How to Set up a Conversion Count

In business, a conversion happens when a user performs a target action. For automations it could be opening an email, clicking on a link, launching a bot, getting a custom event like "Purchase" or "Register," and so on.

Read also What is Conversion Marketing.

How to Activate a Conversion Count

To set up a conversion count, add a "Goal" element after the target element, or activate "Count stop as conversion" in the start element when you receive an event from your site.

Method 1: Using the “Goal” element

You can place a “Goal” element after any item in your flow.

For example, to count link clicks as conversions, follow these steps:

1. Select any starting element. In our example this is changing a deal stage in your CRM from "New" to "In Progress."
2. Add an "Email" element and select an email subject and template.
3. Add a "Condition" element with a "Click on link" condition and select a link to confirm the order data.
4. In the condition settings, add a trackable link from the email.
5. Add a 'Goal' element to the 'Yes' branch and enter a name for the Goal. In this way, all users who click a specific link in the monitored email will be considered converted.

You can combine different elements to build scenarios according to your strategy and add a “Goal” element after the element you want.

You can also activate the "Stop series for subscriber after triggered Goal" option in the Goal element to end the flow for a subscriber.

Conversions are not displayed in completed series unless you have activated this option.

Method 2: By Stopping the Series by Event

You can count as a conversion the stopping of a series for a subscriber when any event is received. For example, you can count as a conversion the "Purchase" event in a series with the start of the "Abandoned cart" event.

Select the start element of the flow. An “Event stop” option is possible for any start.

Read also Starts of Automation 360 Flow.

In the start element of your flow, activate the "Stop by event" option.

Select the event that you want to stop the series when you receive it.

Read also How to Create an Event.

Activate the "Count the stop as a conversion" option.

Continue to set up your flow.

Once your selected event is received, sending all subsequent items for a particular user will stop and the conversion will be counted.

Where to View Conversions

To see the conversion count for the “Goal” element, go to your flow view, and you will find the indicator next to the "Goal" element.

Your element can have the following statuses:

You can view the total conversion for all “Goal” elements and count conversions when stopping the series in the automation in your automation statistics.

Last Updated: 27.06.2023