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Set up conversion goals
Create URL, custom event and identify goals so VisiLead marks converting visits and ties them back to source and campaign.
Reflects product behavior as of August 2026.
Conversion goals tell VisiLead which visits matter. When a goal matches, the visit is marked converted, and the conversion also applies retroactively to every past visit from the same visitor, so a lead's full history reflects the outcome.
Goals are configured per website under Dashboard > Settings > Tracking > Conversion Goals. Three types are available: URL goals for destination pages, custom event goals for anything your code can detect, and an identify goal for form fills that reveal an email address.
Every identify and conversion event automatically carries attribution: first-touch and last-touch source, medium and campaign, the first referrer, and the landing page.
Before you start
- The tracking script installed and verified
- Access to Dashboard > Settings > Tracking > Conversion Goals for your website
- 1
Open the goals panel
Go to Dashboard > Settings > Tracking > Conversion Goals. Goals are configured per website.
- 2
Create a URL goal
Enter a url_pattern as an exact path or with a trailing * wildcard, for example /thank-you*. The pattern is matched on every page view, so any visit that reaches a matching path converts.
- 3
Create a custom event goal
Add a goal with the event name you want, then call visilead.trackConversion from your site when the action happens. Matching is case-insensitive, and the dashboard has a copy-snippet button that gives you the exact call for each goal.
visilead.trackConversion('Demo booked'); - 4
Create an identify goal
An identify goal fires on any visilead.identify(email) call, which turns every revealed email into a conversion. Only one identify goal can be active at a time.
- 5
Identify visitors from your forms
Call visilead.identify with the visitor's email, and optionally a name and job title. This creates a person record with source "form" and links their entire visit history to the person.
visilead.identify('jane@example.com', { name: 'Jane Doe', job_title: 'Head of Growth' }); - 6
Read conversions with their attribution
Each conversion arrives with first-touch and last-touch source, medium and campaign, the first referrer, and the landing page attached automatically. First-touch is captured on the first visit that carries a utm_source.
Conversions apply retroactively
When a goal matches, VisiLead marks the visit converted and applies the conversion to every past visit from the same visitor, so the sessions that led up to the conversion are counted too.
Monetary values are not reported
visilead.trackConversion accepts extra properties such as value and currency, but they are not stored or reported today. Do not build reporting that relies on monetary conversion values.
Frequently asked questions
What counts as a visit to my pricing page?+
A pricing page visit is any page view whose path matches your URL goal pattern, for example /pricing exactly or /pricing* to include every subpath. URL goals are matched on every page view, so a converting visit is recorded as soon as a visitor reaches a matching path.
How do I track form submissions as conversions?+
Create a custom event goal and call visilead.trackConversion('Your event name') when the form is submitted; matching is case-insensitive. If the form captures an email, also call visilead.identify(email) so the submission creates a person record and, with an identify goal active, counts as a conversion.
Do conversions apply to a visitor's earlier visits?+
Yes. When a goal matches, the conversion applies retroactively to every past visit from the same visitor, so the sessions that led up to the conversion are counted too.
How do I connect a conversion to a real person?+
Call visilead.identify(email, {name, job_title}) from your form handler. VisiLead creates a person record with source "form", links the person's whole visit history, and, if an identify goal is active, records a conversion.
What attribution data comes with each conversion?+
Every identify and conversion event carries first-touch and last-touch source, medium and campaign, the first referrer, and the landing page. First-touch is captured on the first visit that carries a utm_source.
Can I attach a monetary value to a conversion?+
Not today. visilead.trackConversion accepts properties such as value and currency, but they are not stored or reported, so conversion reports do not show monetary values.
How many identify goals can I have?+
One. Only a single identify goal can be active at a time, and it fires on any visilead.identify(email) call.
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