Setup Conversion Tracking
Use this form to delegate out the conversion tracking setup to one of our specialists.
Who is making this request?
*
Who will be implementing the tracking?
*
When does conversion tracking need to be completed by?
*
Ensure the timeline is before the ad campaign launch date.
What level of conversion tracking do you need?
*
Select all that were promised to client.
What level of conversion tracking do you need?
What is the advertising objective?
*
Client's website domain registrar
*
Typically only needed to setup Server-Side Tracking with Stape.
What is the website CMS to track conversions on?
*
The specialist will need to access this website backend.
What is the website CMS to track conversions on?
What plugin or tool will be used to collect form submissions?
*
What plugin or tool will be used to collect form submissions?
Do you need conversions integrated from CallRail?
*
For call tracking conversions. Required if client will have phone call leads.
Do you need conversions integrated from CallRail?
What CRM do we need to track conversions from?
*
For lead generation sales that require follow-ups to close. Setup for client if needed.
Other CRM to track conversions
What is the funnel to track?
*
Landing Page > Quote > Schedule Appointment > Thank you
What are all the landing pages you need to track conversions on?
*
Landing pages, quote pages, thank you pages.
What are all the advertising platforms to track conversions for?
*
If client will be starting on any platform soon, it's better to get the pixel tracking setup now so they have enough data to run ads on that platform later.
What are all the advertising platforms to track conversions for?
Other advertising platform
What standard conversions do you need to track?
*
What standard conversions do you need to track?
Any additional conversions to track for full performance analysis?
*
What is the label of the conversion event - typically the CTA, such as "Schedule Now" and what is the URL where the conversion event is located?
Which accounts did you share access to already?
*
Share access to the team member email above before continuing.
Items with * next to it means the team member should already have access to our partner / manager account to all new client accounts added.
Which accounts did you share access to already?
