Overview
The conversion integration added through the Visual Editor allows you to track your referrals. In most cases, this integration will be added to the confirmation page where referees land after they complete a purchase or fill out a form.
How do I create a conversion?
Once you’ve added the code snippet to your website, creating a conversion integration is easy! Please note, before you get started, you’ll want to obtain JavaScript variables or URL parameters from your developer. At minimum you’ll need the new customer’s email address. However, we also recommend obtaining the new customer’s first and last name, the transaction ID and the revenue total when a purchase is being made.
Step 1: In the navigation menu on the left, click "Editor." You'll end up here.
Step 2: To launch the Visual Editor, enter the URL where you want add your conversion, then click the blue “Go to...” button.
Ambassador will then verify that the snippet code is present on the page before redirecting to your website.
Step 3: Once your website loads, you’ll notice a navigation bar on the left side of your page. Click the plus button in the top right corner of this navigation bar to add a new integration.
Step 4: Next, you’ll select “Conversion” as the type of integration you want to add.
Step 5: Enter a name for your conversion and select the campaign, then click “Continue.”
TIP: We recommend creating a naming convention that allows you to easily distinguish between your RAF modules, conversions and identifiers (ex. Conversion - Customers).
Step 6: You’ll then enter the JavaScript variable or URL parameter used for the new customer’s email address.
Step 7: Next, you’ll be prompted to choose when the conversion is triggered.
Page Load: This is the most commonly used trigger that will fire the conversion once a page has loaded.
Click: If you want the conversion to occur after clicking a particular button on your website, select this option. You’ll then be prompted to choose the button that will trigger the conversion.
Query Parameter: If you’re storing variables about your user’s sessions in URL parameters, you can utilize query parameters to trigger the conversion. After selecting this option, you’ll enter the query parameter and value.
JavaScript Variable: If you’re storing JavaScript variables about your user’s sessions, you can trigger the conversion when a variable is set. After selecting this option, you’ll enter the variable name and value.
Module Trigger: If you want the conversion to occur after a contact completes an existing module, such as a Refer-a-Friend module or welcome message, select this option.
Step 8: After choosing when the conversion will be triggered, you’ll be provided with a summary of your selections. Click “Start Editing” to finish the configuration.
Step 9: Your last step will be adding any additional variables within the “Variables” tab that you want to pass back to Ambassador. As mentioned above, we recommend adding the new customer’s first and last name, the transaction ID and the revenue total when a purchase is being made.
Please note, when adding additional variables or URL parameters to pass back to Ambassador, make sure you select the correct type in the drop-down menu.
Step 10: Once you’re done, click to “Save” your conversion. When you click save, you’ll be asked whether or not you want to publish the integration to push it live.
Please note, you can always return to the Editor to view and edit your integrations by launching the Visual Editor as you did in Steps 1 and 2. When the editor loads, you will see your available integrations. Simply click the integration you want to edit.
To publish later, go back into the integration and use the toggle button at the top to push your conversion live.
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