How to Set Up and Optimize Google Ads Offline Conversion Tracking

Sarim S.
December 10, 2024

Google Ads is a powerful tool for driving online conversions, but what about all the valuable offline interactions?

You’re missing a big piece of the puzzle without tracking those offline actions.

Offline conversion tracking bridges the gap between online engagements and real-world outcomes, giving you a more accurate picture of your customer journey. It allows you to connect digital marketing efforts to in-person sales, phone calls, or consultations, helping you better allocate your ad spend and fine-tune your strategies.

If you’re serious about maximizing the return on your ad investment, understanding how to set up and optimize Google Ads offline conversion tracking is essential.

Understanding Offline Conversion Tracking

Offline conversion tracking is all about capturing actions that happen after someone interacts with your ad but completes the desired action later.

Think of it like this: A potential customer sees your Google ad, clicks on it, and submits a form requesting more information. The sales rep follows up with a phone call, and eventually, the customer makes a purchase. This purchase is an offline conversion.

The key difference between online and offline conversions is the touchpoint. While online conversions (like filling out a form or making an online purchase) happen directly on your website, offline conversions occur in the real world — a store visit, a completed call, or a signed contract.

These offline actions are just as critical for businesses, especially those with physical locations or sales teams. Capturing them can provide a better view of your return on investment (ROI).

Step-by-Step Guide to Set Up Offline Conversion Tracking

Setting up offline conversion tracking in Google Ads might seem like a difficult talk, but it’s pretty straightforward if you follow the steps highlighted below.

Things to Do Before

Before you jump into the setup, there are a few things you need to do:

  1. Start by integrating your Customer Relationship Management (CRM) system or data source with Google Ads. This ensures that the information you capture is accurately mapped back to your ad campaigns.
  2. Next, identify the key actions that customers take offline after interacting with your online ads — whether it’s a phone call, in-store purchase, or offline lead conversion.
  3. Data collection is crucial, and for that, you need to have processes in place to capture unique identifiers, like Google Click IDs (GCLIDs), which help track the customer journey from click to conversion.
  4. For businesses that handle sensitive customer data, compliance with data privacy regulations, such as GDPR or CCPA, is also essential. Double-check your data-sharing agreements and get consent from customers whenever necessary.

Getting Down to Business

Once you’ve completed these actions, here’s what you need to do next:

Step 1: Start by logging into your Google Ads account.

Step 2: Navigate to the Goals tab in the sidebar, click on Conversions, and select Summary.

Step 3: Click the “+create conversion action" button, choose Import, and then select CRMs, files, or other data sources.

Step 4: Choose the option to Track conversions from clicks (for actions initiated by clicks on your ads).

Step 5: If you haven’t already set up a data source (as directed in previous steps), do it before proceeding with your conversion action setup. Alternatively, you can connect the data source later.

Step 6: Periodically import your offline conversion data from your CRM or other systems into Google Ads. Automate this upload if possible.

Step 7: Ensure that each offline conversion can be linked back to a specific ad interaction, using unique identifiers like GCLID.

Step 8: Use the imported conversion data to analyze the effectiveness of your ads. Adjust your campaigns based on which ones are leading to valuable offline actions.

Step 9: Regularly check the conversion data for accuracy and make necessary adjustments to maintain effective tracking, especially if there are changes in your ad campaigns or CRM systems.

Tools and Platforms to Streamline Offline Conversion Tracking

A range of tools can simplify offline conversion tracking. Popular CRMs like Salesforce and HubSpot offer built-in integrations with Google Ads, allowing for seamless data imports.

These platforms provide dashboards to visualize offline conversions alongside your ad performance, enabling you to make data-driven decisions faster.

Third-party tools can also automate much of the process, reducing the chances of human error and ensuring that conversions are accurately tracked.

When selecting a platform, consider your business size, budget, and specific needs. For smaller businesses, tools like Zapier can automate data imports without a hefty investment.

