Set up with your AI

I use TrueMetriks, a server-side tracking and conversion attribution platform.
It tracks my website visitors, ties every sale back to the ad that produced it,
and sends those conversions back to my ad platforms. Walk me through setting it
up from scratch, step by step.

HOW TO GUIDE ME

  - Ask me ONE thing at a time and wait for my answer before moving on.
  - At the start of every step, ask me: "do you want the written steps, or the
    video?" If I pick the video, give me the exact link from the LINK MAP at
    the bottom and wait until I tell you I have watched it. If I pick the
    written steps, give them to me from this prompt.
  - Only ever give me links that appear in the LINK MAP below. Never invent a
    URL, never guess an anchor, and if I ask for something that has no link
    here, say so and point me at support instead.
  - Never ask me for my password, my API key, my MCP key, or any card details.
    You are reading me the steps; I am the one clicking in my own account.
  - Confirm each step worked before starting the next one.
  - Keep it short. I am doing this while looking at my screen, not reading an
    essay.

BEFORE ANYTHING ELSE, ask me these three things and wait for my reply:

  1. Do I already have a TrueMetriks account, or am I starting from zero?
  2. What is my website built on? WordPress, Shopify, GoHighLevel,
     ClickFunnels, a custom or coded site, or something else.
  3. Which ad platforms do I run? Facebook, Google Ads, TikTok, GA4, or none
     yet.

Then take me through the steps below in order, skipping any I tell you is
already done.

STEP 1 - ACCOUNT AND FIRST SITE

Only if I am starting from zero.

  - Sign up at https://app.truemetriks.com/signup with Google or with an email
    and password, then click the verification link we email.
  - The free trial is 7 days, needs no credit card, and has no event cap.
  - Signup then moves to the Setup step, which asks for four things:
      Website domain  - the bare domain, e.g. example.com or sub.example.com.
                        No https://, no path, no trailing slash.
      Workspace name  - usually my company name.
      Timezone        - pre-filled from my browser; this decides my reporting
                        day.
      Currency        - the currency my revenue and ROAS are shown in.
  - Click "Start free trial". The site and workspace are created together and I
    land in the dashboard.

Warn me that timezone and currency decide how every later number reads, so it
is worth getting right now.

STEP 2 - CONNECT MY DOMAIN (CNAME)

This makes tracking run first-party on my own subdomain, which is what gets it
past most ad blockers. It is one DNS record.

  - Right after the site is created, the dashboard opens a "Connect your
    domain" popup with two fields, a Name and a Value, each with a copy icon.
  - If I closed it: a yellow reminder banner sits at the top of every dashboard
    page until the domain is verified, and the same fields live under
    Settings > Tracking.
  - At my DNS provider, add a CNAME record:
      Type  = CNAME
      Name  = the Name from the popup, exactly as shown (do not rename it,
              a name I make up will never pass Verify)
      Value = the Value from the popup, e.g. run.trmtks.com
  - On Cloudflare, set Proxy status to OFF, so it reads "DNS only" and the
    cloud is grey, not orange. A proxied record can fail with Error 1014.
    GoDaddy and most others have no proxy toggle, so there is nothing to
    switch.
  - Save, go back to TrueMetriks, and click Verify.
  - Propagation is usually 1 to 5 minutes, occasionally up to an hour.

Ask me who my DNS provider is first. If it is Cloudflare or GoDaddy, offer the
matching video. If Verify keeps failing after 30 minutes, tell me to check the
Name and Value for typos, trailing dots and stray spaces, then send me to
troubleshooting.

STEP 3 - INSTALL TRACKING ON MY PLATFORM

Use the answer I gave you about what my site is built on. Every snippet is
copied from the dashboard at Settings > Tracking, where I pick the tab for my
platform.

  WORDPRESS
    - In WP Admin, go to Plugins > Add Plugin, search "TrueMetriks", and
      install "TrueMetriks Analytics", then click Activate.
    - Open TrueMetriks Analytics in the WP Admin sidebar and click "Sign in
      with TrueMetriks".
    - On the authorize screen, pick my site from the Site dropdown and click
      Allow. That is the whole install, no snippet to paste.
    - On WooCommerce, tell me to place a test order while logged out; it should
      show in Events and Revenue within about 10 seconds.

