Using Conversion Goals

Lead Gen & CRM's Conversion Goals feature lets you select and track custom fields that can be used as a place to begin converting more leads. 
 
This article will go over how to manually start, automate, and view conversion events for leads in addition to tracking conversion over time.

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Article Contents

• Manually Completing Conversion Goals
• Creating Conversion Automation
• Viewing Life of the Lead Entries
• Tracking Conversion Goals in Custom Reports

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Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Contacts

Users:

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Company Managers	✓
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Sales Managers	✓
Salespersons
Jr. Salespersons

Manually Completing Conversion Goals

You can manually trigger conversion events that will show in a contact's Life of the Lead.

To manually trigger a conversion event, do the following:

1. Ensure that you have created a conversion goal.
   
   

   

2. Click Contacts in the left toolbar.
3. Click the name of the desired contact.
   
   

   

4. Click the Custom Fields tab.
5. Locate the desired conversion goal field and enter the required information to satisfy the desired conversion goal's criteria.
6. Click Save.

Creating Conversion Automation

Since conversion goals are custom fields, they can be set as a trigger in a visual workflow or an opportunity workflow. This allows conversion events to automatically trigger when specific conditions are met. In addition, these events will show up in a contact's Life of the Lead.

To create automation with conversion goal triggers, do the following:

1. Click Automation > Visual Workflows in the left toolbar.
2. Create or edit a visual workflow or an opportunity workflow.
   
   

   

3. Click + Add Trigger under Start.
   
   
   
   
4. Select the desired custom field trigger. In this example, we will select 'Has the Field' under the Lead section.
   
   

   

5. Set trigger parameters as necessary, then click OK.
   
   
   
   
6. Complete the visual workflow as desired and when finished, click the Active/Inactive toggle to set this workflow to Active.
   
   

Viewing Life of the Lead Entries

Conversion events will display as individual entries in a contact's Life of the Lead. The entry will display the particular sort of conversion goal, as well as the date of the entry.

To view a conversion event in a contact's Life of the Lead, do the following:

1. Click Contacts in the left toolbar.
2. Click the name of the desired lead.
   
   

   

3. Click the Life of the Lead tab.
4. Locate the    Conversion Goal icon to see its information in the Conversion Goal section below.
   
   

Tracking Conversion Goals in Custom Reports

You can display conversion goal information in custom reports through the Conversion Funnel widget. Conversion funnels allow you to track conversion goals, which enhances your custom report to show which goals are driving sales. This, in turn, can help you to better understand your marketing materials' impact.

Refer to Creating Campaign Attribution Reports for more information on conversion funnels and reports.