How to Log Calls in Microsoft Ads

Microsoft Ads Integration

To enable this, simply raise a ticket with the Calltracks support team to confirm you would like this as part of your set-up. We will use the Microsoft Click ID to help you track the call conversions, the Microsoft Click ID is automatically enabled when setting up an offline conversions goal. 

In order for you to be able to track calls in Microsoft ads, you will need to set up a UET tag within Microsoft ads if you haven't done this already please refer to the Microsoft ads help guide here, you will need to set up an offline conversions goal in the Microsoft Ads portal.

 

 

To create an Offline conversions goal you will need to go to Tools (top menu), Conversion tracking > (click) Conversion goals.

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Click Create Conversion Goal.

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Goal Description

  1. Enter Name - Phone call
  2. Type - Offline Conversions
  3. Click, Next

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Goal details

  1. From the drop-down in Goal Category select - Contact.
  2. Select the account you wish to track calls for under scope. for example - Calltracks
  3. Under Revenue Value select - Don't assign a value 
  4. Under Count, select Unique
  5. Conversion window, set at 90 days
  6. Include in conversions (Optional)
  7. Save

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To export the Microsoft data from the Call tracks portal, once the support team have confirmed the Microsoft Ads tracking this has been set up for you (and the above steps have been followed). You will need to export a report called Microsoft Advertising Offline Conversions to find this report go to reports > more reports> export as CSV.  You need to upload the report to Microsoft ads as either a csv. or excel file.

Below is an example of the report you will receive. 

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Upload offline conversions

1. Click upload

2. Select the file that you want to upload 

3. Upload and Preview

4. Apply changes.

Please note, there is a cell in the report that relates to times zones, as a default this is set to +0000 GMT timezone. If you want to change the time zone you will need to adjust the cell to ether + or - hours, the timezone format Microsoft Ads accepts can be found here

 

 

 

 

 

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