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Offline Conversions: Closed-Loop Attribution in Adwords Sam Fonoimoana Founder | Fahui| @samfonoimoana

How to Optimize CRM and Offline Conversions in Adwords and Beyond

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Page 1: How to Optimize CRM and Offline Conversions in Adwords and Beyond

Offline Conversions: Closed-Loop Attribution in Adwords

Sam FonoimoanaFounder | Fahui | @samfonoimoana

Page 2: How to Optimize CRM and Offline Conversions in Adwords and Beyond

Where does the final conversion happen?

Page 3: How to Optimize CRM and Offline Conversions in Adwords and Beyond

B2B Marketing Analytics ScenarioData is spread through out different systems

Campaign and Spend data

Sales Data

Page 4: How to Optimize CRM and Offline Conversions in Adwords and Beyond

How Can We Connect The Two?Literally a million-dollar question

Page 5: How to Optimize CRM and Offline Conversions in Adwords and Beyond

Begin with the end in mind

Page 6: How to Optimize CRM and Offline Conversions in Adwords and Beyond

GCLID(Google Click ID)

Page 7: How to Optimize CRM and Offline Conversions in Adwords and Beyond

Step 1: Make sure auto-tagging is on

Page 8: How to Optimize CRM and Offline Conversions in Adwords and Beyond

Step 2: Setup a new field in your CRM

• Setup a new custom field in your CRM to receive the GCLID

• Work with your Marketing Ops / Sales Ops team to do this

Page 9: How to Optimize CRM and Offline Conversions in Adwords and Beyond

Step 2: Setup a new field in your CRM

Page 10: How to Optimize CRM and Offline Conversions in Adwords and Beyond

Step 2: Setup a new field in your CRM

Page 11: How to Optimize CRM and Offline Conversions in Adwords and Beyond

Step 2: Setup a new field in your CRM

Page 12: How to Optimize CRM and Offline Conversions in Adwords and Beyond

Step 3: Pass the GCLID into the CRM

• Create a new hidden field on the form to receive the GCLID

• Grab the GCLID in the URL to populate this hidden field

• Make sure you have mapped this form field to the new field you created in Step 2

Page 13: How to Optimize CRM and Offline Conversions in Adwords and Beyond

Step 4: Create The Offline Conversion in Adwords• Tools > Conversions > +CONVERSION

• Import > Conversions from clicks

• Fill in the configurations and save

Page 14: How to Optimize CRM and Offline Conversions in Adwords and Beyond

Step 5: Export conversions with GCLIDs

• Know what fields hold revenue and won deals in your CRM

• Create a report of your target conversions with GCLIDs

• Export this report in CSV format

Page 15: How to Optimize CRM and Offline Conversions in Adwords and Beyond

Step 6: Import conversions into Adwords• Wait 6 hrs after creating the offline conversion before importing

• Make sure that your CSV is formatted properly: http://www.gstatic.com/conversiontracking/conversion-import-template.csv

• Tools > Conversions > Upload

Page 16: How to Optimize CRM and Offline Conversions in Adwords and Beyond

Step 7: Create Adwords Custom Columns• If you want to pull conversions and calculations into reports you

need custom columns!

• Go to Campaigns > Columns > Modify Columns

• Scroll down to Custom Columns and add one for your desired conversions and calculations

• Pull into campaign and adgroup reports! Hooray!!

Page 17: How to Optimize CRM and Offline Conversions in Adwords and Beyond

Offline Conversions In Adwords

Page 18: How to Optimize CRM and Offline Conversions in Adwords and Beyond

email: [email protected]: @samfonoimoanawebsite: http://fahui.io