How-To: Categorize CM360 conversions
Overview
By default, Campaign Manager 360 (CM360) returns all conversions regardless of the assigned activity type. This guide explains how to use Categorizations to classify these conversion activity types and exclude non-essential conversions.
Prerequisites
A
cm360_insights_creativedatasource enabled and populatedSee: Onboarding CM360
Know which Certified Datasources contain data from CM360
Instructions
1.) Determine which activity types you expect to see conversion numbers from for CM360 by running the following query:
select distinct activity
from {alli_client_slug}.cm360_insights_creative
where activity not like '%not set%'
order by activity
example output
2.) Navigate to Reporting → Categorizations in Alli, and select the display_conversion_activity categorization
3.) Fill out the categorization rules as necessary:
Categorize specific activities as
Conversionto include them as CM360 conversionsAny activities not included in the list will be categorized as a
Non-conversionand excluded from all Certified Datasources
e.g., I only want to include Account Sign Up and Add to Cart activities as CM360 conversions
4.) Save and Publish the categorization
5.) Re-run the ADL 2.0 - Refresh app (see Tutorial: Building and refreshing Certified Datasources)
6.) Validate your changes by querying your Certified Datasource
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