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 (e.g., FB, GA, GA4, GTM Script, etc.,)
Click "Mark as Complete" once done.
That's it!
Updated 1 day ago