---
title: "Create, edit, copy and delete a conversion action"
description: "Create a conversion action with its name, period type, post-click and post-view windows and default attribution type, edit the full form afterwards, and copy or delete actions from the grid — step by step, with the naming rule and a fix-it checklist."
type: "howto"
audience: [network-manager, advertiser]
keywords: [conversion action, create, edit, copy, delete, conversion action name, period type, post-click attribution window, post-view attribution window, default attribution type, detailed conversion log, reject duplicate conversions, duplicate conversion window, system actions]
ui_path: "Account → Conversion Actions → + Create"
---

Fetch the complete documentation index at: https://epom.com/ad-server/docs/llms.txt. Use this file to discover all available pages before exploring further. Append .md to any documentation page URL to get its markdown version.

# Create, edit, copy and delete a conversion action

## What it is and why

A conversion action is created once at the account level, on **Account → Conversion Actions**,
with a short create form; the edit page then opens the full **General information** form with
the per-window period types, the duplicate windows and the server-to-server options. This page
is the first stage of [Create and edit conversion actions](https://epom.com/ad-server/docs/guides/conversions/conversion-actions.md): the
action's lifecycle on the grid. Pricing it and switching it on for a campaign are on
[Set CPA pricing on a conversion action](https://epom.com/ad-server/docs/guides/conversions/conversion-actions-set-cpa-pricing.md) and
[Link a conversion action to a campaign](https://epom.com/ad-server/docs/guides/conversions/conversion-actions-link-to-a-campaign.md).

**Example.** An online shop creates a *purchase* action with the default windows, **7 Day(s)**
post-click and **1 Day(s)** post-view. A visitor who clicks the ad on Monday and buys on Friday
is a post-click conversion; a visitor who only *saw* the ad on Monday and buys on Wednesday is
outside the one-day view window and is recorded as a zero-revenue *Expired post-view*
diagnostic. When the shop opens a second storefront, the action is copied as `purchase_copy`
with the same windows and prices, and renamed on its edit page.

## Typical scenarios

| You want | Set | Where |
|---|---|---|
| A new **purchase** action with a 7-day click and 1-day view window | **Conversion Action Name** `purchase`, the default windows | **+ Create** on the grid |
| An **app install** reported by a partner's server that cannot say whether it followed a click | **Default attribution type** = Post-click, **Apply attribution window to server-to-server conversions** on | the action's General information |
| The same windows and prices on a second action | Select the action, click **Copy**, rename the copy | the grid, or the action's edit page |

## Step by step

### Create an action

1. Go to **Account → Conversion Actions** and click **+ Create**.

   ![Conversion Actions grid](https://epom.com/docs-images/ad-server/conversion-actions/actions-grid.webp)

2. Fill in the **General information** form. It is deliberately shorter than the edit form —
   only these six fields are offered at creation, in this order:
   - **Conversion Action Name** — up to 64 characters, and **only letters, digits, hyphens and
     underscores**. It looks like a free-text label and is not: a space is rejected with
     *"Invalid conversion action name"*. Use `purchase` or `first-deposit`, not `First deposit`.
   - **Period type** — one period that applies to *both* windows at creation time
     (Second(s) … Year(s)). On the edit page the two windows get their own period type.
   - **Post-view attribution window** and **Post-click attribution window** — window values,
     0–255. New actions start at 1 day post-view and 7 days post-click.
   - **Apply attribution window to server-to-server conversions** — ticked by default on new
     actions.
   - **Default attribution type** — how a server-to-server conversion is recorded when nothing
     else classified it. **Unattributed**, **Post-click** or **Post-view**; leave it at
     Unattributed unless you know what the integration measures.
3. Click **Create**. A **Done** toast confirms, and you land on the new action's edit page.

### Edit an action

1. On the grid, click the action name (or double-click the row).
2. Adjust the **General information** section. It carries everything from the create form plus
   the read-only **Conversion Action ID**, the two **Duplicate conversion window** fields,
   **Detailed conversion log**, **Reject duplicate conversions**, **Apply the click's user IP to
   server-to-server conversions**, and an independent period type per window (**Click to
   conversion period type** / **View to conversion period type**). The two window fields keep
   the same **Post-click attribution window** / **Post-view attribution window** names as the
   create form.

   ![General information section of the Purchase action, with the two attribution windows and the Apply the click's user IP to server-to-server conversions box](https://epom.com/docs-images/ad-server/conversion-actions/action-edit-general.webp)

3. Click **Save**. A *"Data has been saved."* toast confirms the update; **Reset** discards
   your edits and restores the last saved values.

Below the form the page holds up to three collapsible cards: **Conversion Tracking** (the
server-to-server URLs — see [Get the pixel and S2S tracking code](https://epom.com/ad-server/docs/guides/conversions/s2s-and-pixels.md); shown only
if your role has server-to-server tracking), **Conversion Action Sharing**, and **Pricing**.

### Copy or delete actions

- **Copy** — select exactly one row on the global grid and click **Copy** (the action's own
  edit page has the same button in its header). The copy is named `<name>_copy`, then
  `<name>_copy_1`, `<name>_copy_2` … if that name is taken. It carries the two windows and
  their period types, both per-IP time frames, the attribution settings (**Detailed conversion
  log**, **Apply attribution window to server-to-server conversions**, **Default attribution
  type**, **Reject duplicate conversions**) and the whole Pricing card (global row and every
  country). You become the copy's owner; the original's other shares are not copied.
- **Delete** — select one or more rows and click **Delete**, then confirm
  *"Delete N record(s)?"*. The same button sits in the edit page's header and returns you to
  the grid afterwards. System actions cannot be deleted.

Next: [Set CPA pricing on a conversion action](https://epom.com/ad-server/docs/guides/conversions/conversion-actions-set-cpa-pricing.md), then
[Link a conversion action to a campaign](https://epom.com/ad-server/docs/guides/conversions/conversion-actions-link-to-a-campaign.md).

## Caveats and exceptions

**The name rule checks only what you type.** Built-in system actions and actions created before
the letters-digits-hyphens-underscores rule keep their names and save normally as long as you
leave the name alone; the full set of grid and system-action caveats — kept names, the Sub ID
macro after a rename, the shorter form of system actions, the batch delete that a system action
blocks, the hidden system rows and the Live / Idle badge — is under
[Names, system actions and the grid](https://epom.com/ad-server/docs/guides/conversions/conversion-actions.md#names-system-actions-and-the-grid).

The caveats that apply to every conversion action — who can do this, the attribution windows,
duplicates and the visitor's IP, and when a saved setting reaches ad serving — are on
[Create and edit conversion actions](https://epom.com/ad-server/docs/guides/conversions/conversion-actions.md#caveats-and-exceptions).

## Not working?

| Symptom | Check | Where |
|---|---|---|
| *"Invalid conversion action name"* on save | The name has a space or punctuation other than `-` and `_`, or is over 64 characters. Rename to `first_deposit`, not `First deposit`. | **General information → Conversion Action Name** |
| **Delete** refuses the whole selection | A system action, or an action you hold no Delete grant on, is ticked. Untick it and delete again. | the ticked rows on the grid |

An action missing from the grid, a form field that is not shown, and a conversion that counted
differently from what you set are on
[Create and edit conversion actions](https://epom.com/ad-server/docs/guides/conversions/conversion-actions.md#not-working).

## Reference

Every field of the create and edit forms, the cards below the form, the grid columns and the
REST calls are in the [Conversion actions reference](https://epom.com/ad-server/docs/guides/conversions/conversion-actions-reference.md); the
essentials are under [Reference](https://epom.com/ad-server/docs/guides/conversions/conversion-actions.md#reference) on the hub.

Related pages:

- [Create and edit conversion actions](https://epom.com/ad-server/docs/guides/conversions/conversion-actions.md)
- [Set CPA pricing on a conversion action](https://epom.com/ad-server/docs/guides/conversions/conversion-actions-set-cpa-pricing.md)
- [Link a conversion action to a campaign](https://epom.com/ad-server/docs/guides/conversions/conversion-actions-link-to-a-campaign.md)
- [Conversion actions reference](https://epom.com/ad-server/docs/guides/conversions/conversion-actions-reference.md)
- [Get the pixel and S2S tracking code](https://epom.com/ad-server/docs/guides/conversions/s2s-and-pixels.md)
- [Save a conversion funnel and report on it](https://epom.com/ad-server/docs/guides/conversions/funnels.md)