Batch 1-11 abm campaign plan How to Craft an ABM Campaign Plan That Drives Targeted Growth

How to Craft an ABM Campaign Plan That Drives Targeted Growth

Are your marketing campaigns hitting the right targets, or are valuable resources slipping through the cracks? In account-based marketing (ABM), precision is everything. A well-crafted ABM campaign plan isnโ€™t just about setting goalsโ€”itโ€™s about aligning every step with the highest-value accounts, ensuring measurable growth and long-term engagement.

The key to unlocking this success lies in a strategy that maps out exactly who you need to reach, how youโ€™ll reach them, and how to measure progress. In this post, you’ll learn how to develop an ABM campaign plan that drives growth by focusing on defined goals, tailored engagement, and a multi-channel approach to targeting your ideal customers. Letโ€™s dive into how you can turn ABM into your most powerful growth tool.

 

    • Key Takeaways
    • An ABM campaign plan: An ABM campaign plan is critical for aligning your business goals with high-value target accounts, ensuring that your resources are focused on measurable growth and engagement.
    • Defining an Ideal Customer Profile (ICP): Defining an Ideal Customer Profile (ICP) helps you focus on accounts that fit your business goals, improving ROI and ensuring long-term relationships.
    • A multi-channel approach: A multi-channel approachโ€”using LinkedIn ads, email cadences, and account-specific messagingโ€”ensures targeted outreach and engagement with key decision-makers.
    • Continuous progress tracking: Continuous progress tracking, including A/B testing and stakeholder feedback, is essential to optimise your ABM strategy and maintain alignment with your objectives.
    • Mapping internal and external stakeholders: Mapping internal and external stakeholders streamlines communication, ensuring that your engagement is focused on the people who can drive decisions and outcomes.
    • ย 

 

Understanding ABM Campaign Planning

 

Campaign planning serves as the foundation for setting precise goals, understanding your target audience, outlining an engagement strategy, and budgeting across various media channels, including content. A meticulously crafted ABM campaign plan doesnโ€™t just set objectives; it ensures every step is strategically aligned with your target accounts, focusing on measurable growth and engagement outcomes.

A robust account based marketing plan incorporates the following:

  • Defined, realistic goals aligned with your overarching business objectives, ensuring theyโ€™re achievable and grounded in your competitive landscape.
  • Strategic positioning that differentiates your offering from competitors, enabling you to reach the right audience with impactful messaging.
  • Detailed tactics and actions that translate strategy into actionable steps, ensuring a clear pathway from planning to execution.
  • Continuous progress tracking, allowing for timely adjustments and ensuring you remain aligned with your objectives as the campaign unfolds.

When to Leverage an ABM Campaign Plan

 

An ABM campaign plan is indispensable for amplifying the reach of online campaigns, particularly in acquisition-focused initiatives. Retention campaigns, often more relevant in larger enterprises, also benefit significantly from structured ABM planning. With specific goals in mind, an account based marketing framework can be applied to various campaign types:

  • Branding campaigns to build awareness, familiarity, and favourability within your target accounts.
  • Product launches that position new offerings directly in front of decision-makers within high-value accounts.
  • Content-driven lead generation initiatives that distribute valuable assets tailored to account-specific interests and challenges.
  • Sales acceleration campaigns focused on increasing the uptake of established products within target segments.
  • Promotional campaigns designed to boost sales, utilising targeted discounts or offers that resonate with key accounts.

A Closer Look at the ABM Campaign Planning Process

 

    1. Identify Your Ideal Customer Profile (ICP) To begin, itโ€™s essential to establish an ideal customer profile (ICP). This involves analysing your most successful customers and considering questions like:
      • What characteristics define these accounts? Consider size, industry, annual revenue, geography, and key roles involved in decision-making.
      • Which messages and offers have resonated most? For ABM, exclusive offers such as audits, proofs of concept, or executive Q&As are often more impactful than general content.
      • Which customer stories highlight success? If direct case studies are limited, consider anonymising experiences to maintain relevance while respecting confidentiality.
    2. Create a Target Account List The backbone of an account based marketing plan lies in assembling a list of lookalike or target accounts, identifying key decision-makers and influencers within each. Engage your sales reps in this process to leverage their insights and expertise. Typically, a preliminary list of around 20 accounts is a good starting point, allowing for deeper exploration into shared pain points, value propositions, and other key attributes.
    3. Design a Multi-Channel ABM Strategy A lean, multi-channel approach is crucial for ABM. Key channels might include:
      • Targeted LinkedIn ads tailored to specific accounts, designed to capture attention and drive engagement.
      • Personalised cadences through platforms like Salesloft or Outreach, enabling account executives (AEs) to deliver relevant messages across email, voicemail, and social channels.
      • Account-specific chatbot scripts or pop-ups, providing a seamless on-site experience for identified target accounts.
    4. Execute, Optimise, and Measure Performance With the groundwork laid, itโ€™s time to execute. A/B testing is essential to obtain real-time insights on messaging effectiveness and audience response. Keep a close watch on metrics such as engagement rates, impressions, and cost per click. Effective project management is key here, involving weekly check-ins with AEs to ensure alignment, gather field feedback, and assess campaign momentum. This iterative process is vital for maintaining high conversion rates and ensuring the ABM campaign plan is consistently outperforming traditional methods.

