desired data you wish to import and analyze in LTV Numbers.
4. Follow [these instructions](#import-clickbank-historical-data-into-ltv-numbers) to import this data into LTV Numbers

### Import ClickBank Historical Data Into LTV Numbers

1. Follow the instructions for [Uploading Data into LTV Numbers](/misc-instructions/uploading-data-into-ltv-numbers) to upload your ClickBank Sales

## ClickBank Limitations & Notes

* LTV Numbers does not support analysis for sales made as an affiliate (through another vendor) on ClickBank because ClickBank does not provide customer information to the affiliate. And since we can't assign the revenue to a particular customer, we can't do any analysis like compute their specific LTV.
* ClickBank Master CSVs do not contain product names, only the item number. However LTV Numbers will automatically update to replace the item number with the product name once a webhook sale for that product is made. Until that happens, the product number will appear as the product name.
* How to make ClickBank export match the ClickBank UI and LTV Numbers UI:
  * Match the date range of the export in the ClickBank Dashboard and LTV Numbers analysis report.
  * Match the Total Earnings amount reported in ClickBank by filtering the Transaction Type column to include only Initial Sale, Order Bump, Rebill, and Upsell lines.&#x20;
  * Match the Net Sales by Amount reported in ClickBank with the total Your Earnings by filtering the Transaction Type column to include only Chargeback, Initial Sale, Order Bump, Rebill, Refund, and Upsell lines.&#x20;
  * Match the net revenue amount in LTV Numbers with the total Your Earnings by filtering the Role on Transaction column to only Seller in addition to filtering the Transaction Type column to include only Chargeback, Initial Sale, Order Bump, Rebill, Refund, and Upsell lines.


# Clickfunnels

## Set Up Webhooks

Webhooks pull your sales data in real time and should be set up first before importing historical sales data to avoid gaps in your data

{% embed url="<https://www.youtube.com/watch?v=IlhpsL7QHFY>" %}

1. [Log into LTV Numbers](https://app.ltvnumbers.com)
2. In LTV Numbers’ side navigation bar, go to the "Settings" tab
3. Click the "Copy" button for your Webhook URL in the “Clickfunnels Integrations” section. This will be your webhook URL for all of your funnels
4. In a separate browser window or tab, [log into Clickfunnels](https://app.clickfunnels.com/users/sign_in)
5. In Clickfunnels’ top navigation bar, go to Clickfunnels > Funnels
6. Click on a funnel you want to track to open it
7. Click on the "Settings" tab in the upper right
8. Scroll down to the "Webhooks" section and click "Manage Your Funnel Webhooks"
9. Click the "+ New Webhook" button
10. Enter the following information:
    * URL: paste the Webhook URL you copied from LTV Numbers earlier
    * Adapter: "json"
11. Click "Create Funnel Webhook" to create a webhook for this funnel
12. Repeat steps 5-11 for each funnel you want to track

## Historical Sales Data

After setting up webhooks to pull in real time sales data, import your past sales for a complete picture of your data

{% embed url="<https://www.youtube.com/watch?v=9t8_F4nH2C4>" %}

### Export Historical Sales Data From Your Entire Clickfunnels Account

1. In Clickfunnels’ top navigation bar, go to Clickfunnels > Sales
2. In the "Showing Sales For" date selector, choose "All Time"
3. Click the "Download Purchases" button. A popup with a progress bar will appear, indicating that Clickfunnels is preparing your historical sales data as a CSV file.
   * Note: this process may take some time to complete
4. To download your historical sales data, either:
   * Wait until the progress bar finishes, then click the "Download" button and save the CSV file to your computer
   * Check your email for the download link and save the CSV file to your computer

### Export Historical Sales Data From An Individual Funnel

{% embed url="<https://www.youtube.com/watch?v=XlP4SZ04F_M>" %}

1. In Clickfunnels’ top navigation bar, go to Clickfunnels > Funnels
2. Select the funnel in the Funnels list that you want to export data from
3. Click on the "Sales" tab
4. In the "Showing Sales For" date selector, choose "All Time"
5. Click the "Export to CSV" button. A popup with a progress bar will appear, indicating that Clickfunnels is preparing your historical sales data as a CSV file.
   * Note: this process may take some time to complete
6. To download your historical sales data, either:
   * Wait until the progress bar finishes, then click the "Download" button and save the CSV file to your computer
   * Check your email for the download link and save the CSV file to your computer

### Import Clickfunnels Historical Data Into LTV Numbers

1. Follow the instructions for [Uploading Data into LTV Numbers](/misc-instructions/uploading-data-into-ltv-numbers) to upload your Clickfunnels Sales

## Add Funnels

To finalize the connection between LTV Numbers and your funnels, you'll need to add them in LTV Numbers, individually or in a batch

### Individually Add Funnels

Use this simple method do add a few funnels, one at a time

{% embed url="<https://www.youtube.com/watch?v=2zl5q0m7Bro>" %}

1. In LTV Numbers’ side navigation bar, go to the "Settings" tab
2. Click the "Add Funnel" button in the "Clickfunnels Integrations" section
3. Enter the "Funnel Name" and "Funnel URL" for each funnel, both of which can be found in the funnel's Settings tab
   * The "Funnel Name" can be found in the "NAME" field and the "Funnel URL" can be found in the "Share This Funnel URL" field
4. Repeat this process for each funnel
5. To bring in real time sales data for this funnel, create a webhook for this funnel by following the [webhook setup instructions here](#set-up-webhooks)
6. Optional: to load in historical data for this funnel, follow the [historical data export instructions for an individual funnel here](#export-historical-sales-data-from-an-individual-funnel), then the [data ingest instructions here](#import-clickfunnels-historical-data-into-ltv-numbers)

### Batch Add Funnels

Use this advanced method to add several funnels all at once

{% embed url="<https://www.youtube.com/watch?v=NIu8UvOa_no>" %}

**Page Source Funnels List**

1. In Clickfunnels’ top navigation bar, go to Clickfunnels > Funnels
2. Scroll to the bottom of the page and set the funnels per page to the maximum number
3. View the page source (right click > view page source or ctrl+u in Chrome-based browsers)
4. Copy the entire page source (ctrl+a, ctrl+c)
   * Note: The page source contains a list of your funnels displayed on this page
5. Paste the page source into a plain text editor such as Notepad or Visual Studio Code
6. Save the page source funnel list to your computer as an .html file by adding ".html" after the filename
7. Repeat the above steps for each page of funnels in the "Funnels" page of your Clickfunnels account

**Upload Funnels List**

1. Follow the instructions for [Uploading Data into LTV Numbers](/misc-instructions/uploading-data-into-ltv-numbers) to upload your Clickfunnels Funnels HTML

## Optional: Enable Lead LTV Analysis

This step is optional and is only necessary if you want LTV analysis of your leads.&#x20;

### Export Contacts From Clickfunnels

1. In Clickfunnels’ top navigation bar, go to Clickfunnels > Funnels
2. Select your lead generation funnel
3. Go to your lead generation funnel's Contacts tab
4. In the "Showing Contacts for" date selector, choose "All Time"
5. Click the "Download Contacts" button. A popup with a progress bar will appear, indicating that Clickfunnels is preparing your historical sales data as a CSV file.
6. To download your historical sales data, either:
   * Wait until the progress bar finishes, then click the "Download" button and save the CSV file to your computer
   * Check your email for the download link and save the CSV file to your computer
7. Repeat the above steps for each of your lead generation funnels
   * Note: Downloading global contacts from Clickfunnels > Contacts will not yield inferior data as it will not contain funnel information

### Import Contacts Into LTV Numbers

1. In LTV Numbers' side menu, click "Upload" to get to the Data Uploader
2. Click the "Choose File" button
3. Select the contacts CSV from the previous section and click Next
   * Note: if you have multiple files of the same format, you can multiselect them to upload them all at once. Do not mix formats.
4. Select "Clickfunnels Contacts CSV" in the Data Format selector, then click Next
   * Note: for advanced users with non-standard data formats, create or reuse a previously created custom data format following [these instructions](/misc-instructions/uploading-data-into-ltv-numbers/creating-a-custom-data-format).
5. Click Upload to begin the upload process for your file
   * Note: this process may take some time to complete

## Clickfunnels Limitations And Notes

* LTV Numbers' reported revenue often does not match Clickfunnels' Funnel Stats. We've seen as much as a 25% discrepancy
  * Clickfunnels Funnel Stats shows gross revenue which **does not** include refunds while LTV Numbers reports revenue which **does** include refunds
  * LTV Numbers is based on the real data of Clickfunnels' sales exports. In other words, the funnel stats do not line up with the source of truth
    * To verify for yourself, export a funnels' sales records, total up the revenue, and compare to the funnel stats page
* With subscription products, Clickfunnels will report revenue that's expected from a charge after e.g. a 7 day trial but will report that expected revenue on the day the trial started as if a real payment occurred even if there was no payment. Furthermore, if that trial is cancelled or never actually paid, Clickfunnels will not update the expected revenue. This is one way that Clickfunnels reporting is inaccurate.
  * LTV Numbers data is based on real payments and will process subscription revenue from the platform where the payment actually took place, such as Stripe.
* If there are product names appearing in LTV Numbers' list of funnels, these are from the sales of a deleted funnel
  * To remove the product names, either add the corresponding funnel in LTV Numbers' Settings or contact us to remove them from the funnel list for you
  * This is caused by Clickfunnels' historical data export containing funnel ids but omitting funnel names. Since the product name is all the information available, it is used in place of the funnel name
* Note that Clickfunnels exports do not contain refunds so any historical refunds prior to setup with LTV Numbers (specifically webhooks) will not be reflected in LTV Numbers.&#x20;

### Clickfunnels Limitations with NMI

* When using NMI as a payment processor, much of the metadata from a historical sale is lost and cannot be recovered due to the data structure of NMI and Clickfunnels but is present in webhook data
  * To be more precise, Clickfunnels' historical data exports contain an "Additional Info" field which contains numerous values such as UTMs, standard Clickfunnels values like Clickfunnels affiliate IDs and UVIDs, and perhaps other custom URL parameters. Strangely, the contents and format of this "Additional Info" field vary depending on the payment processor and are entirely missing for NMI. Thus this information is lost.

