Editing Conversions (section)

= How to Set Up and Manage Conversions in ActiveCampaign =

== Introduction ==
In ActiveCampaign, a '''conversion''' is an essential mechanism that allows you to track specific actions taken by your contacts, such as visits to key webpages or significant interactions within your automations. Understanding conversions is crucial for evaluating the effectiveness of your marketing efforts and the overall engagement of your audience. By associating a value with a conversion, businesses can derive meaningful insights into the impact of their campaigns. For instance, if one in ten newsletter subscribers generates a profit of $200, then a '''Newsletter subscription''' conversion could be assigned a value of $20.

This article provides a comprehensive guide to setting up and managing conversions within ActiveCampaign, including how to access the feature, detailed step-by-step instructions for creating and managing conversions, and best practices for their effective utilization.

== How to Access This Feature ==
To begin utilizing conversions in ActiveCampaign, follow these steps:

1. Navigate to '''Settings''' in your ActiveCampaign account.
2. Select '''Conversions''' from the Settings menu. This will take you to the Conversions Overview page where you can view and manage existing conversions.

== Step-by-Step Instructions ==

=== How to Create a Conversion ===
Creating a conversion involves a few straightforward steps. Here’s how to do it:

1. From the '''Conversions Overview''' page, click the '''Add a new conversion''' button.
2. The '''Create a New Conversion''' page will load, prompting you to fill in several fields:
   * **Conversion name** - Enter an internal name for the conversion here; this name will only be visible to you and other users of your ActiveCampaign account.
   * **Conversion event** - Select from one of the following options:
     * **Use a Standard Conversion Event** - Choose this for pre-built templates of common conversion events. This option allows for quick configuration.
     * **"A contact meets segment conditions"** - Utilize the segment builder to create conversion triggers. Changes only affect contacts from the time the conversion is saved.
     * **"Attribution using Javascript"** - Generate Javascript code for page implementation; a conversion triggers when the code is executed.
     * **"A URL was visited"** - Set up a conversion when contacts visit specific URLs that you define. This requires installing ActiveCampaign Site Tracking.
     * **"A tracked event"** - Facilitate a conversion when a contact completes a tracked event. This requires Event Tracking setup.
     * **Add another conversion event** - Click this to include multiple conversion events within one creation process (optional).
   * **Conversion Value** - Choose one of the following options:
     * **No value**
     * **A static value** - Choose a set value for the conversion.
     * **Get value from contact field** - Select a specific contact field that holds the conversion value.
   * **Conversion Settings** - Toggle the following settings:
     * **"Limit conversions to 1 time per contact"** - Check this if you wish to restrict the number of times the same contact can trigger this conversion.
     * **"Apply this conversion to any contacts who triggered this conversion before it was created"** - Enable this to apply the conversion retroactively to qualifying contacts.
3. After entering all required information, click the '''Create''' button.

The conversion will now be listed on the Settings > Conversions page.

=== How to Manage a Conversion ===
Once a conversion is created, you can manage it as follows:

1. Navigate back to the '''Conversions Overview''' page.
2. Click the '''Edit''' button for the conversion you wish to modify.
3. The '''Edit Conversion''' page will display all relevant details and additional settings related to the conversion.

Please note that once a conversion event is active, its configurations cannot be altered. You can, however, view which automations are triggering the conversion on the right sidebar of the Edit Conversion page.

=== How to Delete a Conversion ===
If you determine that a conversion event is no longer necessary, you can remove it easily:

*Delete one conversion:*
1. Access the '''Conversions Overview''' page.
2. Click the dropdown arrow next to the '''Edit''' button for the desired conversion.
3. Select the '''Delete''' button.
4. Confirm your choice by checking all boxes in the modal and clicking the '''Delete''' button again.

*Delete multiple conversions:*
1. Go to the '''Conversions Overview''' page.
2. Check the boxes next to the conversions you want to delete.
3. Click the '''Delete''' button that appears at the top of the conversions list.
4. Again, confirm the deletion in the modal by checking all boxes and clicking the '''Delete''' button.

== Configuration Options ==
Understanding the various configuration options for conversions is essential for maximizing their effectiveness. Below are the key settings you will encounter:

* **Conversion name** - An internal identifier for ease of recognition.
* **Conversion event types** - Options include standard events, segment conditions, Javascript attribution, URL visits, and tracked events.
* **Conversion Value** - Options for setting a value include no value, a static value, or a value derived from a contact field.
* **Conversion Settings** - These include limiting conversions to a single occurrence per contact and retroactive application to pre-existing contacts.

== Best Practices and Tips ==
To achieve the most out of your conversion tracking, consider the following best practices:

1. **Define Clear Goals:** Establish what you want to achieve with each conversion event, ensuring it aligns with your marketing objectives.
2. **Use Descriptive Names:** Clear, descriptive names for conversions will enhance understanding and usability across your team.
3. **Regularly Review Conversions:** Periodically assess the performance of your conversion events to ensure they are still relevant and effective.
4. **Test Different Conversion Strategies:** Take advantage of the various event types to find out which strategy works best for your audience.
5. **Integrate with Automations:** Utilize conversions within your automation workflows to create more effective and personalized customer journeys.

== Troubleshooting ==
If you encounter issues with conversions, consider the following common scenarios:

- **Conversion not triggering:** Ensure that the criteria for the conversion are correctly set and that the corresponding tracking mechanisms (like site tracking or event tracking) are functioning properly.
- **Value not being attributed:** Double-check the configuration settings to ensure values are being correctly pulled from the designated fields or are being calculated as expected.

== FAQ ==
1. What is a conversion in ActiveCampaign?
    A conversion is an event designed to track specific actions taken by your contacts, such as visits to key webpages or actions within automations.
   
2. How do I delete a conversion event?
    To delete a conversion, access the '''Conversions Overview''', select the conversion to delete, and confirm the action with the '''Delete''' button.
    
3. Can I retroactively apply a conversion to past contacts?
    Yes, by checking the box stating '''Apply this conversion to any contacts who triggered this conversion before it was created''' during setup.
    
4. What types of conversion events can I create?
    You can create conversion events for standard actions, segment conditions, attribution using Javascript, URL visits, and specific tracked events.
    
5. Is there a limit to the number of conversions I can create?
    No, there is no specified limit on the number of conversions you can set up in ActiveCampaign, but managing them effectively is crucial.
    
6. How can I view existing conversions?
    To view your existing conversions, navigate to the '''Settings > Conversions''' section in your ActiveCampaign account.
    
7. Can I modify a conversion once it’s active?
    No, once a conversion event is active, its configurations cannot be edited, though you can still view related automations.

By understanding and effectively managing conversions in ActiveCampaign, you can significantly enhance your marketing efforts and track the engagement of your contacts accurately. 
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