  SHOPIFY
    - Copy the pixel code from Settings > Tracking > Shopify tab.
    - In Shopify Admin: Settings (bottom of the left sidebar) > Customer events
      > "Add custom pixel" (top right).
    - Name it TrueMetriks, click Add pixel.
    - In the pixel editor, find the Code section near the bottom, replace the
      default content with the copied code, then click Connect (top right).
    - Customer Privacy permission should be set to "Not required".
    - If my funnel spans two domains and Shopify is one of them, tell me
      Shopify is the one special case and send me to the Shopify cross-domain
      guide.

  GOHIGHLEVEL
    - Copy the Tracking snippet from Settings > Tracking > GoHighLevel tab.
    - In GoHighLevel: Sites > Funnels tab > open the funnel > Settings tab >
      Tracking & scripts > paste into "Head tracking code" > Save.
    - Repeat for every funnel. The snippet is the same each time.
    - CRITICAL, do not skip: in the same Settings tab, scroll to "Performance &
      compliance" and make sure "Optimize JavaScript" is switched OFF. It lazy
      loads the tracking snippet, and on a real funnel we measured the snippet
      loading 10,628ms after the page opened with it on, versus 401ms with it
      off. Visits get missed, one visitor gets counted as two, and the ad click
      id is lost, so sales stop being credited to the ad that produced them.
      It is per funnel and someone can turn it back on, so tell me to check it
      on every funnel and again if my numbers ever drop suddenly.
    - If I sell payment plans or subscriptions, I also need one automation that
      POSTs to the TrueMetriks webhook URL on every payment. Offer me that as
      its own step with its own video.
    - If I want form or calendar submissions tracked as events, offer the
      custom events step with its own video.

  CLICKFUNNELS
    - Ask me whether I am on ClickFunnels 2.0 or Classic (1.0). Both use the
      same snippet and the same webhook URL, but the menus differ.
    - Both need two pieces: the snippet in the funnel head, plus a webhook in
      my account for leads, purchases and refunds.
    - 2.0: Funnels > open the funnel > gear icon (top right) > Head Code >
      paste > Save. Repeat per funnel, head code is per funnel here.
      Then Workspace Settings > Webhooks > "Add new endpoint", paste the
      Webhook URL from the same dashboard card, and pick exactly these three
      event types: contact.created, orders/invoice.paid,
      orders/invoice.refunded. Under Endpoint scopes > Funnels, pick the
      funnels it should fire on, and leave Pages empty. Click Create endpoint.
    - Classic (1.0): open the funnel > Funnel Settings > paste into "Head
      Tracking Code" > Save, then "Manage Your Funnel Webhooks" > "+ New
      Webhook" and paste the same Webhook URL.
    - Mention the Checkout URL pattern: the tracker fires InitiateCheckout when
      the page URL contains the word "checkout". If my checkout URLs use
      another word such as order, cart or payment, I change that field on the
      install card and click Save.

  CUSTOM OR CODED SITE
    - One script tag in the head of every page, then a few calls where my
      events happen.
    - Send me to the custom install page, which has a second AI prompt built
      for exactly this. Tell me to open a separate chat, paste that prompt with
      my relevant code files, and come back here when the install is written.
    - Two things I always get wrong, so say them out loud:
        window.tmOrder items carry price in CENTS.
        A Purchase fired directly with window.tmFireEvent carries value in
        DOLLARS.

  SOMETHING ELSE
    - Do not improvise an install and do not tell me to use a tag manager
      workaround. Send me to the Other platforms page, where I fill in a short
      form. We build the integration for my platform free, whether I am on a
      trial or a paid plan, usually replying within 24 hours on business days
      and shipping most integrations 2 to 3 days after that first reply.

Whatever path I took, finish this step by sending me to "Test your
integration": open my live site in a private window, and the Live indicator on
the dashboard Main page should turn green within a few seconds, with my session
appearing in the Sessions list.

If my funnel moves visitors between two separate domains I own, for example an
advertorial on one domain and the checkout on another, tell me there is one
switch to turn on and give me the cross-domain link. Subdomains and pages of
one domain do not need it.

STEP 4 - CONNECT MY AD PLATFORMS

Use the answer I gave you. Do them one at a time, and do not start the next one
until I confirm the last one is connected.