### Clickfunnels Limitations with PayPal

* LTV Numbers must use the Clickfunnels product information because the Clickfunnels PayPal subscription products are not associated with PayPal plans
* PayPal v1 Buttons:
  * LTV Numbers can receive subscriptions if the Clickfunnels 3rd party products are set up properly. See [setup instructions here](https://help.clickfunnels.com/hc/en-us/articles/360006272874-Accepting-Payments-in-ClickFunnels-With-a-PayPal-Button). Be sure to include the Clickfunnels notify url in the PayPal button advanced settings.
  * If you [integrate LTV Numbers directly with PayPal](/data/paypal) in addition to Clickfunnels, transactions through the PayPal v1 button will be duplicated as they will be ingested into LTV Numbers from both PayPal and Clickfunnels.
  * Note that while [Clickfunnels supports PayPal v1 buttons](https://help.clickfunnels.com/hc/en-us/articles/360006338453-Add-A-PayPal-Button-To-Your-Page), they recommend the [PayPal v2 integration](https://help.clickfunnels.com/hc/en-us/articles/360006272934).
* For PayPal v2 integrations with a paid trial, the initial payment will be associated with the Clickfunnels funnel, but the subsequent rebills will not because there is no way to tie the rebills to the paid trial.
* For Clickfunnels CSV PayPal subscription lines of historical data, if the subscription ID is prefixed with something other than "I-" (such as "PAYID-") then this is a one-off paid trial payment that needs to be formatted directly. The rebills that come in will not be able to be associated with the funnel.


# Digistore24

{% embed url="<https://youtu.be/2wQZHfZ9rNY>" %}

## Connect To Digistore24 Via API

Grant LTV Numbers access to your data via the API User you created in the above steps, then sync your data

1. [Log into LTV Numbers](https://app.ltvnumbers.com)
2. In LTV Numbers’ side navigation bar, go to the "Settings" tab
3. Click the "Connect with Digistore24" button in the integrations list&#x20;
4. Fill in the required information, following the on screen instructions:
   * **API Key:** follow Digistore24's instructions on [generating an API key](https://dev.digistore24.com/en/articles/3-api-basics#api-key) and name the application "LTV Numbers" and set the access level to "Full Access". Then copy and paste the API Key from Digistore24 into LTV Numbers.&#x20;
   * **Digistore24 ID:** The ID you use to login to your online Digistore24 account (also visible at the top left of the screen once you are logged in).
5. Click "Submit" to create the integration and be taken into it's settings
   * Note: no data is synced until you complete the steps below
6. Select an appropriate date range to import your existing data to import your data
7. Click "Sync Data" to sync your data
   * Note: this process may take some time to complete


# DropFunnels

## Set Up Webhooks

Webhooks pull your sales data in real time and should be set up first before importing historical sales data to avoid gaps in your data

1. [Log into LTV Numbers](https://app.ltvnumbers.com)
2. In LTV Numbers’ side navigation bar, go to the "Settings" tab
3. Click the "Copy" button for your Webhook URL in the “Clickfunnels Integrations” section. This will be your webhook URL for all of your funnels
4. In a separate browser window or tab, log into your DropFunnels account
5. In DropFunnels’ side navigation bar, go to Funnels > Funnels
6. Click on a funnel you want to track to open it
7. Click on the "Settings" tab in the upper right
8. Click the Add New Webhook button in the lower right
9. Enter the following information:
   * Name: LTV Numbers
   * URL: Paste the LTV Numbers Webhook URL and edit the Webhook URL by replacing "clickfunnels" with "dropfunnels"
   * Event Type: Lead Created, Lead - Two Step Order, Member Created, Product Purchased - All, Product Purchased - Main, Product Purchased - Order Bump, Product Purchased - Upsell/Downsell
     * Note: Select all event types **except** for Subscription Payments using shift + click to multiselect and/or ctrl + click to add to a selection
10. Click the Create This Webhook button to create a webhook for this funnel
11. Repeat steps 5-10 for each funnel you want to track

## Historical Sales Data

After setting up webhooks to pull in real time sales data, import your past sales for a complete picture of your data

### Export Historical Sales Data From DropFunnels

1. In DropFunnels’ side navigation bar, go to Funnels > Global Sales
2. In the date range selector, choose a date range to export
   * Note: We generally recommend at least one year of data to accurately reflect the current state of the business
3. Click the Export button and save the CSV file to your computer

#### Enable Funnel Analysis With Per Funnel Exports & Manual Funnel Data Entry

1. Export per funnel
2. Edit csv to include two new columns: funnel and funnel\_name
3. Get the funnel ID from the url and paste it into every row of the funnel column
4. Enter the funnel name in every row of the funnel\_name column

### Import DropFunnels Historical Data Into LTV Numbers

1. Follow the instructions for [Uploading Data into LTV Numbers](/misc-instructions/uploading-data-into-ltv-numbers) to upload your DropFunnels Sales

## DropFunnels Limitations

* Some product names may initially appear as their product ID because no name is provided in the historical data export. However they will be renamed when a webhook sale is processed
* Historical data exports do not contain funnel names or IDs natively


# Keap

## Connect To Keap Via API

{% embed url="<https://www.youtube.com/watch?v=6BbHYc3x8J4>" %}

1. [Log into LTV Numbers](https://app.ltvnumbers.com)
2. Go to the Settings page and click "Connect With Keap"
3. Log into your Keap account if you're not already logged in
4. Select your Keap account
5. Ensure the Keap account you selected is the account you would like to sync, then click "Allow"
6. Click "Sync Data" to initiate the data syncing process
   * Note: this process may take some time to complete

## Optional: Enable Lead LTV Analysis

This step is optional and is only necessary if you want LTV analysis of your leads.

### Export Contacts From Keap

1. [Log into Keap](https://signin.infusionsoft.com/login)
2. In the Keap menu, go to CRM > Contacts
3. Optional: if you have a specific date range of contacts you'd like to export, go to the Misc Criteria tab and enter the date range in the Date Created fields
4. Click Search
5. Click the checkbox above the search results to select all of your search results
6. Click Actions > Export&#x20;
7. Select all fields
8. **Format:** CSV
9. **Delivery Method:** Download file in browser if available. If not, email to yourself and download it from there.

### Import Contacts Into LTV Numbers

1. Follow the instructions for [Uploading Data into LTV Numbers](/misc-instructions/uploading-data-into-ltv-numbers) to upload your Keap contacts

## Done For You Service

If you would like our team to handle your account setup, data sync, and data validation for you, then please discuss this with us. We will have you create a user for <secure@ltvnumbers.com> and grant us access.

## Keap Limitations And Notes

* Due to Keap's limitations, UTM parameters can only be associated with contact records and not with payments, orders, or rebills. Therefore LTV Numbers can only provide UTM breakdowns and filtering for lead attribution analysis and not sale or rebill analysis.
* Keap does not have a concept of sales funnels so LTV Numbers bins all Keap sales into a generic funnel called 'Keap Funnels'
* Keap orders can be paid or unpaid. LTV Numbers only accepts orders that are paid.
* Keap refunds are handled as standalone transactions with no indication as to what product or order item was refunded. Thus LTV Numbers handles refunds by assigning them all to a generic 'Keap Refund' product
* Due to limitations with Keap, LTV Numbers only receives referral partner IDs for affiliate sales so affiliate names will appear as the referral parner ID.
* Keap does not assign product IDs to products of the type 'special product' as they are intended for internal purposes. LTV Numbers handles these by binning all special products except for shipping in a generic catch-all product called 'Keap Special Product'. Shipping is binned in the 'Special: Shipping' product.
  * Some examples of special products:
    * Special: Product
    * Special: Category
    * Special: Shipping
    * Special: Free Trial Days
    * Special: Order Total


# Konnektive

Konnektive and Checkout Champ are the same underlying service with two different names and skins. The instructions below apply to both.

