[title] Integration guides
[path] /
[title] Facebook Ads
[path] Integration guides/
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Navigate to Setup > Apps > Facebook Ads Connect
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Click on Connect New Account
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Connect after logging in with your account
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Connect with a facebook ad account
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The facebook account is successfully complete
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a . Go to "Ads manager" > "Ads"
b. Click the checkbox to select all ads
c. Click the dropdown arrow on edit
d. Select "Tracking" > "Url Parameters"
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Enter this value **ad\_source=facebook\&ad\_id=\{\{ad.id}}**
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[title] Getting Started
[path] /
[title] Tiktok Ads
[path] Integration guides/
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Navigate to Setup > Apps > Tiktok Ads
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Click "Connect New Account"
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Give permissions to Tiktok account
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Go to Tiktok Ads manager and edit your ads one by one
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Add this value to your landing page URL:
abc.com**?****ttc\_id=\_\_AID\_\_\&ttclid=\_\_CLICKID\_\_\&ad\_id=\_\_CID\_\_\&ad\_source=tiktok**
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[title] BigCommerce
[path] Integration guides/
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Navigate to setup > apps and connect on the bigcommerce shopping cart
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Log into your BigCommerce account
Go to Apps
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Search "Weberlo" and add the app.
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Go to the 'Profile Widget -> Developer -> Enter name "BigCommerce" -> Add new -> Copy the API key'
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Paste the API Key and Workspace ID from step 4 into the form and click "Save"
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[title] Google Ads
[path] Integration guides/
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Navigate to Setup > Apps > Google Ads
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Click Connect with Google Ad Words
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Choose your appropriate Google Account
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Press continue
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Go to Google Ads manager
Choose Change tracking templates under All Campaigns
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Enter this value **\{lpurl}?ad\_source=google\&ad\_id=\{creative}\&campaign\_id=\{campaignid}**
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[title] Clickfunnels (Classic)
[path] Integration guides/
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Navigate to Setup -> Apps -> Clickfunnels
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Choose the correct webhook and copy the url
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Open the funnel you want to track and go to "**Settings**"
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Scroll down all the way to webhooks and click "**Manage your Funnel Webhooks**"
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1. Enter the **URL **previously copied from Weberlo
2. Choose the events "**purchase\_created**" and "**purchase\_updated**"
3. Set the adapter to "**json**"
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Navigate back to Weberlo, go to "**Tracking Code**", choose "**Manually**" and copy the code
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Paste the tracking code to "**Head Tracking Code**" section
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Save and done
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[title] Tracking Links with UTMs
[path] Setting Up/
UTM tracking codes allow you to measure exactly where your traffic is coming from and which campaigns drive the most conversions. By adding UTM parameters to your links, you can analyze performance across different marketing channels and optimize your efforts.
### Creating a UTM Link
A UTM link consists of a **base URL** followed by UTM parameters. Below is an example:
> https://example.com?utm_source=facebook&utm_medium=social&utm_campaign=summer_sale&utm_content=discount_banner
### Breakdown of UTM Parameters
- **URL**: The website’s address, which should start with http\:// or https\://.
- **?utm\_source**: Identifies the main source of the campaign (e.g., Facebook, Instagram, Google).
- **?utm\_medium**: Specifies the type of traffic (e.g., social, email, cpc).
- **?utm\_campaign**: Names the campaign or ad (e.g., summer\_sale).
- **?utm\_content**: Differentiates specific elements within the campaign (e.g., discount\_banner).
### UTM Use Cases
UTMs can be used to track different marketing channels effectively:
- **Tracking Referral or Affiliate Sales**
- Example: utm\_source=website.com\&utm\_medium=referral
- Useful for tracking sales or leads coming from third-party websites, affiliate partners, or referral programs.
- **Tracking Podcasts or TV Mentions**
- Example: Buy a separate, easy-to-remember domain (e.g., getmyproduct.com) and set it to redirect to your website with UTM parameters: utm\_medium=podcast.
- Helps track conversions from audio-based platforms where direct link-clicking is not possible.
- **Tracking YouTube Videos**
- Example: utm\_source=youtube\&utm\_medium=video\&utm\_campaign=video\_name
- Allows marketers to analyze which YouTube videos drive the most traffic and conversions.
