How do I set up and manage conversions in ActiveCampaign?

You can set a conversion event to trigger in different ways. You can use “OR” parameters to create a combination of different criteria to trigger a conversion. The different ways that you can trigger an automation are:

• Site Tracking (when a contact visits a key webpage)
• Event Tracking (when the contact triggers a specific API event)
• Manually via Automation (when a contact achieves a goal or crosses through a conversion trigger in an automation)
• Manually via JavaScript snippet

What are conversions?

A conversion is an event that you are trying to get a contact to do. This could be a visit to a specific page on your website. It could also be when an anonymous visitor becomes a known contact, or when a contact performs a specific action in an automation. 

A conversion can have an attributed value. For example, if you know that 1 in 10 contacts that subscribe to your newsletter end up spending $200, then you might give a “Newsletter subscription” conversion a value of $20.

How to create a conversion

1. Navigate to Settings > Conversions to get to the Conversions Overview.
2. Click the "Add a new conversion" button.
3. The "Create a New Conversion" page will load. You will need to complete the following fields:
   • Conversion name - Type the name of the conversion into the field provided. This is an internal name. Only you and other users on your ActiveCampaign account will see this name.
   • Conversion event - Choose one of the four following conversion event options:
     • • “A contact meets segment conditions” - this option uses the segment builder to create a trigger (s) for the conversion
         
         

           Segments are reviewed as quickly as possible, but it might take longer depending on your account data and the type of segment conditions used. Once a contact meets the conversion conditions, they won't be checked again. When you save the conversion, conversion records will be created for all current contacts that meet the segment conditions.

       • “Attribution using Javascript” - This option will generate Javascript code. You will be able to place this code on any page in your website. A conversion will trigger every time that code runs. If the "Use the value provided by the javascript as the value of this conversion" box is checked, the value for the conversion will be the same value provided by the trackcmp_conversion_value parameter of the Javascript code
       • “A URL was visited” - With this option, a conversion occurs when a contact visits a webpage you define. This option requires you to install ActiveCampaign Site Tracking on your site. With this option, you can trigger the conversion if a contact goes to a specific URL or a webpage containing specific text in the URL
       • “A tracked event” - With this option, a conversion occurs when a contact completes a specific tracked event. This option requires you to set up Event Tracking in your ActiveCampaign account. You will also have the option to click the "Use the provided value for the event" checkbox. Clicking this option means that the event's value will be the conversion's value
       • “Add another conversion event” (optional) - This button allows you to add multiple conversion events to one conversion
   • Conversion Value - Click the radio button next to one of the following options:
     • • No value
       • A static value > choose a value
       • Get value from contact field > select a field
   • Conversion Settings  - Click the checkbox next to the following options to turn them on or off:
     • • "Limit conversions to 1 time per contact" (optional) - Clicking this checkbox will limit the number of times the same contact can trigger this conversion. You can change the limit in this statement. To do so, click "1" then type in the limit number
       • "Apply this conversion to any contacts who triggered this conversion before it was created" (optional) - Clicking this checkbox will apply the conversion to any contacts who met the conversion conditions before you set the conversion up
4. Click the "Create" button when finished.

The conversion will be listed on the Settings > Conversions page in your ActiveCampaign account.

How to manage a conversion

Once a conversion is created, you can manage it by clicking the “Edit” button on the “Edit Conversion” page.

The “Edit Conversion” page shows you the details of the conversion event, its value, and additional settings.

On the right, you can see which automations trigger the conversion. This can happen either through a conversion action or goal action within automation.

How to delete a conversion

If you are certain that you want to delete a conversion, you have the option to delete conversions individually or in bulk:

Delete one conversion:

1. Navigate to Settings > Conversions to get to the Conversions Overview.
2. Click the dropdown arrow to the right of the “Edit button” for the conversion you want to delete.
3. Click the “Delete” button.
4. Click all of the boxes in the modal and click the “Delete” button to confirm you want to delete the conversion.

Delete multiple conversions:

1. Navigate to Settings > Conversions to get to the Conversions Overview.
2. Click the checkmark box(es) for the conversion(s) you want to delete.
3. Click the “Delete” button that appears at the top of the list of conversions.
4. Click all of the boxes in the modal and click the “Delete” button to confirm you want to delete the conversion.