September 24, 2024 • Automations
We’ve given conversions a fresh look to streamline and simplify the process of creating conversions. This update aims to enhance your experience, making conversions more intuitive and flexible to use. All existing conversions will appear in the new view and no actions needed.
Key Features
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Trigger conversions based on conditions
You can now trigger conversions based on custom contact conditions, adding flexibility to existing options of Javascript, URL visits, and custom events for more effective engagement. Note: A contact can only convert once per custom condition conversion event. Once a contact meets the conditions, it converts and won't be evaluated again. -
Set conversion value via contact custom fields
In addition to setting a static conversion value, you now have the option to dynamically assign a value based on the contact’s custom field data. This enhancement allows you to provide more accurate and personalized insights compared to static values. -
Dedicated Conversions page
The updated page will offer a clearer view of each conversion, including what the conversion is, the value and settings. See which automations trigger the conversion from a convert action or a goal action.
Benefits
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Simplified process
New conversion page makes it easier and more user-friendly to create and configure conversions. -
Greater flexibility
Trigger based on custom contact conditions, offers more tailored engagement. -
Improved efficiency
Set conversions based on contact custom fields for more personalized tracking and insights.
Upgrade and Setup Instructions
- Available Pro, Plus, and Enterprise