Editing New Conversions Update (section)

= New Conversions Update =

== Introduction ==
The September 2024 release of the **New Conversions Update** introduces a streamlined and improved experience for managing conversions in ActiveCampaign. This update focuses on simplifying conversion creation, enhancing configuration flexibility, and improving the ability to personalize conversion tracking. 

This upgrade is important for all users who rely on **conversion events** to track key actions in automations and assess campaign performance. With features like conditional triggers and dynamic values from contact fields, marketers can now create more context-aware and relevant conversion events—all from a redesigned, user-friendly interface.

The update also provides a **dedicated Conversions page**, making it easier to monitor, configure, and review conversion settings visually. Whether you're running goal-based automations or tracking specific actions, this enhancement will significantly improve your workflow and expand your tracking capabilities.

== How to Access the New Conversions Page ==
The **New Conversions Update** is automatically applied to all eligible accounts, so there is no manual activation process required. To access it:

# Log in to your ActiveCampaign account.
# Navigate to the **Automations** tab from the main menu.
# From there, locate the **Conversions** section. This has been upgraded with a full user interface redesign.
# If you've previously created conversion events, they will now appear in the updated format within this centralized Conversions screen.

> ⚠️ This update is available to users on the **Pro** and **Enterprise** plans. Users on **Starter** and **Plus** plans will not have access to the advanced conversion capabilities introduced in this release.

== Step-by-Step Instructions for Using New Conversions ==
Below are the key steps for creating and managing conversions using the new interface:

=== Step 1: Navigate to Conversions ===
From the left-hand side panel in your ActiveCampaign dashboard:
* Click on **Automations**.
* Select the **Conversions** tab that now leads to the redesigned Conversions page.

=== Step 2: Create a New Conversion ===
* Click the **Create Conversion** button.
* Enter a **Conversion Name** that's easy to reference in automations and reports.
* Choose the **Trigger Method**:
  * **URL Visit**
  * **Javascript Integration**
  * **Custom Event**
  * **Custom Contact Conditions** (new feature)

=== Step 3: Set Triggering Conditions ===
You now have access to the improved **custom contact condition** trigger. Use field logic to define when a contact qualifies to trigger a conversion, for example:
* **If 'Contact Tag' contains 'webinar_attendee'** 
* **If 'Custom Field — Account Value' is greater than 5000**

> 📝 Note: A contact can **only convert once** per custom condition conversion event. Once they meet the condition, they will not be evaluated again for that specific conversion.

=== Step 4: Assign a Value ===
When assigning conversion values, you have two options:
* **Static Value**: Enter a fixed amount (e.g., $250).
* **Custom Field Value**: Select a field (e.g., 'Deal Size') from the contact profile to dynamically calculate the conversion value.

=== Step 5: Review and Save ===
After setting up the name, trigger type, and value, click **Save** to activate the conversion.

From the conversions page, you can now:
* See all your conversions in an organized view
* Review which **automations** are connected to each conversion, via **Convert Action** or **Goal Action**

== Configuration Options and Settings ==
The new interface simplifies and expands what you can configure for conversions:

* '''Conversion Name''': The label used to reference the conversion throughout reports and automations.
* '''Trigger Type''': Select from JavaScript, Custom Event, URL Visit, or **Custom Contact Conditions**.
* '''Conditions (when applicable)''': Use logic-based rules for contact segmentation to fire the conversion, e.g., "Tag is applied" or "Date Field is within range".
* '''Conversion Value''':
  - **Static**: A fixed dollar or point amount.
  - **Dynamic**: Pulled from a selected contact **custom field**.
* '''Conversion Overview Panel''': View each conversion with summary details, including value type and related automations.

== Best Practices and Tips ==
Here are a few important tips to optimize your experience with the conversions update:

* **Use contact conditions strategically**: Tie conversion logic to meaningful actions like appointment scheduling or high-value interactions.
* **Dynamic field values > static values**: Pull conversion amounts from fields like 'Estimated Revenue' for personalized tracking.
* **Keep conversions clearly labeled**: Use descriptive names like "Post-Webinar Signup Conversion" for easy automation mapping.
* **Leverage goal actions**: Integrate conversions into automation **Goal** steps to adjust contact journeys based on conversion triggers.
* **Prevent duplicate data**: Remember, a contact can only convert once per **custom contact condition**. Use segmentation and field resets if needed for repeat tracking.

