What is the Conversion tracking feature?
It's simple: is the action after a signup/participation; let me give you an example:
User A signs up and gets his referral linkUser A shares the link with User BUser B signs up through the linkUser B completes the conversion actionUser B becomes a referral of user A
Refers to the process where a user who interacts with a specific URL (often through a referral or a link shared by someone) completes a desired action or goal on that page.
This desired action can be something like:
Signing up for a service or platform.
Filling out a form.
Making a purchase.
Registering for an event, subscription, or newsletter.
Downloading an app or other material.
In the viral loop context, conversion is a key metric because it indicates the success of a campaign. For example, when someone shares a referral link (URL), the success of that link can be measured by how many people not only visit the page but also convert (i.e., complete the desired action).
Before Proceeding: connect your Custom Form with Viral Loops
First of all, keep in mind that if you are not using the Viral Loops widget but your custom form, you should connect it with Viral Loops. You can do that with the customs form integration script here or by using Zapier or API calls.
(please, ignore this if you are using the Viral Loops widget and not your custom form)
How and where can it be enabled in Viral Loops?
If you choose for example, the "Universal Template", you can go to the "Goals" STEP and select the "Custom event or conversion" option. It means that a Referral is complete when invitees join and then take an action (e.g. complete a purchase, create an account, etc).
SETUP
Now select one of the following 3 options:
VALUE TRACKING
You can even select the Value tracking option if you want it to, but if you do, we suggest choosing the Private API call. 😀
Install it on the HEAD on your website
Whatever you choose, on the Installation STEP you will see the instructions in order to install it.
Start by adding the campaign javascript snippet in your website. You need this in the landing page of your website (where referral links will direct people) and also in every page where you will add the widgets for this campaign.
You have to go to your website's HTML and add the following snippet of code right in your <head> tag (check for your code and don't use the one below from the screenshot 🙃):
..and you are DONE!
But, in which templates and Plans are the Conversion feature available?
Just to clarify and in case there’s any misunderstanding, any conversion tracking is available on the Growing plan and above. This means that the templates:
Online to Offline
Altruistic Referral
Conversion tracking on the Milestone Referral
Universal Template
..are available on the Growing plan and above.
The relevant API call (to track a conversion), as well as the function on the new Dashboard (to mark a participant as converted) and Zapier action (to convert a participant), should only work on Growing plans and above.
Is this clear? Let us know if there's any other term that we could better explain. 💜