How to Add a Buyer Conversion

Buyers

What is Conversion

A Buyer Conversion defines the rule that determines whether a call counts as a Sale for a specific buyer and what revenue that sale generates. Buyer Conversions are attached to a Business Range (an Hours of Operation window) on the buyer, so conversions can vary by day and hour.

Access

Adding a new Buyer Conversion requires superuser access. The + Add Revenue Conversion button only appears for superusers. Non-superusers can only view conversions on buyers they have access to, but cannot create new ones through this form.

Where Conversions Live on the Form

On the buyer's edit page, scroll to Conversion Settings. This section appears when the buyer has the permission.

Steps (Superuser)

  1. In the sidebar, open Campaigns -> Buyers and click the buyer to edit.
  2. Scroll to Conversion Settings
  3. Click + New Conversion Criteria or Edit to update Existing Conversion
  4. Fill in the conversion's fields: name, bid price duration threshold, duplicate timeframe, and revenue min/max/increment.
  5. Click Save
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