== Common Use Cases with Examples ==
=== Example 1: Webinar Attendance Conversion ===
- **Use Case**: You want to tag contacts as "Converted" once they attend a webinar.
- **Setup**:
  * **Trigger**: Custom Contact Condition — Tag is "webinar_attendee"
  * **Conversion Value**: Static ($50)
  * **Usage**: Used in a goal path inside an automation to adjust follow-up messaging.

=== Example 2: High-Value Lead Nurturing ===
- **Use Case**: Track when a lead reaches a revenue threshold using custom fields.
- **Setup**: 
  * **Trigger**: Custom Contact Condition — Field "Estimated Deal Value" > $5,000
  * **Value**: Dynamic from field "Estimated Deal Value"
  * **Usage**: Attribution for sales-qualified leads in CRM.

=== Example 3: Ecommerce Purchase via URL ===
- **Use Case**: Attribute an online product purchase via a thank-you page.
- **Setup**:
  * **Trigger**: URL visit — https://yoursite.com/thank-you
  * **Value**: Pulled dynamically from a "Purchase Amount" field.

== Troubleshooting ==
* **Issue: Conversion not triggering**
  - Double check that the contact meets the conditions exactly, including tag spelling or field formatting.
  - For custom events and JavaScript triggers, confirm the code is correctly installed.

* **Issue: Value not showing dynamically**
  - Ensure the designated contact field is not empty and that the field type (e.g., currency, number) is appropriate.

* **Issue: Automation not responding to conversion**
  - Revisit your **Goal** or **Convert Action** settings to confirm the correct conversion event is referenced.
  - Remember that a contact can only convert once under a specific condition-triggered conversion.

== Related Features ==
* Learn how to create a conversion in the [[Automation]] article.
* Explore attribution logic via [[2024 Release Notes]] updates concerning goal handling and segment tracking.
* For deeper insight into contact behavior tracking, see [[Automation]] enhancements and the Attribution documentation.

== FAQ ==
=== What is a "conversion" in ActiveCampaign? ===
A conversion is a measurable event, such as a contact reaching a milestone (e.g., signing up, making a purchase), which you can use to track success in automations and reporting.

=== Can a contact trigger the same conversion more than once? ===
For conversions based on **custom contact conditions**, a contact can only trigger that event once. After they meet the criteria, they will not be re-evaluated for the same conversion.

=== Can I track dynamic values using contact fields? ===
Yes. You can assign conversion values using a contact's custom field, such as deal size or purchase amount, for personalized and dynamic tracking.

=== How do I integrate conversions into an automation? ===
You can use the **Convert Action** or a **Goal** step within your automation to reference a conversion. This helps adjust contact paths based on whether or not they have converted.

=== Is this feature available to all ActiveCampaign users? ===
No. The New Conversions Update is only available to users on **Pro** and **Enterprise** plans.

=== What happens to my existing conversions? ===
All existing conversions will appear in the new interface view with no action required. Your current data will carry over.

=== Where do I manage my conversion list? ===
All conversions are housed in the dedicated **Conversions** page within the **Automations** section of the platform.

== Additional Resources ==
* [https://help.activecampaign.com/hc/en-us/articles/115000686250-An-overview-of-Attribution What is a conversion?]
* [https://help.activecampaign.com/hc/en-us/articles/115000686310 How do I create a conversion in ActiveCampaign?]
* [https://help.activecampaign.com/hc/en-us/articles/115000686250-An-overview-of-Attribution An overview of attribution]
* [https://help.activecampaign.com/hc/en-us/articles/115000686290 How does ActiveCampaign Attribution work?]
* [https://help.activecampaign.com/hc/en-us/articles/115000686350 How to trigger a conversion in automation?]

For the most current feature changes, visit the [[ActiveCampaign Release Notes]] page regularly.