Standard Funnel

This document will guide you through setting up a standard funnel.
The best way to use this document is to complete the steps in the order they are given.

If you need any help, contact support or your onboarding manager.

Step 1 : Setting Up Your Ads

^{~ skip this if you’re not tracking ads and are solely focused on organic traffic ~}

Misc Ad Platforms

^{~ skip this if you’re not tracking ads and are solely focused on organic traffic ~}

Step 2 : Setting Up Your Email and Organic Traffic

Step 3 : Install the Universal Tracking Script

To install the script on your page, you can choose between two options:

– Option A is the standard installation process;
– Option B offers a quick setup intended only for users who want to use Google Tag Manager (GTM).

Step 4 : Tracking Customer Payments

IMPORTANT

Do not integrate a checkout system AND a processor.
It will cause the checkout system to send in a sale and then cause the processor to send in the same sale causing DUPLICATE sales.

Integrate only a checkout or ONLY a processor, not both.