Help CenterThis article will outline the high level process of being able to set up offline conversions.
Offline conversions are key for training ad algorithims to optimize to the metrics you care about (ex: SQLs, Opportunites) and a necessary step with the deprecation of third party cookies.
Step 1: Optimize forms to capture ad channel click IDs
You'll need to setup a hidden field to capture the following channel click IDs:
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Linkedin = li_fat_id
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Facebook = fbclid
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Google = gclid
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TikTok = ttclid
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Twitter = twclid
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Reddit = rdt_cid
Step 2: Store UTM parameters across sessions
Not everyone that visits our landing page from an ad campaign will convert right away.
Setting up a persissent browser cookie to store UTM parameters and click IDs across sessions is key so when the visitor does finally convert the attribution data isn't lost.
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This is possible via JavaScript with a persistent browser cookie.
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Persistent = the data remains across sessions
- This can be done simply through Google Tag Manager (example below)
Step 3: Integrate your CRM to the Ad Platform
Now that we have the ad channel click ID we're able to setup a sync from your CRM to the platform in question (ex: Google Ads, Microsoft Ads).
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This step will vary depending on the ad platform you’re using.
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This is primarily done via a native CRM integration or through Zapier.
Hope this article provided contect on the high-level process of setting up offline conversion!