## Create An API User

In order to grant LTV Numbers access to your data via the API, you must create an "API User" inside of your CRM account

1. Log into the CRM side of [CheckoutChamp](https://crm.checkoutchamp.com/) / [Konnektive](https://crm.konnektive.com/)&#x20;
2. Create an API User by following the [instructions here](https://konnektive.atlassian.net/wiki/spaces/KCKB/pages/222986302/Create+An+API+User) and note the additional instructions below as you complete the steps&#x20;
3. Go to Admin > Users and click the + button in the top right to create a new user as follows:
   * **Username:** "ltv\_numbers\_api" or something similar to clearly identify the LTV Numbers API user
   * **Email Address:** Your email address
   * **Access Level:** "Api User"
   * **IP Whitelist:** "GOOGLE"
   * **Password:** Generate or choose a secure password and save it for a later step and for your records
     * **IMPORTANT!** Do not use an ampersand (&) character in your password
   * **Allowed API Endpoints:** Select "Coupon" and all permissions that contain "Query" as shown below, then click Create
     * Hint: use ctrl + f to help you find "query" on the page

<figure><img src="/files/0F89iNzdCfRaY6A9S2Mw" alt=""><figcaption></figcaption></figure>

## Connect To Konnektive Via API

Grant LTV Numbers access to your data via the API User you created in the above steps, then sync your data

1. [Log into LTV Numbers](https://app.ltvnumbers.com)
2. In LTV Numbers’ side navigation bar, go to the "Settings" tab
3. Click the "Connect with Konnektive" button in the integrations list and fill in the required information:
   * **API Username:** "ltvnumbers-api" or the same username from the "Creating An API User" section
   * **API Password:** The same password from the "Creating An API User" section
   * **Account Name:** The name of your Konnektive or CheckoutChamp account
   * **Account Username:** The username you use to sign into your Konnektive or CheckoutChamp account
4. Click "Connect" to create the integration and be taken into it's settings
   * Note: no data is synced until you complete the steps below
5. Pick an appropriate date range to import your existing data, and an appropriate sync frequency to import your data going forward to meet your analysis needs
   1. Note: we recommend syncing at least the past year of data
6. Select the timezone that your Konnective account profile is set to. The timezone can be found be going to your account inside Konnektive, and then looking for "Timezone" inside the Account Information.
   * Note: This value must be set properly now to ensure that times are interpreted correctly. Incorrectly setting this value can result in payment times being incorrectly offset from the true value. Changing this property later can corrupt your data unless you set the date range to "All Time" and resync your data.
7. Click "Sync Data"
   * Note: this process may take some time to complete

## Limitations & Notes

* Chargeback dates and times&#x20;
  * LTV Numbers' Refunds amount is calculated by adding up all refunds **and chargebacks** that occurred **within the selected date range**.&#x20;
    * Note: This is how our users and our expert team expect to see this data presented.&#x20;
  * Konnektive's Transaction Summary and Transaction Details reports and exports show chargebacks for **transactions within the selected date range** that were **charged back at any point in time.**&#x20;
    * This is a limitation of Konnektive's handling of chargebacks in their data structure by labeling transactions as charged back, rather than including a chargeback as a transaction with it's own date separate from the transaction.
      * Note: Konnektive handles refunds as separate transactions from the initial purchase so refunds do not have the same problem as chargebacks.&#x20;
  * Thus LTV Numbers' Refunds amount and the amount of Konnektive's Refunds + Chargebacks are not the same.
* Timezones
  * Konnektive shows data in the time zone set in your account settings.
  * LTV Numbers defaults to choosing your local timezone wherever you are using it (which could change while traveling).&#x20;
    * Set the LTV Numbers timezone for your Konnektive integration (to match the timezone of your Konnektive account for example), noting the on screen information to preserve data accuracy.&#x20;
  * Thus to compare LTV Numbers and Konnektive data, you may need to account for timezone differences in your date range selections.&#x20;
* "Partial orders" in Konnektive are like abandon carts - the visitor started filling out the checkout form but did not make a payment or complete their purchase. Therefore no transaction occurred.


# PayPal

## Connect With PayPal Via API

1. [Log into LTV Numbers](https://app.ltvnumbers.com)
2. In LTV Numbers’ side navigation bar, go to the "Settings" tab
3. Click "Connect With PayPal" and follow the steps below to get the Client ID and Secret
4. In a separate browser tab or window, log into the [PayPal Developer Applications Dashboard](https://developer.paypal.com/developer/applications)&#x20;
5. Click "Apps & Credentials"
6. Click "Live" to toggle into Live mode
7. In the "REST API apps" section, click the "Create App" button
8. Enter "LTV Numbers" as the app name and click the "Create App" button
9. In the "Live App Settings" section, check all boxes under "App feature options" and click Save. This ensures the integration will have access to the information needed to load account data.
   * Click "Continue" if you see a confirmation popup
10. Copy and paste the Client ID and Secret from the Live API Credentials at the top of the app page into LTV Numbers and click Connect
    * To show the Secret, click "Show" to display the value in the Secret column in the table that appears
    * Note: If you get an error message from LTV Numbers after clicking Connect, first ensure that the PayPal app permissions are correct. If the PayPal app permissions are correct and you're still getting the error, wait a few minutes and try again.

## PayPal Data Sync

{% hint style="warning" %}

### **IMPORTANT**

Only proceed if you have a thorough understanding of your data. If you have any questions or need help, reach out to our support team. This process cannot be undone, edited later, or stopped part way through.
{% endhint %}

### Read the Documentation&#x20;

1. Carefully and thoroughly read the PayPal Data Integration documentation on the PayPal Data Integration page until you understand it&#x20;

### Data Sync

1. Be sure you understand the PayPal Data Integration documentation and how it relates to your data needs
2. **Data Type:** Select the appropriate Data Type that provides the data you want **without introducing redundancy or duplicate records** from your other data sources
3. **Date Range:** Select an appropriate date range to import your existing data is relevant to your business that you'd like to analyze
4. **Sync Frequency:** Select an appropriate sync frequency to import your data going forward to meet your analysis needs
5. Double check that you've selected the appropriate Data Type
6. Click "Sync Data"
   * Note: this process may take some time to complete

## Limitations of PayPal

* All PayPal payments do not have funnel information from the cart platform that PayPal is integrated with. The available information is limited to products that exist inside the PayPal account. This is why we recommend integrating directly with your cart platform and only integrate with PayPal if necessary.
  * Since funnel information for PayPal payments is lost, LTV Numbers will display PayPal payments in a generic "PayPal Payment Processor" funnel
  * For subscriptions that originate in a cart platform (such as Clickfunnels), rebill revenue will not be assigned to the original funnel in LTV Numbers but the revenue will still be processed and appear in the "PayPal Payment Processor" funnel

For limitations of PayPal with Clickfunnels, see [Clickfunnels Limitations with PayPal](/data/clickfunnels#clickfunnels-limitations-with-paypal)


# SamCart

## Set Up Webhooks

Follow the instructions below to pull your sales data in real time. Optionally, follow the [instructions below](#optional-connect-with-samcart-via-api) to connect with the SamCart API to enrich your webhook data for better data quality.

Note that webhooks and optionally the SamCart API connection must be set up first before importing historical sales data to avoid gaps in your data.

1. [Log into LTV Numbers](https://app.ltvnumbers.com)
2. In LTV Numbers’ side navigation bar, go to the "Settings" tab
3. Click the "Copy" button for your Webhook URL in the “SamCart Integrations” section. You will paste this into SamCart at a later step
4. In a separate browser window or tab, [log into SamCart](https://samcart.com/auth/login)
5. Confirm you are in the appropriate SamCart Marketplace dashboard
6. In SamCart’s top right navigation bar, click on the Settings gear
7. In the left menu, click Integrations
8. In the Integrations Setup tab, click the New Integration
9. Select Notify URL in the dropdown of the popup window and click Next Step
10. In the Name this Integration field, type “LTV Numbers”
11. Paste the Webhook URL you copied from LTV Numbers earlier into SamCart's Notify URL field
12. Click Save Integration to create the webhook connection
    * Note: this only creates the connection. The next steps define what that integration is used for

## Optional: Connect With SamCart Via API

Connecting with SamCart via API enriches the SamCart webhook data for better quality. If you have the ability to connect to SamCart via API, you should.

Note that the API cannot create webhooks so follow the [instructions above](#set-up-webhooks) for setting up webhooks first before connecting with the SamCart API and importing historical sales data to avoid gaps in your data.

1. In LTV Numbers’ side navigation bar, go to the "Settings" tab
2. [Log into LTV Numbers](https://app.ltvnumbers.com)
3. Click the "Connect With SamCart" button in the integrations list
4. Fill in the required information, following the on screen instructions:
   * **API Key:** Follow the on screen instructions. Note that the SamCart API is in closed beta and requires a personal request to generate an API key.
   * **Account ID:** This is the ID seen in the browser URL when logged in that comes that looks like "ACCOUNTID.samcart.com".
   * **Marketplace Name:** The *Marketplace Name* can be found by clicking on the Settings gear in the top right, then looking for GENERAL MARKETPLACE SETTINGS > Marketplace Name.
5. Click "Submit" to create the integration and be taken into it's settings
   * Note: no data is synced until you complete the steps below
6. Select an appropriate date range to import your existing data to import your data
7. Click "Sync Data" to sync your data
   * Note: this process may take some time to complete

##

### Create A Rule For Order Completed&#x20;

1. Go to the Global Rules tab of the SamCart integration rules engine
2. Click New Rule
3. In the Webhook Rule popup box, select eCommerce as the trigger type and Order Completed as the trigger, then click Next Step
4. In the Integration dropdown, select the LTV Numbers integration created in the previous section and select Send Notify URL POST in the Action dropdown
5. Click Next Step then click Submit to finish setting up the product purchased rule

### Create A Rule For Subscription Charged

1. Go to the Global Rules tab of the SamCart integration rules engine
2. Click New Rule
3. In the Webhook Rule popup box, select eCommerce as the trigger type and Subscription Charged as the trigger, then click Next Step
4. In the Integration dropdown, select the LTV Numbers integration created in the previous section and select Send Notify URL POST in the Action dropdown
5. Click Next Step then click Submit to finish setting up the subscription charged rule

## Historical Sales Data

After setting up webhooks to pull in real time sales data, import your one time orders, indefinite recurring subscriptions, and limited subscriptions for a complete picture of your data

