How to Set Up the Google Ad Conversion Action

Step 1: Access your Google AdWords account and click on the Tools and Settings tab.

In Tools and Settings, click "Conversions". Select "+ New Conversion Action"

To start tracking conversions, we need to choose the import option.

Depending on the version of your google ads account you can:

Either select "Other data sources or CRMs" and then Select "Track conversions from clicks"

Or, Select "Manual import using API or uploads" and then Select "Track conversions from clicks"

In the recent update you may see the below options. Select "CRMs, files, or other data sources" and then select "Track conversions from clicks". Also under Data Source select "Skip this step and set up a data source later".

Step 2: Let's set up the Conversions goals.

Select "Converted Lead" as the Primary option for the Goal and action optimization section below.

Few users will see Google's new UI and flow. Refer to the below image for the same. You can choose the conversion goal here as "Converted Lead"

Step 3: Let's give the Conversion a name.

Please type in the name of your conversion. In this example, we are calling it "TOPLINE OS Click". 

Please Note:

The conversion name will need to be spelled EXACTLY the same when setting up your Google AdWords action in the Workflow builder (last step). Once you have completed this step please copy and paste your conversion name somewhere close. This will be used in a workflow trigger on the last step of this guide.

Few users will see Google's new UI and flow. Refer to the below image for the same. You can add the conversion name and click on Add.

For users with the new UI, the user needs to click on "Settings" for the conversion created and choose "Conversion Action Settings".

Step 4: Select the value for your conversion. 

Select from: same, different, or don't use a value.

Select the count, we would recommend always choosing option "one". 

Step 5: Setup the conversion window and attribution model 

1. Choose a 90-day conversion window for click-through conversions.

2. Set the Attribution model to "First click" or "Latest click". (recommended)

3. Click on "Create and Continue"

4. Refer below to the screens on the new UI update.

5. Click on Done.

Step 6: Create the workflow within the system

You can create workflows for Form Submission, Order Purchases, Number Pool Calling, Survey Submission, and Chat Widget.

Please Note:

Every time you create a new campaign in Google, you will need to select "other" as your Google AdWords option in your new workflow. It will take 24 hours once we receive one contact with UTM source to get the list populated in workflow trigger as well as in Google AdWords Conversion.

Form Submission/Order Purchases/Survey Submission

• Create the Workflow

• Select the trigger - Form Submission, Order Form Submission, or Survey Submission

• After selecting the trigger, add the filters with which the Form/Order Form/ Survey will be used.

• Click on the plus icon action and select the "Add to Google AdWords" event and select "Other". Please paste the "Conversion Name" created in Google AdWords.

• Please click "Save" and "Publish" your workflow.

Number Pool Calling

• Create the Workflow

• Select the trigger - Call Status

• Once the trigger is selected, add the filters at Call Direction > Incoming and Pool Number > Select Pool Number.

• [Please add the pool number script to the funnel/website in header settings]

• Click on the plus icon action and select the "Add to Google AdWords" event and select "Other". Please paste the "Conversion Name" created in Google AdWords' exactly as it is spelled. 

• Please click "Save" and "Publish" your workflow.

Chat Widget

• Create the Workflow

• Select the trigger - Customer Replied Trigger

• Click on the plus icon action and select the "Add to Google AdWords" event and select "Other". Please paste the "Conversion Name" that was created in Google AdWords exactly as it is spelled.

• Please click "Save" and "Publish" your workflow.

FAQ's

Q: I have set up my conversions. How do I know it's working? ⁣

A: Currently, there is no way to test this event. You can always check your workflow action and the history tab⁣. It should show the execution of Google AdWords Actions.

Q: ⁣⁣Where can I see my conversions?⁣

A: It will take 24 minutes to get the list populated in trigger/workflow and Google AdWords Conversion. ⁣Within the 24-hour window, you can check the workflow history⁣

Q: Does this work with all triggers?⁣

A: It only works for Form Submission, Order Purchase, Number Pool Calling, Survey Submission, and Chat Widget.