Common Challenges & Solutions in Offline Conversion Tracking

Challenges Solutions
Data Discrepancies: It occur when the information you upload doesn’t align with what Google expects. This could be due to incorrect mapping of fields, missing GCLIDs, or mismatched conversion names. Discrepancies can lead to inaccurate reporting and skewed performance metrics. Conduct regular audits of your data to ensure that all fields — such as GCLIDs, conversion names, and times — are correctly formatted and consistent. A clear, well-structured data collection process minimizes errors and ensures the accuracy of your offline conversion data.
Delayed Reporting: Due to the nature of the actions being tracked, offline conversions, like in-store purchases or phone sales, often take time to process, whether it’s a few days or weeks. This delay can result in outdated performance reports, making it difficult to assess the effectiveness of your campaigns in real time. To counteract this, establish a consistent import schedule for your offline conversions and automate data uploads whenever possible. Automating the process ensures timely data updates, keeping your reports current and actionable for faster decision-making.
Compliance with Data Privacy Regulations: Stringent data privacy laws, such as GDPR in Europe and CCPA in California, require businesses to be cautious about handling customer data. Failure to comply with these regulations can result in hefty fines and damage to your brand reputation. Stay informed about relevant data privacy laws and implement transparent data-sharing practices. Make sure you obtain explicit customer consent for data usage and continually audit your data handling processes to ensure compliance.
Integrating Multiple Data Sources: Many businesses use multiple platforms and tools to capture offline conversions, such as CRMs, point-of-sale systems, or customer service databases. The challenge lies in consolidating data from these varied sources into a single, unified view in Google Ads. Leverage tools and platforms that offer seamless integration with Google Ads. Popular CRMs like Salesforce or automation tools like Zapier can streamline data consolidation, reducing manual entry errors and ensuring accurate tracking.
Inconsistent Conversion Data: Offline conversion data can often be inconsistent, especially if it’s manually collected or relies on various teams to input data. Inconsistent data can lead to misinterpretations and poor decision-making when optimizing campaigns. Update your conversion data regularly to ensure it matches your sales records or CRM entries. Frequent checks and updates keep your offline conversion data reliable, allowing for more accurate ad optimization and budget allocation.

Frequently Asked Questions for Google Offline Conversion Tracking

1. How do I troubleshoot missing or inaccurate offline conversions in Google Ads?
Check the following:

  1. GCLID Matching: Ensure the Google Click ID (GCLID) is correctly captured and linked to offline conversions.
  2. Data Format: Verify the conversion upload file follows Google’s required format.
  3. Time Zones: Ensure the conversion times align with your Google Ads account's time zone.
  4. Upload Frequency: Make sure you’re uploading conversions regularly within the required timeframe.

2. Can I track offline conversions for Google Ads campaigns that use Smart Bidding?
Yes, you can track offline conversions for campaigns using Smart Bidding strategies such as Target CPA or Target ROAS. Google will automatically incorporate your offline conversion data into the bidding algorithms, allowing it to adjust bids based on both online and offline conversions. However, for optimal performance, ensure the data is properly uploaded and matched to the correct GCLID.

3. How long does it take for offline conversions to appear in Google Ads reports?
Offline conversion data typically takes between 6-24 hours to appear in Google Ads after you've uploaded the data. The time it takes can vary based on factors like data quality, upload frequency, and the volume of conversions you're processing. If the data isn't showing up after this period, verify that the upload was successful and check for any formatting issues or missing information.

Wrapping It Up

To wrap up, setting up and tracking Google Ads offline conversion tracking is a powerful way to bridge the gap between online advertising and offline results. By integrating offline conversions, you gain a clearer understanding of how your digital marketing efforts translate into real-world actions, such as in-store purchases or phone inquiries.

Start by ensuring your Google Ads and CRM systems communicate effectively, then implement the necessary tracking tags and import your conversion data back into Google Ads. With the right setup, you'll be able to optimize your campaigns based on comprehensive data, ultimately driving better ROI and making more informed marketing decisions. Visit Digitorm to learn more!

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