### Export SamCart Recurring Subscriptions Data

1. In SamCart’s top navigation bar go to Activity > Subscriptions
2. In the Recurring Subscriptions section, click Export CSV File
3. In the Export Report popup, set the Export Time Range to All Time
4. In the Email field, enter your email address you would like the export sent to and click Confirm
   * Note: this process may take some time to complete but you can continue to the next steps
5. Check your email for the export file and save it to your computer

### Export SamCart Limited Subscriptions Data

1. In SamCart’s top navigation bar go to Activity > Subscriptions
2. In the Limited Subscriptions section, click Export CSV File
3. In the Export Report popup, set the Export Time Range to All Time
4. In the Email field, enter your email address you would like the export sent to and click Confirm
   * Note: this process may take some time to complete but you can continue to the next steps
5. Check your email for the export file and save it to your computer

### Export SamCart Order Data

1. In SamCart’s top navigation bar go to Activity > Orders
2. In the lower right, click Export CSV File
3. In the Export Report popup, set the Export Time Range to All Time
4. In the Email field, enter your email address you would like the export sent to and click Confirm
   * Note: this process may take some time to complete but you can continue to the next steps
5. Check your email for the export file and save it to your computer

### Import SamCart Historical Data Into LTV Numbers

1. Follow the instructions for [Uploading Data into LTV Numbers](/misc-instructions/uploading-data-into-ltv-numbers) to upload your Samcart Recurring Subscriptions, SamCart Limited Subscriptions, and SamCart Orders&#x20;
   * Note: be sure to upload each data type separately

## Enable UTM Tracking

If you have not already done so, follow the steps below to enable UTM tracking, which will enable even more analysis

1. In SamCart’s top right navigation bar, click on the Settings gear
2. In the General tab, scroll to the Marketing Analytics (Optional) section
3. Enter each UTM parameter into their corresponding fields, i.e. "utm\_medium" in the Medium URL Parameter field
4. Click Save Changes

## SamCart Limitations And Notes

* Comparing SamCart and LTV Numbers UIs is not apples to apples:
  * SamCart's date range only selects orders that were made during the date range selected
  * LTV Numbers' date range selects payments made during the date range selected, regardless of when the original order was placed
  * This difference comes into play most notably with rebill payments (subscription payments after the initial charge) as SamCart will not include these payments while LTV Numbers will


# Shopify

## Connect To Shopify Via LTV Numbers Shopify App

{% embed url="<https://www.youtube.com/watch?v=tqgyljTZtgk>" %}

1. Go to the [LTV Numbers Shopify app](https://apps.shopify.com/ltv-numbers) and click the "Add app" button
2. If prompted, log into your Shopify account
3. Select your store from the list in the "Your stores" popup window
   * If you don't see your store in the list, click the "Log in with your shop URL" link at the bottom of the popup window and follow the instructions
4. On the LTV Numbers app permissions page, click the "Install app" button located in the top right or bottom right
5. If prompted, log into your LTV Numbers account
6. **Date Range:** Select an appropriate date range to import your existing data is relevant to your business that you'd like to analyze
7. Click the "Sync Data" button on the LTV Numbers Shopify Data Integration page to initiate the data syncing process
   * Note: this process may take some time to complete


# Stripe

## Connect to Stripe Via API

Establish the connection between your Stripe account(s) and LTV Numbers

{% embed url="<https://youtu.be/JZv4fMy6xgY>" %}

1. [Log into LTV Numbers](https://app.ltvnumbers.com)
2. In LTV Numbers’ side navigation bar, go to the "Settings" tab
3. In the Stripe Integrations section, click "Connect with Stripe"
4. Log into your Stripe account if you're not already logged in
5. Select the appropriate Stripe account to connect
   * Note: this step requires Stripe owner-level permissions
6. Click "Connect" to create the Stripe integration
   * Note: this process only establishes the connection to Stripe; it does not does not initiate the data sync
7. Repeat the above steps as necessary to connect any additional Stripe accounts

## Stripe Data Sync

{% hint style="warning" %}

### **IMPORTANT**

Only proceed if you have a thorough understanding of your data. If you have any questions or need help, reach out to our support team. This process cannot be undone, edited later, or stopped part way through.
{% endhint %}

### Read the Documentation&#x20;

1. Carefully and thoroughly read the Stripe Data Integration documentation on the Stripe Data Integration page until you understand it&#x20;

### Decide Which Data Type Is Appropriate For Your Business&#x20;

1. Be sure you understand the Stripe Data Integration documentation and how it relates to your data needs
2. Select the appropriate Data Type that provides the data you want **without introducing redundancy or duplicate records** from your other data sources
3. Double check that you've selected the appropriate Data Type
4. Click Sync Data
   * Note: this process may take some time to complete

## Stripe Limitations And Notes

* Initial payments need to be in place prior to syncing Stripe data (webhook setup and historical data loaded in already). Cart platforms such as Clickfunnels historical data contain the initial sale that are associated to the subscription but don't actually contain the payment.
  * Note: when uploading historical data, there is no need to worry about duplicate sales records


# ThriveCart

## Set Up Webhooks

Webhooks pull your sales data in real time and should be set up first before importing historical sales data to avoid gaps in your data

1. [Log into LTV Numbers](https://app.ltvnumbers.com)
2. In LTV Numbers’ side navigation bar, go to the "Settings" tab
3. Click the "Copy" button for your Webhook URL in the “Clickfunnels Integrations” section. You will paste this into ThriveCart at a later step
4. In a separate browser window or tab, [log into ThriveCart](https://thrivecart.com/login/) and go to your vendor account
5. In ThriveCart, in the top right drop down, go to Settings
6. Go to API & Webhooks in the lower right
7. Go to Webhooks & notifications at the bottom
8. Type "LTV Numners" into the Name field
9. Paste the Webhook URL you copied from LTV Numbers earlier into ThriveCart's Webhook URL field and edit the Webhook URL by replacing "clickfunnels" with "thrivecart"
10. Click the Save This Webhook button. ThriveCart should notify you that your webhook has been saved

## Historical Sales Data

After setting up webhooks to pull in real time sales data, import your past sales for a complete picture of your data

### Export ThriveCart Transactions

1. In the middle of ThriveCart’s top navigation bar go to Transactions
2. In the date selector dropdown menu, select "All Time"
3. Ensure "All transactions" is selected in the transaction type dropdown menu
4. Click "Download CSV" at the bottom of the page and save the file to your computer

### Import ThriveCart Transactions Into LTV Numbers

1. Follow the instructions for [Uploading Data into LTV Numbers](/misc-instructions/uploading-data-into-ltv-numbers) for your ThriveCart Transactions

## ThriveCart and UTMs

Due to limitations with ThriveCart, all past UTM information is lost from the historical sales data and cannot be recovered. But you can start capturing UTMs to enable more in depth traffic analysis going forward. The method of capturing UTMs varies based on how traffic arrives at your ThriveCart checkout page.

### Traffic Direct To ThriveCart Checkout Pages

If you send traffic directly to a ThriveCart checkout page, use the following structure in the links to your ThriveCart checkout pages:

{% code title="ThriveCart URL UTM Structure" %}

```url
mysite.com/some-page?passthrough[utm_source]=my_source&passthrough[utm_medium]=my_medium&passthrough[utm_campaign]=my_campaign&passthrough[utm_content]=my_content&passthrough[utm_term]=my_term
```

{% endcode %}

### Traffic From Landing Pages To ThriveCart Checkout Pages

If you use landing pages that direct traffic to a ThriveCart checkout page, follow the steps below for each landing page to set up the UTM Passthrough Script. This script will automatically convert the links on the landing page into the ThriveCart URL UTM Structure above and update it with the UTMs present from the landing page URL.

1. Navigate to the editor of the landing page that sends traffic to a ThriveCart checkout page
2. Verify this landing page sends traffic to a ThriveCart checkout page as expected
3. Paste the ThriveCart UTM Passthrough Script located below into the \<body> or \<footer> code of the landing page:
   * Note: if necessary, this script can also be placed in the \<head> of the page but this may cause unintended behavior
4. Save the landing page
5. Repeat the steps above for each landing page that sends traffic to a ThriveCart checkout page

{% code title="ThriveCart UTM Passthrough Script" %}

```html
<script src="https://storage.googleapis.com/ltv-numbers-prod/url_parameter_passthrough_to_thrivecart.js?v=x.x.x" defer></script>
```

{% endcode %}


# WooCommerce

Complete the steps below for each store you wish to connect to LTV Numbers

{% embed url="<https://youtu.be/jM56AGhwsh4>" %}

## Generate API Key

Connect your WooCommerce account to LTV Numbers by generating an API key and providing the credentials

1. Log into your WooCommerce store
2. Generate an API Key by following the [WooCommerce Generate API Keys instructions here](https://woocommerce.com/document/woocommerce-rest-api/#section-2) and note the additional instructions below as you complete the steps&#x20;
   * **Description:** set to "LTV Numbers" or similar descriptive name for your reference
   * **User:** select your user account
   * **Permissions:** "Read/Write"
     * Note: The Write permission is only used to create a webhook to capture sales in real time
3. Copy these API keys and store them securely as you will need them in the section below
   * Note: the values of the Consumer Key and Consumer Secret can only be accessed immediately after the API Key is created. If you leave the page, the values will no longer be available and a new API Key will need to be created, so save them now.

## Connect To LTV Numbers Via API

Grant LTV Numbers access to your data via the API Key you created in the above steps, then sync your data

1. In a separate browser window or tab, [log into LTV Numbers](https://app.ltvnumbers.com)&#x20;
2. In LTV Numbers’ side navigation bar, go to the "Settings" tab
3. Click the "Connect with WooCommerce" button in the integrations list and fill in the required information:
   * **Store URL:** enter the domain of your store
     * To get this, get the URL of the page when logged into WooCommerce, but only include the domain name ("<https://mystore.com>" or "<https://www.mystore.net>" for example)
   * **Store Name:** you can set this to how you want to identify the store, but it is recommended that you use the name of the store that shows up when logged into WooCommerce in the "Home" section
   * **Consumer Key:** copy the value of the Consumer Key for the API Key created in the previous section&#x20;
   * **Consumer Secret:** copy the value of the Consumer Secret for the API Key created in the previous section&#x20;
4. Click "Connect" to create the integration and be taken into it's settings
   * Note: no data is synced until you complete the steps below
5. To sync your data, pick an appropriate date range to import your existing data, and an appropriate sync frequency to import your data going forward to meet your analysis needs
6. Click "Sync Data"
   * Note: this process may take some time to complete

## WooCommerce Limitations And Notes

* LTV Numbers only includes WooCommerce orders which have actually been paid and does not include pending orders that have not yet been paid.
* WooCommerce data has no way of distinguishing between initial sales and rebills. Thus all revenue will appear in LTV Numbers under "Order Revenue" entirely and not "Rebill Revenue".&#x20;
* Refund amounts are accounted for in LTV Numbers but due to WooCommerce data limitations, the amounts are not applied to specific products so refunds will not appear in product breakdowns.
* Related to the WooCommerce's Reports dashboard:
  * The numbers to the left of the graph on the WooCommerce dashboard are just wrong. If you can figure out how they are calculated, let us know!
    * This is part the reason why we created LTV Numbers in the first place - so you can see numbers that are correct!
  * The WooCommerce orders export and LTV Numbers match each other (when adjusted for timezone). And they both match the light blue line on the WooCommerce dashboard graph (under the hood, they call it "gross sales" but is actually net sales).
  * The WooCommerce dashboard does not actually show the gross revenue anywhere. In other words, it only shows net revenue and calls that gross revenue.
  * WooCommerce data is in the timezone configured in your [WooCommerce general settings](https://managergram.com/wp-admin/options-general.php) (currently New York).
  * LTV Numbers is currently in your local timezone (in a future update, you'll be able to set your preferred timezone).


# Overview

Steps for Onboarding Process

1. Pay your monthly fee via the checkout pages provided. This way, our team of engineers can get started on setting you up.
2. Sign your agreement via DocuSign. It should be in your email. If not, let us know!
3. Accept the Slack invitation - Slack is the best place to get in touch with us, ask questions, schedule calls, etc! Watch this video on a quick tutorial for [Slack](/onboarding-process/slack-walkthrough)!
   1. Say hi and send us your mailing address and t-shirt size to receive free gifts as our thank you for choosing LTV Numbers. You can also share them [here](https://www.ltvnumbers.com/free-gift).
   2. If we are involved in your onboarding process, share the login info to your platforms so we can load in your data.
      1. Share logins with the team by dropping them in Slack or share it securely via LastPass to <secure@ltvnumbers.com>.
4. Watch videos from the [resource library](http://ltvnumbers.com/resources) to better understand concepts within LTV Numbers.
5. Schedule your Onboarding/Insights Call using [this link](http://go.oncehub.com/ltvnumbers-onboardingcall).
6. Watch the educational videos on the dashboards that are sent out every other day to your email.
7. Watch the [Insights Docs overview](/onboarding-process/insights-doc-overview) video **before your Insights Call**.
8. Understand the [Expectations and Agenda of the Insights Call](/onboarding-process/expectations-and-agenda-of-insights-call).
9. Once you gain access to your Insights Doc, have a sneak peek of your account and familiarize yourself with the tool. Prepare questions to ask on Slack or the Insights Call. Here are some videos on how to best play around with the tool:
   1. [Daily Dashboard Quick Tutorial](/onboarding-process/daily-dashboard-quick-tutorial)
   2. [Journey Dashboard Quick Tutorial](/onboarding-process/journey-dashboard-quick-tutorial)
   3. [Analysis Page Quick Tutorial](/onboarding-process/analysis-page-quick-tutorial)
   4. [Path Analysis Page Quick Tutorial](/onboarding-process/path-analysis-page-quick-tutorial)
   5. [People Page Quick Tutorial](/onboarding-process/people-page-quick-tutorial)
10. **Attend the Insights Call.** Review the [Insights Call Summary](/onboarding-process/insights-call-summary) after to make sure that you familiarize yourself with these concepts.
11. After the Insights Call, within the first 7 days of using your account, [follow these instructions](/onboarding-process/first-7-days-homework).
12. Use LTV Numbers to analyze your data and get actionable insights. Do these:
    1. [every day.](/onboarding-process/daily-ltv-numbers-analysis)
    2. [every week.](/onboarding-process/weekly-ltv-numbers-analysis)
    3. [every month.](/onboarding-process/monthly-ltv-numbers-analysis)
13. In a few weeks, **schedule your Success Call** using this link [here](http://go.oncehub.com/ltvnumbers-successcall-austin). We'll go over your homework and answer more questions here. Read this [page](/onboarding-process/success-call-expectations) for more info.
14. Reach out to us anytime via Slack.


# Slack Walkthrough

These are the first few steps that you can take when you want to join the LTV Numbers Workspace. Use this workspace to communicate with the team directly and feel free to ask about anything.

{% embed url="<https://youtu.be/pl-k1WfaTxo>" %}

When you join LTV Numbers for the first time, you will be invited to an LTV Numbers Slack workspace via email.

1. You will receive an invitation from us via email to "work together in Slack". Click on the "Get Started" button in the email.
2. If you don't have a Slack account, enter your work email in the page you get sent to. Following that, enter your 6-character code.
3. Once that's set up, go ahead and "Join Channel" if it's the invitation from LTV Numbers.
4. You can actually download Slack for MacOS to make access more convenient, without needing to sign into your browser.
5. This is going to be your general workspace, but you will see a #ltv-x-company name where 'company' is the name of your company.
6. Introduce yourself and say hi.
7. In the Slack channel, you can mention specific people (using @Name) or mention everyone (using @channel).
8. **(Not in video)** In the description, you will also be able to see a link to book a call with one of our team members assigned to your company. You can use this call to ask whatever questions you had about the tool or steps moving forward. We want to be here to support you in the best way that we can.
   1. To view the description, click on the collapsable arrow in the name of the channel (#ltv-x-company) and the link will be in the description.
   2. If it is not there, tag one of the members in the Slack channel and ask us to put our link in the chat for you!
9. **(Not in video)** A common thing to miss is that when you join a Slack workspace, you are immediately put on a 90-day Free Trial on one of Slack's paid plans (Pro or Business). I would recommend getting on the Pro plan when you can. As of October 2022, the Pro plan is $12/month and will get you on LTV Number's Slack workspace so we can communicate more efficiently!


# Insights Doc Overview

The Insights Document is your go-to document that the LTV Numbers team has prepared for you. This will be your FAQ doc, your notes doc, your benchmarks, etc. Use this however you please.

{% embed url="<https://youtu.be/VKbU7I-57kI>" %}

* This document serves as a living, breathing action plan for you based on the insights made possible by the LTV Numbers software.
* **Page 2** is where you can access the Insights Call recording and the Calendar Links for Success Calls with specific members of the LTV Numbers team.
* **Page 3** is where you'll be able to see your software login information. If you decide to change your password, do let us know so that we can always access your data should there be any problems.
* **Page 4** is a summary of key terms used within LTV Numbers and the software views within your account. It is important that you understand the key terms listed as different platforms define these terms differently.&#x20;
* **Page 5** is a quick summary of why tracking and understanding LTV is so important. It can help you focus on winners in the business, especially when we're looking at your data and offers over a long period of time.
* **Page 6** is a redirect page to our reference documentation and tracking link setups using UTM parameters. Head to the reference documentation if, let's say, you've added a new funnel to your account and want to add that into LTV Numbers, but we're not available to do so. The reference documentation should give you instructions on how to clearly navigate any unforeseen or new obstacles. As for the UTM parameters, refer to this if you want to know what UTM parameters are and if you want to set up UTM parameters. In it, you'll find a spreadsheet that can dynamically create appended links so that your traffic channels will contain UTM parameters.
* **Page 7** quickly summarizes the (soft) benchmarks for your company to hit in order to be able to being scaling your business. This is just the general trend that we've seen for our users over the years and it would be good to see your growth in this respect.
* **Page 8** is a summary of any important setup notes or data limitations to your account. Just keep this in mind when looking over your data, should yours be slightly unorthodox.
* **Page 9-13** will be the analyses made by our team and even hold strategies that we come up with during the Insights Call.
* **Page 14-16** will be notes from the Insights and Success Calls.


# Expectations and Agenda of Insights Call

Be sure that you understand how to do these after this. If not, let us know in that chat and we can guide you on how to specific tasks that are relevant to your business and how you want to view data.

