The holiday is the opportunity for all new strategies and products you have been studying for a year.
At the busiest time of the year, what you don’t want to do is uncertain. You need to prepare to enter the holiday. You need data to support every decision you make. You need to take action quickly, otherwise you will have to wait until next year to try again.
As the founder and developer of Metorik, I cooperated with thousands of stores during the holidays to help them maximize and understand their results. In this article, I want to share some skills with you to ensure that you prepare for these holidays from the perspective of reporting.
Preparation
If you are not ready, you are preparing to fail -I unknown.
Determine which numbers are most important
The first question you need to ask: Which numbers are the most important to my business? Each e -commerce store is unique, and each store has its own goals, KPI (key performance indicators), products and agenda.
Once you know which numbers are very important for you, you can calculate them and track you to realize that some real The progress of some goals. Each store is different, so only you know which numbers are really important to you, but the following are some indicators you should pay attention to:
Average order value.
- Average customer LTV (life cycle value).
- Average number of customer orders.
- Give up the rate of shopping.
- New customers and return.
Prepare your command center
When December is coming, you (hope) is overwhelmed by the new order, you don’t want to find the answer in the dark.
\”How much sales do we have in this week?\”
\”
What is our most popular product?\” [123 123 ]
\”Who does order No. 243 belong to?\”
To be prepared, you should prepare the command center as soon as possible. The command center refers to your daily management business and orders.
This may be the Wooocommerce dashboard, the Metorik instrument board, and even you are just manual every dayFill in the electronic meter. Any solution
is better than a solution that is not determined.
If you use a free plug Analytics dashboard visits most of your store data. I really recommend choosing to allow some custom solutions so that you can see data that is important to you. In Metorik, you can easily customize the instrument board. In the future, the data of the external source (such as Google Analytics) is combined with the most important KPI for your store.
Whether it is to answer questions or deal with customer service inquiries, your team can quickly access the data they need, which is very important.
If you insist on using the Woocommerce dashboard, you need to add your team as a user to the store and give them the role of
Store manager 
. However, a potential problem here is that your customer service team can access the report and view sensitive financial data. To solve this problem, please consider installing free user character editor plug -ins. It allows you to restrict each
store manager
to access and update.
For those who use Google Analytics as a command center, You can invite team members there to check your report. If you choose to use Metorik as your command center, you can choose to invite unlimited team members and give them a specific role. For example, most stores invite their customer service teams to Packers
, which allows them to manage and search for orders, but they cannot see the report.
It is also important to search for data quickly. In Metorik, this can be completed by using the global search tools on the top of the instrument board:
Holiday sales strategy dominated by data 
1. Give it for. Set some goals by yourself
I give you the first prompt: Check your report and KPI last holiday. Try to determine which of the previous years are valid and which are invalid, so you can bring itWith actual goals and achieveable goals, enter this year.
For this, please go to the store instrument board
woocommerce \u0026 gt; Report Essence At the top of the page, you can set the customized range to be reported: Of course, the date you choose will depend on when you think the holiday is. For some stores, it is only from mid -December to early January, but for other stores, it may start earlier. Depending on the product, customers may hope to start buying around November, so they have time to receive orders before giving gifts.
After setting the report date, click the \”Start \” button, and you will see the sales report during the period. The main number you pay attention to is:
This period of net sales.
Average daily sales.
Why does the average daily sales? Well, because the holiday season spans a few weeks, it is important to focus on the overall situation and pay attention to the average daily sales, not individual days. In this way, when you encounter a poor sales day, you will not be caught up.
For example, one of my customers sell a product designed for Christmas. But because it is a physical product customized for each customer, their orders will begin around October. In their cases, it is important to understand the average daily sales starting from October, rather than just check their sales from Christmas a week.
If you use Metorik, you can use a similar method to find this data. Just open a report and set the date range to your holiday last year, and then you can view daily net sales, total sales, orders and products. The important thing is that it shows you the growth of each KPI and the previous period, so you can easily compare the average daily sales of 2018 and 2017: [
[ 123] 2. Segment your data
I have been promoting the value of data segmentation to e -commerce stores.
Segmentation refers to the subset of the data of your store and using a filter/rule to obtain the data of the data. For example, if we want to figure out which orders have exceeded $ 100, we can filter through the total orderThey do this. This will give us a subset or order fragment.
The division of art is not limited to ordering data. You can subdivide any content in the store, from subscribing to customers.
During the holidays, the segmentation may be particularly valuable. For example, we may want to find all customers who order orders last year, and then promote this year’s sales through marketing emails, Facebook advertisements, etc. to them. But first of all, we need to find out who these customers are.
In woocommerce, this can be changed by changing the date range of the filter part of the part of the filter part. ] When exporting the data to obtain all matching customer emails, WooCommerce customers/order CSV export expansion will be your best friend. Another choice is free high -level order export plug -ins, although it is simpler and more restricted. If you use Metorik, you can perform this operation by. ]
Then click
to export the customer button. You can add additional filters more deeply, such as \”total spending more than 100 US dollars\” and \”purchased products include X and Y\”, but we will keep a simple start.
After obtaining a customer list from WooCommerce or Metorik, the next step is to send them emails. How you send emails to customers will depend on the email marketing tool you choose. WooCommerce’s Mailchimp is a good choice, but if you are looking for a tool that is affordable but not comprehensive, I also recommend using email Octopus.
I also recommend uploading the customer list as a custom audience to the Facebook advertisement so that you can advertise them. Be sure to set Facebook for WOOCOMMERCE so that you can easily re -position customers through more advertisements in the future.
