Business Term | Definition |
Affiliate | Internal, Agora business name |
Affiliate Category | Business genre of the affiliate (Financial or Health) |
Affiliate Region | The geographical region where the affiliate is located |
Affiliate Sub ID1 | 3rd Party URL Tracking Variables. Usually used by HasOffers/Cake/EverFlow to pass back unique variables associated with an order to 3rd party vendors. |
Affiliate Sub ID2 | 3rd Party URL Tracking Variables. Usually used by HasOffers/Cake/EverFlow to pass back unique variables associated with an order to 3rd party vendors. |
Affiliate Sub ID3 | 3rd Party URL Tracking Variables. Usually used by HasOffers/Cake/EverFlow to pass back unique variables associated with an order to 3rd party vendors. |
Affiliate Sub ID4 | 3rd Party URL Tracking Variables. Usually used by HasOffers/Cake/EverFlow to pass back unique variables associated with an order to 3rd party vendors. |
Affiliate Sub ID5 | 3rd Party URL Tracking Variables. Usually used by HasOffers/Cake/EverFlow to pass back unique variables associated with an order to 3rd party vendors. |
Affiliate Sub ID6 | 3rd Party URL Tracking Variables. Usually used by HasOffers/Cake/EverFlow to pass back unique variables associated with an order to 3rd party vendors. |
AutoDelivery on Order | Does the order have auto-delivery (ADS) enabled? Typically used for product orders |
Average USD Per Unit | Order Value/Number of Units |
Batch Order Status | OSM Status. Did the order make it through OSM to Advantage? ex. Activated=made it to Advantage, Deleted=deleted per OSM rules, Errored=error or issue with the order. Please not that activated does not mean that the order was paid, just that it made it to Advantage. |
Batch Order Status Reason | Subcategories of batch order status |
Batch Orders | Orders that were successfully batched to OSM. Raw demand for the item/promotion. |
Batch Revenue | The revenue associated with the batch orders. This is sourced from the "orderData" data source, which is the same data source as the Zambezi and IRIS "batch". The "orderData" table is built from OSM in Advantage, and contains orders that may not ultimately get paid. This is reported in local, native currency. (For USD, use the Batch Revenue (USD.)) |
Batch Revenue (USD) | The Batch Revenue converted to USD. USD conversion rates are updated once a year from this source: https://protect-us.mimecast.com/s/uzOkC5y3EGsGxzh8qFKK?domain=xe.com |
Billing Code | Billing Code, IE Billing Key Code is on ARPPDH and is populated when the CC Decline Advantage process runs, the ARP310. It's a indicator used by the renewals team to separate out efforts in Blueshift. |
Channel | Refers to the marketing channel or means of promotion. It is determined by the first position of the promo code. |
Channel Category | Refers to the category that a channel belongs to (renewal, online internal, online external, etc.). To see the full grouping, layer in channel into your search bar. |
Channel Type | A designation made by D&A to group specific channels together by Renewal, Free Acquisition, or Acquisition. To see the full grouping, layer in channel into your search bar. |
Chargeback Amount | A subset of the refund amount that shows refunded money associated with chargebacks. |
Chargeback Flag | Identifies if a transaction has been categorized as a charge back. |
Chargebacks | A subset of Refund Transactions that shows the number of chargebacks only |
City | City of the customer designated on the order form. |
Commission Type | Used by telesales to catergorize the sales between inbound, outbound, etc. |
Commission Type 1 | Used by telesales to differentiate between commisionable sales, credit declines, and parr. |
Company Name | Company name of customer designated on the order form. |
Control Group | Defined in Advantage, batches transactions together. Example being control group associated with a particular customer service agent, telesales rep, etc. |
Copywriter 1 | Associated with the (original) promo code, this identifies the copywriter listed in the CW1 field; for all channels except A this will be the same as promo code CW fields. For A codes, will reflect the copywriter of the original promotion and can be used to capture PARR payments. Defined in IRIS and Advantage. |
Copywriter 2 | Associated with the (original) promo code, this identifies the copywriter listed in the CW2 field; for all channels except A this will be the same as promo code CW fields. For A codes, will reflect the copywriter of the original promotion and can be used to capture PARR payments. Defined in IRIS and Advantage. |
Copywriter 3 | Associated with the (original) promo code, this identifies the copywriter listed in the CW3 field; for all channels except A this will be the same as promo code CW fields. For A codes, will reflect the copywriter of the original promotion and can be used to capture PARR payments. Defined in IRIA and Advantage. |
Country | The Country identified in the Bill-To Address on the order form |
Creative Code | Indicates the specific promotional creative that was associated with the promo code. |
