Before you start

Before you start processing unsorted sessions and creating orders, we recommend setting up the following:

• Order statuses.
• Data sources for inquiries and contacts (forms, calls, chats, and so on) to ensure sessions contain as much information as possible.

Order statuses

Yandex Metrica has four statuses available by default:

• Order created
• Order paid
• Order canceled
• Spam.

You can add your own custom statuses to this list and choose which ones to display in the order management tabs.

Configure statuses

To set up order statuses:

1. Go to the Order management page.

2. In the upper-right corner, click Statuses.

   

3. A pop-up window will open with a list of selected statuses. These are the statuses that appear as tabs next to Unsorted sessions.

   

In this window, you can:

• Add or remove displayed statuses

  Check the boxes for the statuses you want to display as separate tabs.

• Change the tab order

  Reorder the statuses by dragging and dropping them with the mouse. The order in the pop-up window will match the tab order in the interface.

• Create a new status and configure a goal for it

  To create a status:

  1. Click + → Create new status.

     

  2. Enter a name for the status (for example, "Qualified lead").

     

  3. Configure a goal for this status:

     • Either select an existing JavaScript event goal with the matches condition
     • Or create a new goal, and Yandex Metrica will automatically link it to the status

When an order's status changes, the goal associated with that new status is triggered in the relevant session.

You can add custom statuses (like "Qualified lead" or "Awaiting invoice") and select or configure goals for each of them.

Set up data sources for inquiries and contacts

The purpose of this step is to gather as much information as possible for processing unsorted sessions, including data from forms, calls, chats, email clicks, and more. The main scenarios are outlined below, but you may have other data sources — the key is to understand the principle.

Forms and widgets on the site (masked phone numbers and email addresses)

If a customer enters a phone number or email address in a form on your site (or in an embedded widget without a separate iframe), Yandex Metrica can display this contact information in a masked format, for example:

********3245
iv***@***.ru

Yandex Metrica does not save or display full phone numbers and email addresses — only masked versions.

To display masked phone numbers and email addresses in sessions and orders:

1. Go to: Settings → Tag → Additional settings → Data security and usage.
2. Enable advanced tracking settings.
3. Enable the Save masked data option.

You can also enable this feature directly from the Contacts section in an unsorted session's card.
Without this option, contact information will not appear in sessions and orders.

Calls

Yandex Metrica has a few different ways to track calls:

• If call tracking isn't connected, only auto goals for clicks on a phone number or manual goals for interacting with a phone number on the site are available.
• If call tracking is enabled or calls are sent via the API, Yandex Metrica will show the caller's number and the time of the call.

Without call tracking, you can use:

• Auto goals and manual goals for phone number clicks
• Your custom goals (like JavaScript events for clicks on a number).

The session will show the time these conversions occurred if you select these goals in the unsorted sessions goal filter.

With call tracking enabled or calls sent via the API, the session will also show:

• The caller's number in the format provided by you or the service
• The time of the call

Chats and messengers

Tracking chats works similarly to tracking calls.

Without a chat tracking integration, you can only use goals that can be triggered on your site:

• Clicks to a messenger (WhatsApp, Telegram, Viber, and so on)
• Your custom goals (JavaScript events, URL visits, and so on)

With chat tracking enabled or chats sent via the API, the session will show:

• Chat start time
• User ID (phone number, username, or messenger ID).

Email

You can use goals for interactions with an email address (auto goals or custom goals).

If you select such goals in the unsorted sessions goal filter, the session will only show the time the goal was completed, without the contact details.

You can match this with the time when the email arrived in your inbox to identify which session triggerred the inquiry.

Other data collection forms and widgets

If you use third-party forms, booking widgets, calculators, and so on:

• For embedded widgets without an iframe, they work like regular forms.
• For embedded iframe-based widgets, it's crucial that the Yandex Metrica tag is installed both on the site and in the widget.

Enabling masked data collection is also helpful in these scenarios because it allows contact details from forms to be displayed in sessions.

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