Custom conversion tracking

Iterable allows you to track custom conversions in campaign analytics. This means your campaign reports can show the number of conversions or specific events which resulted from the email campaign.

# Activating conversion tracking

Follow these steps to activate conversion tracking:

1. Turn off revenue tracking.

   • By default, Iterable has purchase and revenue tracking turned on for each campaign. To use custom conversion tracking, navigate to Settings > Project Settings and turn off Show Revenue.

   

2. When creating a campaign, check the Use custom conversion metric option

   • Specify the Custom Conversion Event and Attribution Mode

     

   • There are two possible attribution modes:

     • Only events with explicitly set campaignId field

       • Only conversion events with a campaignId field set to this campaign will be attributed to the campaign. You can set the campaignId for conversion events via Iterable's /events/track API endpoint.

       • If you plan to use the custom conversion event as an optimization metric in an A/B experiment, you will also want to pass over the field called templateId. This allows us to attribute the custom event to the right variation since each experiment variation has a different templateId.

       • Read more about Iterable click tracking and cookies.

     • Any events received within the attribution period

       • Conversions made by a user within a specified time period after a send will be attributed to the campaign. This method may be less accurate, because it does not require the user to have opened or clicked the message to have the purchase attributed to the campaign. It only requires that they were sent the message. This method does not require any additional engineering work.

       NOTE

       If a user is sent two emails with an attribution period set for the same event, then the most recently sent campaignId will take precedence for conversion attribution (assuming both periods are still active).

       • If a call to Iterable's /events/track API endpoint specifies a campaignId, then the conversion will be attributed to that campaign.

3. See the custom metrics in the campaign analytics view

   

# Adding conversion tracking to an active or workflow-triggered campaign

If you'd like to switch to custom conversion tracking to an active triggered campaign or set it up for a workflow triggered campaign:

1. Navigate to the campaign analytics page and click on the VIEW EMAIL button:

   

2. Click back to the SETUP stage:

   

3. Turn on custom conversion tracking: