This guide will walk you through the process of configuring and saving the settings of a tracking project, including external tracking codes and specific goals.
Guide: Saving Tracking Project Configurations
To correctly save the tracking configurations, you need to complete the required fields in the Project Data section and define the Goals in the next section.
Step 1: Entering Project Data
1. Access the tracking project edit form.
2. In the first field, enter the project name in the label Project Name\*.
3. In the Enabled Domains field, choose where to apply tracking:
- Select the default option to use tracking on your main site.
- Select Enter an external domain if the project is intended for an external website.
4. If you selected "Enter an external domain," the Domains section will open. Enter the enabled external domains in the List of Enabled Domains field, separating them with commas if there are multiple.
5. Make sure the Active checkbox is checked if you want the project to be immediately operational.
Step 2: Configuring Tracking Codes
Scroll down to enter tracking codes from external platforms:
Meta Ads Tracking (Facebook)
- Enter your ID in the Dataset ID field.
- If using Conversion API, enter the token in Access token API Conversions.
- For testing, you can temporarily use the Test ID field.
Google Tracking
- Enter your Google Analytics code in the Google Analytics field (e.g.,
G-XXXXXXXXXX). - Enter your Google Ads code in the Google Ads field (e.g.,
AW-XXXXXXXXX). - Enter your Google Tag Manager code in the Google Tag Manager field (e.g.,
GTM-XXXXXXX).
Other Tracking
Fill in the corresponding fields for other platforms you wish to integrate (e.g., ID X Pixel, ID UET Tag for Microsoft Ads, ID TikTok Pixel, ID Insight Tag for LinkedIn, Hotjar, Clarity, etc.).
Custom Tracking (Advanced)
- If you need custom JavaScript code, check the box Enable custom tracking.
- The JavaScript Code field will appear, allowing you to insert your code.
Step 3: Defining Goals
1. Click on the button or arrow to proceed to the second step of the wizard, called Goals.
2. This section displays a list of "Action Boxes" (e.g., Click, Form Submission, Purchase, Page Visit).
3. To activate a goal, click on the Activate button present in the header of the desired Action Box.
Configuring Activated Goals
For each activated goal, you must configure its rules and external tracking:
1. Rule Definition: Fill out specific fields for that goal (for example, for a Click goal, you might need to select the Selection Method and enter either a Selector or a Destination Link).
2. Enable External Tracking: Within goal settings, look for the third-party tracking section. Check the box labeled Enable under Third-party Tracking.
3. Platform Configuration: Once external tracking is enabled, sections will open to configure how events should be sent to each platform (Meta, Google, TikTok, etc.).
- Complete required fields such as Event Name and any custom parameters.
Step 4: Final Save
1. After configuring all Project Data, tracking codes, and Goals, locate the save button (usually at the bottom of the page or in a fixed panel area).
2. Click on save to apply all changes.
> Note: If you are creating a new project, after first saving, an Integration Code necessary for enabling tracking on external websites will appear. Be sure to include it on your site.
