Integrating CTM with Microsoft Ads

Integrating CTM with Microsoft Ads allows you to automatically send offline conversions for your activities generated from Microsoft paid ads. This allows you to review Microsoft advertising activities in your activity logs to correctly track all Microsoft sessions. 

Find your developer token within Microsoft.  To locate your developer token, go to > Settings > Developer Settings. Next, select the Request Token to generate a token. If you are unable to request a token, ask the administrator of your Microsoft account to create one for you.

Note: We can only send Microsoft conversions for calls where an msclkid is captured from the landing page session URL.

Integration Setup

1. Navigate to Settings > Integrations >  Microsoft Advertising.
2. Enter your developer token and click Link to Bing.
3. You will be asked for permission to allow CTM to access your Microsoft Ads account.  Select yes.
   • Note: The user you use to link CTM must be the same user associated with the developer token in your Microsoft account.
4. Once your account has been connected, you will be redirected to the Microsoft settings page in CTM.  Click the Ad Account ID drop-down and select the Microsoft Ads account you wish to link to this CTM account.
5. Click Save Settings.
6. In the Session Tracking section, you will need to enter the following information:
   • Conversion name: the name of the offline conversion action in Microsoft that you wish to associate with this account.
   • Conversion currency: specify the type of currency you’re using for your conversion values.  This will default to USD.
   • Conversion default value: the default dollar amount to be associated with these offline conversions.  Note that sale events use the conversion value from the activity log.
7. By default, the option to automatically send conversions is enabled.  Disabling this will stop the integration from automatically sending call information.
8. If you wish to send sale events for calls that are marked as conversions in your CTM call log, check the box labeled Send Conversions for calls marked as sales.
9. Click Save Changes.

Sending and Uploading Conversions in Triggers

If you want to send or upload conversions to Microsoft Ads, you can do so by using triggers.

1. Go to Flows > Triggers and create your trigger. 
2. Add Workflow. 
3. Add Action and select one of the two following options:  
   • Send Bing Conversion
   • Upload Conversion