On the Insights call, we will go over the following with you:&#x20;

* Your Insights Doc
* How to use the daily dashboard
  * Comparing reports between different time periods
* Journey Dashboard highlights
  * Understanding Frontend to backend conversion rate
  * Seeing an increase in backend revenue
  * Viewing Top 5 products and/or funnels with the highest revenues and their general customer journeys
* Analysis Page highlights
  * View LTV of top products or funnels that bring in the most number of customers
  * Consider LTV of products or funnels or traffic channels that you want to focus on
  * Understand how number of customers alive affects the accuracy or significance of LTV on the graph
* Path Analysis
  * Understand how LTV Gain column gives meaning to the “hotness” of your product or funnel or traffic channel
  * View how long it takes for a customer to come back and buy, on average
  * Build a customer journey based on products sold, traffic channels by which they’re sold, funnels on which they’re sold
  * For subscriptions, what is your retention rate? Any other purchases made on top of the subscription to help boost LTV? Can we create demand for other products, maybe they already exist within the subscription that we can sell separately if subscription is too much to consume?
* Customer/Payment Tab
  * Identify the top 10% of customers based on LTV, number of orders, etc.
  * Identify 30th-70th percentile of customers and figure out how to market to those people
  * Export and upload to create lookalike audiences in your ad platforms


# Daily Dashboard Quick Tutorial

This is a brief tutorial on how to use the Daily Dashboard.

{% embed url="<https://youtu.be/p0eBAL_kR4k>" %}

* The Daily Dashboard is supposed to be used daily, hence the name. But you really only need to spend 5 minutes tops every single day here to check up on the health of the business.
* On the top left, you will see a comparison graph of how your business is doing ***today*** versus a certain date. The default date you're comparing with is yesterday and the default metric is "Sales Volume".&#x20;
  * You can change the date to compare today's metrics to any date in the past. However, you cannot compare two dates in the past.
  * You can change the metric to compare either "Sales Volume", "New Customers", or "Orders".
* On the top right, you will see all of the recent activity. Statuses included "Frontend", "Backend", and "Rebill".
  * Frontend and Backend definitions are in the Insights Doc.
  * Rebill is defined as a repeat order e.g. a subscription.
* If you scroll to the bottom, you can see reports for certain periods compared with other periods. In this case, you can mess around and change the date range of the Reports section to the
  * past day
  * past week
  * past 30 days
  * past 90 days
  * past year
* On the left side of the reports, you will see the sales (the $) and on the right, the number or orders.
* We break them down by frontend and backend so you can see whether you've made new sales today or whether your customers are coming back to buy from you.
* Scroll down some more and you will see the sales and orders being broken down and sorted by your top 5 products, funnels, and affiliates.


# Journey Dashboard Quick Tutorial

This is a brief tutorial on how to use the Journey Dashboard.

{% embed url="<https://youtu.be/u0zWSGItZhE>" %}

* On the top right, you can change the date range to the past 7 days, past 30 days, past 90 days, etc.
* Take note of the breakdowns at the top left. Go ahead and change "All" to "Platform", "Funnel", "Product", or "Affiliates".
* The graph right below the breakdowns shows the revenue brought in by **new** customers.
* Scroll down to the "New Customers" section and pay attention to the performance of your customers from when they enter your business. Good metrics to keep an eye on are:
  * Frontend to Backend Conversion Rate - the % next to the number of backend customers
  * Backend Revenue Increase Percentage - the % next to the backend revenue
  * Formula : Frontend Rev. + Backend Rev. = Lifetime Rev. for the certain number of customers (as shown in the lifetime column)
    * This is the lifetime revenue that is brought in by all of your **new** customers during this time period.
* Scroll down to the "New Customer Performance" section and you will see a massive card with an LTV Graph on the right. You will be able to see at a high-level what your top backend products are (amongst your **new** customers). Identify your top backend products for your new customers in that time period.
* When you break down your data by, let's say, product, these cards will show your top 5 products sorted by revenue. Identify the journeys that your customers are taking from one product to the next. We will analyze this more in depth in [Path Analysis](/onboarding-process/path-analysis-page-quick-tutorial).
* When you scroll down to the bottom of the page, you will see "Backend Summary". Do not mistake this with the backend products from earlier. "Backend Summary" shows you the backend activity for **all** (and not limited to new) customers within this period.&#x20;
  * Identify your top backend products made by **all** of your customers (new and returning) in that time period.


# Analysis Page Quick Tutorial

This is a brief tutorial on how to use the Analysis Page.

{% embed url="<https://youtu.be/l11stjxngts>" %}

{% embed url="<https://youtu.be/NamF8nyWSW4>" %}

* On the top left, you can change the date range to the past 7 days, past 30 days, past 90 days, etc.
* Next to the date picker, you will see a "Filter" button. "Filter" is for when you want to see the stats for one specific platform, funnel, product, utm, or affiliate.
* Next to the "Filter" button, you will see a "Breakdown" button. "Breakdown" is for when you want to see a breakdown of all of your data by a certain category. Platforms, funnels, products, utms, and affiliates are breakdowns.
* Next to the "Breakdown" button, you will see an "Attribution" dropdown. You can switch the views to either see the data in terms of the customer, or in terms of the lead.
* There are 2 graphs shown below. By default, they are the Lifetime Value graph and the Revenue graph. You can switch these graphs to also show an Average Order Value graph, an Acquisition graph, or a Time to First Order graph.
  * Lifetime Value : shows you the change in lifetime value over time, and the number of customers who contribute to said lifetime value on a certain day.
    * Pay attention the LTV graph and understand the meaning of LTV progressing over time and how customers "alive" contribute to the statistical significance of LTV.
    * Switch the LTV view to LTR view and understand the concept of LTR as well.
  * Revenue : shows you the change in revenue over time, and the number of orders that contribute to said revenue on that certain day.
  * Average Order Value: shows you the change in average order value over time, and the number of orders that contribute to said average order value on that certain day.
  * Acquisition: shows you the change in New Customers, Repeat Customers, Total Customers, Payments, Orders, or Leads over time.
  * Time to First Order : shows you how many days it takes for your lead to make a purchase.
* You can scroll down below the graphs and see a table.&#x20;
* Spend some time in the table. View for your stats for a specific breakdown perhaps e.g. "Product". Switch between the "Overview", "Detailed LTV" and "Detailed LTR" views.
* Sort the table as you wish by the specific columns.


# Path Analysis Page Quick Tutorial

This is a brief tutorial on how to use the Path Analysis Page.

{% embed url="<https://youtu.be/NdWYrK-cETk>" %}

* In the Analysis page, you can access the Path Analysis by clicking on the three-pronged arrow in the table below.
* For simplicity sake, let's break down your Analysis page by "Product". Scroll down to the table and find your top product. On the left of its name, click on the three-pronged arrow next to it to dive into the Path Analysis of that product. You can do this for any breakdown.
* Now, you should see a banner on the top that says "Path Analysis Mode". Just like the Analysis page, on the top left, you can change the date range to the past 7 days, past 30 days, past 90 days, etc.&#x20;
* New buttons to note are:
  * Frontend Filter : it allows you to pick which frontend item (whether it's a platform, funnel, product, utm, or affiliate) whose backend activity you want to analyze
  * Attribution : same as Analysis Page
  * Backend Breakdown : it allows you to break down the backend activity by the same breakdowns as in the Analysis page.&#x20;
* **For example,** if you want to see what products your customers are buying after having first purchased Product A, then you would need:
  * Frontend Filter = "Product A"
  * Backend Breakdown = "Product"
* Below these buttons are only 2 graphs - LTV and LTV Gain Graph.
  * Pay attention to the LTV Gain Graph on the right. This shows you who is buying what and when.
* You can apply a "Backend Breakdown" by "Product" to see what products people are purchasing **after that first product** (which is the "Frontend Filter").
* If you want to see the traffic channels through which people are purchasing, you can apply a "Backend Breakdown" by one of the utms and see whether people are buying through a specific email sequence or autoresponder or whatever you've set up in your system.
* Below the table, you will see a bar that shows your "Frontend Customers", the "Frontend Revenue" brought in by these customers, their Day 0 and Day 90 LTV, and the "Lifetime Revenue" brought in by these customers (in the long run).
* Below that is a table. Pay attention to the number of customers that purchased the backend items and the amount of time it takes for them to purchase (on average).


# People Page Quick Tutorial

This is a brief tutorial on how to use the People Page.

{% embed url="<https://youtu.be/VJ4Z8BSgoFQ>" %}

* For simplicity sake, you can stay in the Customers tab. First, learn to segment your customers by LTV, Number of Orders, or when they purchased a product.
* e.g. See how many customers you have first without any filters. Then set your LTV to > $100 and take note of how many customers are in this segment.
* Then try adding the filter of Number of Orders greater than 1 and less than 4, for example. Take note of the number of customers in this section. Perhaps, change the date as well.
* Then once you're more comfortable with that, we want you to export a list of your highest LTV customers. It is a great way to create lookalike audiences.
  * A great option is to find the LTV price at which you can export \~1,000 customers.
  * Then click on the "Export" button, enter your email and it should be in your inbox in a few minutes!
* If you want to be slightly more adventurous, head into the "Payments" and "Contacts" tabs above and try to segment customers based on a product they've ordered.