 

What Matters Most?

From our experience, aligning sales and marketing is more than just a tactical coordinationโ€”it requires a deeper cultural shift within the company. This alignment often shapes not only how campaigns are run but also how companies engage holistically with their target accounts, fostering long-term success. Clients typically discover that ABM campaigns benefit greatly from understanding the entire account ecosystem, not just the decision-makers. Engaging influencers and decision-makers alike tends to create broader resonance across the organization, leading to stronger relationships and more sustainable results. Additionally, using intent data strategically to map out a buyerโ€™s journey is often a hidden competitive advantage. By anticipating where an account is in its journey, companies can address pain points early, ensuring they meet the right needs at the right time and significantly improving their ability to close deals efficiently.Get In Touch

 

What is Target Account Selection?

 

Target account selection is a critical step that enables businesses to hone in on high-value accounts most likely to convert. Instead of casting a wide net, this process is highly selective, allowing teams to focus resources on accounts that closely align with an ideal customer profile (ICP). By refining your ABM campaign plan to target these strategic accounts, you improve the likelihood of securing long-term, profitable relationships.

Through a data-driven approach, accounts are evaluated based on parameters such as company size, industry, behaviour, intent data, and overall strategic fit. This ensures that sales and marketing teams are investing their efforts in accounts that not only suit your offering but also demonstrate a high potential for sustained engagement and loyalty. In short, this stage in the account based marketing framework is about maximising the ROI on your resources by selecting accounts that align with your business goals.

 

Key Considerations for Effective Target Account Selection

For an ABM campaign plan to truly drive results, itโ€™s essential to consider several factors when choosing your target accounts:

  1. Ideal Customer Profile (ICP)
    • The ICP acts as a blueprint for identifying your most valuable prospects. Look at firmographics such as industry, size, location, and revenue. Evaluate their tech stack to gauge compatibility, and pinpoint the pain points that your solutions are best suited to resolve. Additionally, map out key decision-makers and buyer personas who play a pivotal role in purchasing decisions.
  2. Market Potential & Fit
    • Not all potential accounts are created equal. Itโ€™s important to assess each oneโ€™s long-term viability. Does their industry show growth potential? Is the company sufficiently robust to support a lasting relationship? Above all, ensure that there is a significant overlap between the accountโ€™s needs and the unique value your product offers.
  3. Account Intent & Behaviour Data
    • Leveraging intent data can significantly sharpen your targeting. By analysing signals such as web searches and content engagement, you can pinpoint accounts actively seeking solutions in your area. Historical interactions with your brandโ€”like content downloads or webinar participationโ€”also offer insights into their level of interest, helping you prioritise those with a higher likelihood to convert.
  4. Account Tiering
    • To maximise efficiency, categorise accounts into tiers:
      • Tier 1: High-value accounts requiring intensive, personalised outreach.
      • Tier 2: Accounts with strong ROI potential but a slightly lower priority.
      • Tier 3: Accounts suited for scaled, programmatic ABM tactics.

 

Best Practices for Streamlined Target Account Selection

Implementing a few best practices can further refine your account based marketing plan:

  • Account Scoring: Develop a scoring system to objectively assess accounts based on criteria like fit, engagement, and potential revenue. This tiered approach allows you to allocate resources effectively, concentrating personalised efforts on top-tier accounts while using scalable tactics for lower-priority targets.
  • Data and Intent Signal Utilisation: Use technographic data and intent signals to zero in on accounts actively searching for solutions you offer. This granular approach enhances your ability to engage with accounts that are already primed for conversion within your account based marketing framework.
  • Stakeholder Engagement: Engaging key decision-makers early is essential. Collaborating with stakeholders across sales, marketing, and leadership teams ensures that everyone is aligned on which accounts to target and the criteria behind these choices. This alignment streamlines execution and sets the foundation for a successful ABM campaign plan.

By integrating these considerations into your strategy, youโ€™ll establish a robust framework for targeting the right accounts, thereby optimising both your resources and overall effectiveness in driving conversions and growth.

 

Defining Stakeholder Mapping in an Account Based Marketing

 

Stakeholder mapping is a fundamental step that involves identifying all individuals or groups that influence, or are influenced by, your business decisions. Stakeholders can be both internal, such as employees and product teams, and external, including high-impact decision-makers within target accounts. Each stakeholder typeโ€”from investors and business partners to sales leaders and industry influencersโ€”plays a distinct role in the overall ABM strategy, and mapping them allows for a tailored engagement approach that enhances the effectiveness of your ABM campaign plan.

 

The Strategic Value of Stakeholder Mapping

Understanding the key stakeholders involved in a target account brings several tactical advantages to your account based marketing plan:

  • Risk Mitigation: By pinpointing decision-makers who may pose challenges, you can engage them proactively, addressing concerns before they escalate.
  • Prioritisation of Engagement: Identifying high-value stakeholders allows you to allocate resources towards engagements that hold the greatest potential for driving impact and achieving strategic goals.
  • Operational Efficiency: Refining a broad list into essential decision-makers ensures that your time and effort are directed where they can yield the most substantial results, enhancing the efficiency of the ABM campaign plan.

 

Steps to Map Stakeholders Effectively

Hereโ€™s how to execute a precise stakeholder mapping process within your account based marketing framework:

  1. Identify Potential Stakeholders: Start by brainstorming all individuals or groups with a potential influence on the project. Document their names, roles, and relevance to your objectives.
  2. Categorise Stakeholders: Group stakeholders based on categories such as decision-makers, influencers, and gatekeepers. This classification helps narrow down your focus, making it easier to prioritise those with significant influence over project outcomes.
  3. Map Relationships and Influence: Analyse the connections and dependencies among stakeholders. This includes understanding who interacts with whom, as well as the influence they wield. Research their motivations to craft a targeted engagement approach, ensuring the account based marketing plan remains aligned with your strategic goals.

 

Strategies for Engaging Key Stakeholders

A successful ABM campaign plan requires tailored strategies for different stakeholder groups to maximise engagement and conversion rates:

  • Decision-Makers: These stakeholders prioritise return on investment (ROI), strategic alignment, and long-term benefits. Itโ€™s crucial to present your solutionโ€™s alignment with their strategic goals concisely, backed by data, to enhance decision-making confidence and support conversion.
  • Influencers: Often focused on technical functionality and peer validation, influencers respond well to detailed case studies and demonstrations. Position yourself as a long-term strategic advisor, building trust and rapport beyond transactional engagements.
  • Gatekeepers: These individuals control access to key decision-makers and oversee adherence to processes. By leveraging internal advocates and sharing pertinent information, you can align gatekeepers with your campaign objectives, enabling smoother access and fewer barriers.
  • End Users: While not always part of the buying decision, end users care deeply about ease of use and practical functionality. Providing training, support, and access to trials reassures them of the solutionโ€™s benefits, potentially influencing the buying committee through user advocacy.

 

Key Types of B2B Decision Makers for an Effective ABM Campaign Plan

 

In any comprehensive account based marketing plan, itโ€™s essential to understand the key players within a B2B buying committee. While legal and HR may occasionally influence decisions, the following decision-maker types are the most pivotal when shaping a successful ABM campaign plan. Each type brings unique priorities, and knowing how to engage them effectively is vital to crafting a targeted and robust account based marketing framework.

1. Champions

Champions are internal advocates for your solution, tirelessly pushing for its adoption. While they may not hold the final decision-making authority, their influence within the organisation is considerable. These individuals deeply understand the challenges your product addresses and are driven by its potential benefits, particularly as it directly impacts their day-to-day responsibilities. Engaging champions early in your ABM campaign plan is crucial, as they can be instrumental in navigating internal buy-in.

2. Economic Decision Makers

Economic buyers, typically CFOs or VPs of Finance, focus intently on quantifiable benefits. For these decision-makers, the emphasis is on securing the best possible return on investment (ROI). Your financial argument must be solid; they need clear data that shows how your solution will affect the companyโ€™s bottom line. When developing your account based marketing plan, remember that the success of your campaign hinges on your ability to make a compelling financial case to economic decision-makers.

