Step-by-step · Website Promotion

How to Set Up Conversion Tracking

Conversion tracking should record important completed actions in a way that can be tested and reconciled. Start with the business process, then choose analytics and advertising events; do not begin by tracking every…

Information checked: 21 July 2026.

Conversion tracking should record important completed actions in a way that can be tested and reconciled. Start with the business process, then choose analytics and advertising events; do not begin by tracking every button as a conversion.

In brief: Track completed business actions and verify them against the operational source of truth.

Write the specification

Conversion specification
FieldExample decision
Business outcomeQualified lead or paid order
TriggerServer-confirmed form receipt or order completion
Event namegenerate_lead or purchase where appropriate
IdentifierForm ID or transaction ID without personal data
ValueActual revenue or documented proxy
DeduplicationOne transaction counted once
Consent behaviourDefined for each tag and jurisdiction
Source of truthCRM, booking or payment record

Implementation sequence

  1. Create the event only after the success condition is known.
  2. Implement through the website or tag manager.
  3. Test success, failure, refresh and repeated submission.
  4. Check real-time or debug tools without relying on them alone.
  5. Mark the appropriate event as a key event.
  6. Create advertising conversions only where needed.
  7. Reconcile with operational records over a defined period.

Common failures

  • Tracking a button click when the form later fails.
  • Counting page refreshes as repeated success.
  • Losing attribution across a booking or payment domain.
  • Sending names, email addresses or message text to analytics.
  • Changing event names without updating reports.
  • Treating all enquiries as equal.

Final verification

A test action appears once, matches the source system and follows the documented consent state.

The most common weak point

Thank-you page views are often counted repeatedly after refresh or direct revisit. Prefer a server-confirmed event with an identifier and test duplicate handling.

Test evidence

  • Success and failure test cases.
  • Duplicate and repeat-action behaviour.
  • Cross-domain and consent states.
  • Match with CRM, order or booking records.

First implementation step

Create a test matrix covering successful, failed, repeated and cross-domain actions. Do not mark the implementation complete until each result appears correctly and matches the operational record.

Sources and date checked

Search, product and regulatory information was checked against the following primary sources. Interfaces and policies can change, so recheck operational details before acting. Date checked: 21 July 2026.

Keep the decision under your control

Retain the relevant accounts, source material, supplier terms and recovery information. Recheck changing prices, interfaces and rules before acting.