Complete setup
Go from a new account to live conversion tracking in six short steps. Start at the top and follow each link.
Set this up with AI
Copy this prompt into ChatGPT, Claude or whichever AI you use. It carries this whole guide, the pages it depends on, and a link to every video, so it can walk you through it one step at a time.
Your setup roadmap
Work through the steps in order. The first three get data flowing; the last three turn that data into accurate attribution and ROAS reporting.
The steps
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Sign up and start your trial - Create your account, name your organization, set your time zone and currency, and add your first website to track.
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Connect your domain - Add one CNAME record at your DNS provider so tracking runs first-party on your own subdomain and slips past most ad-blockers.
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Install your tracking code - Add the snippet to your site using your platform: WordPress, Shopify, GoHighLevel, ClickFunnels, or the universal snippet for anything else.
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Connect your ad platforms - Link your ad accounts so conversions flow back to each one: Facebook, Google Ads, GA4, and TikTok.
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Tag your links with the UTM builder - Build consistent UTM parameters for every campaign link so each click is attributed to the right ad.
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Install the Chrome extension - See attribution-corrected ROAS and cost columns right inside Facebook Ads Manager and Google Ads.
One extra switch if your funnel crosses two domains
If a visitor moves between two separate domains you own during your funnel, for example an advertorial on one domain and the checkout on another, there is one switch to turn on so they stay one person instead of two strangers. Subdomains and pages of your own domain do not need it.
Do it while you are installing rather than after your first campaign: Cross-domain tracking.
What is next
Start with step one, Sign up and start your trial, and follow the links from there.
Frequently asked questions
How long does setup take?
Just a couple of minutes. Creating your account, adding your domain, and dropping in the tracking code each take a minute or two. The only wait outside your control is DNS, which usually verifies within a few minutes of adding the CNAME record.
Do I have to complete every step?
The first three (account, domain, tracking code) are required to start collecting data. Connecting your ad platforms, using the UTM builder, and installing the Chrome extension unlock accurate attribution and ROAS reporting, so we strongly recommend them.
What order should I follow?
The order on this page. Each step builds on the one before it - your domain has to be connected before tracking works, and tracking has to be live before ad-platform conversions and ROAS reporting make sense.