Set up and create conversions using Funnel.io

Last updated: 2 days ago

The LinkedIn Conversions API directly connects data from Funnel.io and LinkedIn.

Who can use this feature?

We’re currently testing Funnel.io integration and it might not be available to you at this time. 

To send conversions data from Funnel.io:

Step 1: Select Conversions API as your source 

  1.  Go to your ad account in Campaign Manager.

  2. Click Measurement on the left menu, then click Conversion tracking. 

  3. Click the Create conversion button and select Conversions API.

Step 2: Create a conversion rule

  1. Name your conversion rule. This name will only be visible in Campaign Manager. 

    Here's a tip

    Name your conversion in a way that defines the key conversion behaviors you'll be tracking, like filling out a lead form or downloading a white paper. Use naming conventions that will easily keep track of different conversion events.

  2. Click the Select the category of the conversion dropdown menu and select a behavior (for example, Download or Lead). 

  3. Click the Set the value of the conversion dropdown and select either:

    • Use the same value - The same value will be applied for each conversion.
    • Use a dynamic value - The value will be determined from your connected source.
    • No value (not recommended) - A zero value will be used for each conversion event. Note, if you select no value, you can’t measure the impact of your ads.

  4. Add a Default Value for your conversion. If you selected:

    • Use the same value - Enter the value to be used for all conversions.
    • Use a dynamic value - Enter a default value. This is required in case we don’t receive a value from the connected source.

  5. Click the dropdown menus below Clicks and Views to select a time frame for when your clicks and views can be counted.

  6. Below Select the attribution model to specify how each ad interaction is credited, use the dropdown menu to select either:

    • Last Touch - Each campaign
    • Last Touch - Last campaign 

  7. Click Next step. 

Step 3: Select Funnel.io integration

  1. Choose Funnel.io.

  2. Click Next step.

Step 4: Review and update the campaigns selected for your conversion  

When you choose your integration, we’ll automatically select campaigns to associate with your conversion. You can review, add, or remove campaigns as needed. Campaign selection is determined by the category chosen in the Select the category of the conversion dropdown in Step 2 above.

Important to know

We’ll only automatically associate campaigns that are either Active, Draft, or Paused.

To review and update the campaigns selected: 

  1. On the Review page, review the details of your conversion. To see the selected campaigns, scroll to the Campaigns section and click below Selected campaigns.

  2. Optional: To edit the selected campaigns:

    1. Click Edit in the upper-right corner of the section.
    2. Select or clear the checkboxes next to the campaigns where you’d like to either apply or remove your conversion. To find a specific campaign, use the search bar at the top or filter using the Status or Objective dropdown menus.  
    3. Click Save.

  3. Click Create.

Step 5: Set up LinkedIn Ads Conversion Upload and associate it with the conversion rule

After you’ve created your conversion in Campaign Manager, you must go to the Funnel.io website to complete setting up your conversion and to stream data to Campaign Manager.  

Important to know

You must complete this step for every new conversion rule you create.

  1. Use the Funnel.io set up instructions to set up your connection and associate a conversion.  

  2. Choose the conversion rule name you created in Step 2 above.  

Step 6: Check the status of your conversion

After you’ve completed the set up, you can check the status in Campaign Manager to help ensure that it’s set up correctly and receiving data.

  1. On your Conversion Tracking page in Campaign Manager, find your conversion rule. 

  2. Check the Status column. 

  3. If the status is Unverified, check that your connection is set up correctly in Zapier and that the conversion events are being sent to LinkedIn. 

  4. When you’re reviewing your conversion status, you can also see the number of campaigns that are associated with your conversion in the Campaign Selected column. This number only includes campaigns that are Active, Draft, or Paused.

Here's a tip

The time it takes for the status to update depends on the type of conversion. Check the status based on the typical frequency of the conversion event.

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