3. Technical Decision Makers

Technical decision makers, such as IT Managers or CTOs, are crucial in assessing whether your solution integrates seamlessly with their existing tech environment. Theyโ€™re less concerned with the immediate financials and more focused on how well your product aligns with their current tech stack without causing disruptions. A vital component of any account based marketing framework involves addressing these technical considerations, ensuring that your solution is not only compatible but also enhances the existing infrastructure.

4. End Users

While end users may not always have formal decision-making power, their feedback can significantly sway the purchasing decisionโ€”particularly in environments that prioritise user experience, like product-led growth scenarios or during proof-of-concept phases. End users are the individuals who will interact with your solution daily, and their primary concern is how it will improve their workflows and job satisfaction. Focusing on user experience (UX) and ease of use in your ABM campaign plan can lead to strong internal advocacy from this group, which can sometimes be enough to make or break a deal.

5. Executive Decision Makers

Executive decision makers, including C-suite leaders and VPs, are the strategic visionaries. Their role is to ensure that new tech acquisitions align with the companyโ€™s overarching long-term goals. In smaller organisations, such as Series A startups, these leaders are often closely involved in daily operations, adding another layer of scrutiny. When engaging executive decision makers, emphasise how your solution supports their strategic objectives and contributes to sustainable growth. Building this alignment into your account based marketing framework helps secure their support and paves the way for smoother adoption.

 

ICP Generation & Messaging for an Effective ABM Campaign Plan

 

The Role of Ideal Customer Profiles in an Account Based Marketing Plan

An Ideal Customer Profile (ICP) offers a holistic view of the types of companies that align with your business goals, going beyond individual roles to consider the broader organisational fit. In the context of an ABM campaign plan, a well-defined ICP sharpens your focus, enabling your team to concentrate on accounts that are most likely to convert and deliver long-term value. According to HubSpot, businesses with robust ICPs experience a 68% higher win rate, underlining the importance of this foundational component in an account based marketing framework.

A strong ICP is instrumental in refining several aspects of your account based marketing plan, including:

  • Sales processes, by streamlining efforts toward high-fit accounts.
  • Content and personalisation, by guiding tailored messaging that resonates with key decision-makers.
  • Lead quality and close rates, by ensuring your approach aligns with the needs of high-value accounts.
  • Client retention and brand loyalty, by identifying accounts that are more likely to maintain long-term relationships.
  • Audience segmentation and keyword research, by informing your strategy with precise targeting parameters.

 

Crafting Your Ideal Customer Profile: Steps to Success

Creating an ICP requires a structured approach that combines quantitative data and qualitative insights, making it a nuanced process within any account based marketing framework. Hereโ€™s how to ensure your ICPs are both accurate and actionable:

    1. Conduct Thorough Research: Gather data from your CRM and engage with customer-facing teams who have direct insights into client needs and preferences. These interactions provide valuable anecdotal evidence to support your data.
    2. Identify Key Trends: Analyse your data to spot patterns that align with high-value accounts. This may include factors such as revenue, typical spending patterns, sales cycle length, and overall fit within your ABM campaign plan.
    3. List Demographics and Firmographics: Compile details on industry, decision-maker roles, company size, and location. Firmographic data, which includes organisational structure, revenue, and employee count, helps classify target accounts into categories that align with your account based marketing plan.
    4. Engage Directly with Your Customers: Directly speaking to customers provides unique insights into their needs and challenges. Use these conversations to explore questions like:
      • What initial pain point prompted you to seek our solution?
      • What other challenges does your company face?
      • Who benefits the most from our product or service?
      • Which other B2B solutions do you use in conjunction with ours?
      • How do you envision your company and industry evolving over the next few years?
    5. Map Out How You Can Address Their Needs: With a clear picture of your ideal customer, consider how your solution specifically addresses their pain points. Document these benefits, focusing on how they align with your account based marketing framework. This provides a solid foundation for creating personalised messaging that speaks directly to your target accounts.

 

Our Tactical Recommendations

From our experience, executing multichannel orchestration in ABM campaigns is crucial. When clients focus on maintaining coherence across all touchpointsโ€”whether through personalized emails, targeted ads, or tailored contentโ€”they typically see higher engagement and more consistent messaging. Investing in predictive analytics also proves highly beneficial. Early detection of buying intent often allows clients to adjust campaigns in real-time, enabling more proactive and targeted outreach that speaks directly to the accountโ€™s needs. In terms of customer growth, focusing on account expansion through personalized nurturing tends to yield significant results. Clients frequently find that maintaining ongoing relationships with existing accounts unlocks new opportunities and reinforces the value of customer retention as a powerful revenue driver.Get In Touch

 

ICP Content Strategy for a Successful ABM Campaign Plan

 

Crafting a Content Strategy that Resonates with Your ICP

Creating a content strategy that aligns perfectly with your Ideal Customer Profile (ICP) is pivotal for the success of an ABM campaign plan. To truly engage your target audience, you need an in-depth understanding of their specific needs, preferences, and challenges. Without a well-structured strategy, content creation can easily become generic and disconnected, which not only risks losing your audienceโ€™s attention but also diminishes ROI. High-quality, relevant content is essential across multiple channels to ensure sustained engagement and impact within an account based marketing plan.

 

Common Content Creation Challenges

Several challenges can hinder the effectiveness of your account based marketing framework when it comes to content creation:

  • Time and Resource Constraints: Marketers often struggle to consistently produce high-quality content due to limited budgets, time, and team capacity. This often leads to rushed content that lacks depth and fails to resonate.
  • Lack of Strategic Direction: Without a clearly defined content strategy, efforts can feel fragmented, resulting in inconsistent messaging and a diluted brand voice. Aligning your content with business goals and ICP needs is vital to maintaining cohesion and clarity.
  • Generating Fresh Ideas: Even with a solid foundation, regularly producing new and relevant ideas can be daunting. Relying too much on repetitive topics or failing to keep up with industry trends can result in stale content, limiting your ABM campaign planโ€™s effectiveness.

 

Best Practices for ICP-Driven Content Creation

1. Mapping Content to the Customer Journey

To create targeted content, align it with the stages of the customer journey. This ensures that every piece of content serves a purpose within your account based marketing framework:

  • Awareness: This stage is about introducing prospects to a problem or need they may not have recognised. Content here should be educational, establishing your brand as a credible resource.
  • Consideration: At this point, prospects evaluate solutions. Your content should provide valuable insights, helping them understand why your offering stands out. Consider comparison guides, case studies, and in-depth analyses.
  • Decision: This is the final stage, where prospects are ready to make a choice. Tailor your content to reinforce your unique value propositions and make the buying process as smooth as possible. Demonstrations, testimonials, and product trials work well here.

2. Developing Content Pillars

Content pillars provide a solid foundation for establishing your brand as a thought leader in the industry. These pillars should reflect your product or serviceโ€™s core strengths and align with your ICPโ€™s interests. Examples include:

  • Industry Trends and Predictions: Keep your audience informed with the latest insights, helping them stay ahead in their sector.
  • Best Practices and How-To Guides: Provide actionable advice that supports your audienceโ€™s goals and challenges.
  • Case Studies and Success Stories: Showcase real-world examples of how your solution has driven success, adding credibility to your ABM campaign plan.
  • Thought Leadership: Share expert perspectives to differentiate your brand and inspire trust.

By focusing on these pillars, you can build a consistent and recognisable brand voice within your account based marketing plan, driving sustained engagement and building authority.

3. Multi-Channel Content Distribution Strategy

A strong distribution strategy is essential to ensure your content reaches the right audience at the right time:

  • Owned Media Channels: Optimise your website and email lists for discovery and engagement. A well-designed website with intuitive navigation will help your audience find the content they need, while email marketing can nurture leads, foster loyalty, and direct traffic back to your site.
  • Social Media Platforms: Tailor content for platforms like LinkedIn, Twitter, and Facebook based on your ICPโ€™s preferences. LinkedIn can be ideal for longer-form content and professional engagement, while Twitter suits shorter updates and real-time insights. Choose channels that align with your audienceโ€™s habits to maximise reach and impact.

 

Tracking Account Engagement in an ABM Campaign Plan

 

Leveraging Click Tracking for Enhanced Engagement Insights

In the context of an ABM campaign plan, understanding where and how users engage with your content across websites, apps, and emails is crucial for optimising engagement. Click tracking provides a detailed view of these interactions, enabling you to make data-driven adjustments that align with the goals of your account based marketing plan. This feature records clicks and taps, presenting the data numerically, visually (through heat maps), or by individual sessions, offering a granular view of user behaviour.

