Ad conversion setup for Google Ads with Lead Quote Close

1. Create Conversion Action 0:01

• Start by creating a conversion action in Google Ads.
• Select ‘Conversion offline actions’ and deselect all other options.

2. Skip Data Source Connection 0:25

• Choose ‘Connect later’ for the ad data source.

3. Set Conversion Type 0:39

• Agree to the terms and click ‘Save and continue’.
• Select ‘Purchase’ as the conversion type.

4. Edit Conversion Settings 0:51

• Edit the conversion settings.
• Set the conversion name to match exactly with your lead-quote-close marketing section.

5. Copy Conversion Name 1:04

• Go to the lead-quote and marketing section in your add-on system.
• Copy the conversion name to your clipboard to ensure accuracy.

6. Paste Conversion Name 1:17

• Paste the copied conversion name into the conversion settings.
• Leave all other settings as default and click ‘Done’.

7. Save and Continue 1:23

• Click ‘Save and continue’ to proceed.

8. Set Up Source File 1:43

• Go to ‘File’ and select ‘Upload legacy’ to set up your source.

9. Configure Schedule 2:05

• Navigate to the ‘Schedules’ tab and click ‘Add’.
• Set the frequency to every 24 hours and choose a preferred time (e.g., 4 a.m.).

10. Save and Preview 2:14

• Click ‘Save and preview’.
• Confirm that the conversion tracking is set up correctly.

11. Final Confirmation 2:27

• Check for any existing conversions.
• Click ‘Okay’ to finalize the setup.

12. Completion 2:36

• Your conversion tracking should now be active with Google Ads for lead-quote-close.

Link to Loom

https://loom.com/share/5013729a76a54b7d8ad12f47b1714d0c