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 allow you to measure how much your ads lead to real-world outcomes, including phone orders, bookings, and more.
You can specifically leverage CRM-Based Conversions to:
Track offline activity and see how much of it can be attributed to your ads. Additionally, make informed optimizations on your Taboola campaigns according to these actions
Measure the offline return on your ad spend.
Reach people offline and show ads to users based on the actions they take offline.
The Process:
Before starting your campaigns in Backstage follow these steps.
1. In Backstage [step A in the figure]
Example of a tbclid value:
CjA2Yjc5NDM2Yy1lZDE3LTQzZTgtYTNlMi1lMTE4M2MzYTI5ZGQtdHVjdDJiYmE4ZmYSEHNpbmGpdmliZXNuZXctc2M
2. In your CRM [step C in the figure]
At the lead level, create new TBCLID field (TBCLID should be an alphanumeric field that can contain up to 1,000 characters.). This field will be associated to a given lead and will be used to match their progress in your marketing funnel to the interaction with your ads.
You will need to create a trigger that sends an .http request when a lead accomplishes a conversion action (see request endpoint and example below).
For example, if your sales person talked with the lead and scheduled an appointment. Make sure to use the same event name you created on Backstage for this purpose. Please note you can track multiple events according to different actions you want to measure, but you will need to generate distinct event-based conversions in Backstage for each valuable action.
http request endpoint (template):
https://trc.taboola.com/actions-handler/log/3/s2s-action?click-id=TBCLID&name=EVENT_NAME
http request endpoint example:
https://trc.taboola.com/actions-handler/log/3/s2s-action?click-id= CjA2Yjc5NDM2Yy1lZDE3LTQzZTgtYTNlMi1lMTE4M2MzYTI5ZGQtdHVjdDJiYmE4ZmYSEHNpbmGpdmliZXNuZXctc2M&name= appointmentscheduled
3. On your website [step B in the figure]
Grab the TBCLID parameter value and store it in a cookie, local storage, or any other method that you find proper for this purpose.
When a user completes a given action, extract the click ID from the appropriate storage format and send it with the lead details to your CRM / Internal System. This can be done using an invisible input field form or in any other method you think is suitable for your system. In your CRM, store the tbclid in the corresponding field you created in step 1. In the use case on this page, the action would be a Booked Appointment.