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Conversion Tracking Setup Process

From Daniliants Ventures

Conversion Tracking Setup Process[edit]

1. Request Access[edit]

  • Actions: Request access to all necessary ad platforms (Google Ads, Bing Ads, Facebook Ads, etc.) and website management tools.
  • Responsible for: PM

2. Discuss Conversion Goals[edit]

  • Actions: Clarify with the client which actions they want to track (e.g., form submissions, product purchases, phone calls).
  • Responsible for: Artem and/or PM

3. Create a Conversion Strategy[edit]

  • Actions: Map out the key events and touchpoints that need to be tracked.
  • Responsible for: PPC specialist

4. Tracking Implementation[edit]

  • Actions:
    • Install base tracking code (e.g., Google Tag, Bing UET) on the website using Google Tag Manager (GTM) or manual implementation.
    • Set up event tracking for specific actions such as form submissions, downloads, clicks on phone numbers, or button clicks.
    • Configure conversion tags in GTM, linking events to specific triggers to accurately track conversions.
    • Set up custom events in GA4 to ensure all key conversion points are recorded**