Before you begin: Please have the conversion code that you want to use readily available.
Steps to Add your Conversion Code:
- Navigate to the "Website" section, then select "Google & Tracking Code"
- For Loan Application Conversion Codes:
- Locate and click the "Loan App Conversion Codes" tab on the main page, and then click the "Add Conversion Code" button.
- On the Dialog that appears, please enter the following details:
- Name - This is for your internal reference (it will not display on your website).
- Description - This is for added internal context (it will not display on your website).
- Select Each Application where you would like the conversion code to be used.
- Conversion Code - place your code in this box.
- Click Save
- You have successfully added your Loan App Conversion Code to your website.
- Locate and click the "Loan App Conversion Codes" tab on the main page, and then click the "Add Conversion Code" button.
- For Lead Conversion Codes:
- Locate and click the "Lead Conversion Codes" tab on the main page, and then click the "Add Lead Conversion Code" button.
- On the Dialog that appears, please enter the following details:
- Form Name - Select the Form that you want to track. In most cases, it is best to select the "All Forms" option so that the conversion code is used to track all the lead forms on your website.
- Conversion Code - place your code in this box.
- Click Save
- You have successfully added your Lead Conversion Code to your website.
- Locate and click the "Lead Conversion Codes" tab on the main page, and then click the "Add Lead Conversion Code" button.
Once saved, your conversion codes will begin report conversions when your forms are submitted.
Note: Now is a good time to test your form conversion - Be sure to refresh the page with your form before you submit a test so that the conversion code is present on your form.