Conversion Tracking

Tracking referrals using the Conversion Pixel method will allow referral data (like name, email and purchase amount) to be captured on your website and sent to Referral Rock. This article will explain:

  • How the Conversion Pixel Works
  • How to Find your Conversion Pixel
  • Adding Metadata for Detailed Conversions
  • Conversion Settings
  • How to Test your Conversion Pixel to Ensure Successful Referral Captures

Navigation: Main Admin Page -> Settings Menu -> Integrations -> Setup Javascript Tracking Pixel

To find your conversion pixel:

  1. Once you have logged into your Referral Rock admin account, select Integrations from the Settings dropdown.
  2. On the Integrations page navigate down to the Conversion Tracking section. Select Setup Tracking.
  3. The code below the Setting Up Your Web Pixel section of the screen is your conversion pixel.
  4. Copy and paste that into your landing page, e-commerce Thank You page, order confirmation page or your appointment software's appointment confirmation page.

Did you know? For more information on integrating your site with Referral Rock, read the Integrations section of our Knowledge Base.

You can still track referrals on a basic level using just the conversion pixel script, but in order to get meaningful data from the conversion pixel, you will have to include the following script with it as well:

window.rrSettings = {
refid: "f9d0fc92", //Any other reference number you want
name: "George Washington", // Full name
email: "", // Email address
phone: "999-999-9999", // Phone number
amount: "90.00", //Amount
note: "Any other notes you want" //Note

Quick Tip! All of these metadata options should be placed on the same page that you have placed the conversion pixel. Values inside the parenthesis will be unique to the specific platform you are using. Contact support for more information.

Navigation: Main Admin Page -> Settings Menu -> Integrations -> Referral Capture -> Edit Conversion Settings

You can customize your Conversion Settings to automatically approve referrals and set when cookies expire. You can find these options by selecting the Edit Conversion Settings link. You can also edit conversion settings on the Referral Page.

  • Automatic Referral Approval: Once you have selected Conversion Tracking, decide if you want referrals approved automatically by selecting Yes or No in the Conversion Tracking Referral Section. If "Yes" referral will be approved once the conversion tracking event occurs. (On your purchase or booking confirmation page) Set this value to "No" if you want to manually approve the referral, typically used if the sale is not complete until later.
  • Cookies: When a conversion occurs, a cookie is placed on the user's computer. This cookie helps identify who the user is and is essential for a successful conversion to occur. You can configure how long a cookie is valid before it expires by selecting Settings under Conversion Tracking. By default, cookies expire in 120 days.

Navigation: Main Admin Page -> Settings Menu -> Integrations -> Tools -> Test Cookie

For debugging and testing purposes, you will have to navigate to site Settings and select Setup Tracking. Your test code will be at the bottom of the Conversion Tracking pop-up, under the Testing Your Web Conversion Pixel header. Insert this code below your conversion pixel.

HEADS UP! This only works when placed with the conversion pixel.

You can test that your conversion pixel is accurately capturing customer and referral data. This option can also be found under the Test and Debug Conversion Tracking section of the Settings page.

Once you have inserted the code into the pages you want to test, follow the instructions below:

  1. Navigate to settings and scroll down to Conversion Tracking.
  2. Select Test and Debug Conversion Tracking.
  3. Click on the [Set Test Tracking ID] button.
  4. Visit the page your conversion pixel is embedded in and enter your "referral information".
  5. Hit the refresh button next to Conversion Success Data. If done correctly, the data should display your reference ID, name, email, phone number and amount spent.

Quick Tip! If you run into any issues that you cannot resolve, please contact our support team. We would be glad to help.

Using the event log, you can view a list of all one click access and conversion events that occur. This is a great way to track event statuses as well as past event data.

Did you know? For more information about the event log, tracking conversion statuses and viewing event details, read our reference article on the [Event Log](#).