How are Engage conversions tracked?
Engage tracks conversions from emails sent to customers in 2 ways.
1. If a customer clicks a link in an Engage email, it has the ID of the email in the URL automatically added to it (eg. yourstore.com?mtke=42). The Metorik Helper plugin then stores a cookie in the customer’s browser, so if they check out, Engage will know that the order came from the given Engage email.
We follow the same principles/expiries for how UTMs are tracked, which you can read about in the source tracking doc (WooCommerce) / source tracking doc (Shopify).
2. If you include a generated discount code in an Engage email, and the customer later uses it when making an order, Engage will consider the order a conversion.
Cart conversion tracking is a little different - you can read about it here.
Reasons why conversion tracking may not work
The most common reasons include:
Metorik script not running on your site (WooCommerce / Shopify).
Your Engage store website setting doesn't match the link you're using in Engage emails. Eg. Your site is mystore.com but your emails link to mystore.com.au.
Please contact us if you need help getting conversion tracking to work.
Caveats
If a customer receives an Engage email, and then decides to go your store and make an order, but didn't click a link in the email or use a coupon code from it, we won't count it as a conversion (as we aren't sure that they came from the email).
However, you can manually set the Engage email that resulted in an order conversion by following the guide here.
Automations for existing orders
For automations like failed order reminders where the customer completes payment on an existing order rather than creating a new one, conversions won't be tracked automatically. Learn more about this limitation.