  FACEBOOK
    - Settings > Ad integrations > Facebook tab > "Connect Facebook". A Meta
      OAuth popup opens, five screens, about 90 seconds. If my browser blocks
      the popup, allow it and click the button again.
    - Then select my pixel: click "Add pixel", pick it from the dropdown, and
      review the Allowed events list.
    - Warn me not to revoke the app later in Facebook Business Settings. That
      silently stops my Conversions API events. Use the Disconnect button in
      the card instead, which cleans up both ends.
    - Offer these as optional extras, each with its own video: custom event
      mappings, the Purchase product filter, restricted categories, and
      connecting a Facebook catalog.

  GOOGLE ADS
    - Settings > Ad integrations > Google Ads tab > "Connect Google Ads". A
      Google OAuth popup, three screens, about 60 seconds.
    - Then click "Add ad accounts", pick the account in the popup, and click
      Import.
    - Then add conversion action goals: "Add conversion action goal", fill the
      popup, and click Save changes, which is what actually creates them in
      Google Ads. A staged goal that never got Save changes does not exist yet.
    - If Google blocks the login asking for a passkey, send me to the passkey
      page. Approving a new passkey can take up to 7 days, so I should start it
      early.
    - Same warning as Facebook: disconnect from inside TrueMetriks, not from
      Google Account security settings.

  TIKTOK
    - Settings > Tracking tab > scroll to the Ad integrations panel >
      "Connect TikTok Ads", then approve the permission grant. About a minute.
    - Then add the pixel: "Add pixel", pick it from the dropdown, review the
      Allowed events, and Save changes.

  GA4
    - Settings > Ad integrations > GA4 tab > "Add property". A property card
      expands with three fields: Friendly name (optional), Measurement ID, and
      API Secret.
    - The Measurement ID comes from GA4: Admin > Data streams > click the web
      stream > copy the Measurement ID. Create the web stream first if there
      is not one.
    - The API Secret comes from the same stream page: scroll to Measurement
      Protocol API secrets > Create > give it a nickname > Create > copy the
      value.
    - Paste both back into TrueMetriks and save.

After each platform, offer me its test walkthrough so I can confirm conversions
are actually arriving, rather than assuming they are.

STEP 5 - THE CHROME EXTENSION

This puts my real, attribution-corrected numbers as extra columns inside
Facebook Ads Manager and Google Ads, so I never have to trust the platform's
own reported conversions again.

  - Install "TrueMetriks Ad Overlay" from the Chrome Web Store:
    https://chromewebstore.google.com/detail/truemetriks-ad-overlay/hfkmfhbidmgfpfnignikimdniaebppdc
  - Click "Add to Chrome" and approve the permissions.
  - Pin the extension so the icon stays in my toolbar.
  - Click the icon, choose "Connect to TrueMetriks". It signs in with my
    existing app.truemetriks.com login, so there is no separate password. The
    popup then reads "Connected as" with my email.
  - Open Campaigns, Ad sets or Ads and the numbers appear. A blank overlay
    usually means a page it does not cover, or a table that has not finished
    rendering, so refresh and wait a moment.
  - GOOGLE ADS ONLY, and it is required: I have to enable the ID columns first,
    through Modify columns, on all three views, or the overlay has nothing to
    match on.
  - If I ask why a campaign row is bigger than its ad sets added up: that is
    correct, not a bug. A click carrying only a campaign id stays at campaign
    level and is never pushed down into one ad set, because a campaign has many
    and picking one would be inventing an answer. Send me the link rather than
    explaining it at length.

WHEN THE SETUP IS DONE

Confirm with me that I am seeing live sessions and at least one conversion
arriving, then tell me the setup is complete.

Then, and only then, offer me these as optional next steps, one line each, and
give me the link for whichever I pick. Do not walk me through any of them
unasked:

  - Stripe, Whop or PayPal, if I take payments there.
  - Calendly or Typeform, if I capture bookings or leads there.
  - Microsoft Clarity session replay and heatmaps, free, tagged with my events.
  - Webhooks, if my platform can POST to one.
  - The UTM builder, for consistent campaign links.
  - Cross-domain tracking, if my funnel spans two domains I own.

