This guide explains how new users can get the analytics toolkit up and running and customized to their preferences. It also provides basic instructions for using all the different features, as well as how to amend important account, subscription, and billing information.
The guide doesn't include detailed descriptions or instructions. If you need this information then please refer to the Support Center. And if you're looking for advanced advice for getting the most out of the analytics platform, refer to our ever-growing collection of User Guides.
Once you know which package is right for you, you're ready to open an account (though you can upgrade or downgrade at any point in the future). This begins the onboarding process that will get the toolkit firing on all cylinders. The signup process is broken down into two steps; the first adapts onboarding to your website's technical environment, while the second includes package selection, email verification, website URL input, privacy calibration, notification preferences, and tracking code installation. More information on integrating with other platforms can be found in the Support Center.
Wix users should select this option. This will open up the location of the analytics plugin in the Wix App Market in a new browser window.
And once you've downloaded it, you'll continue the onboarding process there.
Weebly users should select this option. This will open up the location of the analytics plugin in the Weebly App Center in a new browser window.
And once you've downloaded it, you'll continue the onboarding process there.
Standalone website users should choose this option. This will bring them straight to the second signup step in the same browser window, where they'll get guidance on manually installing the app.
Input the email address and password that you'd like to use to access the account. You can use the copy feature to save the password for your records.
Input any promotional voucher code that you have received, and which will give you a discount or account access to additional functionalities.
Confirm that you've read the Terms of Use and Data Protection Agreement, and decide whether you want to be emailed analytics and platform news.
Once you've completed the above steps and created your account, we'll send an email verification. This acts to confirm that the address was inputted correctly, adds an extra layer of account security, and helps to prevent unauthorized access. It's also a requirement under data privacy laws like GDPR, and ensures that you'll be able to access the account in the future if you lose your login details for any reason.
Note: If this email doesn't reach your inbox, refresh the page and wait a minute. Also check your spam folder; if it's there, mark it "not spam" to ensure that you receive any future emails that you have subscribed to in notification preferences. Alternatively, contact Customer Support.
You'll now be asked to insert the website URL that you want integrated with the toolkit. We advise that you copy the homepage address from your browser's navigation bar to avoid any errors, selecting the domain name onwards. This means omitting "http://", "https://", and "www.", and selecting - for example - only "test.com" or "app.test.com".
Note: You can add as many more websites as you want to the account once these onboarding steps are complete. Do this by clicking on your website's name in-platform at the very top left corner of your screen, selecting Add New Website, and following the instructions provided.
You'll now be asked to select the platform-wide privacy mode from four options. Choose Maximum Privacy Mode and meet all global requirements without any additional legal responsibilities. Alternatively, choose a lower privacy mode, adopt the necessary compliance measures, and legitimately collect deeper visitor-by-visitor datasets.
Note: The privacy modes have been named to make it easy to identify the compliance thresholds met by each. You can set a different mode for each country of origin to maximize data capture within the limits set by laws local to website visitors, and can do this in the Privacy Center.
This onboarding step allows you to decide which email notifications to receive from the analytics platform and provider, and provides the opt-in consent we need for email contact. While optional, regularly-emailed Statistics Reports are an invaluable website intelligence aid for many of our users. You can turn these emails off here, or limit their frequency.
Use this opportunity to also control subscriptions to our marketing and promotional messages, as well as the monthly newsletter. This serves as a summary of new features, platform updates, and data privacy news, and it also has information on any promotions that we're running.
You now need to install the generated JavaScript snippet into website source code. Help is provided with Support Center links to tracking code installation guides for the most popular website building routes, including Wordpress, Google Tag Manager, Wix, Weebly, and TYPO3.
Standalone website owners need to manually install the tracking code. This means pasting it correctly into webpage source codes or template files. And if you have any issues installing the snippet or populating the analytics toolkit with data, don't hesitate to contact Customer Support.
Note: If non-Wix users need the tracking code again for any reason, they can find it in the Manage Account Website(s) section of Account Settings. The tracking code is also available in the Tracking Code section of Website Settings.
The website intelligence toolkit is set to English by default, but can be quickly set to another language. And while we're regularly working to translate the platform into more languages, it is currently only available in the most-spoken European languages. These are French, German, Italian, Portuguese, Romanian, and Spanish.
To change the language, open the Dropdown Language Selector at the very top-right-hand corner of your screen in-app and select the desired language option from the list. The language will then change immediately throught the platform and without any to need to reboot or refresh. This process can also be repeated as often as required.
Adjusting the start day of the week is important for businesses with fiscal weeks that begin on a day other than Monday, and those that don't share the Western weekend. This can be done as follows:
Hint: Check that the toolkit's start week day matches your business. This ensured that the analytics data will align with internal reporting structures, facilitating more accurate analysis and decision-making.
While you will have recently set notification preferences during the onboarding process, you can change them at any time. Notification preferences are divided into those for the emailed Statistics Reports, and those for the wider account. They can be amended as follows:
Hint: We keep marketing messages to a minimum and what we send informs analytics success. But we also regularly offer discounts for higher subscription plans. If you want to receive these voucher codes, enable promotional marketing authorization in Account Settings.
