In-Platform Reporting

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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.