What is the Convert automation action?

You can complete a conversion within an automation using either the Convert automation action, or combine a conversion with a goal.

The Convert automation action enables a contact to trigger a conversion while in an automation.

You can select an existing conversion to trigger, or create a new conversion.

Goals also have the ability to trigger a specific conversion when the goal is achieved. You can choose an existing conversion, create a new conversion, or no conversion at all.

If a goal has a conversion linked to it, a blue badge will appear on the right side of the goal action in the automation editor.

If you hover over the blue badge, a tooltip will appear that shows you the name of the conversion that is linked to that goal.


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