Conversions record and track the main milestones people accomplish, such as making a purchase. This article shows how to configure a new conversion and the different ways you can record them.
Create a New Conversion
- Click Analytics
- Click Conversions
- When the pop-up appears, configure the details for the Conversion
The name of the conversion. This name will appear in reports, and when setting up the conversion in Workflows and Rules.
A URL that when a person lands on the web page, the conversion is recorded. The person must be identified in order for this method to record the conversion.
Default Value (optional)
The monetary amount by which a person's lifetime value will increase when the conversion is recorded.
How should we count conversions?
To record the conversion the first time the conversion is recorded for someone, set this to Count a maximum of one conversion per person. Otherwise, set it to Count every conversion.
Record a conversion
Conversions are recorded in Workflows and Rules by using the Record a conversion action.
There are also other ways to record conversions:
Record conversions via URL
Tracks conversion analytics and view that information on the dashboard.
To view the dashboard for one of your conversions:
Select the conversion you'd like to view
If a person has received Drip emails from your at the time the conversion was recorded, the credit for the conversion would go to the most recent Drip email they opened or clicked. This is only true, however, if the conversion was made within a 5-day period after the person opened or clicked a Drip email. If that's true, we'll attribute a conversion to an email delivery even if we don’t have an open or click event for it since open tracking is not 100% accurate.