Credit Policy | Refers to a refund policy attached to a promotion code |
Cross Sell Item Batch Orders | Batch Orders where the item was the cross sell. The cross sell/ upsell/ main designation is (mainly) sourced from the offer set up as defined in IRIS. |
Cross Sell Item Batch Revenue | Batch revenue associated with the cross sell item. |
Cumulative Gross Orders (Transaction Date) | This uses a ThoughtSpot formula (cumulative_sum) to show the accruing number of Gross Orders. In order to use this formula, you must use a date field in your search. For example, try searching: Cumulative Gross Orders (Transaction Date) This Month Day of Month. Use the line chart graph type. |
Cumulative Gross Revenue (Transaction Date) | This uses a ThoughtSpot formula (cumulative_sum) to show the accruing Gross Revenue. In order to use this formula, you must use a date field in your search. For example, try searching: Cumulative Gross Amount (Transaction Date) This Month Day of Month. Use the line chart graph type. |
Cumulative Gross Revenue (USD) (Transaction Date) | This uses a ThoughtSpot formula (cumulative_sum) to show the accruing Gross Revenue in USD. In order to use this formula, you must use a date field in your search. For example, try searching: Cumulative Gross Amount (USD) (Transaction Date) This Month Day of Month. Use the line chart graph type. |
Currency | The currency that was used to purchase the current subscription. |
Customer First Name | Customer first name designated on the order form. |
Customer Last Name | Customer last name designated on the order form. |
Customer Number | The code that uniquely identifies the customer account in Advantage. |
Customer Phone Number | Customer phone number designated on the order form. |
Days to Refund | Only populated on refunds and it is the days between the refund and the original order date (sourced from circbase). You can use this to see how many days after the original order the refund came in. |
Delivery Method | Delivery method of subscription. |
Freight | Cost to ship out products/items. |
GL Host 1 Account | Accounting code that indicates the org that hosted a promotion. Indicates if it is an internal rev share, cross affiliate rev share or intra affiliate rev share. Derriverd from comparing department of parent department and host department in circbase. |
GL Host Department | For a revenue share deal, whoever was defined as the host on the promo code/effort. Often times this is the owner of the list. |
GL Host2 Deparment | For a revenue share deal, whoever was defined as the host2 on the promo code. This is often time used for internal splits among the same affiliate. |
GL Parent Account | Accounting code that indicates the org. of the parent owning the item sold. Driven by item and channel (sometimes timing - PARR), identifiing PARR, renewal, maintenance fee, frontend, backend, etc. |
GL Parent Department | For a revenue share deal, whoever was defined as the parent on the promo code/effort. Often times this is the owner of the item. |
GL Parent Reporting Group Name |
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GL Parent Split Account | Counterpart of host account - parent you will have an expense, host you will have revenue |
GL Period Close | Month the period was closed in circbase - hard close |
Gross Orders | Orders that were paid. This is sourced from Circbase, our accounting database. |
Gross Revenue | Revenue from every paid order. This is sourced from Circbase, our accounting database. Includes freight. |
Gross Revenue (no freight) | Formula: Gross Revenue - Freight |
Gross Revenue (USD) | Revenue from every paid order converted from native currency (if applicable) to USD. This is sourced from Circbase, our accounting database. Includes freight. |
Invoice Number | A unique identifier of a payment or refund. |
IP Address | IP address that was captured for orders placed online. |
IRIS Ad Cost | Any ad cost entered into IRIS. |
IRIS Advertisement | IRIS Advertisements are associated with the promotion code. A single Advertisement can have multiple promo codes associated with it. Keep this in mind if you are doing analysis by Advertisement only. |
IRIS Campaign | This word / phrase can be used to represent your promotional campaigns. IRIS Campaigns are values you can use to represent your promotional campaigns. |
IRIS Destination | This indicates whethere the promotion was being run. |
IRIS Effort Tag Name | IRIS Effort tags associated with the promotion code. A single promo code can have multiple Effort Tags associated with it. Keep this in mind if you are doing analysis by Effort Tag only. |
IRIS Effort Type | Details a higher level category of the effort. For example, the effort can be a space ad, banner ad, dedicated, editorial mention, etc. |
IRIS Offer Name | Name of the offer creative in IRIS. |
IRIS Page 1 | Similar to Creative Code, this pulls from IRIS and generally describes the specific promotional creative that was associated with the effort. The "Mailing" here indicates that this is the IRIS Page1 associated with the Mailing. Using this version of the IRIS Page1 will return mailing results where this IRIS Page1 was used. |
