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Documentation Index

Fetch the complete documentation index at: https://docs.conversion.ai/llms.txt

Use this file to discover all available pages before exploring further.

Rules for Contact Creation

When a user fills out a Conversion form, the following logic applies in order:
  1. First match on email address. If there is a match, update the most recently updated contact in Conversion with that email address. “Most recently updated” refers to the contact’s updated_at timestamp in Conversion, not in your CRM.
  2. Then, if the trackingId (read more below) is linked to a contact, the form submission is attached to that contact and its fields are updated (including email address).
  3. Otherwise, a new contact is created with the submitted email address and fields. The contact is then conditionally synced to your CRM based on your form and CRM sync settings.

Original Traffic Sources

When a contact is created from a form submission, Conversion populates the following original traffic data on the contact’s fields:

Original Traffic Channel

The channel the contact originally came from. See Traffic Channels for a full list of possible values.
The value of the utm_campaign query parameter from the first page the contact visited on your website.
The value of the utm_medium query parameter from the first page the contact visited on your website.
The value of the utm_source query parameter from the first page the contact visited on your website.
The value of the utm_term query parameter from the first page the contact visited on your website.
The value of the Referer HTTP header from the first page the contact visited on your website.
The time zone derived from the contact’s IP address at the time of form submission. Formatted using the IANA time zone standard (e.g. America/Los_Angeles).
All UTM values are derived from the first page the contact visited.