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How to set up Google Ad Conversion Actions

Note before getting started

1. For the most effective reporting, please make sure to set up Google Ad reporting [How to setup Google Ad Reporting]

2. Please check that you have integrated the correct MCC id and Google Id to the location and that the email associated has the highest permissions (admin).

3. UTM Tracking template is added to Google Ad Account, in Account settings or campaign settings or ad level setup. (It can ONLY be present in one place)

Troubleshoot Guide For Google Ad Reporting

Step 2: let’s set up the Conversions goals

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

Step 3: Let’s give the Conversion a Name

Please type in the name of your conversion. In this example, we are calling it “GHL 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.

Step 4: Select the value for your conversion. 

Select from: same, different, or don’t use a value… More info

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

Step 5: Setup the conversion window and attribution model 

1. Set the click-through conversion window to “90 days”
2. Next, set the Attribution model as “First click” or “Latest click” (recommended)… more info

Step 6: Now let’s create the Workflow in the System

Workflow can be created for Form Submission, Order Purchases, Incoming Phone Call, Number Pool Calling, Survey Submission, and Chat Widget.

Form Submission/Order Purchases/Survey Submission

  • Create the Workflow
  • Select the trigger – Form Submission, Order Form Submission, or Survey Submission
  • Once the trigger is selected, add the filters with which the Form/ Order Form/ Survey and save the trigger details
  • 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

Incoming Phone Call

  • Create the Workflow
  • Select the trigger – Call Status
  • Once the trigger is selected, add the filters with Call Direction > Incoming and Phone Number > Select Phone Number > Save (It is necessary to create separate phone number and pool number action)
  • 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

Number Pool Calling

  • Create the Workflow
  • Select the trigger – Call Status
  • Once the trigger is selected, add the filters with Call Direction > Incoming and Pool Number > Select Pool Number.
  • [Please add the pool number script on 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” that was 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

Troubleshooting⁣

I have set up my conversions now how do I know it’s working? ⁣

Currently, there is no way to test this event. You can always check your workflow action and check out the history tab⁣. It should show the execution for Google Adword Action.
⁣⁣

Where can I see my conversions?⁣

It will take 24 hours exactly to get the list populated in trigger/workflow as well as in Google Adword Conversion. ⁣Within the 24-hour window, you can check the workflow history⁣

Does this work with all triggers?⁣

It only works for Form Submission, Order Purchases, Incoming Phone Call, Number Pool Calling, Survey Submission, and Chat Widget.

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