IRIS Placement Name | Pulled from IRIS, this details the placement of an effort. For example, for a space ad, it can be a top, middle or bottom ad. The "Orders" here indicates that this is the IRIS Placement Name associated with the actual orders taken through the mailing. Using this version of the IRIS Placement Name will return results for individuals who ordered on a promotion with this IRIS Placement Name. |
IRIS Promotion Link | The multi-variate link associated with the promotion code. |
IRIS Row Color | A free-form field in IRIS that can be used for categorizing specific efforts. This field can be associated with multiple promo codes. Keep this in mind if you are doing analysis by Row Color only. |
IRIS Segment | This pulls from IRIS and provides description about what segment of the eLetter was targeted for the effort. Those could be selections (example: give me all actives of a given pub), suppressions or exclusions (example: exclude those who purchased within the last 3 months). |
IRIS Spend Option | Fixed Cost, Cost per Order, Revenue Share, Cost per Name |
IRIS Subject Line | This is generally the subject line used for mailings. While there is always a subject line for a mailing, the IRIS Subject Line might not always be populated in IRIS. |
IRIS Testing Group | Users can setup test groups in IRIS to test different parts of an effort. |
IRIS Testing Group Category | A way to organize the different test groups in IRIS. |
IRIS Testing Sub Group | A more granular way of testing an effort. |
IRIS Tree Name | IRIS Trees are associated with the promotion code. A single Tree can have multiple promo codes associated with it. Keep this in mind if you are doing analysis by IRIS Trees only. Name of the funnel. |
Issues Per Year | How often do customers recieve issues on a yearly basis. ex. Once, Quarterly, every 6 months, etc. |
Item | Item is a generic term for what was sold. Defined in Advantage, it can be a publication, service, one-off sale of a book, report, supplement, etc. |
Item Package Code | Typically used for bundles where 2 or more items are being sold as a part of a 'package'. These bundles of items are lumped into one unique item code called a 'item package code'. |
Item Type | Agreement, Product, Publication. |
Member Category | The two character code that uniquely identifies the membership category/level of the membership and the name/description of that category. |
Member Org | Membership level for a subscription. |
Merchant ID | Used for credit card processing. |
Net Host 1 External Amount | The net revenue that was split to another business. This is the same as the "Host External Split Revenue" in the Sales and Revenue data set. Pulls from Host 1 field. |
Net Host 2 External Amount | The net revenue that was split to another business. This is the same as the "Host External Split Revenue" in the Sales and Revenue data set. Pulls from Host 2 fields. |
Net Host Internal Amount | The net revenue that was split to another department in the same business. This isi the same as the "Host Internal Split Revenue" in the Sales and Revenue Data set. |
Net Parent Amount | The net revenue that was retained by the parent department. |
Net Revenue | Formula: Batch Revenue + Refund Amount ( This is reported in local, native currency. For USD, use the Net Revenue (USD) measure.) |
Net Revenue (no freight) | Formula: Batch Revenue + Refund Amount ( This is reported in local, native currency. For USD, use the Net Revenue (USD) measure.). Net Revenue - Freight |
Net Revenue (USD) | The Net Revenue converted to USD. USD conversion rates are updated once a year from this source: https://protect-us.mimecast.com/s/uzOkC5y3EGsGxzh8qFKK?domain=xe.com |
Non-Monetary Flag | Indicates whether the transaction was a monetary transaction or not. |
Offer Code | An offer code groups together all of the components in an offer. The offer code is attached to a promo code. |
Offer Type | Mainly sourced from IRIS, this designates if the item + promo choice + promo code combination was the main offer, upsell offer, or cross sell offer. (Fallback logic: If not defined in IRIS, uses the item code on the promo code in advantage to define primary and everything else is a cross sell - If that's also not possible, then we rank the orders and whatever got the most orders is the primary item.) |
Order Number | Created in Advantage, this is a unique identifier for the order. |
Owning Org | The three character code that indicates the business that owns the publication |
Payment Method | Method the customer paid with. Ex. Cash, Check, Debit. |
Price (Batch) | Price point of the item on the order. |
Price (Gross) | Price point of the item on the order. |
Primary Item | Because most of our efforts are geared to sell one main/primary item and then using the one-click upsell or cross sell features to add other items to the cart, the logic we use to derive Primary Item is the following hierarchy:
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Primary Item Batch Orders | Batch orders for the primary item. |
