Set Up Conversion and Revenue Tracking for Reports

Shivam Bhonsle Updated by Shivam Bhonsle

This article looks at how to setup your Insightech visual reports (click maps and form analyses) to include conversion and revenue tracking from your website. 

You will be able to clearly see how these interactions with each of your website features, impacts your website conversions and revenue, and by how much.

Step 1 - Conversion Point Configuration

Navigate to Settings Conversion. This is where you need to input the rules for your conversion point based on any of the events or behaviours recorded in Insightech.

Note - Only a single conversion point can be defined.

Here is a list of the rules that you can use in your conversion metric:

  • Visited (Anything, Page URL, Page Path, Page Duration, Domain, Pages in Session)
  • Clicked (Anything, Text, CSS Selector)
  • Hovered (Anything, CSS Selector)
  • Page Scrolled (Anything, Pixel, %)
  • Field Value Changed (Anything, Form Name, CSS Selector, Field Name, Input Value, Selected)
  • Field Focus (Anything, CSS Selector, Field Name)
  • Field Blur (Anything, CSS Selector, Field Name)
  • Field Submitted (Anything, Form Name, CSS Selector, Field Name, Input Value, Selected)
  • Content Element Loaded (Anything, CSS Selector, Content Text)
  • Data Layer Event (Anything, JSON Path)

Step 2 (Optional) - Set Up Your Revenue Amount

Your conversion point needs to be shown as part of your conversion event to setup revenue values your reports.

You will either need to be using Content Element Loaded or DataLayer Event where a revenue value is shown to be able to set a revenue amount for each conversion.

Note - Your revenue needs to be a numerical value.

  1. Click the checkbox below your conversion metric and set as 'check to extract your revenue amount'.
    1. This check box will either say Extract element text OR Extract data layer value depending on whether the Content Elemnt or DataLayer is used
  2. Input the Datalayer path of your revenue value if your conversion metric uses the dataLayer

OR

  1. Input the revenue value using the CSS selector or text if your conversion metric uses the content element loaded

Content Loaded Example

DataLayer Example

Step 3 - Enable the Conversion Feature

Click Save Conversion Point, and your conversion feature will be enabled. This will work retroactively on all of your reports, so all historical data and clickmap reports will include conversion metrics now.

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