 

Key Applications of Click Tracking

Click tracking can reveal valuable insights into the performance of your account based marketing framework, helping you to refine content and optimise user journeys. Hereโ€™s how:

  1. Identifying Whatโ€™s Working and What Isnโ€™t: Click maps are invaluable for understanding how users navigate your site. They show which elements, such as links, buttons, and calls-to-action (CTAs), capture attention. When users ignore key components, you can assess whether they need repositioning or rewording. Conversely, high engagement areas provide insights on where to amplify your efforts.
  2. Spotting Errors and Usability Issues: Beyond simple link tracking, click maps can highlight areas where users encounter roadblocks, such as broken links or confusing elements that cause frustration. Tracking failed clicks or โ€˜rage-clickingโ€™โ€”where users repeatedly click on a non-functional elementโ€”pinpoints issues that might otherwise go unnoticed. This data feeds directly into your ABM campaign plan, giving you a ready-made roadmap for optimisation.

 

Types of Click Tracking for Your Account Based Marketing Plan

1. Email Click Tracking

Most email marketing platforms offer click tracking features that allow you to monitor which links receive the most attention within your emails. This process typically involves embedding a unique pixel in each email to track opens, along with specific link tracking to monitor individual interactions. By attaching unique URL strings to links, you can see not only who opened your email but also which content resonated most. This data supports your account based marketing framework by identifying which messages drive the highest engagement.

2. Link Tracking with UTM Codes

Link tracking, often facilitated through UTM parameters, enables you to measure traffic sources and campaign performance across different channels. By adding these parameters to your URLs, you can attribute traffic and engagement to specific ABM campaign plan initiatives. UTM tracking is particularly valuable for multi-channel strategies, allowing you to compare the effectiveness of campaigns across platforms like Google Ads and Facebook, as well as within web analytics tools such as Google Analytics.

 

Effective PDF Download Tracking with Google Tag Manager

For an ABM campaign plan, tracking PDF downloads on your website provides valuable insights into which resources are most engaging for your target accounts. By using Google Tag Manager, setting up PDF download tracking becomes a straightforward process, integrating seamlessly into both Google Analytics and Google Ads to support your broader account based marketing framework.

Setting Up PDF Download Tracking in Google Analytics 4

To begin tracking PDF downloads in Google Analytics 4, follow these steps:

  1. Create a New Tag: In Google Tag Manager, navigate to the Tags menu and select โ€œNew.โ€
  2. Assign a Descriptive Name: Label your tag clearly, such as GA4 – PDF Download, for easy identification.
  3. Configure the Event Tag: Choose the Google Analytics: GA4 Event tag. Under Configuration Tag, enter your Measurement ID, which youโ€™ll find in your GA4 Configuration Tag setup under Admin > Property > Data Stream > Select Stream.
  4. Define the Event Name: Use a descriptive name like file_download for this event. This ensures consistency in your reporting.
  5. Add Parameters: Include relevant parameters, such as the {{Click URL}} variable, by selecting the building block icon to capture the specific URL of the downloaded file.
  6. Set the Trigger: Under Triggering, choose the appropriate trigger youโ€™ve previously configured for PDFs.
  7. Publish: To activate the tag, click Submit, add a description of the changes, and press Publish.

Setting Up PDF Download Tracking in Google Ads

To track PDF downloads as conversions in Google Ads, follow these steps:

  1. Create a New Tag in Google Tag Manager: Similar to the Analytics setup, start by creating a new tag and assign it a descriptive name, like GAds – PDF Download.
  2. Configure the Conversion Tracking: In your Google Ads account, go to Tools & Settings > Conversions and click the blue plus icon to add a new conversion. Select Website conversions, then choose Other as the conversion category.
  3. Name Your Conversion: Assign a name such as PDF Download, and determine the value of each conversion, if applicable.
  4. Set Counting Preferences: Decide if you want to track every PDF download following a paid click or just one per paid click by choosing between Every or One.
  5. Adjust Conversion Settings: Configure your Conversion Window and View-through settings based on your account based marketing plan objectives, then decide if you want PDF Downloads counted as conversions (which impacts automated bidding strategies).
  6. Choose Attribution Model and Complete Setup: Select an attribution model, then click Create and continue. Choose Use Google Tag Manager to install the tag. Copy your Conversion ID and Conversion Label, and paste them into the corresponding fields in your Google Tag Manager tag setup.
  7. Activate and Publish: After selecting the trigger, as with the Analytics setup, click Submit in Google Tag Manager to publish the changes.
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About James

James is an award winning digital strategist with over 20 years experience helping challenger brands and market leaders (Unilever, Diageo, MasterCard, HSBC) launch and scale their data-driven sales and marketing. Connect on Linkedin

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