Conversion Management Screen

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Overview

Ptengine Insight's conversion settings are features for measuring goal achievement on your website (such as product purchases, inquiries, document requests, etc.).

You can define specific user actions (button clicks, page views, etc.) as conversions (CV) and analyze their achievement numbers and rates.

Additionally, you can set and measure both "Positive CVs" that contribute to business growth and "Negative CVs" (such as unsubscribes) that have a negative impact on your business.

We will introduce detailed procedures for setting up conversions in Ptengine Insight. We will clearly explain the setup methods according to the management screen and site format.

Benefits of This Feature

Visualize Your Site's Goal Achievement You can accurately grasp final results such as product purchases and member registrations in numerical form.

Flexible Goal Setting: Depending on your site's purpose, you can set various user behaviors as conversions, such as page views, click events, and access to specific page groups.

Multi-Faceted Analysis: By separately measuring Positive CVs and Negative CVs, you can analyze both growth factors and issues in your business.

Common Use Cases

This feature is useful in the following scenarios.

When you want to measure reaching a thank you page Measure access to a "completion page (thank you page)" displayed after a product purchase or form submission as a CV.

When you want to analyze access to important pages Set access to intermediate pages such as "pricing page" and "service details page" that lead up to CVs as CVs (intermediate CVs) and measure user interest.

When you want to measure transitions to external sites Measure button clicks that redirect to external shopping cart systems or booking forms as CVs.

When you want to measure phone inquiries Set taps on the phone number button on your website as a CV and track the number of inquiries made by phone.

Setup Methods

Conversions can be set up in 3 ways depending on user behavior.

First, click the gear icon on the management screen to open the settings menu and proceed to "Conversion Settings".

Method 1: How to measure CTA clicks as conversions

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Applicable Cases

When external site transitions occur via article LP link clicks and further tracking is not possible

When transitioning to external shopping cart systems or form systems via CTA clicks

When you want to track phone inquiries

Set button or link clicks as conversions.

This method requires event setup in advance.

Select "Event" in goal settings.

[When registering a single event] Set the match condition to "exact match".

Select a pre-configured event from the dropdown.
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[When registering multiple events together] Select a matching rule such as "contains" to match the event naming convention and specify the condition. (Example: Register all events that contain "add_success" in the event name)

Click the "Save" button.

Configure funnels or values associated with conversions (such as amounts) as needed.

Method 2: Measure access to specific pages as conversions

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Applicable Cases

When you have a thank you page for purchases or application completions

When you want to analyze pages that serve as intermediate goal points, such as "users who viewed the pricing page"

Set reaching a specific URL, such as a thank you page, as a conversion.

Setup Steps

Select URL in goal settings

Select the appropriate matching rule from 5 types

Set matching rules based on the URL rules you want to register

Click the save button

Configure funnels or values as needed

Method 3: Measure access to specific page groups as conversions

You can measure access to any page group as a conversion.

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Applicable Cases

When reaching important page groups, such as "viewing property detail pages" or "viewing store listing pages," is a goal on your site

You can set access to a "page group" that combines multiple pages as a conversion, but this method requires page group settings in advance.

Select "Page Group" in goal settings.

Select a pre-configured page group from the dropdown.

Click the "Save" button.

Configure funnels or values as needed.

Positive CV / Negative CV

Positive CVs are conversions that have a positive impact on your business. Examples include purchases, subscription registrations, and email address registrations.

In contrast, Negative CVs are conversions with a negative impact on business operations, such as cancellations or downgrades.

These can be set during conversion settings.

Here you can view CV transition graphs and reports.

How to Check Data

CV Transition Graph

In the transition graph, you can switch between three metrics: CV count, CV rate, and CV results.

You can switch metrics using the dropdown menu.

Report

Here you can view CV name, CV count, CV rate, and results figures.

Search: Search by CV name

Segment: Click to segment with one click and enable detailed analysis.

Funnel: When a funnel is set, quickly access funnel data.

Please verify in advance that the URL of the goal point is correctly measured in the Ptengine numerical report

If no tag is placed at the goal point, we recommend measuring CTA clicks as conversions

Verify that the URL settings (www., trailing /, php, etc.) when registering conversions match the actual URL exactly