Simpli.fi Quick Start Guide

This is a guide to help you get started on sending your conversion events to Simpli.fi via Freshpaint. If you've already completed set up and are looking for more information, see Simpli.fi Reference.

The Simpli.fi Conversions API destination is currently in Early Access. Please contact [e-mail] for more information about this integration.

Destination Info

• Supports Track calls

• Supports HIPAA mode

• Supports forwarding from the Google Tag Manager Integration

• Refer to this destination as Simpli.fi in the Integrations object

  • If you've configured multiple Pixel IDs, you can choose a specific one by suffixing the Pixel ID, such as: Simpli.fi::123456. You can retrieve this value from the Simpli.fi configuration page for the Pixel ID of interest.

When no suffix is specified, all configured Pixel IDs are selected for inclusion / exclusion.

• Connection Modes:

	Client-side	Server-side
Web
Mobile
Server

Getting Started

What You'll Need

1. Your Simpli.fi audience key

2. Events in Freshpaint mapped to your Simpli.fi conversion audience

Configure the Simpli.fi Conversions API destination in Freshpaint

1. Navigate to the Freshpaint Destinations page.

2. Search for the Simpli.fi Conversions API destination.

3. Click Save on the Configuration row.

4. If you are a HIPAA account, it is highly recommended to set the Freshpaint allowlist for Simpli.fi to allow Freshpaint to forward the required properties. audience_key is required for all conversion events. $sifi_transaction_id, $sifi_day, and $ip are recommended for view-through attribution. purchase_value_usd and purchase_order_id are also recommended for e-commerce tracking.

5. Enable the impression pixel for Simpli.fi. This enables Freshpaint to do view-through attribution within Freshpaint and report the conversion event to Simpli.fi. Then copy the Pixel Configuration URL. Click Save once you have set your preferred configuration options and copied the URL.

6. In your Simpli.fi account, navigate to the campaign(s) you wish to enable view-through tracking on and add the URL copied in step 5 to the impression tracking settings. This is required for view-through conversion tracking via Freshpaint. The URL that you paste in should look like:

https://freshpaint-impression.com/pixel.png?env_id=<your-env-id>&dest_id=<your-dest-id>&$sifi_transaction_id={{transactionID}}&$sifi_day={{sifiDay}}

1. Enable the Simpli.fi Conversions API destination.

Once you've followed the steps above you can start sending events to Simpli.fi Conversions API.

Set Up in Simpli.fi

For each conversion event you want to track in Freshpaint, you will need to create a corresponding Conversion Audience in Simpli.fi.

1. Log in to your Simpli.fi account and open the First-Party Audiences screen.

2. Click New Audience → Freshpaint Conversion from the dropdown menu.

3. In the dialog window that opens:

   1. Name the conversion audience. Note: do not include medically specific terms in the naming convention.

   2. Select a Conversion Event Type (Other, Lead, Signup, or Purchase/Sale).

   3. Click Save.

   4. The audience will populate in the First-Party Audiences table.

4. Locate the conversion audience in the table, click the ••• menu on the right, then click Copy Audience Key.

5. Use this audience key when configuring your Send Constant Property transformation in Freshpaint (see Setting Up Conversion Events below).

Setting Up Conversion Events

To send a conversion event to Simpli.fi, each event must include an audience_key property that identifies the Simpli.fi conversion audience you want to attribute the conversion to. This value is provided by your Simpli.fi account team.

Mapping a Freshpaint event to a Simpli.fi conversion audience

1. Navigate to the Simpli.fi Conversions API destination in Freshpaint and click Configure next to Event Transformations.

1. Click "+ Create New".

2. Select "Modify Data". Choose the event you'd like to send to Simpli.fi, select the Simpli.fi Conversions API destination, click "Enable it?" if the event is not yet enabled for this destination, and click Save.

1. Once in the transformation edit page, add a new transformation of type Send Constant Property.

2. Set the Property Name to audience_key, and the Property Value to your Simpli.fi conversion audience key provided by your Simpli.fi account team.

1. Click Save.

Once you've set up the transformation, Freshpaint will include the audience_key on every matching event sent to Simpli.fi.

Sending Purchase Data (Optional)

If you'd like to include purchase data with your conversion events, you can send purchase_value_usd and purchase_order_id as additional properties. These can be set in two ways:

Using a Send Constant Property transformation (for fixed values):

1. In the same transformation edit page, add another Send Constant Property transformation.

2. Set the Property Name to purchase_value_usd, and the Property Value to the purchase amount in USD.

3. Optionally, add another Send Constant Property transformation with Property Name set to purchase_order_id and Property Value set to the order ID.

If your events already capture purchase value and order ID as event properties, you can map them directly from your Event Definition without a transformation. Simply ensure the properties are named purchase_value_usd and purchase_order_id on the event, or use a Rename Property transformation to map your existing property names to these values.

Verify Your Setup

Once your integration is active:

1. Verify in Freshpaint that the events are triggering and flowing through successfully to Simpli.fi by using Freshpaint's Liveview and Event Verification tools.