Tracking Custom Conversions

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 POST /api/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.

     For more information, read Tracking Purchases and Revenue.

   • 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.

     NOTES

     • If multiple campaigns have active attribution periods for the same event, Iterable uses the most recently sent campaignId for conversion attribution.
     • If a call to POST /api/events/track includes a campaignId, the conversion will be attributed to that campaign.

3. To see the custom metrics, use the campaign analytics view:

   

# Adding a custom conversion metric to an existing campaign

It's possible to add a custom conversion metric to an existing campaign, as long as it's either a blast campaign that has not yet been sent or a workflow campaign that has not yet been activated.

To do this, follow these instructions:

1. Navigate to Messaging > Campaigns and open a campaign.

   NOTE

   To set up a custom conversion metric for an existing campaign, you must open the campaign from the Messaging > Campaigns screen. It's not possible to make this change while editing a workflow node.

2. On the Edit Template screen (the first screen that appears after when you open the campaign), navigate to Setup:

   

3. Check Use a Custom Conversion Metric and specify an event name: