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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.

  1. Open your property, go to Conversions and pick a type.

  2. 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.

  3. Optionally set a value (see below) and a start date.

  4. 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.

TypeMeant for
leadContact form, inquiry, or lead capture
salePurchase or transaction
signupAccount registration or free trial
activationFeature adoption or onboarding milestone
downloadFile, app, or resource download
customAnything else
StateMeaning
draftBeing built. Not reported anywhere.
activePublished and included in reports, dashboards, weekly reports and MCP answers.
pausedHidden from reports. Toggle back to active at any time; nothing is lost because nothing is stored per conversion.
archivedRetired.

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.

SettingBehaviour
Fixed valueYou enter a value in whole currency units. The period total is value x conversions.
Value from eventThe 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.

  • 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_7 and week.

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.
  • API - full CRUD plus summary, segments, cycles and session listing.
  • MCP - list_conversions, conversion_summary and conversion_funnel let 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.