Counting only one conversion per company
There might be a few among you who only want to count the conversion of a company instead of each and every conversion for all associated contacts.
Eg. your company Biglytics has 4 contacts associated, who have all submitted the same form. Our system counts 4 conversions, whereas you only want to count 1 Conversion, the one of Biglytics.
So what to do?
1.Create a custom contact property "First Point of Contact" with the Dropdown Options "Yes" and "No".
2. Create a contact workflow with the trigger "Associated Contacts" -> "is bigger than" -> "1" AND the contact property "First Point of Contact" -> "is unknown".
As an action you set the contact property "First Point of Contact" to "No".
3. You can build a 2. Workflow and change the trigget to "is equal to" ->"1" and set the contact property "First Point of Contact" for those contacs to "Yes".
4. Now you can apply a filter in your funnel reports that excludes all contacts whose "First Point of Contact" is set to "No" .
5. You can also create lists and segment by a specific form submissions AND the contact property "First Point of Contact" is "No" to see the conversions for a company on a specific form.