Conversion action templates (or, simply, conversion actions) enable you to set up conversion tracking and goals to track what people do once they visit your website. These templates can be used to import various metrics, such as call or click metrics and other on-site conversion data.
Creating conversion actions
Go to Settings & Tools (gear icon) in the top menu.
Select Conv. Actions from the dropdown.
Click + Add Conversion Action.
Fill in the form fields for the new conversion action template. Some fields may be specific to Google, Microsoft, or Meta, and available fields vary depending on the conversion action type.
Important: Ensure the correct option is selected in the conversion action Type field (Upload calls, Upload clicks, or Web conversion), as it can't be edited once saved.
Click Save.
Editing or deleting existing conversion actions
Go to Settings & Tools (gear icon) in the top menu.
Select Conv. Actions from the dropdown.
Click a conversion action to open the row.
Make desired changes in the settings.
Note: To delete a conversion action, click Delete at this point instead.
Click Save.
Setting up a conversion action data source
To import conversion actions, you'll need a designated location to host ongoing conversion data, such as an S3 bucket or SFTP. Once set up, your Advertising Engineer can assist in connecting this data source to your conversion action template.