conversion-goals-offline-data-and-customer-match-ops
Cadence
Weekly for monitoring; as needed for import and goal changes.
Objective
Ensure conversion governance and first-party audience activation are complete and reliable.
Workflow
- •Inspect conversion action and goal configuration at customer and campaign levels.
- •Set customer and campaign conversion goals according to optimization policy.
- •Create and manage user lists used for targeting and exclusions.
- •Run offline user data job lifecycle from creation to operation upload and execution.
- •Execute Customer Match member add or remove workflows and track job status.
Core MCP Tools
- •get_conversion_action
- •get_customer_conversion_goal
- •list_customer_conversion_goals
- •set_customer_conversion_goal
- •get_campaign_conversion_goal
- •list_campaign_conversion_goals
- •set_campaign_conversion_goal
- •create_user_list
- •get_user_list
- •list_user_lists
- •create_offline_user_data_job
- •add_offline_user_data_job_operations
- •run_offline_user_data_job
- •create_customer_match_job_with_members
- •add_customer_match_members
- •remove_customer_match_members
- •list_customer_match_jobs
Expected Outputs
- •Conversion goal state report by scope
- •Offline upload execution log
- •Customer Match job outcomes and pending actions
Guardrails
- •Do not change goals without confirming bidding dependency impact.
- •Ensure upload payload normalization before execution.
- •Keep customer data handling compliant and minimal.