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Conversions

Guide on conversion creation and management

Malgorzata Pietruszka avatar
Written by Malgorzata Pietruszka
Updated over 3 weeks ago

Conversion creation

Create conversions based on rules that will then categorize conversion events accordingly.

Step-by-step guide

  1. Click the ‘+' icon in the 'Conversions’ tab.

  2. 'Create conversion' screen will open from the right.

  3. Provide the audience name and define the conditions that will be applied to it. For more guidance, check the Basic creation rules below.

Basic creation rules

When creating conversions, the same principles as for audience creation apply, with one key difference - conversions can have one of the following event types:

  • Landing Page

  • Item View

  • Add to Cart

  • Initiate Checkout

  • Add Payment Info

  • Purchase

  • Lead

  • Sign Up*

  • First Time Deposit*

  • Deposit*

*Custom events - these events must be set up on request, so placing them on representative pages will not be enough (contact Customer Support for help)

Condition types

  • View domain - applies to the ‘example.com’ part

  • View URL - applies to the entire URL string

Example

Condition type

Condition

Value

Description

View domain

contains

contains

Applies the rule to all conversions on domains containing "example" (e.g., example.com, shop.example.com).

not contains

admin

Excludes conversions from domains containing "admin" (e.g., URLs with admin.example.com).

equals

Targets conversions strictly on "example.com."

not equals

Excludes conversions from "testsite.com".

View URL

contains

add_to_cart

Tracks conversions on URLs that contain "add_to_cart" to identify add-to-cart events.

not contains

user=guest

Excludes conversions on URLs with user=guest in the query parameters.

equals

Tracks conversions occurring specifically on the exact checkout page URL.

not equals

Excludes conversions from a particular landing page URL.

Conversion preview

Conversion preview gives you information about what rules have been applied to create the conversion, as well as visual changes of ‘Loads’ in a chart. You can open ‘Conversion Preview’ by clicking the conversion’s name or the ‘eye’ icon to the right. From the preview, you can also edit a conversion (change its name or the rules).

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