Tracking offline conversions

Tracking offline conversions

Learn how to track when your search ads leads to a conversion offline.
Important

Not everyone has this feature yet. If you don’t, don’t worry - it’s coming soon! If you'd like to participate, contact your Bing Ads account representative for more information.

Let’s say a customer sees your ad, clicks on it, but ends up calling you, leading to a sale that was taken offline. How can you track when your search ad leads to a conversion offline and outside of your website? You can import offline conversions, to better measure what happens after your ad was clicked.

Why should I care about offline conversion tracking?

Better tracking. You can track the impact of your campaigns for both online and offline channels.

Easy importing. All you need are the time, date, Microsoft Click ID, and conversion goal name to get started.

Better ROI. You can optimize your campaigns based on the full online and offline impact of your search ads.

How do I set up offline conversion tracking?expando image

Before you begin, make sure that:

  • Code changes can be made for all of your web pages. This allows you to capture the click ID in the URL that customers click from one of your ads.
  • Click IDs can be stored with the corresponding prospect’s information that is gathered on your website.
  • Conversion windows are under 90 days. If a conversion is uploaded more than 90 days after the last click, it will not be imported.

Create a conversion goal

For every offline conversion you want to measure, you need to create a new offline conversion goal type. You can create as many offline conversions as you need. Also, auto-tagging is automatically turned on when you create create your first offline conversion goal and you can check your auto-tagging status of the click ID in the Shared Library/URL options page.

  1. Click Campaigns at the top of the page, and then on the left pane, click Conversion Tracking and then Conversion goals.
  2. Click Create conversion goal and select the Offline conversions type.
  3. Enter a name for your goal in the Goal name box. When naming your goal, use a descriptive name that makes sense to you (for example, "Check-out page").
  4. If you want to add a monetary value for each conversion, under Revenue value, select one of the following checkboxes:
    Each time it happens, the conversion action has the same value. Then, enter the amount and select the currency, if available. This is a static revenue value that doesn't change.
    The value of this conversion action may vary (for instance, by purchase price). Then, enter the default amount and select the default currency, if available, to be used when no value is received for a conversion.
  5. You can also assign a Count to the conversion and enter a Conversion window to track up to 90 days in the past.
  6. Click Save.

After you have created a conversion goal, you’ll be prompted to upload the conversions now or later. Once you have finished creating an offline conversion goal, you’ll see a dash ( - ) for UET tag ID and Tracking status in the grid, as UET tags aren’t required.

Note: After you create a new conversion action, you must wait 2 hours before uploading conversions for that conversion action.

How can I add offline conversions?

You can import your offline conversions any time by going to the Offline conversions section under Conversion Tracking on the left pane.

  1. Download the template as an Excel or .csv file.
  2. Enter the following information:
    Microsoft Click ID. The MSCLKID that led to the conversion (see below for click ID information).
    Conversion Name. The goal name you entered when you created the conversion goal.
    Conversion Time. The date and time that the conversion occurred. The accepted time zone values can be viewed here. See below for conversion time formatting and need-to-know details.
    Time formatExample
    MM/dd/yyyy hh:mm:ss tt"06/01/2017 1:00:00 PM"
    MM dd,yyyy hh:mm:ss tt"Jun 01, 2017 1:00:00 PM"
    MM/dd/yyyy HH:mm:ss"06/01/2017 01:00:00"
    yyyy-MM-dd HH:mm:ss"2017-06-01 13:00:00"
    yyyy-MM-ddTHH:mm:ss"2017-06-01T13:00:00"
    yyyy-MM-dd HH:mm:ss+z"2017-06-01 13:00:00+0500"
    yyyy-MM-ddTHH:mm:ss+z"2017-06-01T13:00:00-0100"
    yyyy-MM-dd HH:mm:ss zzzz"2017-06-01 13:00:00 EasternTimeUSCanada"
    yyyy-MM-ddTHH:mm:ss zzzz"2017-06-01T13:00:00 EasternTimeUSCanada"

