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Offline Conversion Record - Bulk

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Defines an offline conversion that can be uploaded in a bulk file.

You can add, restate (update), or restract (delete) offline conversions.

To set up offline conversion tracking, create an OfflineConversionGoal. If you set the CountType of the OfflineConversionGoal to All, then all offline conversions for the same MicrosoftClickId with different conversion times will be added cumulatively. If you set the CountType of the OfflineConversionGoal to Unique, then only the first conversion that happens after an ad click will be counted. Duplicate offline conversions with the same MicrosoftClickId and ConversionTime will be ignored. In other words only the first offline conversion for a given MicrosoftClickId and ConversionTime will be counted.

Important

After the OfflineConversionGoal is set up, wait two hours and then send Microsoft Advertising the OfflineConversion data via the ApplyOfflineConversions operation. It can take up to six hours to view conversion data in the Microsoft Advertising reporting.

You must create OfflineConversionGoal via the Campaign Management API to set the IsExternallyAttributed property.

Note

Although you can upload offline conversions in sandbox for functional testing, the offline conversion data will not be attributed in sandbox performance reporting data.

The following Bulk CSV example would add a new offline conversion.

Type,Status,Id,Parent Id,Client Id,Name,Conversion Currency Code,Conversion Name,Conversion Time,Conversion Value,Microsoft Click Id
Format Version,,,,,6.0,,,,,
Offline Conversion,,,,ClientIdGoesHere,,USD,My Goal Name,4/1/2020 6:50:54 PM,10,f894f652ea334e739002f7167ab8f8e3

If you are using the Bing Ads SDKs for .NET, Java, or Python, you can save time using the BulkServiceManager to upload the BulkOfflineConversion object, instead of calling the service operations directly and writing custom code to parse each field in the bulk file.

var uploadEntities = new List<BulkEntity>();

// Map properties in the Bulk file to the BulkOfflineConversion
var bulkOfflineConversion = new BulkOfflineConversion
{
    // 'Client Id' column header in the Bulk file
    ClientId = "ClientIdGoesHere",

    // Map properties in the Bulk file to the 
    // Label object of the Campaign Management service.
    OfflineConversion = new OfflineConversion
    {
        // 'Conversion Currency Code' column header in the Bulk file
        ConversionCurrencyCode = "USD",
        // 'Conversion Name' column header in the Bulk file
        ConversionName = "My Goal Name",
        // 'Conversion Time' column header in the Bulk file
        ConversionTime = DateTime.UtcNow,
        // 'Conversion Value' column header in the Bulk file
        ConversionValue = 10,
        // 'Microsoft Click Id' column header in the Bulk file
        MicrosoftClickId = "f894f652ea334e739002f7167ab8f8e3"
    },

    // 'Adjustment Currency Code' column header in the Bulk file
    AdjustmentCurrencyCode = null,

    // 'Adjustment Time' column header in the Bulk file
    AdjustmentTime = null,

    // 'Adjustment Type' column header in the Bulk file
    AdjustmentType = null,

    // 'Adjustment Value' column header in the Bulk file
    AdjustmentValue = null,

    // 'External Attribution Credit' column header in the Bulk file
    ExternalAttributionCredit = null,

    // 'External Attribution Model' column header in the Bulk file
    ExternalAttributionModel = null,

    // 'Hashed Email Address' column header in the Bulk file
    HashedEmailAddress = null,

    // 'Hashed Phone Number' column header in the Bulk file
    HashedPhoneNumber = null
};

uploadEntities.Add(bulkOfflineConversion);

var entityUploadParameters = new EntityUploadParameters
{
    Entities = uploadEntities,
    ResponseMode = ResponseMode.ErrorsAndResults,
    ResultFileDirectory = FileDirectory,
    ResultFileName = DownloadFileName,
    OverwriteResultFile = true,
};

var uploadResultEntities = (await BulkServiceManager.UploadEntitiesAsync(entityUploadParameters)).ToList();

For an Offline Conversion record, the following attribute fields are available in the Bulk File Schema.

Adjustment Currency Code

The currency code for the restated offline conversion.

For more information, see Currencies.

Add: Not applicable
Restate: Required. If you do not specify an adjustment currency code with the restatement, then the CurrencyCode element of the goal's ConversionGoalRevenue is used.
Retract: Not applicable

Adjustment Time

The date and time when the adjustment occurred.

The adjustment time cannot be earlier than the original offline conversion date and time.

Important

The value must be in Coordinated Universal Time (UTC). This differs from the time zone options when you upload offline conversions in the Microsoft Advertising web application. For information about the format of the date and time, see the dateTime entry in Primitive XML Data Types.

