Reporting · 1 min read
Set Up Offline Conversion Tracking
Many of your best results happen after the click, like a booked call or a closed deal. Offline conversions send those results back to your ad platform so it can measure, and optimize for, what actually matters.
Before you start
- Connect your ads account in FunnelStreams.
- Decide which outcomes to track, such as a booked appointment or a won opportunity.
- Decide whether each one should be used to optimize your campaigns. Only use your most important outcome for optimization.
Create an offline conversion action
- Sign in to your ads account.
- Go to Goals > Conversions and create a new conversion action.
- Choose Import and then the option for conversions from clicks in a CRM or other data source.
- Name it clearly, for example "Booked call" or "Closed sale."
- Choose a value, either the same for every conversion or a different value each time.
- Set the counting option. Use One for leads and Every for sales.
- Save.
Send conversions from FunnelStreams
Use a workflow to report the conversion when the outcome happens, for example when an appointment is booked or an opportunity is marked won. Choose the conversion action you created and pass the value if you're tracking revenue.
Tips
- The visitor must have come from an ad click for the conversion to match.
- It can take up to a day for imported conversions to show in your ads account.