A guide to offline conversion feedback for a performance marketing agency, for a manager reading the evidence
A guide to offline conversion feedback for a performance marketing agency, for a manager reading the evidence
A short review of offline conversion feedback for a performance marketing agency.
The person who owns the number should be able to trace it without opening every tool. This guide gives a performance marketing agency a short evidence trail to read and question.
Read the symptom
The handoff depends on a business record being connected to the original ad interaction. The identifier, conversion action, timestamp, timezone, and sales status need to stay together while the deal moves through the CRM.
Inspect the path
- Find the identifier captured at the first interaction.
- Compare the CRM status with the conversion action name.
- Check the timestamp and timezone used by the upload.
- Keep a response log for accepted, rejected, and unmatched rows.
Read the evidence
Make the upload record readable to someone who did not build the integration. For platform details, compare the fields in your implementation with Google’s offline conversion documentation.
If the next step is a shared source and outcome record, see LeadSheet.