Add: Not applicable
Restate: Required
Retract: Required

Adjustment Type

Determines whether to retract or restate the offline conversion.

If this value is "Restate", the offline conversion previously attributed to the specified Microsoft Click Id will be adjusted according to the new Adjustment Currency Code, Adjustment Time, and Adjustment Value.

If this value is "Retract", the offline conversion previously attributed to the specified Microsoft Click Id will be retracted or deleted.

Add: Not applicable
Restate: Required. This field must be set to "Restate".
Retract: Required. This field must be set to "Retract".

Adjustment Value

The adjusted offline conversion value.

Add: Not applicable
Restate: Required
Retract: Not applicable

Client Id

Used to associate records in the bulk upload file with records in the results file. The value of this field is not used or stored by the server; it is simply copied from the uploaded record to the corresponding result record. It may be any valid string to up 100 in length.

Add: Optional
Restate: Optional
Retract: Optional

Conversion Currency Code

The currency code for the offline conversion.

For more information, see Currencies.

Add: Optional. If you do not specify an offline conversion currency code, then the CurrencyCode element of the goal's ConversionGoalRevenue is used.
Restate: Not applicable
Retract: Not applicable

Conversion Name

The conversion goal name.

This name must match an existing conversion goal name, otherwise the offline conversion goal data will not be applied.

Add: Required
Restate: Required
Retract: Required

Conversion Time

The date and time when the offline conversion occurred.

The date and time must be within the last 90 days, otherwise the operation will fail when you attempt to send Microsoft Advertising the offline conversion data.

Important

The value must be in Coordinated Universal Time (UTC). This differs from the time zone options when you upload offline conversions in the Microsoft Advertising web application. For information about the format of the date and time, see the dateTime entry in Primitive XML Data Types.

To be counted by Microsoft Advertising as an offline conversion after successful upload, the following additional requirements must be met:

  • The date and time of the conversion must be set later than the date and time of the recorded click.
  • The date and time must be within the conversion window. The ConversionWindowInMinutes property of the OfflineConversionGoal determines the maximum length of time in minutes after a click that conversions will be tracked.

For example if three clicks were recorded on April 30th, if the ConversionWindowInMinutes of the OfflineConversionGoal is equal to 30 days (43200 minutes), and if you send Microsoft Advertising the following offline conversions on July 31st, then Microsoft Advertising will only count the one with MicrosoftClickId=2 as an offline conversion.

  • MicrosoftClickId=1; ConversionTime=2020-04-30T17:02:35.6853793Z
  • MicrosoftClickId=2; ConversionTime=2020-05-15T17:02:35.6853793Z
  • MicrosoftClickId=3; ConversionTime=2020-06-15T17:02:35.6853793Z

The offline conversion data with MicrosoftClickId=1 will not be uploaded since the conversion date and time is more than 90 days ago, and the offline conversion data with MicrosoftClickId=3 will not be counted because it does not fall within the conversion window (April 30 through May 29).

Add: Required
Restate: Required
Retract: Required

Conversion Value

The offline conversion value.

Add: Optional. If you do not specify an offline conversion value, then the Value element of the goal's ConversionGoalRevenue is used.
Restate: Not applicable
Retract: Not applicable

External Attribution Credit

This field can only be set for conversions actions which use external attribution. It represents the fraction of the conversion that is attributed to each click. Its value must be greater than 0 and less than or equal to 1.

A GoalNotEligibleForExternalAttribution error will be returned if this field is used with a non-externally attributed conversion action.

Apply: Optional

External Attribution Model

This field can only be set for conversions actions which use external attribution. It specifies the attribution model name.

A GoalNotEligibleForExternalAttribution error will be returned if this field is used with a non-externally attributed conversion action.

Apply: Optional

Hashed Email Address

The hashed email address using the SHA-256 algorithm for use with enhanced conversions.

Add: Required for enhanced conversions.
Restate: Required for enhanced conversions.
Retract: Required for enhanced conversions.

Hashed Phone Number

The hashed phone number according to the E.164 standard for use with enhanced conversions.

Add: Required for enhanced conversions.
Restate: Required for enhanced conversions.
Retract: Required for enhanced conversions.

Microsoft Click Id

The MSCLKID for the offline conversion.

To ensure that auto-tagging is enabled for Microsoft click ID tracking, use the MSCLKID Auto Tagging Enabled field of the Account record.

Add: Required only if not sending hashed email or phone number.
Restate: Required only if not sending hashed email or phone number.
Retract: Required only if not sending hashed email or phone number.