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:
- 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.
- 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.