Primary Item Batch Revenue | Batch revenue for the primary item. |
Product Refund Reason | Reason given on the refund - limited to product refunds only |
Promo Acq Method | Identifies the media outlet where customers are acquired for the promotion. |
Promo Campaign | A Campaign is a grouping of Promotion Codes. Typically, Campaign Code is used to group together all Promo codes for a given offer for a given product in a given month and channel. This field includes both the Campaign Code and the description of the code. |
Promo Choice | What choice the customer selected on the promo. |
Promo Code | The Promo Code ties together and represents all critical attributes of a marketing effort for analysis, including the offer, creative, list, ad costs, copywriter, etc. |
Promo code CW1 | Associated with the (original) promo code, this identifies the copywriter listed in the CW1 field; defined in iris and advantage |
Promo code CW2 | Associated with the (original) promo code, this identifies the copywriter listed in the CW2 field; defined in iris and advantage |
Promo code CW3 | Associated with the (original) promo code, this identifies the copywriter listed in the CW3 field; defined in iris and advantage |
Promo Code2 (for PARR) | Second promo code field which is used to tie PARR (on an A code) back to the original promotion |
Promo Desc 1 | Description for the promo code |
Promo Desc 2 | Description for the promo code |
Promo Mail Date | This is the date that the promo code was created. |
Promo Selection | This freeform field provides description about what segment of the List was targeted for the effort. Those could be selections (example: give me all actives of a given pub), suppressions or exclusions (example: exclude those who purchased within the last 3 months). |
Pub Type | Refers to what the publication is generally designed to do. Frontend publications are lower priced (under $100 annually) and designed to be used on the frontend to bring in or acquire the subscriber. Backends are higher priced (over $1,000) and used to monetize customers. |
Refund % (Cash flow transactions) | Your cashflow refund % so the number of refunds trasnactions taken divided by the gross orders |
Refund % (Cash flow) | Your cashflow refund % so the amount tied to refund transactions taken divided by the gross revenue |
Refunded Revenue | Revenue associated with refunded transactions. Includes freight. |
Refunded Revenue (no freight) | Revenue associated with refunded transactions (excluding freight). |
Refunded Revenue (USD) | The Refund Amount converted to USD. USD conversion rates are updated once a year from this source: https://protect-us.mimecast.com/s/uzOkC5y3EGsGxzh8qFKK?domain=xe.com |
Refunded Transactions | Count of orders that have been refunded. This is sourced from circbase, our accounting database, which is the same data source as the Revenue Analysis Dashboard, and all "Accounting" reports in Infobase, like the Transaction Export Utility. |
Response Type | How the customer reponded to the effort |
Salesman ID | Code that represents the agent that placed the order |
State | State associated with the order |
Sub Type | Category that the subscription type falls in |
Tax | Tax collected on the order |
Tax Commodity Code | Advantage will use the commodity code to determine tax-ability for cancellations and refund calculations. Specific to domestic publications |
Term Length | The term length of the subscription sold |
Transaction Date | Date the transactions took place - can reflect the date of the batch transaction, the gross transaction, or the refund transaction. |
Transaction Description | Detail description of transaction type |
Transaction Type | Identifies if the transaction was a purchase or a refund - pulled from Circbase |
UNC Source Code | source code for agora centralized marketplace |
UNC Source Dept Code | Source code for agora centralized marketplace |
UNC Source Owning Org | Source code for agora centralized marketplace |
UNC Source Primary Item Code | Source code for agora centralized marketplace |
Unique Count Customer Number | Source code for agora centralized marketplace |
Units (Batch) | How many items were batch orders |
Units (Gross) | How many items were gross orders |
Units (Refund) | How many items were refunded |
Units Purchased per Order | How many of each product was purchased per order |
Upsell Item Batch Orders | List of batch orders that were upsell. |
Upsell Item Batch Revenue | Revenue from all batch upsell orders. |
Vendor | The list or source where the product was promoted. This can be an internal or external email list, a web site, a radio station, a rented list of names for direct mail, etc. List can be defined in many disparate ways across applications. Here is the hierarchy in which List is displayed:
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Vendor (Advantage Only) | This is the advantage list name and is not sourced from IRIS. |
Vendor System Name | The system that was taking the order (wmc/opium/advantage) |
Verified Flag | Indicates whether the order has been verified by accounting. |
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