How to categorize CM360 conversions in Data Library

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 to Data Library)

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 2.0 | 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 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 a Data Library report)

6.) Validate your changes by querying your ADL report

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