# Insights Call Summary

## Main Takeaways:

1. How to use the daily dashboard
   1. Comparing important time periods for reports
2. Journey Dashboard highlights
   1. Frontend to backend conversion rate
   2. Increase in backend revenue
   3. Top 5 products and/or funnels with the highest revenues
3. Analysis Page highlights
   1. LTV of top products or funnels that bring in the most number of customers
   2. LTV of products or funnels or traffic channels that you want to focus on
   3. How number of customers alive affects the accuracy or significance of LTV on the graph
4. Path Analysis
   1. How LTV Gain column gives meaning to the “hotness” of your product or funnel or traffic channel
   2. How long it takes for a customer to come back and buy, on average
   3. Build a customer journey based on products sold, traffic channels by which they’re sold, funnels on which they’re sold
   4. For subscriptions, what is your retention rate? Any other purchases made on top of the subscription to help boost LTV? Can we create demand for other products, maybe they already exist within the subscription that we can sell separately if subscription is too much to consume?
5. Customer/Payment Tab
   1. Identify the top 10% of customers based on LTV, number of orders, etc.&#x20;
   2. Identify 30th-70th percentile of customers and figure out how to market to those people
   3. Export and upload to create lookalike audiences in your ad platforms


# First 7-Days Homework

{% embed url="<https://youtu.be/aNB9_oXXl7c>" %}

* Go into your Insights Docs. You can find it in your Slack channel.
  * Go to #ltv-x-company and below the name, you should find the Insights Docs.
* Use the insights from LTV Numbers analysis to fine tune your business.
  * e.g. create lookalike audiences from your current best LTV customers, tweak your CPAs, refine your customer journeys
  * Refer to the Quick Tutorial pages for help.


# Daily LTV Numbers Analysis

{% embed url="<https://youtu.be/6ZwsAlYVStI>" %}

* Look at the Daily Dashboard daily (we call it that for a reason!) to see the health of your business and frontend / backend revenue distribution. Refer to the [Daily Dashboard Quick Tutorial](/onboarding-process/daily-dashboard-quick-tutorial).
* Track the performance of your ads and marketing campaigns via the Analysis Page by performing UTM breakdowns. Refer to the [Analysis Page Quick Tutorial](/onboarding-process/analysis-page-quick-tutorial).


# Weekly LTV Numbers Analysis

{% embed url="<https://youtu.be/gEUbynPTiHg>" %}

* Do a week over week comparison in the Daily Dashboard for your top products. Refer to the [Daily Dashboard Quick Tutorial](/onboarding-process/daily-dashboard-quick-tutorial).
* Review the weekly performance of your KPIs.
* ***Optional -*** Do a deeper dive on your funnels, products, ads, emails, and affiliates by using the Analysis page to look at a 7 day date range and doing some breakdowns to dive deeper into your performance. Refer to the [Analysis Page Quick Tutorial](/onboarding-process/analysis-page-quick-tutorial).


# Monthly LTV Numbers Analysis

{% embed url="<https://youtu.be/KgWZF-DAxx4>" %}

{% embed url="<https://youtu.be/7iO0uv356T8>" %}

{% embed url="<https://youtu.be/5pgry4QWwtI>" %}

{% embed url="<https://youtu.be/cJ9BAPexXcQ>" %}

In the **Journey Dashboard**, do these:

* Select a 30 day date range to analyze how new customers converted into backend buyers&#x20;
* Use product and funnel breakdowns to see these stats in more detail
* ***Optional -*** Select previous months to analyze the backend buying behavior of customers acquired in that month
* ***Optional -*** Extend the date range to the last 90 days to analyze longer-term trends&#x20;
* **Next step:** Assess how well new customers are being converted into returning customers. Monitor this over time to track the effectiveness of your backend marketing efforts.
* Refer to the [Journey Dashboard Quick Tutorial](/onboarding-process/journey-dashboard-quick-tutorial).

In the **Analysis Page**, do these:

* Analyze customer lifetime value
* Use filters and breakdowns to refine the analysis for whatever’s important to you&#x20;
* ***Optional -*** Select previous months to analyze the LTV of customers acquired in that month&#x20;
* ***Optional -*** Extend the date range to the last 90 days to analyze longer-term trends&#x20;
* **Next step:** Use the LTV data to adjust CPA targets for paid acquisition channels and track the effectiveness of your backend marketing efforts. Use this to identify the highest and lowest quality sales channels to identify where spend can be scaled up or down.&#x20;
  * Sales channels could be traffic channels, funnels, products, etc. that you’re sending your customers to.
* Refer to the [Analysis Page Quick Tutorial](/onboarding-process/analysis-page-quick-tutorial).

In the **Path Analysis Page**, do these:

* Analyze the customer journey or journeys that you’re actively focusing on
  * E.g. If you’re focused on the acquiring customers through one particular platform, funnel, product, traffic source (UTM value), or affiliate, perform a Path Analysis on that
* If you have multiple areas of focus, perform path analysis for each
* For each path analysis, remember that you can break down the backend for detailed insights into what is being purchased and when. (Using a product backend breakdown is usually the easiest way to do this.)&#x20;
* **Next step:** Use the backend sales data to figure out what your customers are buying next after they’ve bought the first product. Use this information to refine and optimize your customer journey and identify areas of opportunity.
* Refer to the [Path Analysis Page Quick Tutorial](/onboarding-process/path-analysis-page-quick-tutorial).

In the **People Page**, do these:

* Identify your most valuable customers
* Use the Customer Page to filter your customers based on LTV
* Export your highest LTV customers then upload it into your ad platforms to create up-to-date lookalike audiences and to your email platforms for list segmentation.
  * We recommend setting your LTV as high as possible while still maintaining a size of \~1,000 customers for your csv export&#x20;
* **Next step:** Use these lookalike audiences and list segments to improve the effectiveness of your marketing.
* Refer to the [People Page Quick Tutorial](/onboarding-process/people-page-quick-tutorial).


# Success Call Expectations

Reflect on these questions for the call:

* Overall how has it been to use the tool? Easy/hard, confusing/makes sense, etc.
* How often do you use the tool?
* Have you been doing the daily / weekly / monthly analysis that we recommend?
* Who uses the tool and how?
* Has it changed the way you operate your business?
* Have you learned anything surprising or unexpected about your business or your customer buying behavior?
* Have you seen any exciting early results?
* Is there a particular customer segment or customer journey that you will be paying special attention to?

It will come in handy to think about how you've used the tool, how you would like to use the tool, and how we can help you moving forward.


# Guide to UTM Tracking

## Facebook Tracking Template

[Specifications for Facebook URL Parameters](https://www.facebook.com/business/help/2360940870872492)&#x20;

[About Facebook URL Parameters](https://www.facebook.com/business/help/1016122818401732)

**Place the code below in the "URL Parameters" field under "Tracking" at the ad level:**

{% code title="Facebook Tracking Template" overflow="wrap" %}

```
utm_source=facebook_paid&utm_medium={{adset.name}}&utm_campaign={{campaign.name}}&utm_content={{ad.name}}
```

{% endcode %}

## YouTube Tracking Template

[Set up tracking with ValueTrack parameters - Google Ads Help](https://support.google.com/google-ads/answer/6305348?hl=en)\
*(see **Instructions** section)*

**Place the code below in the "Ad URL Options" field at the "Ads & extensions" level:**

{% code title="YouTube Tracking Template" overflow="wrap" %}

```
utm_source=youtube_paid&utm_medium={adgroupid}&utm_campaign={campaignid}&utm_content={creative}
```

{% endcode %}

## UTM Link Builder Spreadsheet

[LTV UTM Builder (make a copy to edit)](https://docs.google.com/spreadsheets/d/1YC-fMYV1UANbx7-Re9M1A1Wa9zwwFLx-RKEjVbwtnQc/edit?usp=sharing)

## UTM Information

Sources:

* [Google UTM Builder ](https://ga-dev-tools.appspot.com/campaign-url-builder/)
* [UTM Parameters In Plain English: How To Expertly Track Which Traffic Sources Are Actually Converting](https://www.blogmarketingacademy.com/utm-parameters-in-plain-english-how-to-expertly-track-which-traffic-sources-are-actually-converting/)

There are 5 UTM tags with a hierarchy (as defined by Google’s Campaign URL Builder). They are:&#x20;

* **Campaign Source (utm\_source)** – Identifies the source of the traffic (search engine, newsletter, facebook, etc.)&#x20;
  * Values: search, newsletter, facebook, instagram, youtube, email, linkedin, twitter&#x20;
* **Campaign Medium (utm\_medium)** – Identifies the medium which is sending the traffic (email, blog post, podcast, social, retargeting, etc.)&#x20;
  * Values: email, blog post, podcast, social, retargeting&#x20;
* **Campaign Name (utm\_campaign)** – Used to identify a particular campaign being run (an email campaign sequence, or a Facebook ad campaign)&#x20;
  * Used to group links into an overall campaign. Name of a promotion (ie. indoctrination, chistmas\_sale)&#x20;
* **Campaign Term (utm\_term)** – Identifies any keyword terms used to refer to the traffic. Used mainly in pay-per-click ads where you’re bidding on keywords.&#x20;
  * Only relevant when source = search&#x20;
* **Campaign Content (utm\_content)** – Used to differentiate different ads which point to the same URL.&#x20;
  * Determined by nature of content in order to tell links apart that go to the same page&#x20;
  * Values: email1, email2, education, funny, entertainment, crazy\_jump

## Recommended Email Tracking Strategy Example

* utm\_source&#x20;
  * email, paid\_email
* utm\_medium&#x20;
  * broadcast, sequence or followup, cpa, cpm&#x20;
  * email\_broadcast, email\_sequence, email\_cpa, email\_cpm
* utm\_campaign&#x20;
  * \[product\_name], \[sequence\_name]&#x20;
  * examples: 30\_day\_challenge, quiz\_followup
* utm\_content&#x20;
  * broadcast\_20200615, quiz\_followup\_1, quiz\_followup\_2


# Uploading Data Into LTV Numbers

Optionally enrich your LTV Numbers account with payment or contact data, typically exported from your sales platform or CRM and often in CSV format

{% hint style="warning" %}

### Important

Note this process is not always necessary or helpful.

