Learn to configure conversion tracking to measure key actions on your website, from sign-ups to purchases. This guide walks you through naming conversions, selecting data sources, and fine-tuning tracking settings. With these steps, you'll have actionable conversion data flowing into your dashboard in no time.
When to Use This / Prerequisites
When to Use This / Prerequisites
When to use: You want to track specific user actions like form submissions, purchases, or page visits
Prerequisites:
Sona Pixel installed on your website (for pixel-based tracking)
Access to conversion tracking settings
Clear understanding of the actions you want to measure
Step-by-Step Instructions
Step-by-Step Instructions
A. Define Your Conversion
A. Define Your Conversion
Step 1: Name your conversion:
Enter a descriptive name in the Conversion Name field
Use clear, action-oriented names (e.g., "Newsletter Sign-Up," "Demo Request," "Purchase Completed")
Choose names that will be easily recognizable in reports
Step 2: Enable dashboard visibility:
Toggle the Custom Dashboard Metric option on if you want this conversion to appear as a customizable metric in your reporting dashboards
B. Select Your Data Source
B. Select Your Data Source
Choose how conversion data will be captured:
Captured by Sona Pixel: Select this for website-based tracking using your installed Sona Pixel
Report: Choose this to pull conversion data from existing reports or external sources
C. Configure Tracking Settings
C. Configure Tracking Settings
Fine-tune your conversion criteria with these three components:
Field: Specify the data field to filter on (e.g., "Event Type," "Page URL," "Button Click")
Filter: Define your filter criteria:
"Contains" for partial matches
"Equals" for exact matches
Additional operators as available
Value: Enter the specific value to match (e.g., "thank-you-page," "purchase-complete," "sign-up")
Key Concepts / Best Practices
Key Concepts / Best Practices
Naming Strategy: Use consistent naming conventions across all conversions for easier analysis
Filter Precision: Be specific with your filter values to avoid capturing unintended actions
Dashboard Integration: Enable Custom Dashboard Metric for conversions you'll monitor regularly
Testing: Verify your conversion settings with test actions before going live
Data Quality: Ensure your filter values exactly match the data being sent by your pixel or reports