Microsoft Enhanced Conversions

Updated by Andreea Mahu

Using Microsoft Conversions can help you get a better understanding of the impact of your online advertising on conversions, which can lead to more effective campaigns and better ROI.

How to add a sync?

  1. On Dreamdata's main menu, navigate to Audience Hub -> Syncs and select Microsoft Enhanced Conversions.
  2. Click the Enable button to connect your Microsoft account.
  3. Choose a Stage that you want to measure as a conversion and an Ad Account to which you want to send conversions to and click Save.
  4. After adding the sync, Dreamdata will send the following data to Microsoft (only for events that are at most 90 days old and with a click ID):
    • Email Addresses (hashed)
    • Phone number (hashed)
    • Conversion Time (when the contact reached the stage)
    • Conversion Value (based on your stage model setting)
    • Conversion Name (stage name)
    • Conversion Currency Code
    • Microsoft Click ID
  5. For each sync created, you need to update the settings for the corresponding conversion goal in Microsoft Advertising and enable enhanced conversions.
    You will be prompted to do so by the sync status shown in the App.
  6. You will be able to see a list with all your conversion sync settings and some properties:
    1. Account name and ID - the name and ID for the selected dataset (click on the name to be taken to your account details page in Microsoft).
    2. Stage - the name of the stage selected to be measured.
    3. Name - the unique name of the conversion used in Microsoft.
    4. Count - the amount of conversions that are sent to Microsoft from the latest sync.
    5. Last Synced (UTC) - the time when Dreamdata last synced the stage to Microsoft.
    6. Enabled - on means that we are continuously sending updates to Microsoft based on updates to the measured stage (decide if you want to pause sending updates by turning it off).
    7. Actions - delete the conversion sync settings from Dreamdata.
  7. You're all set 🔥 data will be automatically synced daily for any updates in the selected conversion.
    Microsoft requires up to 48 hours for the initial processing of a conversion.

How to view conversion actions in your Microsoft Advertising Platform?

Go to Conversions -> Conversions goals and filter for type Offline conversions and status All enabled conversion goals.

How can I compare the conversions and conversion value between Dreamdata and Microsoft?

It's not advisable to directly compare the metrics of Dreamdata and Microsoft, as attribution methods may differ. The attribution method use by Dreamdata is account-based attribution and Microsoft offers 2 choices for measuring conversions, all conversions and unique conversions.

For instance, if a deal involves 4 contacts throughout the customer journey, and all 4 interact with your Microsoft campaigns, Dreamdata would count it as a single deal, whereas Microsoft could register it as 4 distinct conversions or a single deal, depending on the count measurement selected in Microsoft.

Troubleshoot

Can not connect Microsoft Conversions

If you do not see the consent screen

Or the following error appears in the URL bar for a short period of time:

The app is trying to access a service (Microsoft Advertising API Service) that your organization lacks a service principal for. Contact your IT Admin to review the configuration of your service subscriptions or consent to the application in order to create the required service principal

Solutions

  1. If you see the Approval Required screen when connecting:
    1. Enter justification for requesting this app
    2. Click Request Approval
    3. Contact your Microsoft IT admin to approve your request

  1. If the above Approval Required screen does not show up, contact your Microsoft IT admin. Your admin needs to grant access for Dreamdata Conversions app using a different method by following this help doc and grant tenant-wide admin consent. The tenant-wide admin consent URL follows the following format: https://login.microsoftonline.com/{organization}/adminconsent?client_id=2c3e2d93-c93c-4ac4-9882-a91999d5b1af
    1. {organization} is the tenant ID. Find your tenant ID by following this doc
    2. The granted permission may take some time to propagate in Microsoft's system. If you are still unable to connect after the permission has been granted, we recommend trying again after 24 hours.
  2. We have observed rare instances where the 'Approval Required' screen continues to appear even weeks after your Microsoft admin has granted tenant-wide admin consent. This issue stems from an internal Microsoft system problem, not Dreamdata.
    As a temporary solution, we recommend granting your Microsoft admin email access to Microsoft Ads and having them connect Microsoft Ads to Dreamdata. This approach has proven effective. Additionally, if access expires and you need to reconnect Microsoft Ads to Dreamdata a few months later, you can use a different email to reestablish the connection instead of your Microsoft admin
  3. Another solution is to invite a Gmail account to the Microsoft Ads platform, connect with Microsoft Conversions using that Gmail.


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