Putler FAQ
📄️ How to identify the hours or days my store makes the most sales?
Analyze Sales Data for Peak Days
📄️ How is avg LTV calculated in Putler?
The Average Customer LTV is calculated by considering parameters such as Average Time a Customer stays, Total Orders, Total Sales, and Total Customers.
📄️ How Can I organize the data in the export CSV file where everything is currently in one cell?
If you exported a list from Putler and the data in the CSV file is all crammed into one cell, don't worry, we can tidy it up easily. Simply follow these steps:
📄️ Where can I see canceled customers?
Check Cancelled Customer List
📄️ How are the categories 'at risk' and 'can't lose them' computed on the customer page?
The "At Risk" and "Can't lose them" categories on the customer page are computed using RFM (Recency, Frequency, Monetary) analysis. This model segments customers based on their transaction history, considering factors such as how recently they made a purchase, how often they make purchases, and how much they have spent.
📄️ Where can I find the details of the plan we are currently subscribed to?
Check subscription details
📄️ How can I compare data in Putler?
Currently, Putler's comparison is done with concerning the date range you have selected.
📄️ Customize Segmentation
Putler allows for custom segmentation of data for detailed analysis and reporting.
📄️ I have integrated two data sources, but there seems to be an issue with matching customer data. How can I resolve this data-matching problem
Data mismatches between data sources and Putler can occur when there are discrepancies in time zones and currencies.
📄️ What happens if a data source/account is already connected to another user's email?
Can't connect, already linked to another user.
📄️ Does Putler support WordPress multisite with multiple sub-sites running WooCommerce?
Yes, Putler does support WordPress multisite with multiple sub-sites running WooCommerce! The beauty is that you can manage them all conveniently from one dashboard.
📄️ Will your software be able to display historical data, such as the data for months before I started using it
Yes, Putler's software can display historical data, including information from months before you started using it. During the trial period, it may only show limited data for the last 3 months. However, when you opt for a paid plan, you'll have access to more extensive historical data. Putler offers two plans: the Starter plan, which provides 2 years of historical data, and the Growth plan, which offers 5 years of historical data.
📄️ How can users easily switch between light mode and dark mode in Putler?
Now, you can easily switch between the themes as per your preference.
📄️ What does the lock symbol on the element mean, and why am I unable to interact with it?/ Is it necessary to upgrade my plan to access these locked features?
The lock symbol on the element likely indicates that it is a premium or restricted feature that requires a paid plan to access. You may be unable to interact with it because your current plan does not include access to those features. To unlock and use additional Drag and drop features, you may need to upgrade to a higher-tier plan.
📄️ Is it possible to add some manual transactions?
Manually add transactions in Putler for tracking.
📄️ Does Putler offer multi-currency capabilities to accommodate international users?
Yes, Putler provides multi-currency capabilities to cater to international users.
📄️ The pages aren't refreshing with data; I just see blank, whitish-grey empty boxes.
Page display issue, Blank, whitish-grey empty boxes.
📄️ What does "Product Name Not Set" mean in Putler?
The "Product name not set" appears in Putler when the product name is not retrieved from the data source, primarily a payment gateway such as Stripe. This typically occurs when the product is not defined in Stripe.
📄️ How can I use Putler to separate and manage data for each of my businesses?
Putler for Business Data Separation & Management
📄️ Does Putler provide data storage?
Yes, Putler does provide data storage, and the duration of data retention depends on the plan you choose. If you have specific requirements for retaining data for longer periods, we can also create a custom plan tailored to your needs.
📄️ How often does Putler refresh data on the dashboard?
Putler refreshes data on the dashboard
📄️ Can we view the refund rate for our product/service?
To view the refund rate, navigate to the Products dashboard and select the specific product you're interested in. Once you click on the product, a product card will open, and you'll find the refund rate information displayed within this card.
📄️ Why is RFM (Recency-Frequency-Monetary) not working properly in Putler, with issues like slow segmentation, data loading problems, and segments showing no data?
RFM analysis issues in Putler.
📄️ Will sales reports show me sales not just by item but by variation as well
Putler provides detailed variation reports that allow you to track sales not just by item but also by its variations. You can easily access metrics such as quantity sold, customer purchases, revenue generated, and refunds for each variation. Additionally, you can filter reports for specific variations, making it convenient to analyze and make informed inventory decisions based on sales trends.
📄️ Is it possible to have different default currencies per team?
Possible to set unique default currency for teams.
📄️ How can I grant access to team members in Putler?
To grant access to team members in Putler, you can give them either ADMIN or SUPPORT access to your data sources (accounts). ADMIN access provides access to all reports, while SUPPORT access grants access to selected reports. To do this, follow the steps outlined in the Putler documentation on How to create Teams in Putler. When creating a team, add the data source you want to share with your team members and specify their role (admin/support). An invitation will be sent to the team members, allowing them to access the shared data source within Putler.
📄️ Is the number of visitors displayed under the "Audience" section a count of unique visitors or the total number of visits, including repeat visits by the same visitors
The number of visitors displayed in the Audience dashboard represents the total visits to your website, including both unique visitors and multiple visits by the same visitor. It doesn't differentiate between unique and repeat visits, providing a combined count of all website visits.
📄️ Where can I view the data sources and Google Analytics data?
View data sources and Google Analytics data in the Google Analytics dashboard