Setting Up Microsoft Ads Tracking in HeavySet Tech

Overview

Setting up Microsoft Ads (Bing Ads) conversion tracking in HeavySet Tech is a breeze! With just a few simple steps, you'll be able to track leads and appointments from your Microsoft Ads campaigns automatically.

What You'll Need

• Your Microsoft Ads UET Tag ID
• Access to your HeavySet Tech CRM Configuration settings

---

Step 1: Get Your Microsoft Ads UET Tag ID

1. Log into your Microsoft Advertising account
2. Navigate to Conversion tracking in the left menu
3. Click on UET tags
4. Find your UET tag and copy the Tag ID (it will look something like 187129818)

---

Step 2: Access Your HeavySet Tech CRM Configuration

1. Log into your HeavySet Tech account
2. Navigate to Settings → CRM → Edit CRM Configuration
3. Select your organization from the dropdown (if applicable)
4. Select the CRM configuration you want to add Microsoft tracking to

---

Step 3: Open Microsoft Settings

1. Scroll down to the Secondary Integration Settings section
2. Look for the Microsoft logo button (it's a square orange button with the Microsoft icon)
   
3. Click the Microsoft settings button

---

Step 4: Enter Your UET Tag ID

1. In the Microsoft Settings dialog that appears, paste your UET Tag ID in the field
2. Click Okay

---

Step 5: Save Your Configuration

1. Click the Save button at the bottom of the page to save your CRM configuration
2. That's it! Your Microsoft Ads tracking is now active

---

Step 6: Create a Conversion Goal in Microsoft Advertising

Important: Installing the UET Tag ID in HeavySet Tech is only half the setup. You also need to create a matching conversion goal in Microsoft Advertising.

Creating the Conversion Goal

1. Log into your Microsoft Advertising account
2. Click Conversion tracking in the left menu
3. Click Conversion goals
4. Click + Create and select Event as the goal type
5. Configure your conversion goal with these settings:
   • Goal name: HeavySet Lead Submission (or your preferred name)
   • Category: Lead
   • UET tag: Select your UET tag from the dropdown
   • Event action: submit
   • Event category: Lead
   • Event label: Leave blank
   • Event value: Leave blank (or set a value if you track lead value)
   • Revenue value: Enter your average lead value (optional)
   • Count: Select "Each" to count every lead submission
6. Click Save

Verify Your Setup

After creating the goal:

1. Click on UET tag in the left menu
2. Click on your UET tag
3. Scroll to UET tag tracking status
4. You should see "Tag active" and your conversion goal listed

Testing Your Conversion Tracking

1. Add ?msclkid=test to your appointment page URL
2. Submit a test lead form
3. Return to Microsoft Advertising → Conversion tracking → Conversion goals
4. Click on your conversion goal
5. Check the Recent conversions section (may take a few hours to appear)

---

How It Works

Once configured, HeavySet Tech will automatically:

• ✅ Detect when visitors come from Microsoft Ads (via msclkid parameter or utm tracking)
• ✅ Load the Microsoft UET tracking script on your appointment pages
• ✅ Send conversion events when leads submit forms
• ✅ Send conversion events when appointments are scheduled
• ✅ Prevent duplicate conversion tracking

Tracked Conversions

HeavySet Tech tracks the following events:

• Lead Submissions - When a visitor submits a lead form
• Appointment Submissions - When a visitor books an appointment

Both events include enhanced conversion data (email and phone number) for better tracking accuracy.

---

Troubleshooting

My conversions aren't showing up in Microsoft Ads

• Verify your UET Tag ID is correct
• Make sure your Microsoft Ads campaigns are using tracking parameters (msclkid is automatically added)
• Check that your UET tag is approved in Microsoft Advertising
• Allow 24-48 hours for conversions to appear in reporting

How do I know if it's working?

• Visit your appointment page with ?msclkid=test added to the URL
• Submit a test lead
• Check your browser's developer console for any errors
• Verify the conversion appears in Microsoft Ads within 24-48 hours

---

Need Help?

If you have questions or need assistance setting up Microsoft Ads tracking, contact HeavySet Tech support at [e-mail].