    Conversion Value (optional). 0 to 999999999999, with 3 decimal fields and no negative numbers.
    Conversion Currency (optional). The currency in which the conversion value is provided. Note: If conversion value and conversion currency is not defined in the file, the value defined in the goal will be used.
  3. Save the file locally and click Choose File to upload.
  4. Once the upload has been completed, click Apply changes.
  • Be sure to review any import errors. You have the option to Download all results or to Download errors only. The download links will be available for 180 days after the initial upload.
  • Only max of 100,000 rows are allowed for each upload.
Time zone formatting and need-to-know detailsexpando image
  • Set the time zone once in “Parameters” if all of your conversion times are in the same time zone.
  • Add the time zone to each conversion time in the “Conversion Time" column if your conversion times are in different time zones.
  • You can leave the “Parameters” row empty if you don’t enter a time zone.
  • You can enter a time zone in the “Parameters” row and the “Conversion Time” row. If any conversion is missing the time zone, the “Parameters” value will be used.
  • Enter your time zone from this list to avoid errors during daylight savings time transitions.
  • Enter your GMT offset by indicating + or -, followed by the 4-digit time difference (for example, New York’s offset Is -0500). If you use Greenwich Mean Time (GMT), enter +0000.
  • Replace +z with the GMT offset and replace zzzz with the time zone value (for example, EasternTimeUSCanada)
What I need to know about offline conversion trackingexpando image
  • If you have lead generation as an objective, we recommend that you use offline conversion. Lead generation is when potential customers fill out a form or quote of interest, and then the sale is completed offline in person or over the phone (for example, car purchases, insurance quotes, mortgages, etc.).
  • Auto-tagging of click ID is automatically enabled for users when creating an offline conversion goal. This allows you to import offline conversions.
  • Offline conversion tracking is not to be used if you want to track customer visits to your store or customers’ in-store purchases.
  • Each offline conversion needs to be associated to a single click ID. A single click ID can, however, be associated with multiple conversion goals and also be associated with the same goal multiple times, as long as the conversion time is different. Also, the same conversion can't be imported more than once. If more than one is attempted, the first instance will be used and the others will be ignored.
  • The value of the conversion can be included in the import file along with a custom currency. If no currency is stated, the conversion goal’s default will be used.
  • After creating a conversion goal, you’ll need to wait two hours before loading the file. It can take up to five hours to view conversion data for an uploaded file.
How do I enable my website and lead tracking system to track click IDs?expando image

Once auto-tagging of MSCLKID is enabled, when an ad is served, the MSCLKID is dynamically appended to your landing page URL.

After you’ve created one or more conversion goals, you’ll need to enable your website to be able to track conversions. Be sure to consult with your webmaster when completing this step.

  1. Enable auto-tagging of MSCLKID. The MSCLKID is automatically appended to the landing page URL when a customer clicks on your ad. For example, www.contoso.com/?msclkid={msclkid}. The click ID is unique for each ad click and multiple clicks on the same ad from the same user will result in multiple click IDs.
  2. Configure your website code to capture and store the MSCLKID in a cookie. This is to ensure that the MSCLKID follows customers through their session. Keep in mind that the MSCLKID is only available on the landing page URL and doesn’t get carried out when the customer navigates to another page or comes back to the page later.

    See the sample JavaScript as shown below:

    <script type="text/javascript">
    function setCookie(name, value, days){
    var date = new Date();
    date.setTime(date.getTime() + (days*864E5));
    var expires = "; expires=" + date.toGMTString();
    document.cookie = name + "=" + value + expires;
    }
    function getParam(p){
    var match = RegExp('[?&]' + p + '=([^&]*)').exec(window.location.search);
    return match && decodeURIComponent(match[1].replace(/\+/g, ' '));
    }
    var msclkid = getParam('msclkid');
    if(msclkid){
    setCookie('msclkid', msclkid, 90);
    }
    </script>

  3. Configure your website code to store MSCLKID with lead data. When the customer submits a lead gen form, you will need to retrieve the MSCLKID from the cookie and send it with the rest of the customer data. This way, all the data is stored in your CRM system and you can track offline conversions for this click. A common practice is to add a hidden field in the web-to-lead gen form for MSCLKID, as shown in the JavaScript sample below:

    <form action="" name="myForm">
    Name: <input type="text" name="name">
    <input type="hidden" id="msclkid" name="msclkid" value="">
    <input type="submit" value="Submit Form" name="btnSubmit">
    </form>

    <script>
    function readCookie(name) {
    var n = name + "=";
    var cookie = document.cookie.split(';');
    for(var i=0;i < cookie.length;i++) {
    var c = cookie[i];
    while (c.charAt(0)==' '){c = c.substring(1,c.length);}
    if (c.indexOf(n) == 0){return
    c.substring(n.length,c.length);}
    }
    return null;
    }
    window.onload = function() {
    document.getElementById('msclkid').value =
    readCookie('msclkid’);
    }
    </script>

How can I view the status of my upload?expando image

Check the Status column in the table after your file has been uploaded. You’ll be able to see if it was uploaded successfully or if there were any errors. You can also download the results of the upload, which includes any error messages.

Why is there a discrepancy between the number of conversions in my upload with Bing Ads?expando image

There are multiple reasons why there are less conversions in Bing Ads than what you had uploaded.

  • Conversions are uploaded within two hours for a newly created conversion goal.
  • Duplicate conversions that contain the same click ID, conversion name, and conversion time won’t be imported more than once.
  • Click IDs that are too old or not associated with your account will still appear as having been uploaded successfully because the format is valid.

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