Custom Conversion Rules
This guide will show you how to customize how events are sent to your ad platforms using conversion rules.
Conversion Rules are a great way to customize where you send events to and what is and is not sent based on pre-set conditions. Although there are plenty of other creative ways you can use this, in this guide we will cover some of the most common ways of using this feature and provide some specific examples to help get you started.
Table of Contents:
- How to find your conversion rule settings
- Common Use-Cases
- Block recurring sales
- Block free trials or send them to a unique event
- Sending conversions to a unique pixel/event based on which store or integration they came from
- Splitting up add to cart events based on which store they came from (Facebook and Shopify only)
- Optimizing around qualified leads – deferred rules
- Sending events attributed to organic sources (Facebook only)
- Blocking unqualified calls
- Sending events or a group of conversions to a unique event
- Sending Leads based on Lead Stages
- FAQ’s
How to Find your Conversion Rule Settings
To find any of the conversion rules settings, click on the dropdown and follow the steps for the specific ad platform you want to use custom rules with: