Conversion

Tracking conversions helps you to get insights of which interactions, and Guurus, are resulting in successful purchases. After a chat has been converted, it will be tracked on Partner Portal Interactions, being listed with a green conversion tag. More details on the conversion can be found on the chat details page.

Conversion feature must be enabled, please see loadFeatures initialization option

Automatic conversions

Conversion goals can be set on Partner Portal Conversion under Settings. When creating a conversion goal, give it a memorable name and a target URL to trigger the conversion.

Whenever your user lands on a page that contains the URL pattern on its url, their last chat will trigger a new conversion and be visible on Partner Portal Conversations

Chat Button needs to be initialized in order to trigger the conversion

Example

Your user has questions about item X, so they engage on a conversation with a guuru. After the conversation, the user decides to buy the item X and a module Y. When the transaction is made by the user, they are redirected to a success page. As an example, the success page is https://<company>.com/shop/order/success

An automatic conversion goal could be configured as follows:

{
  name: 'Success shop order',
  url: 'shop/order/success',
  description: 'This is an example goal',
}

Adding value to conversions

It's also possible to add value and currency details to your conversions. When initializing the chat button on a target page, you should use the purchase initialization option with your order information.

This information can be later seen on Partner Portal Conversations details page.

Manually triggered conversions

Chat Button Public Interface exposes the method trackPurchase. It will trigger a conversion on the user last chat, tracking their current page url and value and currency parameters.

Testing Conversions setup

To make a conversion test you must be a Guuru of the community. There are two steps to test if the conversion tracking is correctly setup:

  1. Trigger a test chat: Go to GUURU Partner Portal - Experts, find your Guuru profile and click on it. Then on the Guuru profile view press 'Create Test Question' button in the top right corner to initiate a test chat. This chat will only be sent to this Guuru and will be recorded as a test chat.
  2. Reach the payment confirmation page: Open your website or test environment and go the payment confirmation page. Make sure that the GUURU chat loads.

To verify if a conversion was properly recorded head to the Interactions screen and verify if a conversion label is displayed under the test conversation.

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