Getting started with Conversions
Before building and sending conversions, we recommend setting up Clearbit's tracking tools. Completing these two steps will improve your ability to identify and match conversions.
1. Install clearbit.js on your website
- Getting started with clearbit.js
- Setting up clearbit.js with Google Tag Manager
- Sending data to Clearbit with Segment
2. Implement Identify calls
Clearbit recommends sending Identify calls whenever a user fills out a form, signs up for your product, of updates their in-app profile. Identify calls helps Clearbit track individual user behavior, improving our ability to measure conversions across multiple sessions and devices.
Are you integrated with Segment?
Clearbit's integration with Segment allows us to automatically identify new users using Segment's native Identify method.
Before you check this off your list, talk to your development team to ensure that you are firing Segment's Identify events when a user fills our your marketing forms (e.g. for content downloads, demo requests, and other contact methods not integrated into your app).
Create a new Conversion event
Creating new Conversions events in Clearbit is easy. Define your segment, configure the conversion event, and... that's it!
Conversion events are all sent server-side, which helps bypass ad blockers and bypasses operating system restrictions like Apple's iOS 14.5 privacy update and Safari 14 Intelligent Tracking Prevention changes.