Introduction
Using Convertr, it is possible to track sales data after a lead has left our platform. This is done via a sales tracking URL, which can be triggered for any lead, along with a sales value and any other parameters.
With this, you are able to complete the cycle of leads to sales using the platform. There is also reporting available and full visibility within certain platform areas for further transparency.
Setup Process
To be able to attribute a sale to a lead, you will need to be able to pass the Convertr Lead ID and Campaign ID to your CRM, or to your endpoint in some way.
This is needed as the IDs needs to be sent back to us when creating the sale in the platform.
Once this is set up, you will need to retrieve the Sales Tag URL from the platform. This is done at a campaign level:
1. Within a Campaign, go to the Tracking tab and select Events.
2. On this page, you will see the Sales Tag for this campaign. This is the link that you will need to fire to trigger a sale.
The Sales Tag is capable of accepting periphery sales data, which can be appended to the URL. This allows the Advertiser to merge internal performance data with the original lead data to generate richer reports. The following parameters are reserved by the platform as highlighted in the first URL:
C = Campaign ID
L = Lead ID
V = Sales Value
Additional parameters can be passed within the URL in the same format. In the longer URL example, it also passes the product color, salesperson ID, and distribution center. These URLs should be tested before campaign launch and whenever the URL is updated.
The Sales Tag is capable of accepting up to 255 bytes of periphery sales data if implemented within a public (e-commerce) website, or up to 4KB for any other use. A 255 byte limit is recommended due to a lack of support for larger GET payloads in older versions of Microsoft Internet Explorer.
3. You will need to input the lead ID in place of {CVTR_LEAD_ID}, and your Sale Value in place of {YOUR_SALE_VALUE}.
4. You can also add your own parameters into the link as needed, as explained above.
5. Once the URL has fired, you will see this reflected in the Leads Area, where a Sales Column will now be populated for the selected lead.
If you have any questions about implementing this, please let us know at support@convertr.io and a member of the team will be able to assist.