Some conversion events will not happen on your website. LeadsRx has a process allowing you to upload Offline conversions by uploading them from a CSV file. For larger uploads or more automated systems, you can alternatively use the LeadsRx API with its webhook facility.

Offline conversions can include things like in-store sales or sales of automobiles. Check with our Customer Success team if you have special requirements.

The first step to uploading offline conversions is actually to upload the data as offline touchpoints. This way there is an event/channel/interaction to which the conversion can be associated. For more about uploading offline touchpoints, please read this article.

  1. Using the drop-down menu under your account name at the top of any page, select SETTINGS.
  2. In the conversion upload box, select MANAGE.
  3. Click CHOOSE A FILE TO UPLOAD to locate your CSV on your computer's hard drive. The file must be in CSV format (not Microsoft Excel), contain a header row as the first row in the file, and must have one row of data for each conversion. Here's an example:

Sample_Offline_Conversion_File.png

Data to include

Each conversion you include should have the following information

  • Include a conversionID column to indicate which conversion type has occurred, or, set a default before the upload begins in the next step. A unique "conversionID" is automatically created by LeadsRx when a conversion is first created. You can find this ID on the API page here. 
  • Also include a conversionDate column to indicate when the conversion occurred. The best format should be YYYY-MM-DD HH:MM:SS using a 24-hour format for the time. If you don't include this column, you can set a default before the upload begins.
  • If your conversion has a monetary value associated with it, include a column for leadValue. This can be any numeric value, but you must not include punctuation like commas between digits.

In addition to conversion event data listed above, you can also upload associated profile data for each person who converts. 

  • These fields are self-explanatory and can be included for each conversion to identify the individual who converted: first name, last name, email, phone, address. Another field associated with an individual is userID. This can be any unique identifier you use and is limited to 50 characters. You must include at least one of these fields to match data being uploaded to online activity. Without a match, conversions you upload will not be associated with a previous customer journey and will be "un-attributable" to marketing touchpoints.