Understand transaction data

In iAdvize, transactions (such as purchases or leads) are tracked using the JavaScript transaction tag you install on key pages like the order confirmation or lead submission page.

What gets sent to iAdvize?

Each time a visitor completes a transaction on your site, the following information is sent to iAdvize:

• Transaction ID (unique identifier)

• Transaction amount

How transactions are attributed to conversations

By default, iAdvize links a transaction to a conversation if it occurs within 48 hours of the conversation ending.

This 48-hour attribution window can be customized. If needed, reach out to your Customer Success Manager (CSM) to adjust this setting.

Why is this important?

When you run a query to retrieve transaction data per conversation or per day, keep in mind that a transaction may not fall within the same time interval as the conversation that generated it.

Example: How attribution works in practice

Let’s say a visitor chats with your team on Monday and purchases something the next day:

• Monday, Jan 1 — 10:00 AM: Conversation starts

• Monday, Jan 1 — 10:12 AM: Visitor leaves; the conversation is closed

• Tuesday, Jan 2 — 2:08 PM: Visitor completes a purchase on your website

This transaction will be attributed to the conversation from Monday, because it occurred within the 48-hour window.

Important tip for querying

If you run a closedConversation query using an interval that ends on Monday, Jan 1, after 10:12 AM the transaction that occurred on Tuesday, Jan 2 will not appear in the results, even though it’s linked to the Jan 1 conversation.

Best practice:

When analyzing transactions linked to conversations, always extend your date range to account for the attribution window (48 hours by default, or whatever value is set in your account).

How to retrieve a list of all your transactions

The query conversions allows you to list and filter transactions.

If you wish to catch all transaction as soon as they go through, please make sure you read our information regarding our transaction webhook.

What is the best query to use for my need?

• Use the closedConversations query to retrieve transactions attached to specific conversations. These are available directly within the conversation object (if applicable).

• Use the conversions query to retrieve a list of all transactions, independently of conversations. This is useful for post-processing or analyzing attribution across time.