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Enabling offline conversions

Updated on August 3, 2022

To enable offline conversions, you must configure relevant settings in Paid Media Manager and in the destination platform.

Pega Customer Decision Hub Paid Media Manager User Guide
Before you begin: Work with your implementation specialist to ensure that the OfflineConversionRTTrigger job scheduler is set to enabled. For more information, see Enabling the offline conversion job scheduler for Paid Media Manager in the Pega Customer Decision Hub Implementation Guide.
For destination-specific instructions, refer to the following sections:

To automatically push live offline conversion data to Facebook Ads whenever a conversion is captured through the Capture Response REST service, do the following steps:

  1. In App Studio, click Next-Best-ActionDesignerChannels.
  2. In the Paid Media section, edit or create a destination.
  3. Select Upload offline conversion events to destination.
  4. Click Submit.
Result: During the next synchronization for this destination, metrics related to action acceptance are uploaded to Facebook Business Manager and linked to the offline event set, as in the following figure:

If no offline even set existed in Facebook Business Manager, the synchronization creates it with the following naming convention: <Issue-Group-Offer>, for example, Sales-Cards-PlatinumCreditCard.

You can now use the conversion data for use cases such as attribution reporting, bid optimization, and lookalike audiences. For more information, see Optimizing return on ad spend with the Conversion Bid Optimization tactic.

If you want to synchronize the conversion data with an offline event set that you previously created in Facebook Business Manager, make sure that the name of the event set has the format <Issue-Group-Offer>.

For example: If the CaptureResponse service is triggered for when the action name is PlatinumCreditCard and the outcome is Accepted, the name of the event set must be Sales-Cards-PlatinumCreditCard. For more information, see Offline Conversions.

In addition to sending data about new interactions to Facebook Ads, you can also manually trigger a synchronization of historical data, previously collected by the CaptureResponse service for a specific time period.

For example, if you are starting to implement the offline conversions functionality, and you have already implemented a CaptureResponse pixel on your website, you can do a one-time synchronization that will send the captured data to Facebook.

  1. In App Studio, click SettingsChannelsPaid mediaFacebook Ads.
  2. In the Historical conversions section, select Push historical conversions.
  3. In the Look-back window, select the time frame for historical conversion data.
  4. Click Run to send the conversion data to Facebook Ads.
    Note: If historical conversion push times out when reading from the pr_data_ih_fact interaction history fact table, the cause of the timeout is likely the large number of records present in the table. To solve the issue, create an index on the pzoutcomeid property.

To automatically push live offline conversion data to Google Ads whenever a conversion is captured through the Capture Response REST service, you must first configure a conversion action in Google Ads, then enable the offline conversion push in Next-Best-Action Designer.

  1. Log in to your Google Ads account.
  2. Select an account that has SSD transactions enabled.
    Tip: To enable SSD transactions for your account, contact your Google representative.
  3. Click Tools & SettingsConversionsAdd.
  4. Select the type of conversion, for example, Store Sales.
  5. 5. Fill out the action details. The action name must have the format SSD_<Issue-Group-Offer>.
    For example: If the CaptureResponse service is triggered for the PlatinumCreditCard action in the Sales issue and Cards group, the name of the event set must be SSD_Sales-Cards-PlatinumCreditCard.
    For more information, see What are conversion action sets?.
  6. Click Create and Continue.
  7. In App Studio, click Next-Best-ActionDesignerChannels.
  8. In the Paid Media section, edit or create a destination.
  9. Select Upload offline conversion events to destination.
  10. Click Submit.
Result:

During the next synchronization for this destination, metrics related to action acceptance are uploaded to a conversion action created in Google Ads. To view the metrics, create a custom column to show the aggregated value of conversions, as shown in the following figure:

You can now use the conversion data for use cases such as attribution reporting, bid optimization, and lookalike audiences. For more information, see Optimizing return on ad spend with the Conversion Bid Optimization tactic.

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Pega Customer Decision Hub 8.7 Decision Management

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