Creating a costs sheet
To import costs into SegmentStream, you need to create a Google Sheet where the data is listed in the following format.| Name | Type | Required | Description | Example |
|---|---|---|---|---|
| date | DATE | required | Reporting date in YYYY-MM-DD format | 2020-04-03 |
| currency | STRING | required | Currency code | USD |
| cost | FLOAT | required | Total spendings for the reporting date | 460.5 |
| impressions | INTEGER | optional | Total number of impressions during the day | 12500 |
| clicks | INTEGER | optional | Total number of clicks during the day | 284 |
| utmMedium | STRING | required | utm_medium URL parameter attributed to the costs entry | cpa |
| utmSource | STRING | required | utm_source URL parameter attributed to the costs entry | partner1 |
| utmCampaign | STRING | optional | utm_campaign URL parameter attributed to the costs entry | campaign1 |
| utmTerm | STRING | optional | utm_term URL parameter attributed to the costs entry | black_shoes |
| utmContent | STRING | optional | utm_content URL parameter attributed to the costs entry | bottom_cta_button |
| campaign | STRING | optional | The name of the campaign as it will be reported inside SegmentStream | Example Campaign |
| campaignId | STRING | optional | The ID of the campaign that will allow SegmentStream to match it to URL parameters | 123123 |
Monthly costs import
Sometimes it might be required to import monthly costs (subscriptions, salaries) and attribute them to a specific set of UTM parameters, for example:- SEO costs
- CDP/ESP costs
- PR costs
utm_source=my_esp and utm_medium=email, you can structure your sheet as follows:
| month | currency | cost | impressions | clicks | utmSource | utmMedium |
|---|---|---|---|---|---|---|
| 2024-01-01 | USD | 3000 | my_esp | |||
| 2024-02-01 | USD | 3000 | my_esp | |||
| 2024-03-01 | USD | 3000 | my_esp |
Enabling Google Sheets data source
Navigate to Data Sources
Go to the SegmentStream admin panel. Go to the Data Sources section and click + NEW.
Enter spreadsheet URL
In the Google Spreadsheet URL field specify the URL of the sheet that you want to import.
Select report type
Select the Daily cost data group by UTM or Monthly cost data grouped by UTM report type.
Custom Google Sheets report type
Custom Google Sheets report types allow you to upload data that requires additional processing before being used in SegmentStream reports. Before using this feature, contact your SegmentStream manager. To enable a custom Google Sheets upload, follow steps 1 through 5 from the previous section, then:- Select Custom report type.
- Map sheet columns to proper data types:
- date ->
DATE - cost ->
FLOAT - impressions ->
INTEGER - clicks ->
INTEGER
- date ->