Transferring data to LinkedIn Offline Conversions

This guide explains how to transfer data to LinkedIn Offline Conversions to store and further process information.

Concept

LinkedIn Offline Conversions is an Active Destination. After you set LinkedIn Offline Conversions as the Destination of a Datastream, data is transferred to LinkedIn Offline Conversions each time data is fetched for the Datastream. For more information, see Destination types.

Both LinkedIn Destination (LinkedIn Offline Conversions and LinkedIn Matched Audiences) share the same Authorization. Therefore the same Authorization can be used by either Destination when configuring the data transfer.

Limitations

Transferring data to LinkedIn Offline Conversions comes with the following limitations:

  • When updating an offline conversion segment, you cannot add new conversion rules to the existing segment. Either create a new offline conversion segment with the relevant conversion rules or change an offline conversion segment directly in the LinkedIn Campaign Manager.

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

  • Create a Datastream whose data you want to transfer to LinkedIn Offline Conversions. For more information on creating a Datastream, see Introduction to collecting data.

  • Ensure the Data Extracts of the Datastream from which you want to transfer data to LinkedIn Offline Conversions contains the following fields:

    • Amount

    • Currency

    • EventType

    • Timestamp

  • Ensure the Currency field conforms to the following standards:

    • The currency must be in a standard ISO format, for example, CAD, USD or EUR.

  • Ensure the amount field conforms to the following standards:

    • There are no currency symbols.

    • There are no negative numbers.

    • The field is not left blank.

    • If the amount data to transfer is a number with decimals, ensure the amount has a maximum of two decimal places. For example, 2000.02 or 2,000.02.

    • The field does not contain 0.

    • If you do not track the amount, populate this field with the value 1.

  • Ensure the Data Extracts of the Datastream contains at least one of the following identifiers:

    • Email

    • First Name and Last Name (you must include both of these name identifiers)

    Adverity encrypts the email identifier field to ensure that your data is anonymized. The first and last name identifiers are not encrypted as they must be sent to LinkedIn Offline Conversions in the original form.

Procedure

To transfer data from a Datastream to LinkedIn Offline Conversions, follow these steps:

  1. Add LinkedIn Offline Conversions as a Destination to the Workspace which contains the Datastream or to one of its parent Workspaces.

  2. Assign the LinkedIn Offline Conversions Destination to the Datastream.

  3. Configure the Schema Mapping of your Datastream to conform with LinkedIn Offline Conversions Destination standards.

  4. Enable data transfer to the Destination from the Datastream.

  5. Configure transfer settings.

Adding LinkedIn Offline Conversions as a Destination

To add LinkedIn Offline Conversions as a Destination to a Workspace, follow these steps:

  1. Click the Transfer element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Click + Add.

  2. Click LinkedIn Offline Conversions.

  1. Click Setup a new Authorization.

  2. Click Next.

  1. Log in to your LinkedIn Offline Conversions account.

  1. In the Configuration page, fill in the following fields:

    Name

    (Optional) Rename the Destination.

    Sponsored account

    Select the account where to transfer data.

  1. Click Create.

Assigning LinkedIn Offline Conversions as a Destination

To assign the LinkedIn Offline Conversions Destination to a Datastream, follow these steps:

  1. Click the Connect element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Select the chosen Datastream.

  1. In the Destinations section, click + Add Destination.

  2. Click Assign Existing Destinations.

  1. Select the LinkedIn Offline Conversions checkbox in the list.

  2. Click Save.

Configuring Schema Mapping for LinkedIn Offline Conversions Destination

All data that you transfer to LinkedIn Offline Conversions must conform with LinkedIn Offline Conversions standards.

To configure Schema Mapping for the LinkedIn Offline Conversions Destination, follow these steps:

  1. Click the Connect element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Select the chosen Datastream.

  1. In the top navigation panel, click Schema Mapping.

  1. In the Name column, find the field in the Data Extract used to identify users.

  2. In the cell in the Target column and the identifier field's row, write one of the following and press Enter. If you cannot find any value, click the blue link to create the target field with type string.

    Name

    Target

    amount

    amount

    country

    country

    currency

    currency

    email

    email

    employeeCompany

    employeecompany

    eventType

    eventtype

    firstName

    firstname

    lastName

    lastname

    timestamp

    timestamp

    title

    title

  3. Click Save Mapping.

Enabling data transfer to LinkedIn Offline Conversions Destination

To enable data transfer to the LinkedIn Offline Conversions Destination from the Datastream, follow these steps:

  1. Click the Connect element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Select the chosen Datastream.

  1. In the list in the Destinations section, find the LinkedIn Offline Conversions Destination, and enable the toggle.

  2. In the All tasks tab, find the top element, and click Requeue for Import on the right.

Configuring transfer settings

To configure transfer settings, follow these steps:

  1. Click the Connect element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Select the chosen Datastream.

  1. In the Destinations section, find the LinkedIn Offline Conversions Destination in the list, and click on the right.

  2. Click Destination Settings.

  1. Fill in the following fields:

    Action

    Select one of the following:

    • Select Create new Offline Conversion Segment (once, then update) to create a new offline conversion segment the first time you transfer data from this Datastream, and then update this segment with all subsequent data from the Datastream.

    • Select Update existing Offline Conversion Segment to add data from the Data Extract to an existing segment.

    Offline conversion segment name

    Enter the name of the segment to create or update in the Destination.

    Conversion rules

    Configure the conversions you want to transfer. To add multiple conversions, click + Add Another.

    Adverity supports the following conversion types:

    • Book appointment

    • Complete signup

    • Contact

    • Donate

    • Other

    • Phone call

    • Request quote

    • Schedule

    • Sign up

    • Start trial

    • Subscribe

    For more information on conversions, see the LinkedIn documentation.

  2. Click Save.