You advertise online, but not all your sales involve a customer reaching the final page of your website checkout process. If you take sales by phone or mail order, you want to track these sales back to the advertising that generated them as well. Many of our users aren’t aware we can track those sales too, so we’re making this post to highlight our offline tracking feature.

w3roi can generate a unique code for each of your customers that they can use when placing an order by phone or by mail. You can call this a referral code, a promotional code, a coupon code — whatever works best for your business.

When your sales associate receives an order by phone, they ask for and record the associated tracking code for that customer. You can add a field to your mail-in order form to collect the code from those customers.

Either at the time of sale, or any time after, log in to w3roi and record the customer codes and sale amounts from those offline sales. You’ll find the form under Synchronize » Record Offline Actions in your menu. All of your reports automatically populate with this sales data, showing you exactly which of your advertising lead to those new customers.