User Guide: Account Setup
Welcome to our platform! Follow these simple steps to set up your account and get started.
1. Navigate to the Login Page
Visit our website and click on the "Log In" option in the top right corner. You will be directed to the login screen.
2. Log In or Create an Account
Log In:
Email Address: Enter the email address associated with your account.
Password: Enter your password. You can toggle the visibility of your password by clicking the eye icon next to the password field.
You’ll be a sent a confirmation email with a confirmation link which will redirect you to the source login page.
Click the "Log in" button to access your account and fill out your details.
Forgot Your Password?:
If you've forgotten your password, click on the "Reset" link. Follow the prompts to reset your password.
Don't Have an Account?:
Click on "Create one" to start the registration process. Follow the instructions to set up a new account.
3. Alternative Login Options
Log In with Google:
You can log in using your Google account. Click the "Log In with Google" button and follow the Google sign-in process.
4. Account Recovery and Support
If you encounter any issues while logging in or setting up your account, please contact our support team for assistance.
Setting Up and Connecting Your Website
Follow these steps to set up and connect your website to track conversions effectively.
1. Name Your Website
Start by providing a name for your website. This helps in identifying different websites or sections you might be tracking.
Enter the name and click Continue.
2. Add Your Website URL
On the next screen, input the URL of your website. This URL is crucial for setting up tracking.
Enter the URL in the provided field and click Continue to proceed.
3. Connect Forms for Conversion Tracking
Identify Your Sign-Up Forms: This step is critical for tracking conversions. Provide the URLs for the web pages containing the sign-up forms you want to monitor. This information will help customize your tracking pixel.
Page URL: Enter the specific page URL where your form is located.
Field Selector: Use the query selector to specify which form fields to track, if necessary.
Identifying the Email Input Field
In the Developer Tools, use the Elements tab to inspect the HTML structure of the page.
Locate the email input field. You can do this by hovering over elements in the Elements tab until you see the email input field highlighted on the page.
Click here to learn more on how to identity your query selectors
To add more forms, click the + Add another URL button. Once you've added all relevant URLs, click Continue.
4. Set Up Tracking
Follow the provided instructions to install the tracking pixel on your website. This usually involves copying and pasting a code snippet into your website's HTML.
Ensure the pixel is installed correctly to begin tracking user interactions and conversions.
5. Connect Your Data Source
Finally, connect any additional data sources to enrich your tracking and analytics. This could include CRM systems, analytics tools, or other platforms.
Final Steps
Once you've completed these steps, your website will be connected and set up for tracking conversions. You can monitor performance through your dashboard and adjust settings as needed to optimize your tracking strategy.
By following these instructions, you'll be well on your way to understanding and optimizing your website's user interactions and conversion rates.