How to categorize CM360 conversions in ADL

Overview

The standard Campaign Manager 360 report, which is used in Data Library, renders conversions as a dimension rather than a metric. Learn how to use Alli Categorizations to properly classify these conversion activities and exclude any “non-essential” conversions from ADL reports.

Prerequisites

• A cm360_insights_creative datasource enabled and populated (see Onboarding CM360)

Instructions

1.) Determine which conversion activities you would like to include in your ADL report by running the following query:

To see which ADL reports include CM360 data, see Alli Data Library (ADL) | Available-reports

select distinct activity
from {alli_client}.cm360_insights_creative
where activity not like '%not set%'
order by activity

2.) Navigate to Reporting → Categorizations in Alli, and select the display_conversion_activity categorization

This categorization should already exist as part of the ADL onboarding process, but feel free to create it if it doesn’t (see Tutorial: Getting Started With Categorizations)

 3.) Fill out the categorization rules as necessary:

• Categorize specific activities as Conversion to include them as CM360 conversions

• Any activities not included in the list will be categorized as a Non-conversion and excluded from ADL

4.) Save and Publish the categorization

5.) Re-run the Alli Data Library 2.0 - Refresh app (see Building and refreshing your ADL reports)

6.) Validate your changes by querying your ADL report

Related articles