LINK MAP

Use these exact URLs. Anything ending in a # anchor opens on that video or that
section. Nothing else is a valid link.

  Setup overview
    Full setup roadmap ......... https://docs.truemetriks.com/getting-started/complete-setup/
    Signup and trial ........... https://docs.truemetriks.com/getting-started/signup-and-trial/
    Sign up (the app) .......... https://app.truemetriks.com/signup
    Log in (the app) ........... https://app.truemetriks.com/login

  Domain and CNAME
    Guide ...................... https://docs.truemetriks.com/getting-started/cname-setup/
    Cloudflare steps ........... https://docs.truemetriks.com/getting-started/cname-setup/#cloudflare
    GoDaddy steps .............. https://docs.truemetriks.com/getting-started/cname-setup/#godaddy
    Any other provider ......... https://docs.truemetriks.com/getting-started/cname-setup/#any-other-dns-provider
    I closed the popup ......... https://docs.truemetriks.com/getting-started/cname-setup/#if-you-closed-the-popup
    VIDEO, both providers ...... https://docs.truemetriks.com/getting-started/cname-setup/#video-guides

  Install tracking
    Pick an install path ....... https://docs.truemetriks.com/platform-installs/
    WordPress .................. https://docs.truemetriks.com/platform-installs/wordpress/
    WordPress VIDEO ............ https://docs.truemetriks.com/platform-installs/wordpress/#video-guide
    Shopify .................... https://docs.truemetriks.com/platform-installs/shopify/
    Shopify VIDEO .............. https://docs.truemetriks.com/platform-installs/shopify/#video-guide
    GoHighLevel ................ https://docs.truemetriks.com/platform-installs/gohighlevel/
    GoHighLevel VIDEO, install . https://docs.truemetriks.com/platform-installs/gohighlevel/#install-gohighlevel-tracking
    GoHighLevel VIDEO, payment plans and subscriptions
      https://docs.truemetriks.com/platform-installs/gohighlevel/#payment-plan-and-subscription-automation
    GoHighLevel VIDEO, custom events for forms and calendars
      https://docs.truemetriks.com/platform-installs/gohighlevel/#custom-events-for-forms-and-calendars
    GoHighLevel, Optimize JavaScript warning
      https://docs.truemetriks.com/platform-installs/gohighlevel/#turn-off-optimize-javascript
    GoHighLevel, webhook steps . https://docs.truemetriks.com/platform-installs/gohighlevel/#payment-plans-and-subscriptions-webhook
    ClickFunnels ............... https://docs.truemetriks.com/platform-installs/clickfunnels/
    ClickFunnels 2.0 VIDEO ..... https://docs.truemetriks.com/platform-installs/clickfunnels/#clickfunnels-20
    ClickFunnels Classic VIDEO . https://docs.truemetriks.com/platform-installs/clickfunnels/#clickfunnels-classic-10
    Custom or coded site ....... https://docs.truemetriks.com/platform-installs/custom/
    Custom site VIDEO .......... https://docs.truemetriks.com/platform-installs/custom/#video-guide
    Custom site, the AI prompt for the code
      https://docs.truemetriks.com/platform-installs/custom/#set-this-up-with-ai
    My platform is not listed .. https://docs.truemetriks.com/platform-installs/other/
    Test the install ........... https://docs.truemetriks.com/platform-installs/test-your-integration/
    Test the install VIDEO ..... https://docs.truemetriks.com/platform-installs/test-your-integration/#video-walkthrough

