Step-by-Step: Build Real-Time Conversion Dashboard in CJA

šŸ§± Step 1: Prepare Your CJA Connection

Ensure your CJA connection includes:

  • Experience Events for:
    • Campaign touchpoints (e.g., AJO email or push)
    • Trip bookings (with trip_type, trip_duration, etc.)
  • Profile data (like user identifiers, prior behavior segments)
  • Timestamp fields for accurate filtering

šŸ“Š Step 2: Build the Project in Workspace

Go to CJA Workspace > Create New Project
Add a Freeform Table, Funnel Visualization, and Line Chart for trends.

āœ… Widget 1: Funnel Visualization ā€” Campaign to Long Trip

  • Funnel Steps:

    1. Received Campaign
      • Filter: campaign_id = [Your Campaign ID] and touchpoint_type = "email_sent" or message_viewed
    2. Booked Long Trip
      • Filter: trip_type = "long" or trip_duration_days > X
      • Add a condition for event.timestamp within 7-14 days of campaign.

  • Settings:

    • Use Visitor-level attribution
    • Set conversion window: 7 days after campaign touchpoint

āœ”ļø This shows you the conversion rate from campaign touch to long trip.

šŸ“Š Widget 2: Freeform Table ā€” Conversion Rates by Segment

  • Rows:
    • Segment Name (e.g., Previously Short Trip Users, All Users)
  • Columns:
    • Campaign Impressions
    • Long Trip Conversions
    • Conversion Rate (calculated metric: Conversions / Impressions)

āœ… You can break it down by variant, region, or channel to see what's performing best.

šŸ“ˆ Widget 3: Line Graph ā€” Daily Conversions Over Time

  • Metric:
    • Count of trip_booked events where trip_type = long
  • Time Dimension:
    • Day (event timestamp)

āœ”ļø This helps track performance daily after the campaign launched.

šŸ“Œ Widget 4: Attribution Panel (Optional)

Use the Attribution Panel to evaluate which campaign touchpoint or channel led to the highest long-trip conversion.

  • Touchpoint:
    • Campaign Name or Message Variant
  • Conversion:
    • Long Trip Booking

āœ… View fractional vs last-touch attribution models.

šŸ§© Step 3: Use Segments Wisely

Create Segments for Filtering:

  • Previously Short Trip Users (based on pre-campaign behavior)
  • Converted Users (post-campaign trip_type = long)
  • Timeframe Segments (last 7 days, 14 days, campaign window)

šŸšØ Step 4: Add Real-Time Alerts (Optional)

In Workspace > Components > Alerts, create an alert for:

  • Drop in conversion rate
  • Spike in long-trip bookings

āœ… Delivered via email or Slack for real-time monitoring.

šŸ’” Final Touches

  • Use Summary Number visualizations for KPIs: total conversions, conversion %, total campaign reach.
  • Group widgets into sections: Campaign Performance, Segment Breakdown, Real-Time Trends
  • Add filters at the top: Campaign Variant, Date Range, Segment
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