How to Automate LinkedIn Conversion Tracking for Higher ROI with Email Workflows
Nowadays businesses rely on social media to drive leads and conversion rates, one such powerful tool is LinkedIn Ads. LinkedIn Ads are mostly used by businesses to generate leads, but tracking these leads to conversion more accurately across different touchpoints is very challenging. Processes regarding privacy regulations tightening, ads blockers and cookie restrictions are some common challenges faced by the marketers and these issues made businesses find a smarter solution to track conversions and optimize their campaigns.
Workflow automation, a simple and most effective no code solution to automate the process. Here we use conversion tracking LinkedIn to track LinkedIn conversions, and by using automated workflows we can ensure that the campaigns are fine-tuned and optimized for better results.
In this blog, let’s dig deep and explore how email workflow automation works and how to set it to refine your LinkedIn marketing strategy.
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What Is Email Workflow Automation?
Triggering a series of automated actions by specific email interactions is referred to as Email Workflow Automation. When a user opens a link, email or completes a form an automated workflow is initiated to capture the data and pass it to the other systems like campaign manager or LinkedIn Ads.
Businesses can easily track conversions with these automated workflows whether it is online or offline, without completely depending on cookies or updates. This allows LinkedIn to analyze the conversion rates accurately by enhancing campaign optimization.
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Why Automate LinkedIn Conversion Tracking with Email Workflows?
Automating your conversion tracking using email workflows offers several benefits:
Accurate Attribution: Capture leads or sales directly from email campaigns and attribute them to the right LinkedIn ads.
Real-Time Updates: Trigger workflows instantly when a user takes an action, ensuring up-to-date conversion data.
Overcome Privacy Challenges: Bypass cookie restrictions and ad blockers by using direct user interactions.
Faster Campaign Optimization: LinkedIn targeting and budget strategies are adjusted with accurate and timely data.
No Coding Required: Marketers need top email automation tools or partners to streamline and customize marketing workflows effortlessly.
Key Steps to Automate LinkedIn Conversion Tracking with Automation Tools
Step 1: Define Your Conversion Goals
Before automating, clearly define what actions you want to track on LinkedIn (e.g., lead generation, sales, content downloads). Knowing these goals helps in setting up the right conversion events, ensuring that LinkedIn can accurately track relevant user actions.
Step 2: Configure Campaign Manager to Track LinkedIn Conversions
Open LinkedIn Campaign Manager: Enter your login credentials to gain access to LinkedIn Campaign Manager.
Conversion Event Creation: Click on “Analyze” and choose “Conversion Tracking.”
Define Conversion Event: Click on “Create Conversion,” then select the relevant conversion type (lead, sale, download, etc.).
Assign a Name: Give your conversion event a name that aligns with your goals.
Associate Campaigns: Link the conversion event with specific campaigns you want to track.
Monetary Value (Optional): If applicable, assign a value to the conversion for ROI tracking.
Save Conversion Event: Once configured, save the event to allow LinkedIn to track the relevant actions.
Step 3: Set Up an Automation Tool (e.g., Zapier or Make)
You’ll need a workflow automation platform to connect LinkedIn with other systems (like email marketing tools or your CRM). By partnering with the Leading Automation Service Provider for using email marketing platform to create automated workflows to trigger when a user performs specific action like opening email, completing a form on the landing page or clicking the email’s link. The major thing you should make sure of is to check whether the workflow collects the relevant information of users when the task is performed.
Using tools like Zapier and Make for workflow automation can help you to send the data via email workflow automation to LinkedIn CAPI.
Step 4: Integrate LinkedIn Conversions API (CAPI)
Generate LinkedIn CAPI Access: In LinkedIn Campaign Manager, generate your CAPI access credentials (API key and endpoint URL).
Connect LinkedIn to Your Automation Tool: You must connect LinkedIn and Automation Tool to transmit data to LinkedIn CAPI.
Map the Conversion Data: Ensure that the data fields (like user actions, email, name) are properly mapped to the required parameters of the CAPI event.
Test the CAPI Integration: Before activating, test the webhook to ensure data is correctly sent to LinkedIn and triggers the conversion event.
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Step 5: Test the Workflow
It’s crucial to test the entire automation setup before going live:
Simulate the User Journey: Perform the actions that should trigger your conversion (e.g., open an email, click on a link, or submit a form).
Verify Data Capture: Ensure that all necessary user information (name, email, action taken) is being captured and passed through the automation tool.
Confirm LinkedIn Conversion Event: Check if the conversion event appears in LinkedIn Campaign Manager and that the data is recorded correctly.
Step 6: Monitor the Workflow
Track Conversion Events: In LinkedIn Campaign Manager, regularly check if the conversions are being tracked and recorded correctly.
Data Accuracy: Ensure that all relevant user data is being passed accurately through the automation tool to LinkedIn.
Error Handling: If any conversions are not being tracked or the data is incomplete, check the automation logs and error messages to identify the issue.
Step 7: Optimize the Workflow
After ensuring that everything works correctly, continuously optimize the automation to improve its performance:
Refine Conversion Tracking: Fine-tune the conversion tracking setup to capture more granular actions or specific segments of users.
A/B Test Campaigns: Run A/B tests on your LinkedIn campaigns to identify what triggers conversions most effectively.
Monitor Performance: Continuously monitor the results in LinkedIn Campaign Manager and adjust your workflows as needed to optimize conversion rates.
On the Final Note
Email workflow automation revolutionizes the strategy for modern marketers to automate their LinkedIn conversion tracking. Based on the user’s interaction you can optimize your campaigns for better ROI. Further, by partnering with the right Workflow Automation Solution Provider like iSQUARE you can take your business to the next level.
Automating LinkedIn conversion tracking with email workflow automation is a game changer for modern marketers. By leveraging user interactions like email clicks or form submissions, you can track conversions in real time, bypass privacy challenges, and optimize your campaigns for better ROI.
Ready to take your LinkedIn Ads to the next level? Start building your email automation workflows today!
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Posted by Prakathsree
On 01/21/25
