Onboarding Steps Guide
Here's a quick guide on how to complete the onboarding process...
Click the "Setup My Tracking" to Start the Onboarding Process
Step 1: Connect Shopify Store
Step 2: Connect Google Accounts
Note: Just connect the "Default Workspace" when connecting the Google Tag Manager Container.
Step 3: Install Data Sources
Shopify Source:
Note: For a Step-by-Step guide, please follow this guide.
Non-Shopify Subdomains:
If you have any non-Shopify Subdomains (e.g. a wordpress blog, third party landing pages, or a headless website), you'll be guided to set up the Non-Shopify Subdomain Source.
Step 4: Add Marketing Destinations
Click the "Add Destination" to select marketing destinations
NOTES
- Once a Marketing Destination is selected, you'll just need to follow the steps provided.
- All Marketing Destinations listed are the ones with server-side integration. For client-side setup (e.g., Google Ads, Microsoft Clarity), just navigate to > "Pre-Built Tags" tab > and look for any available pre-built tags (you can find this tab once you complete the onboarding process).
- For FB, GA, and GA4 guides, please refer to the links below:
- For other guides, please check our knowledge base articles here:
Step 5: Manage Store Options
Please feel free to answer all 4 questions if necessary to get the additional articles needed to guide you with the setup.
Step 6: Remove Previous Tracking
This is to remove previous/existing tracking that you have in Shopify admin or from other sources. Follow the guide to remove tracking for each new destination you have added. Once you've removed all previous tracking Marl as Complete.
Click "Mark as Complete" once done.
That's it!
Updated 5 months ago