If you have any questions or are unsure about any part of this process, please contact the LTV Numbers team before uploading any data to ensure the accuracy of your LTV Numbers account remains intact.
{% endhint %}

## Prepare Your File

1. Before exporting payment or contact data from your sales platform or CRM, filter the data to only the desired data you wish to include in LTV Numbers
   * Note: an example of desired data is successful payments. Examples of undesired data are be payments already in LTV Numbers or failed payments
   * Note: this process can also be done manually by deleting rows of data
2. Export the file and save it to your computer
   * Note: if you have the option, choose CSV format for the file format and UTC for the time zone
3. Check the file to make sure it contains the information you want to include in LTV Numbers
   * For the analysis, you should assign as many fields as possible. So if your file does not contain some information, consider adding it manually

## Upload Your File

1. [Log into LTV Numbers](https://app.ltvnumbers.com/)
2. In the LTV Numbers side navigation bar, click "Upload" to get to the Data Uploader
3. Click the "Choose File" button
4. Select your file and click Next
   * Note: if you have multiple files of the same format, you can multiselect them to upload them all at once. Ensure each file is the same data type. Do not select files for payments and contacts for different platforms all at once.
5. Select the data type that matches your file in the Data Format selector, then click Next
   * Note: for advanced users with non-standard data formats, follow these instructions on [Creating A Custom Data Format](/misc-instructions/uploading-data-into-ltv-numbers/creating-a-custom-data-format). Or select it in the Data Format selector if you've already created one.
6. Ensure you selected the correct data format, then click Upload to begin the upload process for your file
   * Note: this process may take some time to complete
7. Optional: Repeat this process for any additional data types you need to upload


# Creating A Custom Data Format

Create a custom data format and upload your contact or payment data CSV into LTV Numbers

1. In LTV Numbers' side menu, click "Upload" to get to the Data Uploader
2. Click the "Choose File" button and select your file(s with the same format)
3. Click "New" under Choose Format
4. Enter a clear and descriptive name for your data format by including relevant identifying information such as the platform name, data type (contact or payment), and the purpose of this custom format
5. Select the Data Type and click Add
6. For each relevant section, assign the data from your file to the field in LTV Numbers
   * E.g. assign the Date Created in your file to the CONTACT Created Datetime in LTV Numbers
7. Verify each field is assigned properly by checking the preview from your file. If the file preview is not enough, open your file.
8. Click Save and Next to save your custom data format and begin the upload process for your file&#x20;
   * Note: this process may take some time to complete


# Deprecated Overview

{% hint style="danger" %}

## **DEPRECATED**

### The methods in this section are no longer maintained, supported, or recommended. Only use these methods in special cases

###

### For most cases, use the supported methods outlined [here](/)

{% endhint %}


# \[Deprecated] Shopify

{% hint style="danger" %}

## **DEPRECATED**

### This method is no longer maintained, supported, or recommended.  Only use this method in special cases.&#x20;

###

### For most cases, use the method outlined [here](/data/shopify).

{% endhint %}

## Set Up Webhooks

Webhooks pull your sales data in real time and should be set up first before importing historical sales data to avoid gaps in your data

1. [Log into LTV Numbers](https://app.ltvnumbers.com)
2. In LTV Numbers’ side navigation bar, go to the "Settings" tab
3. Click the "Copy" button for your Webhook URL in the “Shopify Integrations” section. You will paste this into Shopify at a later step
4. In a separate browser window or tab, [log into Shopify](https://accounts.shopify.com/store-login)
   * To log in as a Shopify Partner, [log in to your Shopify Partner account](https://partners.shopify.com/organizations), then click "Log In" next to the appropriate Shopify store
     * Note: Your partner account will need all permissions except for Online Store permissions, Manage locations, View Shopify Payments payouts, and View billing details
5. In Shopify's side navigation bar, go to Settings
6. Click on Notifications and scroll to the Webhooks section
7. Click the "Create Webhook" button and configure each field as follows:
   * Event: "Order payment"
   * Format: "JSON"
   * URL: Paste the Webhook URL you copied from LTV Numbers earlier and edit the Webhook URL by replacing "clickfunnels" with "shopify"
   * Webhook API version: select the (Latest) version (i.e. "yyyy-mm (Latest)")
8. Click the "Save" button
9. Repeat steps 7 - 10 for Event: "Order updated"
   * Note: Order updated includes refunds

## Historical Sales Data

After setting up webhooks to pull in real time sales data, import your past sales for a complete picture of your data

### Export Historical Sales Data From Shopify

1. From your Shopify home dashboard, go to Analytics then Reports in the left menu
2. Click the "Sales by product" report in the Sales section
3. Select a date range that contains the historial sales data you with to export
   * Note: we recommend at least a year of historical data to establish a good analysis baseline. Older data doesn't necessarily reflect the current state of the business.
4. Click the Edit Columns dropdown and select all columns
5. At the top right, click Export > Export to generate your historical sales data CSV
6. When your file is ready, click the “Download” button
7. Save the file to your computer

### Import Shopify Historical Data Into LTV Numbers

1. In LTV Numbers' side menu, click "Upload" to get to the Data Uploader
2. Click the "Choose File" button
3. Select the historical sales data CSV from the previous section and click Next
   * Note: if you have multiple files of the same format, you can multiselect them to upload them all at once. Do not mix formats.
4. In the "Choose Format" dropdown, select "Shopify Orders CSV"&#x20;
5. Click Next then Upload to begin the ingest process
   * Note: this process may take some time to complete


# \[Deprecated] WooCommerce

{% hint style="danger" %}

## **DEPRECATED**

### This method is no longer maintained, supported, or recommended.  Only use this method in special cases.&#x20;

###

### For most cases, use the method outlined [here](/data/woocommerce).

{% endhint %}

## Set Up Webhooks

Webhooks pull your sales data in real time and should be set up first before importing historical sales data to avoid gaps in your data

1. [Log into LTV Numbers](https://app.ltvnumbers.com)
2. In LTV Numbers’ side navigation bar, go to the "Settings" tab
3. Click the "Copy" button for your Webhook URL in the “Clickfunnels Integrations” section. You will paste this into WooCommerce at a later step
4. In a separate browser window or tab, log into your WooCommerce store
5. In the left menu, go to WooCommerce, then Settings
6. Go to Advanced then Webhooks
7. Click Add Webhook and fill the fields as described below:
   * Name: LTV Numbers
   * Status: Active
   * Topic: Order updated
   * Delivery URL:&#x20;
     * Paste the Webhook URL you copied from LTV Numbers earlier into this field and edit the Webhook URL by replacing "clickfunnels" with "woocommerce"
   * Secret:&#x20;
     * Leave blank
   * API Version:&#x20;
     * Most recent version
8. Click Save webhook

## Historical Sales Data

After setting up webhooks to pull in real time sales data, import your past sales for a complete picture of your data.

### Export Historical Sales Data from WooCommerce

1. Install the "[Advanced Order Export For WooCommerce](https://wordpress.org/plugins/woo-order-export-lite/)" plugin
2. Activate the "Advanced Order Export For WooCommerce" plugin
3. In the left menu, go to Export Orders under WooCommerce
4. Set up the export settings as follows:
   * **Date Range:** select the date range of the data you wish to analyze with LTV Numbers
   * **Format:** CSV&#x20;
   * **Filter Order By:** check **Export Refunds**
   * **Order statuses:** Completed, Refunded, Processing, Cancelled&#x20;
   * **Set up fields to export:** ensure all of the fields listed in the expanding section below are included in the list of fields to be exported on the left side of the exporter
     * If these fields are not present, add them by finding them in their section, then dragging and dropping them into the exported fields list
     * Once added, click the Save Settings button
5. Click the Export button to begin the export of your all time WooCommerce sales data
6. Once the export is finished, save it to your computer

<details>

<summary>Fields To Include In The Exported Fields List</summary>

* Product order items:&#x20;
  * Item ID&#x20;
  * Item Name&#x20;
  * Item Cost&#x20;
  * Quantity&#x20;
  * Order Line Total (include tax)
* Products:&#x20;
  * Product ID
* Common:&#x20;
  * Order ID&#x20;
  * Order Status&#x20;
  * Date Paid
  * Order Date&#x20;
  * Currency&#x20;
* Billing Address:&#x20;
  * Email (Billing)&#x20;
  * Full Name (Billing)&#x20;
  * Country Code (Billing)&#x20;
* Customer:&#x20;
  * Customer IP address

</details>

### Import WooCommerce Historical Data Into LTV Numbers

1. In LTV Numbers' side menu, click "Upload" to get to the Data Uploader
2. Click the "Choose File" button
3. Select the historical sales data CSV from the previous section and click Next
   * Note: if you have multiple files of the same format, you can multiselect them to upload them all at once. Do not mix formats.
4. In the "Choose Format" dropdown, select "WooCommerce Advanced Order Export CSV"&#x20;
5. Click Next then Upload to begin the ingest process
   * Note: this process may take some time to complete

## WooCommerce Limitations

* WooCommerce does not collect UTMs by default&#x20;
  * Third party plugins such as "[HandL UTM Grabber v3](https://utmgrabber.com/)" can enable UTM tracking and analysis going forward. It is impossible to recover UTMs from before setup as they have not been saved.
* Refunds are applied at the order level so they are not attributed to any particular product. WooCommerce refunds will instead be grouped into a product named "WooCommerce Order Refund". Thus a product's net revenue as displayed in LTV Numbers does not include refunds and will therefore be equivalent to gross revenue.