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Home > English > Marin University > Marin On-Demand > Training: Setting Up Conversion Types

Training: Setting Up Conversion Types

What You'll Learn

In this article, we'll show you how to:
 

  • Add, remove, or edit your conversion types in the Platform.
     
  • Choose the right settings for your conversion types. 
     
The following info applies only if you are using Marin Tracker to track your revenue and conversions. If you are using another integration, please see our Support Center for more info. 


What are conversion types?


No matter what industry you operate within, there will be certain actions that a visitor can take on your website which you would classify as valuable. Referred to as 'converting' a visitor, the Marin Platform can be used to track your conversions and display this data in the grid for analysis, reporting, and more.

Note that while you can track conversions with any revenue integration, you'll only need to add your conversion types if you're using Marin Tracker. 
 

ct1.jpg
 

Examples of conversion types include if a visitor makes a purchase, signs up for a newsletter, or looks up the location of a store. Each of type of conversion is of value, and for optimal search management, each one should be considered when determining the success of a creative or keyword. The Platform gives you the visibility to understand which keywords are driving which types of conversions, and lets you adjust your bidding strategy to reflect differences in bids. Handy, right?

Let's learn how to manage conversion types in the Platform. 

See it in action


Join a member of the Marin Software team as we explain how to manage your conversion types within the Platform. This includes adding, editing, and removing conversion types. 

Click the play button to get started.  (Length: 4:16)
 


 

How to


You can use our step-by-step guide below to run through the process of setting up your conversion types in the Platform. Ready to begin? 

Adding a new conversion type  

  1. As always, you'll need to be logged into the Platform.
     
  2. Next, click the Admin link in the upper-right corner of the screen.
     
  3. Click on the Revenue sub-tab, then on the Conversion Types link in the left-hand menu.
     
  4. From here, you'll be able to manage all of your conversion type settings. To create a new one, simply click + Create

    contypes.gif
     
  5. In the pop-up bubble, you can enter all of the relevant information needed for your conversion type. First, give your new conversion type a name. For example: 'Bicycle purchase (red)'.
     
  6. Next, enter a ID and a Column Header for this conversion type. The unique ID is very important, because it'll be used to attribute conversions to this particular conversion type. You can use any alphanumerical value, for example '001' or 'bicyclered'. We do not recommend changing this value at any time, otherwise your conversion attribution will be affected. The Column Header will be used via the Platform's View Builder to show these conversions in the grid. Again, you are free to name this whatever you'd like.


    ct1.jpg
     
  7. The Include in Total options give you the choice of whether conversions and revenue should be automatically aggregated into Total Revenue and Total Conversions. In general, if you want the conversion type to factor in your bidding optimization, it should be included in totals, but the choice is up to you.
     
  8. Next up, make a choice from the Track Conversions On section. This option will affect the date that's reported by the Platform for each conversion within this conversion type: the date the visitor clicked, the date the visitor converted, or both.
     
  9. The Conversions per click choice allows you to track either One-per-click or Many-per-click conversions for each type. If One-per-click is selected, the Platform will only ever attribute 1 conversion per click by this visitor. If Many-per-click is selected, the Platform will attribute all conversions that occur after a click to that specific visitor.
     
  10. Finally, you can enter a description for this conversion type which may be of use to you or your colleagues. Then just click Save
     
  11. That's it! You've added your first conversion type. 

 

Editing a conversion type

Now let's learn how you can make changes to your conversion types once they've been created. 
 

  1. Head to the Conversion Types grid as explained above.
     
  2. Use the checkboxes on the left of the grid to select the conversion type(s) you'd like to make changes to. 


    ct2.jpg

     
  3. As above, use the bubble to edit the various fields. You can see from the message shown that we recommend caution when editing conversion types, as you can affect your attribution and data accuracy quite easily. 
     
  4. Click Save once your changes are complete, and you're all done!

 

Deleting a conversion type

If you are no longer using a conversion type on your website, its data will no longer appear in the Platform, so there is no immediate need to delete conversion types. However, if you would like to remove conversion types from the grid, please reach out to our Support team who will be happy to assist.  

 

Try it yourself


The best way to learn your way around a new feature is to try it yourself. That's why we created the following interactive section. Simply follow the step-by-step instructions to learn how to create and manage conversion types first-hand. Don't worry, none of your results will be saved, this is purely an educational exercise.

Get started by clicking below. 


 

Want to know more?


Conversion types are fairly straightforward, but there's still plenty to learn. Below we'll list a few related articles that may help you get the full picture.
 

 


 


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