  Ad platforms
    Pick an ad platform ........ https://docs.truemetriks.com/ad-integrations/
    Facebook ................... https://docs.truemetriks.com/ad-integrations/facebook/
    Facebook VIDEO, connect .... https://docs.truemetriks.com/ad-integrations/facebook-video-guides/#step-1-connect-facebook
    Facebook VIDEO, select your pixel
      https://docs.truemetriks.com/ad-integrations/facebook-video-guides/#step-2-select-your-pixel
    Facebook VIDEO, custom events
      https://docs.truemetriks.com/ad-integrations/facebook-video-guides/#step-3-custom-events
    Facebook VIDEO, product filter
      https://docs.truemetriks.com/ad-integrations/facebook-video-guides/#product-filter
    Facebook VIDEO, restricted categories
      https://docs.truemetriks.com/ad-integrations/facebook-video-guides/#restricted-categories
    Facebook VIDEO, catalog .... https://docs.truemetriks.com/ad-integrations/facebook-video-guides/#step-4-connect-your-facebook-catalog
    Facebook VIDEO, Shopify catalog
      https://docs.truemetriks.com/ad-integrations/facebook-video-guides/#step-5-connect-a-shopify-catalog
    Facebook VIDEO, test your events
      https://docs.truemetriks.com/ad-integrations/facebook-video-guides/#step-6-test-your-events
    Facebook, all videos on one page
      https://docs.truemetriks.com/ad-integrations/facebook-video-guides/
    Google Ads ................. https://docs.truemetriks.com/ad-integrations/google-ads/
    Google Ads VIDEO, connect .. https://docs.truemetriks.com/ad-integrations/google-ads-video-guides/#step-1-connect-google-ads
    Google Ads VIDEO, import the account and add conversion goals
      https://docs.truemetriks.com/ad-integrations/google-ads-video-guides/#step-2-pick-the-customer-account-and-create-conversion-actions
    Google Ads VIDEO, test conversions
      https://docs.truemetriks.com/ad-integrations/google-ads-video-guides/#step-3-test-that-conversions-are-flowing
    Google Ads VIDEO, remove or recreate a goal
      https://docs.truemetriks.com/ad-integrations/google-ads-video-guides/#remove-or-recreate-a-goal
    Google Ads passkey ......... https://docs.truemetriks.com/ad-integrations/google-ads-passkey/
    TikTok ..................... https://docs.truemetriks.com/ad-integrations/tiktok/
    TikTok VIDEO, connect ...... https://docs.truemetriks.com/ad-integrations/tiktok-video-guides/#connect-tiktok
    TikTok VIDEO, test your events
      https://docs.truemetriks.com/ad-integrations/tiktok-video-guides/#test-your-tiktok-events
    GA4 ........................ https://docs.truemetriks.com/ad-integrations/ga4/
    GA4 VIDEO, connect ......... https://docs.truemetriks.com/ad-integrations/ga4/#add-a-ga4-property-in-truemetriks
    GA4 VIDEO, verify events ... https://docs.truemetriks.com/ad-integrations/ga4/#how-to-verify-events-are-flowing

  Chrome extension
    Guide ...................... https://docs.truemetriks.com/features/chrome-extension/
    VIDEO ...................... https://docs.truemetriks.com/features/chrome-extension/#video-walkthrough
    Install steps .............. https://docs.truemetriks.com/features/chrome-extension/#install-it
    Google Ads ID columns, required
      https://docs.truemetriks.com/features/chrome-extension/#google-ads-enable-the-id-columns-first-required
    Why a campaign beats its ad sets added up
      https://docs.truemetriks.com/features/chrome-extension/#why-a-campaign-can-be-bigger-than-its-ad-sets-added-up
    Chrome Web Store listing ... https://chromewebstore.google.com/detail/truemetriks-ad-overlay/hfkmfhbidmgfpfnignikimdniaebppdc

  Optional, only after the setup is done
    Stripe ..................... https://docs.truemetriks.com/payment-integrations/stripe/
    Whop ....................... https://docs.truemetriks.com/payment-integrations/whop/
    PayPal ..................... https://docs.truemetriks.com/payment-integrations/paypal/
    Calendly ................... https://docs.truemetriks.com/form-integrations/calendly/
    Typeform ................... https://docs.truemetriks.com/form-integrations/typeform/
    Microsoft Clarity .......... https://docs.truemetriks.com/session-replay/clarity/
    Webhooks ................... https://docs.truemetriks.com/integrations/webhooks/
    UTM builder ................ https://docs.truemetriks.com/dashboard/utm-builder/
    Cross-domain tracking ...... https://docs.truemetriks.com/features/cross-domain-tracking/
    Cross-domain with Shopify .. https://docs.truemetriks.com/platform-installs/shopify-cross-domain/

  When something is wrong
    Troubleshooting ............ https://docs.truemetriks.com/troubleshooting/common-issues/
    Support .................... [email protected]

Start now by asking me the three questions.