Conversions
A conversion is a saved definition of an outcome. It is not a counter that you increment from code: SnipForm already has every session and event your tracker sent, so a conversion is a query over that data. Define it today and it reports on last month.
Conversion: "Newsletter signup" Step 1 All User Traffic (entry - who is being measured) Step 2 Page Visit /newsletter (intent) Step 3 Form Submit "Newsletter" (the outcome)Every step narrows the set of sessions. The last step is the conversion itself; the ones before it are the funnel.
Create a conversion
Section titled “Create a conversion”-
Open your property, go to Conversions and pick a type.
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Name it and add steps. The last step is what counts as a conversion; any steps before it describe the path there. See Steps and triggers.
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Optionally set a value (see below) and a start date.
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Publish. Drafts are not reported anywhere; publishing makes the conversion active. A conversion needs at least one step to publish.
Results appear immediately for any period, because the engine queries historical sessions rather than waiting for new ones.
The type is a label that drives the icon and the colour. It does not change how the conversion is measured.
| Type | Meant for |
|---|---|
lead | Contact form, inquiry, or lead capture |
sale | Purchase or transaction |
signup | Account registration or free trial |
activation | Feature adoption or onboarding milestone |
download | File, app, or resource download |
custom | Anything else |
States
Section titled “States”| State | Meaning |
|---|---|
draft | Being built. Not reported anywhere. |
active | Published and included in reports, dashboards, weekly reports and MCP answers. |
paused | Hidden from reports. Toggle back to active at any time; nothing is lost because nothing is stored per conversion. |
archived | Retired. |
Deleting a conversion removes its steps and segments, detaches it from any short link campaign, and unlinks it from Shopify and ad-platform integrations (ad conversion sending is switched off for that platform at the same time).
A conversion can carry a value so the dashboard, ROAS and weekly reports can talk about money.
| Setting | Behaviour |
|---|---|
| Fixed value | You enter a value in whole currency units. The period total is value x conversions. |
| Value from event | The value is read from the data the last step matched. For an Event Fired step it is the sum of the matched events’ numeric values; for an Acquisition step it is the sum of the sessions’ acquisition value. Other step types produce no value. |
Set a currency on the conversion to have the value formatted as money and converted to USD cents for cross-currency comparisons (ROAS, CPA). Revenue reaches sessions through signals.revenue(), the session acquisition endpoint or the Shopify integration.
Start date and defaults
Section titled “Start date and defaults”- Starting from: the engine never looks earlier than this date. Use it when the thing you are measuring did not exist before a launch, so early cycles are not empty.
- Default period and default cycle: what the conversion page opens with. Defaults are
last_7andweek.
Reading the results
Section titled “Reading the results”The conversion page shows four things for the chosen period:
- Summary: sessions that entered, conversions, rate, and value.
- Funnel: per-step counts, drop-off between steps, and each step’s rate against entry. See cycles and segments for the time and breakdown views.
- Flow: where converted sessions came from, as Channel to Source to Campaign.
- Sessions: the actual sessions at any step, browsable.
Everywhere else a conversion shows up
Section titled “Everywhere else a conversion shows up”- API - full CRUD plus summary, segments, cycles and session listing.
- MCP -
list_conversions,conversion_summaryandconversion_funnellet an assistant answer “how did signups do last week”. - Dashboards - summary, funnel, cycles and breakdown widgets bind to a conversion.
- Automations - a conversion can be the condition on an automation: only fire when this session converted.
- Ad platforms - link a conversion to Google Ads or Meta for ROAS, CPA and optional conversion send-back.
- Weekly reports - every active conversion is tracked week over week with a rate-drop check.