Changing the time zone is an easy way to ensure that reports align with the time zone local to you or relevant to business operations:
Hint: Aligning the time zone with your business streamlines data analysis, especially when dealing with international audiences or when comparing data across different regions with distinct time zones.
If you regularly visit webpages, then your data will skew performance reports. To disable tracking for your site visits, follow these steps:
Note: The platform sets a browser cookie to identify and exclude your website visits from reports, meaning you will have to re-add it to the account after clearing the browser cookie cache. If you use multiple browsers, you'll need to repeat this process through each one.
Providing others with access to analytics can streamline processes and increase data utility. Manage access by following these steps:
Note: Controlling analytics access is important for managing data and meeting privacy compliance requirements. Edit contibutor access to protect sensitive data, prevent unauthorized changes or misuse of anaytics, and improve collaboration among coworkers and others.
Depending on your website's technical environment, you might not need to approach the tracking code after installation. Others will need to retrieve it regularly, and they can find it by following these steps:
Note: The tracking code is different for every new website you add to the account, of which there is no restriction. If you need the JavaScript snippet for a new website, follow the steps in the section that follows.
To add another website to the platform for analysis, follow these steps:
Hint: The platform will analyze websites separately, and you can toggle between website reports by clicking on the website selector at the very top left of your screen. If you want accumulated stats on multiple websites or domains, you can learn how in the section that follows.
If you want to adapt the website intelligence toolkit to analyze the accumulated data from two or more domains, follow the steps below:
Hint: This domain whitelisting is a great way to consolidate data from related websites, and to gain a far more comprehensive understanding of visitor behavior than can be achieved when the sites aren't linked.
To remove a website from your analytics account, follow these steps:
Note: Deleting a website will stop tracking and cancel your subscription. It will also permanently delete all existing data for this website. To keep a record of this data, tick the checkbox to get the platform to export all historic data to the account email address.
Accounts with multiple websites will need to reset data for each one separately, but there are two in-app routes to performing this task:
Hint: Resetting site data can clear out anything inaccurate or outdated. It can be useful to start afresh with clean data for accurate analysis, or to address any data discrepancies or anomalies within the platform.
If you want to import historic website data into the website intelligence toolkit from Google Analytics for any reason, follow these instructions:
Hint: More data means far better insight accuracy. Importing historic Google Analytics data will enable you to consolidate your data silos, enhancing reporting capabilities and comparative analysis.
This is a great feature for anyone who values data ownership and wants to conduct analysis outside of the website intelligence interface. If you want to export data, then please follow these instructions:
Export Management: Since large data exports take time to process, you'll receive an email notification when export requests are ready to download in zip form. You can also return to this interface, see a record of export requests, and redownload any previously requested files.
To change the website intelligence platform's privacy mode (and depth of data collection) at any time, follow these instructions:
Hint: Businesses can experience shifts in internal privacy policies and data handling practices, and laws change. This makes it essential to understand analytics data capture, and to return to the Privacy Center regularly to ensure that it is calibrated to business requirements.
After onboarding, the website intelligence platform is calibrated to your chosen privacy mode. However, you can set a different mode for each country of visitor origin. This can be done by following the steps below:
Note: Fine-tuning global data capture to local data privacy laws is a great way to maximize legitimate data capture, particularly if your target market is located in some of the less-regulated regions.
Changing the data display period is a vital first step for new users, and is useful across the toolkit. It can be achieved by following these steps:
Hint: Explore the different pre-set time intervals in the date range dropdown menu, and set a custom date range. This functionality will help you to segment data across the website intelligence platform.
To compare current data with an earlier period, follow these steps:
Hint: Comparing data with a previous time period is a quick but useful way to track performance trends, identify changes in website visitor behavior, and evaluate the effectiveness of strategies over time. The platform does also have a Year-on-Year data comparison function.
To activate a data filter, follow these instructions:
Hint: The filtering options are comprehensive. We recommend that you build filter templates and visitor segments around the characteristics of your target audience. This will enable you to quickly calibrate the interfaces to your needs and speed up website intelligence research.
To create a multi-level filter template, follow these instructions:
Hint: Once you've created some filter templates, you can activate them on any filterable report block across the toolkit -making them a useful tool for quickly calibrating website intelligence reports to your needs.
To create a visitor segment, follow these instructions:
Hint: Visitor segments exist so that you can calibrate analytics reports to your target audience. Create one for each of the demographics that are most important for your business, and click on the icon at the top right of each report block that bares it to activate a visitor segment.
To create a custom dashboard, follow these instructions:
Hint: Custom Dashboards are an invaluable tool that enables you to create custom reports using report blocks from across the analytics toolkit. Use this feature to create reports specific to any task, and use them whenever possible to speed up website intelligence work.
