What are Custom Conversions and how do I use them with Wicked Reports?

A custom conversion is a conversion (New or Reoptin Lead) that you tracked on your own that Wicked may not have known about. There are many scenarios for why this may occur and now you are able to upload these conversions into Wicked Reports.

One common scenario is that you might want to import lead source information from before you were a Wicked Reports user. For this reason, we offer the ability to manually upload your custom conversion clicks via CSV upload or via HTTP Post inside Wicked Reports.

Looking for Scenarios for Custom Conversions?

When uploading clicks via CSV upload or sending clicks through HTTP Post, you can specify the parameter for Conversion Type (see below for valid options and descriptions). The full specification of what fields are valid and are required can be found in each of these help docs:

Here are the valid Custom Conversion Types:

  • LIVE_EVENT
    • This Conversion Type would be used if you were collecting leads at an event and want to create an Option for each of the leads you acquired there.
    • Use a Date/Time that is the early morning of the first day of the event.
    • If the click is EARLIER than the create date of the the contact in Wicked Reports, we will use the UTMs provided to set the First Optin Attribution for the contact.
    • If the click is LATER than the create date of the the contact in Wicked Reports, we will use the UTMs provided to create a Re-Optin for the contact.
  • NEW_LEAD
    • This Conversion Type would be used if you have historical leads and you know where they came from and want to ensure they receive First Optin attribution.
  • LAST_CLICK
    • This Conversion Type would be used if you want to track the last click before a customer made a purchase.
    • NOTE: The Order ID must be entered in the column in order to use this Conversion Type
  • REOPTION
    • This Conversion Type would be used if you want to track a ReOptin.
    • For example, if you have a sales call with a customer and want to track as a ReOptin
  • UNATTRIBUTED_CLICK
    • This Conversion Type would be used if you want to track a click but don’t want to tie it to a specific attribution point.
    • For example, you tracked the click but Wicked doesn’t know about it and you want to track it in your account.
  • HUBSPOT_MEETING
    • This Conversion Type would be used if you want to track a click for a HubSpot Meeting but don’t want to tie it to a specific attribution point.
    • For example, you had a HubSpot meeting with a customer and want to track the click that led to the meeting booking.
  • MEETING
    • This Conversion Type would be used if you want to track a click for any type of meeting but don’t want to tie it to a specific attribution point.
    • For example, you had a meeting with a customer and want to track the click that led to the meeting booking.
  • DOWNLOAD
    • This Conversion Type would be used if you want to track a click for a download but don’t want to tie it to a specific attribution point.
    • For example, you tracked the click for a download but Wicked doesn’t know about it and you want to track it in your account.
  • WEBINAR
    • This Conversion Type would be used if you want to track a click for a webinar but don’t want to tie it to a specific attribution point.
    • For example, you tracked the click for a webinar but Wicked doesn’t know about it and you want to track it in your account.
  • CHAT
    • This Conversion Type would be used if you want to track a click for a chat but don’t want to tie it to a specific attribution point.
    • For example, you tracked the click for a chat but Wicked doesn’t know about it and you want to track it in your account.
  • LIVE_EVENT_DEMO
    • This Conversion Type would be used if you want to track a click for a live event demo but don’t want to tie it to a specific attribution point.
    • For example, you tracked the click for a live event demo but Wicked doesn’t know about it and you want to track it in your account.
  • ATTRIBUTED_CLICK
    • This Conversion Type would be used if you want to track a click but you aren’t sure how it should be attributed and you want Wicked to decide the attribution for you.

Below are several scenarios in which you may want to use Custom Conversions.

Scenario 1

Case: You have several leads that you tracked prior to joining Wicked Reports and would like to see these leads attributed to First Optin in Wicked Reports.

In this case, you could either send them via HTTP Post or upload via CSV upload. Assuming an HTTP Post, the values you would use for a lead (some values will change based on IP Address, Date/Time you received the lead, etc) are:

  • EMAIL: example1@example.com
  • IP ADDRESS: 123.123.123.123
  • CLICK TIME: 12/24/2013 12:15:00 pm
  • TIMEZONE: UTC-5
  • TIME OFFSET
  • SOURCE: ABC
  • MEDIUM: Email
  • CAMPAIGN: Existing List
  • CONTENT: Existing List
  • TERM: Existing List
  • CONVERSION TYPE: NEW_LEAD
  • ORDER ID:

Scenario 2

Case: You have several orders that are unattributed but you know which clicks generated the order. You would use Conversion Type of LAST_CLICK in this case.  As a reminder, when using LAST_CLICK, the Order ID must be sent as well

  • EMAIL: example2@example.com
  • IP ADDRESS: 123.123.123.123
  • CLICK TIME
  • TIMEZONE: UTC-5
  • TIME OFFSET
  • SOURCE: Facebook
  • MEDIUM: PPC
  • CAMPAIGN: Facebook Campaign
  • CONTENT:
  • TERM:
  • CONVERSION TYPE: LAST_CLICK
  • ORDER ID: 12345

Scenario 3

Case: You want to track who books a meeting with you and see if that booking leads to future sales. In this case, you would use Conversion Type of Meeting.

  • EMAIL: example3@example.com
  • IP ADDRESS
  • CLICK TIME: 06/10/2020 12:15:00 pm
  • TIMEZONE: UTC-5
  • TIME OFFSET
  • SOURCE: Sales Meeting
  • MEDIUM: Sales Meeting
  • CAMPAIGN: Sales Meeting
  • CONTENT: Sales Meeting
  • TERM: Sales Meeting
  • CONVERSION TYPE: MEETING
  • ORDER ID:

Scenario 4

Case: You have several clicks that you know should be attributed, but you're not sure how they should be attributed. In this case, you could set the Conversion Type to Attributed and Wicked will attribute this for you.

  • EMAIL: example4@example.com
  • IP ADDRESS: 123.123.123.123
  • CLICK TIME: 12/24/2019 12:15:00 pm
  • TIMEZONE: UTC-5
  • TIME OFFSET
  • SOURCE: ABC
  • MEDIUM:
  • CAMPAIGN:
  • CONTENT:
  • TERM:
  • CONVERSION TYPE: ATTRIBUTED
  • ORDER ID: