Introduction
Learn how to track lead conversion events with Dub Conversions
Conversion tracking require a Business plan subscription or higher.
When it comes to conversion tracking, a lead
event happens when a user performs an action that indicates interest in your product or service. This could be anything from:
- Signing up for an account
- Adding a product to cart
- Joining a mailing list
In this guide, we will be focusing on tracking new user sign-ups for a SaaS application as lead events on Dub.
Prerequisites
Before you get started, make sure you follow the Dub Conversions quickstart guide to get Dub Conversions set up for your links:
- Enable conversion tracking for your links
- Install the @dub/analytics client-side SDK
- Install the Dub server-side SDK
Configure lead tracking
Depending on which authentication framework you’re using, we have a few pre-built guides to help you track lead events when a new user signs up for your SaaS application:
If you’re using the Remix framework, you might run into an issue where you get an empty/null value for the dub_id
cookie. In that case, try using a library like cookie
instead:
If you’re not using any of the frameworks listed above, you can use the following steps to track lead events:
- Within the sign-up API request, retrieve the
dub_id
cookie that was created by the@dub/analytics
client-SDK. - Send an event to the Dub API with the
dub_id
value, as well as your customer’s ID and any other relevant information (email, name, avatar, etc.)
If you don’t have a customer ID, you can also use the customer’s email
instead.
Code examples
Here are some examples of how you can track lead events using our native SDKs:
Here’s the full list of attributes you can pass when sending a lead event:
Property | Required | Description |
---|---|---|
clickId | Yes | The unique dub_id parameter that the lead conversion event is attributed to. |
eventName | Yes | The name of the event. Example: “Sign up”. |
externalId | Yes | The unique ID of the customer in your system. Will be used to identify and attribute all future events to this customer. |
customerEmail | No | The email address of the customer. If not passed, a random email address will be generated. |
customerName | No | The name of the customer. If not passed, a random name will be generated (e.g. “Big Red Caribou”). |
customerAvatar | No | The avatar URL of the customer. If not passed, a random avatar URL will be generated. |
View your conversions
Once you’ve enabled conversion tracking for your links, all your tracked conversions will show up on your Analytics dashboard. We provide 3 different views to help you understand your conversions:
- Time-series: A time-series view of the number clicks, leads and sales.
- Funnel chart: A funnel chart view visualizing the conversion & dropoff rates across the different steps in the conversion funnel (clicks → leads → sales).
- Real-time events stream: A real-time events stream of every single conversion event that occurs across all your links in your workspace.