To create a UTM campaign, you'll need to generate a custom UTM URL and insert it into any outreach that shares the same landing page, and is part of the same campaign. To do this, follow these instructions:
Hint: Any site visitors that arrive through the generated UTM link will be analyzed within the same campaign. Try to adopt a standardized approach to the UTM campaign elements from bullet point two to ensure that you can quickly identify which UTM campaign it relates to.
To create a heatmap, follow these instructions.
Hint: The number of heatmaps you can generate depends on your package, but they're an invaluable guide to improving webpage layout and design. If you have a lower plan, use all your heatmaps each month to ensure you're not missing out on these intuitive insights.
This heatmap type visualizes visitor interactions on a single webpage. They provide insights into engagement, and where visitors click, how far they scroll, or where their cursor hovers.
These track behavior across multiple pages that share similar characteristics. They're useful for analyzing engagement patterns on pages with dynamic content, such as product listings or search results.
URL pattern heatmaps aggregate user interaction data based on common URL patterns or structures, helping users understand overarching trends in navigation and engagement.
To create a conversion or sales funnel, follow these instructions:
Hint: The main paths to purchase are obvious for most and should be funnelled first. These will be product to basket, search results to item, and basket to checkout. Other core website pages act as an additional level to these funnels. Start with these main funnels. Compare page performance as a conduit to sales or signups. Even A/B test pages to identify strengths. Use these insights to inform website development.
To customize the types of sessions to record, follow these instructions:
Hint: These settings are a great way to streamline the session replay library by removing the least interesting ones from consideration. Use it to adjust Session Recordings to record specific pages, only include active sessions, and set a minimum duration for the sessions recorded.
To watch a session recording or replay, follow these instructions:
Hint: Session Recordings answer questions raised by other tools, and are best approached when you've identified a page or site navigation issue that you want to explore further. Filter the recordings list down to the variables you're interested in, watch multiple replays, and search for common behavior patterns, pain points, and areas of interest.
Auto-tracked events are part of Event Tracking that monitors granular website visitor interactions. They come auto-tracked, meaning that you can monitor them without touching webpage code. To decide which auto-tracked events to monitor, follow these instructions:
Hint: Controlling which auto-tracked events to enable is a good way to minimize data collection and get the toolkit focused on the events that matter to your business. If the website event that you want to monitor isn't an auto-tracked event option, you need to create a manual event.
To create a new manual tag for a website event that is not already auto-tracked by the analytics platform, follow these instructions:
Hint: Since you'll need to identify manual tags from the variables entered in the Event Tag Generator, Event Tracking becomes much easier when you take a systematic approach to tag construction.
The Polls tool generates popup webpage feedback bubbles. To create the first webpage poll for your site, follow these instructions:
Hint: Polls provide a great opportunity to catch website visitors as they browse, and to ask questions relevant to their navigation experience.
The Surveys tool generates dedicated pages of questions for internet users. To create the first webpage survey, follow these instructions:
Hint: Since each survey has its own link, you can use them to collect feedback via any online channel. Once done, you can go to the module to analyze results and also make changes to active surveys on the fly.
To update your account's billing information, follow these instructions:
Note: Make sure you update this information promptly if your billing details change. This will prevent any potential disruptions in service and maintain access to important website intelligence tools and data.
To verify your subscription and the renewal date, follow these steps:
Hint: It's wise to regularly consider your payment plan to ensure that it aligns with your business needs, that you have the functionalities that you need, and that you're not paying too much for website intelligence.
To change your pricing plan or package, follow these instructions:
Hint: Once updated, the new plan will come into effect at the end of the current payment cycle. Only pay the subscription that matches your traffic volume, and use all tools to maximize the insight potency.
When selecting the optimal analytics package for your business, it's essential to consider the value and capabilities of each option and how these grow as you move up through the different subscription levels. Ultimately, the pricing plans have been designed to align the functionality with each business growth cycle. This makes it important to assess your current website traffic numbers so as to select the option that's right for you in the current moment.
The free plan is ideal for online businesses that are just starting out. It has a low data collection threshold that mirrors expected traffic levels for small businesses, but subscribers still have access to the vast majority of website statistics, behavior analytics, and visitor communication modules. This gives you the opportunity to test and build familiarity with the analytics toolkit, making it an excellent entry point for newcomers to the platform.
As your business, website, and online traffic grow, you have the flexibility to choose when to move up (or down) through the different subscription packages - something that can be done in-app by navigating to the Subscription section of Website Settings. Each tier offers increased data collection, advanced analytics capabilities, and enhanced communication tools to support your evolving needs.
By carefully evaluating your current requirements and anticipated growth trajectory, you can confidently select the subscription package that best aligns with your business objectives. With our scalable pricing plans, you have the freedom to upgrade seamlessly as your business expands and your analytics needs evolve.
To retrieve your Terms of Use and Data Processing Agreement related to your website intelligence account, follow these instructions:
Hint: Review the Terms of Use and Data Processing Agreement to understand legal obligations, rights, and our data handling practices. This will ensure legal compliance and protect your rights as a user.