Conversion Tracking enables you to track the clicks and conversions that can be attributed to your Listings, Pages, and Search experiences. When setting up Conversion Tracking, you can determine which customer actions constitute a conversion. Whether that is placing an order, booking an appointment, or clicking for driving directions. This article walks you through the steps to create a Conversion Action.

Overview
Conversions from your business listings can be tracked based on certain kinds of clicks, while conversions from your Pages and Search can also be triggered by using a Javascript tag. Below is more detail on the two conversion action triggers:

• Clicks: When you choose Clicks, you can automatically count a Conversion whenever certain Clicks occur.
  • For example, you can consider every Driving Directions Click to be a Conversion, or every Mobile Click-to-Call.

• Tags: When you choose Tag, you can count a Conversion anywhere you are able to install the corresponding Javascript tag. These Conversions are attributed to Clicks that occurred earlier in the customer journey on Yext Pages, Search, and Knowledge Tags.
  • For example, if a user clicks to your Yext-powered pages from Google, then clicks to place an order on your Page, and then completed a purchase on a non-Yext page, we will count those two clicks leading up to the conversion, and the final conversion if the Tag is installed on the order confirmation page.

For more information on the clicks we can track, and how we measure clicks, see Conversion Tracking Methodology.

 

How to set up Conversion Tracking

• Determine what you would like to track:
  • Think about the goals of your customer journey. What actions are you driving your customers towards using Yext products?
• Create your Conversion Actions:
  1. Click Analytics in the navigation bar and click Conversion Tracking.
  2. Click Conversion Actions. For full details, see Create a Conversion Action.
• Complete the setup for Tag-based Conversion Actions:
  1. Turn on Click Tracking.
     • The first time you create a Tag-based Conversion Action, you will need to complete a one-time step for each Yext product to enable the use of cookies when tracking Clicks preceding a Conversion event. 
     • For full instructions, see Enable Click Tracking.
  2. Install your Conversion Tag.
     • Manually add the tag to your website. For full instructions, see Install Conversion Tags Manually.
     • Install Conversion Tags using a Tag Manager. For full instructions, see Install Conversion Tags Using a Tag Manager.

 

Conversion Tracking Metrics
Conversion metrics include Clicks, Conversions, Conversion Rate, and Conversion Value can be dimensioned by:

• Entity
• Time
• Product
• Medium
• Click Type
• Conversion Type
• Conversion Action

For more details on Conversion Tracking metrics, see Understand the Conversion Tracking Overview Screen.

 

For more details on setting up Tag-based Conversions, visit the Conversion Tracking Setup Process Overview article.