How to Get Started

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 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.

Visit the Privacy Center Support Page

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.

Learn More About Tracking Code Installation

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:

• Go to Website Settings in the vertical left-hand icon menu and click on General. 
• Select the weekday you want the week to start on from the dropdown menu.

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.

Visit the Website Settings Support Center

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:

• Go to Website Settings in the vertical left-hand icon menu and click on General. 
• Select the time zone from the dropdown menu.

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.

Visit the Website Settings Support Center

Providing others with access to analytics can streamline processes and increase data utility. Manage access by following these steps:

• Open the dropdown with your account initials at the top-right corner of your screen, click into Account Settings.
• Go to Manage Account Website(s).
• Click on the three-dot meatballs menu dropbown to the right of the relevant website name, and select Manage Website Contributors.
• Add a new contributor by inputting their email address and role, and then click Invite Contributor. Pending invites will also be shown here.
• Edit the access level of existing contributors by clicking on the dropdown Role menu.
• Remove an existing contributor by clicking on the ∅ button, and authorize removal by entering the account password.

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.

Visit the Website Contributors Support Page

To add another website to the platform for analysis, follow these steps:

• Click on the website selector at the very top left of your screen and select Add New Website.
• This will initiate the onboarding process for a new website, and will ask you to input the website URL, choose the data privacy mode, and provide the tracking code.

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.

Visit the Website Integration Support Page

To remove a website from your analytics account, follow these steps:

• Open the dropdown with your account initials at the top-right corner of your screen and click into Account Settings.
• Go to Manage Account Website(s).
• Click on the three-dot meatballs menu dropbown to the right of the relevant website name, and select Remove Website.
• Enter the account password to authorize website removal.

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.

Visit the Website Removal Support Page

If you want to import historic website data into the website intelligence toolkit from Google Analytics for any reason, follow these instructions:

• Ensure the right website is selected in the Dropdown Website Selector at the very top left of your screen.
• Go to Website Settings in the vertical left-hand icon menu and click on Import.
• Click Sync Now in the Google Analytics data migration module.

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.

Visit the Data Import Support Page

To change the website intelligence platform's privacy mode (and depth of data collection) at any time, follow these instructions:

• Go to Privacy Center in the left-hand vertical icon menu.
• Click on the top of a privacy mode to set the platform default.
• Click save before leaving the module to not lose any changes.

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.

Visit the Privacy Center Support Page

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:

• Click on the date range dropdown at the top right of your screen.
• Select a saved date range or input a custom range in the calendar.
• Click Apply.

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.

Visit the Time Period Support Page

To activate a data filter, follow these instructions:

• Click on the Apply Filtering dropdown at the top-right corner of any report block that has this functionality.
• Select one of the filters from the list and click submit.
• Repeat this process to add as many filters as you want.

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 visitor segment, follow these instructions:

• Go to Website Settings in the vertical left-hand icon menu and click on Visitor Segments.
• Name the new visitor segment and add an optional note if desired.
• Add all the filters you require.
• Click Create Visitor Segment.

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 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:

• Go to the Web Statistics icon in the vertical left-hand icon menu and click on UTM Campaigns.
• Open the UTM URL Builder and create the UTM code: paste in the campaign landing page URL, campaign name, source, medium, and any other information that will help you to identify the UTM campaign name.
• Click Copy to Clipboard to copy the generated UTM code, and use this as the landing page link in any marketing outreach within the campaign.
• Return to UTM Campaigns to analyze campaign performance.

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.

Visit the UTM Campaigns Support Page

To create a conversion or sales funnel, follow these instructions:

• Go to Visitor Behavior in the vertical left-hand icon menu and click on Conversion Funnels.
• Click on Create Funnel in the top right corner of your screen.
• Set the funnel name and (optional) expected conversion rate if desired.
• Click on the dropdown menu next to Funnel Level 1; then either select a page from the autogenerated list or paste in the webpage URL.
• Repeat this process to add as many webpages as you want (up to the limit of eight).
• Click on Create & Activate Funnel in the top right corner of your screen, or save it as a draft and continue building the funnel later.
• Return to Conversion Funnels after activation to view the funnel at any time.

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.

Visit the Conversion Funnels Support Center Page

To watch a session recording or replay, follow these instructions:

• Go to Visitor Behavior in the vertical left-hand icon menu and click on Session Recordings.
• Select a Session Recording from the generated list, and click on the Play button at the right hand side of the row.
• This will take you to the playback module, which you can manipulate like any standard online video player.
• Toggle on Skip Activity to jump past periods of inactivity.

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.

Visit the Session Recordings Support Center Page

To create a new manual tag for a website event that is not already auto-tracked by the analytics platform, follow these instructions:

• Ensure that manual event tracking is enabled. Go to Website Settings in the vertical left-hand icon menu. Click on Module Settings. Toggle on Track Manually Created Event Tags.
• Go to Visitor Behavior in the vertical left-hand icon menu and click on Event Tracking.
• Click into Event Tag Generator and define the custom event.
• Click on Generate Event Tag and paste the snippet into the source code of the element you want to track.
• Navigate to Manually Tracked Events to analyze data.

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.

Visit the Manually-Tracked Events Support Page

The Surveys tool generates dedicated pages of questions for internet users. To create the first webpage survey, follow these instructions:

• Go to Visitor Communication in the vertical left-hand icon menu and click on Surveys.
• Click Create New Survey at the top-right corner of your screen.
• Populate the survey with your questions, choosing the most suitable answer type for each.
• Toggle survey settings to your preferences.
• Customize the appearance to match the design and branding of your website.
• Click Publish at the top right of your screen, or Save as Draft until completion.
• Copy the URL and paste it into marketing materials.

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.

Visit the Visitor Communication Support Center Page

To verify your subscription and the renewal date, follow these steps:

• Go to Website Settings in the left-hand vertical icon menu and click on Subscription.
• You'll find a snapshot of your current payment plan below the billing details and payment method.

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.

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.

Free Plan: Getting Started

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.

Flexibility to Scale

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.

Take a Free Platform and Subscription Tour