Scoro Conversion Tracking And Attribution – How To Set Up
Send attributed leads to Scoro and attribute Scoro sales to website visitors.
Contents
Track Scoro Conversions
In addition to sending attribution details such as UTM parameters, referrer URL and landing page URL to Scoro, Able supports retrieving successful quotes from Scoro, attributing them to website visitors that produced leads and sending Purchase conversions to marketing APIs such as Google Analytics, Facebook Ads Conversion API and Google Ads API.
Enable Scoro API and Add Credential to Able (if not done previously)
In Able Dashboard, press "Add Service Integration" and select "Scoro".
- Open Site Settings - API Integrations in Scoro. Enable 'Scoro API'.
- Paste API key from Scoro API settings into the 'Access Token' field below.
- Enter Scoro account id from API settings and Scoro subdomain separated by a slash into the 'Name' field. They typically match, so it'd look like 'example/example'.
- Save the Credential.
Choose the Scoro credential and Purchase event type. Save.
In Able Dashboard, press "Add Service Integration" and select "Scoro".
Able will begin regularly polling Scoro for quotes that were recently changed to a successful state and will send quote details and amount to configured Purchase integrations.
Send Leads to Scoro
Extend form Leads with additional attribution details such as UTM parameters, referrer URL, landing page URL and Google Analytics Click Id and send them to Scoro as Companies and Contacts.
First, Scoro first needs to be configured to attribution data that Able provides and then Able will need to be set-up to send Leads to Scoro.
Add Custom Fields to Scoro (optional)
To get advantage of Scoro attribution details, add custom fields in Scoro Site Settings - Custom Fields. Click 'Add', and enter one of the supported field names. Check 'Companies' and 'People' modules. Other settings can be left default or modified if desired.
Custom field name should match one of the supported Able attribution or key fields, for example: utm_campaign, utm_source, utm_medium, referrer_url, landing_page, ga_cookie
Enable Scoro API and Add Credential to Able (if not done previously)
In Able Dashboard, press "Add Service Integration" and select "Scoro".
- Open Site Settings - API Integrations in Scoro. Enable 'Scoro API'.
- Paste API key from Scoro API settings into the 'Access Token' field below.
- Enter Scoro account id from API settings and Scoro subdomain separated by a slash into the 'Name' field. They typically match, so it'd look like 'example/example'.
- Save the Credential.
Configure Able to Send Leads to Scoro
In Able Dashboard, press "Add Service Integration" and select "Scoro".
Choose recently created credential and 'Lead' event type. Save.
This is all that is required to add UTM parameters, referrer URL and landing page URL to Scoro.
Additionally, Able Customer Data Platform can be set up to send Scoro conversions to Google Analytics, Facebook Conversion API and Google Ads API.