In-Platform Reporting

Measuring the impact of your direct mail campaigns can easily be done from inside the platform. We recommend waiting 30-90 days after your campaign's in-home date to see the full scope of success accurately reflected in the numbers. Attribution Reports can be generated by sharing order data with Poplar in the following ways:

Option 1: Upload CSV

A CSV record of your order data can be uploaded to the Transactional Data tab under the API page of your account. Records can be uploaded more than once, without having to worry about duplicates. The platform will ignore duplicates and update any changes to existing orders.

Reports take a few hours to generate or refresh upon upload.

Required Data

To run attribution reports we require (at minimum) order_id, order_date, shipping address OR billing address and order_amount to calculate revenue related metrics.

For campaigns that mailed using emails for Address Enrichment, we accept email OR hashed_email to match against as well.

Column Headers	Required	Notes
order_id	Yes	A unique identifier for each order
order_date	Yes	YYYY-MM-DD Must be an ISO8601 formatted date representing the date and/or time of purchase
order_amount	Yes/No	Required to calculate Revenue and related metrics (CPA, ROAS, etc.) Must represent the total order value in decimal form
customer_id	No	A unique identifier for the transacting customer in your system
billing_name billing_address_1 billing_address_2 billing_city billing_state billing_postal_code	Yes/No	Required if Shipping Address data is not available Optional to include with Shipping Address
shipping_name shipping_address_1 shipping_address_2 shipping_city shipping_state shipping_postal_code	Yes/No	Required if Billing Address data is not available Optional to include with Billing Address
email	Yes/No	Can be used to match against campaigns that mailed using Address Enrichment This value is not stored by Poplar, it is used to compute a hash and then discarded
hashed_email	Yes/No	The SHA256 hash of the customer's email address as a 64 character string Please convert the value of the email address to lowercase prior to hashing
metadata	No	Additional order details such as items purchased
currency_code	No	Three character ISO country code - if not provided will default to USD

Option 2: Poplar's Shopify App

Order data can also be sent to Poplar via the Poplar for Shopify application. To enable Transactional Reporting, head to Settings under the Poplar Mail application in Shopify.

Under the section Transactional Reporting, click the button "Enable" to start sending transactional data to Poplar.

Make sure both your Production and Test API Keys are saved before enabling.

Option 3: Orders API

The Orders API requires two fields in the payload: order_date and order_id. This allows you flexibility and control over the amount and specificity of the data you choose to share with Poplar.

Data Completeness

To assure a high level of accuracy, we recommend including additional data beyond the required fields. Adding customer_email, shipping_address, or billing_address will help solidify the match quality of orders to mailings. customer_email is typically the most unique identifier whereas shipping_address or billing_address can map to multiple customers, unless you're assuming 1 Household = 1 Customer.

If none of these data points are passed to Poplar, your attribution reports will be incomplete.

Campaign Success

You're not required to define your campaign success in terms of orders or conversions. For example, if you are sending mailings to generate leads, rather than purchases, you could still pass successful leads through the Orders API and receive attribution reports.