If you are unfamiliar with segments and how it allows you to easily increase the retention rate, you should read the blog post I recently wrote -understand your WOOCOMMERCE data through segmented art.
3. Restart the dormant customers New customers should be celebrated forever. But I think it’s more exciting. Keeping existing customers is one of the easiest ways to develop stores. Customer reservations during the tracking vacation and the future reservation rate of customers you get during the current holiday are very valuable. But more importantly, you should try to restore these unconventional customers.
One method is to use the Order/CUSTOMER CSV to export the expansion to obtain the customer list from your store to export the customer list, you can try to find: 
Last year (or previous years) Customers joined during the holidays.
Only one order was placed.
Then, you want to upload the customer list to your email marketing tool and send them a large number of emails to mention the fact that you are carrying out holiday promotion and hope to return.
Don’t be afraid to provide small discounts. Training customers are not looking forward to discounts, but at the same time, compared with expensive marketing activities and advertisements, this may be a cheaper way to win back to an active customer.
Another choice is to use metorik to subdivide your customers, just like we are above
Segmentation Customer
As discussed in the prompt. I may add another rule to position customers who have only placed one order, as shown below:
4. Carry out active or promotional activities -and right -handed It is tracked
As a consumer, we like holidays. This is an opportunity to buy a product we want for a while or to buy gifts for the beloved. As the owner, this is an opportunity to carry out promotional activities with other stores and use everyone’s shopping desire.
- However, it is very important for each promotional activity you conduct, so you can know if you need to change, and you can decide which promotional activities will be performed again in the coming year.
The key to accurately track promotion: UTM parameters. Whenever you link to your store, whether it is Facebook ads, Twitter posts, or marketing emails, you can see the source of each customer by adding UTM parameters to the URL. For a complete guide for UTM parameters, I recommend a comprehensive guide to Buffer.
After using them, you will be able to view each user’s user statistical information in Google Analytics: But how to view each sales statistics? To this end, Metorik’s
source report
will come in handy. It allows you to view sales of each UTM activity, source, mid -term, period, etc.:
further, you can even click to view a specific order from a certain UTM tag Essence This allows you to subdivide customers according to the customer’s activity or link medium. For example, find all customers who come through Facebook ads.
Even if you do not use UTM parameters, if you use the Woocommerce coupon, you can still track whether your holiday promotions are successful. In WOO, you can view the use count on the coupon page under/restricted:
In metorik, you can see more about the use of coupons use The data of the situation, including the actual discount amount, and the sales generated:
Even if you usually provide a discount code to potential buyers, please be sure to create for the holidays A new code so that you can accurately measure the success of holiday marketing activities. As long as you make sure you have no excessive discount and pay close attention to profitability. 5. Organize your automatic email
Automated emails are very valuable throughout the year, not just holidays. But this does not mean that they are not worth your attention in December. You can also achieve a better conversion rate by focusing on the existing email during the holidays.
Do you know that even if you have never made automatic emails for your store, you are still sending some emails? I’m talking about the new order email! Each order in your store will automatically get one, which is an excellent opportunity to develop relationships with new customers and existing customers.
You can access them in the instrument panel
woocommerce \u0026 gt; setting \u0026 gt; email
. For holidays, you may want to change the color you use, or you may use different logo with holiday rotation. Further, I suggest that custom emails and copies used in it make it a festive atmosphere. These small details are for customers and themHow to view your brand has different impacts, without having to invest a lot of time and resources.
If you want to go further, you may need to consider using plugins such as Follow-UPS or Metorik English to create some advanced email automation.
There is no doubt that the first advanced automation you should set up is an e -mail of abandoned shopping carts. You can use Metorik’s built -in shopping cart tracking and discarded shopping cart email sending, Conversio or JILT easily settings.
I recommend setting up 3 emails, and send it in different time interval after the first time I abandon the shopping cart:
3 hours 
1 Day
7 days
Of course, you should try these intervals and find out the method that is best for your store by checking the conversion rate of each email: [ 123]
According to my suggestions above, I recommend further consideration in personalization. If you sell specific products during the holidays, you may need to create a shopping cart specific to the product to restore emails. In METORIK, adding more rules is simple, so email only sends shopping carts containing specific products:
plus a unique theme, such as \”fast holidays fast during the holidays Here! Don’t forget to buy your PINK GLOW LED Collar \”, you will be able to get excellent opening rate and conversion rate.
This is also a good opportunity to set some automatic emails specific to the holiday. Maybe you want to send custom coupons to all customers who join the holiday but have not purchased specific products during the holidays? This can be easily completed through the Metorik English customer email:
In the example above, our target customers are customers who joined during the holidays. In order to ensure that we send emails to them after only three days they joined, we added an additional rule, \”Customers joined 3 days ago\”.
When writing an email, we are creating a unique discount, so as to generate a coupon for them when sending emails:
The last little small Tips: Try onetab
Another tool that can help you prepare for the holiday is my personal use and favorite free tool -OneTab. This is a Chrome and Firefox extensionThe program allows you to create a set of tabs/windows that can be locked and collected.Then, when you need to work, you can easily recover the tab and prepare for anything:
- Enjoy the use of data to promote holiday sales
- Setting goals, segment data, re -activating dormant customers, running activities (with tracking), and updating automatic emails are just several ways you can use data to promote more sales in busy time (such as holidays).Starting today, decide which numbers are most important to you, and let your command center be organized -and tell us your progress in the comments!