What are CRM-Based Conversions?
CRM-Based Conversions represent the ability to match interactions from your site with metrics around who has engaged with your Taboola campaigns. Leveraging CRM-Based Conversions allows you to measure how much your ads lead to real-world outcomes, including phone orders, bookings, and more.
Specifically, you can leverage CRM-Based Conversions to:
Track offline activity recorded in your CRM and see how much of it can be attributed to your ads.
Make informed optimizations on your Taboola campaigns according to these actions.
Measure the offline return on your ad spend and lead generation efforts.
Retarget and show ads to users based on the actions they have taken beyond the lead capture.
How to Set Up CRM-Based Conversions?
Before starting your campaigns in Backstage follow these steps.
1. In Backstage [step A in the figure above]:
To capture your CRM-based event, create an event-based conversion. It is important to use an Event Name that fits your system’s naming convention. In this example, the conversion of value is a booked appointment, with an event name of ‘appointmentscheduled’
2. Next, in your campaign parameters, add a Taboola click identifier parameter, tbclid=
Use the {click_id} macro as the parameter value tbclid={click_id}
When a user clicks on your ad, the {click_id} macro will change to unique alphanumeric string.
Example of a tbclid value: CjA2Yjc5NDM2Yy1lZDE3LTQzZTgtYTNlMi1lMTE4M2MzYTI5ZGQtdHVjdDJiYmE4ZmYSEHNpbmGpdmliZXNuZXctc2M
3. In your CRM [step C in the figure]: