Configuration Sheet Overview
The configuration sheet is your control panel for customising Crux without touching code. Hosted as a Google Sheet, it provides a user-friendly interface for defining how your business data is classified and attributed.View Demo Configuration Sheet
Explore a working example of the configuration sheet structure
What You Can Customise
Marketing Channel Definitions
Define how traffic sources map to your marketing channels based on UTM parameters and discount codes. Use cases:- Classify organic social vs paid social based on UTM medium
- Create channel groups (e.g., “Paid Media” encompasses Paid Social + Paid Search)
- Handle edge cases like referral traffic or direct visits
| Channel | Attribute | Operator | Value |
|---|---|---|---|
| Paid Social | source_medium | contains | facebook / cpc |
| Paid Social | source_medium | contains | instagram / cpc |
| Paid Search | medium | equals | cpc |
| medium | equals | ||
| Organic Social | source | in | facebook, instagram, tiktok |
| Influencers | discount_channel | is not null |
The
discount_channel attribute enables discount code-based attribution—perfect for influencer and affiliate tracking where UTMs aren’t present.equals: Exact matchcontains: Substring match (case-insensitive)starts_with/ends_with: Prefix/suffix matchingin: Multiple value matching (comma-separated)is not null/is null: Existence checking
Discount Code Attribution
Map discount codes to marketing channels and campaigns for accurate influencer and affiliate attribution. Sheet structure:| Discount Code | Channel | Channel Group | Campaign | Ad Group | Keyword |
|---|---|---|---|---|---|
| INFLUENCE10 | Affiliate Influencer | Influencer | Spring Campaign | Beauty Category | |
| PODCAST15 | Affiliate | Offline | Podcast Tour | ||
| FRIEND20 | Email Partner | Other | Referral Programme |
INFLUENCE10, Crux automatically attributes their order to:
- Channel: Affiliate Influencer
- Channel Group: Influencer
- Campaign: Spring Campaign
- Ad Group: Beauty Category
Additional Marketing Costs
Track marketing spend beyond ad platforms—crucial for accurate CAC calculations. Typical use cases:- Influencer flat fees and gifting costs
- Affiliate network commissions
- Podcast sponsorships
- Traditional media spend
- Agency fees
| Date | Channel | Channel Group | Campaign | Cost |
|---|---|---|---|---|
| 2025-01-15 | Affiliate | Offline | Podcast Tour | 500 |
| 2025-01-15 | Affiliate Influencer | Influencer | @beautyguru_uk | 1200 |
Influencer Campaign Tracking
Track individual influencer posts with attribution to discount codes for complete ROI visibility. Influencer stats sheet:| Handle | Name | Category | Country | Followers | Platform |
|---|---|---|---|---|---|
| @beautyguru_uk | Sarah Williams | Beauty | UK | 125000 | |
| @fitnessdaily | Mike Chen | Fitness | UK | 89000 | TikTok |
| Date | Handle | Discount Code | Post Index | Cost | Owner | Source |
|---|---|---|---|---|---|---|
| 2025-01-10 | @beautyguru_uk | SARAH10 | 1 | 1200 | Marketing | Story + Feed |
| 2025-01-24 | @beautyguru_uk | SARAH10 | 2 | 800 | Marketing | Story |
- ROI per post
- CAC by influencer
- Post-level conversion tracking
- “Winner” identification (posts exceeding performance thresholds)
- Repeat collaboration performance (post index 1 vs 2 vs 3+)
Making Configuration Updates
Self-Service Updates
You can update the configuration sheet anytime—changes typically reflect in dashboards within 24 hours (after overnight data refresh). Safe to update yourself:- Adding new discount codes
- Updating marketing channel rules
- Adding influencer posts and costs
- Adjusting additional marketing spend
- Structural changes (adding new columns)
- Complex attribution logic
- New data source integrations
When To Use Monthly Hours
Your 7 included monthly hours are perfect for: Strategic customisation:- Building new calculated metrics
- Creating custom cohort definitions
- Implementing advanced attribution models
- Adding new dashboard reports
- Deep-dive investigations (“Why did CAC spike last month?”)
- Opportunity identification (“Which product categories have the highest LTV?”)
- Scenario modelling (“What if we increased influencer spend by 50%?”)
- New data source connections
- Custom profitability calculations
- Automated alerting setup
Configuration Best Practices
Start Simple, Iterate
Start Simple, Iterate
Begin with high-level channel definitions (“Paid Social”, “Paid Search”) before creating granular sub-channels.You can always refine attribution logic as you understand your data better—historical orders will automatically reclassify when rules change.
Document Your Logic
Document Your Logic
Use the configuration sheet comments to note why specific rules exist:
- “Black Friday traffic uses /bfcm/ in campaign name”
- “Direct traffic with checkout_start source is actually abandoned cart email”
Test Changes Before Broad Rollout
Test Changes Before Broad Rollout
When updating channel definitions that affect many orders, check a sample of recent orders to ensure classification matches expectations before assuming all historical data reclassifies correctly.
Keep Influencer Tracking Current
Keep Influencer Tracking Current
Update influencer costs and discount codes promptly—attribution only works if discount codes are mapped before orders arrive.Consider blocking a weekly 15-minute admin task for configuration updates.
Advanced Customisation (Using Monthly Hours)
Custom Cohort Dimensions
Beyond standard cohort analysis, create segments like:- First-order product category (starters vs refills)
- Acquisition discount usage (discounted vs full-price)
- Geographic micro-segments (London vs rest of UK)
Multi-Touch Attribution
Move beyond last-click attribution with position-based or data-driven models that credit multiple touchpoints in the customer journey.Predictive Analytics
Implement CLV prediction models, churn probability scoring, or next-purchase timing forecasts using Machine Learning.Need help with configuration? Reach out to our team or book time from your monthly allocation.