Who this is for

Teams defining what counts as a conversion in Trace (lead, purchase, signup, booking, etc.).

Before you begin

• Ensure your snippet is installed and sending events.
• Decide your primary conversion categories and naming conventions.

Create a conversion type

1. Open Settings → Conversions.
2. Click Add conversion type.
3. Choose a category and name.
4. Select the detection method.
5. Configure value behavior (static or dynamic).
6. Save and run a test event.

Best practices

• Keep naming clear and stable across teams.
• Avoid duplicate conversion types for the same event.
• Start with one high-confidence conversion, then expand.

Troubleshooting

• No conversions recorded: validate detection conditions and verify live events.
• Unexpected conversion counts: check counting logic and duplicate trigger points.
• Wrong value totals: confirm static/dynamic value mapping.