How to Choose Which Revenue Source to Connect

When it comes to your business, it's likely you're using multiple different platforms from CRMs to payment processors. You might have a few different payment processors working simultaneously to make your products more accessible to your following.

At first, it may be unclear whether you need to connect each of your payment processors to SegMetrics. This article will help you make the best decision when it comes to payment processing integrations.

In this article

• Understanding single source of truth principles
• CRM platforms that report revenue data
• Determining your best revenue integration
• How to detect revenue duplication
• Important email matching considerations

The Single Source of Truth Principle

Key Rule: It's recommended to always connect to the best single source of truth. This means the platform that holds all of your revenue data is the best platform to connect to your SegMetrics account.

Why This Matters

Connecting multiple payment processors can lead to:

• Duplicate revenue reporting - the same sale counted twice
• Inflated metrics - ROI and conversion data becomes inaccurate
• Attribution confusion - unclear which channel drove the sale

CRM Platforms with Built-in Revenue Tracking

Some CRMs can hook directly into your cart and payment process, sending revenue data directly to SegMetrics. If you're using one of these platforms and already have it connected to your payment processors, you won't need additional payment integrations:

• ActiveCampaign
• Klaviyo
• ConvertKit
• Keap
• Ontraport

Examples of Single Source Platforms

Beyond CRM platforms, these platforms are generally recommended as single sources of truth:

E-commerce Platforms

• WooCommerce
• BigCommerce

Cart/Checkout Platforms

• ThriveCart
• SamCart

Note: These platforms are also commonly used as subscription platforms. The data from these platforms is how SegMetrics populates subscription metrics in subscription reports.

How to Determine Your Best Source of Truth

• Which platform best captures all your sales transactions?
• Which platform includes subscription and recurring billing data?
• Which platform tracks refunds, chargebacks, and adjustments?

How Do I Know If My Revenue Is Being Duplicated?

There are two ways to check for revenue duplication:

Method 1: Orders Report Integration Filter

1. Navigate to the Orders Report in SegMetrics
2. Click on Orders Filter
3. Select Order Integration
4. Choose to isolate a specific integration to view
5. Compare revenue totals between different integrations

If you see similar revenue amounts from multiple integrations for the same time period, you likely have duplication.

Method 2: Individual Customer Review

1. Go to an individual Customer Profile
2. Review their purchase history
3. Look for the same purchase on the same day for the same amount from two different sources/integrations

If you find identical transactions from multiple sources, this confirms duplication.

Email Matching Requirements

Important Note: Make sure the email address in the invoice matches the contact email in your ESP/CRM. If these emails don't match, the conversion and revenue will not show up in your reporting.

Common Email Matching Issues

• Customer uses different email for purchase vs. newsletter signup
• Payment processor creates account with alternate email format
• CRM and payment platform have different email records for same customer

Solution

Ensure consistent email addresses across all platforms, or use platform features to merge customer records with multiple email addresses.

Troubleshooting Revenue Discrepancies

Once you've connected your chosen platform integration, if you notice any revenue discrepancies:

1. Check for duplicate integrations using the methods above
2. Verify email matching between platforms
3. Review the troubleshooting guide: Why is there a discrepancy in the data?
4. Contact support at support@segmetrics.io for assistance

Frequently Asked Questions

Q. Can I connect multiple payment processors?

A. Yes but is recommended to do that only if they handle completely different products or customer segments. For ex, one handles subscriptions, one handles one time purchases.

Q. What if my CRM doesn't capture all my revenue?

A. If your CRM integration misses some revenue sources (like one-time payments or specific products), consider using your primary payment processor or cart platform instead.

Q. Why is there a discrepancy in my revenue?

A. There are many reasons for this. You could have non-connectd invoices. This is when invoices are sent via the revenue source but the email within those invoices does not exist in your connected ESP. For more info on discrepancies check out this article.

Q. What if I need to switch my revenue source?

A. Contact SegMetrics support before disconnecting your current integration. They can help you transition without losing historical data attribution.