Conversion Tracking

Conversion tracking is helpful when you want to capture user journey beyond the message, like order placed or subscription purchased. This can help give you a complete picture of how your campaigns are helping with business goals and metrics.

Event Setup (Pre-requisite)

Conversion event tracking can be enabled if you have real-time events set in Sortment. In campaign reporting, user actions like message read, link click are already captured.

To use conversion tracking in a campaign, the required conversion event should already be sent to Sortment.

If the required event is not available during campaign setup, you need to create the event first.

Configuration setup

To enable conversion tracking within a campaign, users must configure the following on the review page for campaign creation:

1. Event Selector

• Enable conversion tracking check box and select the event to track as a conversion event.

• The event should be a predefined action in Sortment

2. Tracking Duration

• Users can define how long conversion tracking should remain active after a campaign is delivered.

• Configurable time periods (e.g., 1 day, 7 days, 30 days) ensure flexibility based on campaign goals.

Reporting

To visualize the conversion data, you can track campaign funnel with conversion step added - this gives you funnel view for the number of users who completed the conversion event within the specified tracking window.