- **Tracking Social Media Posts or Bio Links**
- Example: utm\_source=instagram\&utm\_medium=biolink
- Useful for tracking traffic from Instagram, TikTok, or other platforms where links are placed in bios or posts.
### Organizing UTMs with a Spreadsheet
To maintain consistency and avoid errors, it's best to document UTMs in a **spreadsheet**. Here’s an example format:
| Campaign Name | Source | Medium | Content | Final URL |
| ------------- | -------- | ------- | ------------ | -------------------------------------------------------------------------------------------------------------------- |
| Summer Sale | Facebook | Social | Discount Ad | https\://example.com?utm\_source=facebook\&utm\_medium=social\&utm\_campaign=summer\_sale\&utm\_content=discount\_ad |
| Podcast Promo | Podcast | Podcast | Episode 10 | https\://example.com?utm\_source=podcast\&utm\_medium=podcast\&utm\_campaign=episode\_10 |
| YouTube Ad | YouTube | Video | Product Demo | https\://example.com?utm\_source=youtube\&utm\_medium=video\&utm\_campaign=product\_demo |
By using a structured **spreadsheet**, you ensure that UTM parameters remain consistent and avoid duplicate or incorrect tracking data. This helps analyze your marketing performance more effectively.
By properly using UTMs, you can analyze your marketing performance with precision, optimize strategies, and maximize your return on investment.
[title] Google Ads
[path] Conversion API/
### Setting Up Conversion Actions in Google Ads
To integrate **Google Ads Conversion API** with Weberlo, you first need to create two conversion goals:
- **Weberlo Lead** – Tracks new leads (form submissions).
- **Weberlo Purchase** – Tracks completed purchases.
### Step-by-Step Guide
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1. Go to [Google Ads](https://ads.google.com/).
2. Navigate to **Goals** → **Summary** → **Create Conversion Action**.
3. Choose "**Conversions offline**"
1. Choose **Import**.
2. Choose "**CRMs, files, or other data sources**".
3. Choose "**Track conversions from clicks**".
4. Choose "**Skip this step and set up a data source later**".
5. Continue
Once the conversion action is created, go to its **settings**:
- Choose whether this action should be a **Primary Goal** (used for ad optimization) or a **Secondary Goal** (for tracking only).
- Save and complete the setup.
After saving, open the **conversion action settings**.
1. Look at the URL and find the ctId parameter.
2. Copy the **ctId** value.
3. Paste the **ctId** into Weberlo’s **Google Ads Conversion API Integration** settings.
[title] Woocommerce
[path] Integration guides/
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Log into your wordpress admin panel account
Go to Plugins →
Add new Plugin →
Search ‘Weberlo’ →
Press ‘Install’ → Wait → Press ‘Activate’
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Go to installed plugins Weberlo for UTM and Ad Tracking’ -> Settings
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On a separate tab, Go to Profile Widget → Developer
Copy workspace ID and paste into the weberlo form.
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Enter name ‘Woocommerce’ → Add API
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Copy the code
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Paste the API Key, enable for Woocommerce and press Submit
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[title] ThriveCart
[path] Integration guides/
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Navigate to setup -> Apps -> Thrivecart Connect
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Click on create new account
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Connect your ThriveCart Account
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Allow access to ThriveCart account
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When your Thrivecart account is added to the dashboard you need to configure each product that you want to track:
Login to the Thrivecart on the new tab -> Navigate to products -> Choose the product which you need -> press the 'edit' button
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Navigate to Checkout > Tracking
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Choose Custom tracking code
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Go to Setup > Manually and copy the code
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Paste the tracking code
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Save and get URL
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Your Integration is now complete.
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[title] Chrome Extension
[path] Setting Up/
The **Weberlo Chrome Extension** allows you to seamlessly track leads, sales and orders directly within **Facebook Ads Manager**. Follow the steps below to set up and use the extension.
## Step 1: Install the Weberlo Chrome Extension
1. Open **Google Chrome**.
2. Go to the **Chrome Web Store**.
3. Click **Add to Chrome** → **Add Extension**.
4. Once installed, you should see the Weberlo icon in your extensions toolbar.
## Step 2: Navigate to Ads Manager
1. Open **Facebook Ads Manager**.
2. Go to the **Ads Page** (this extension currently works only on the Ads page).
> **IMPORTANT:** If you’re on the Campaigns or Ad Sets page, switch to the Ads tab.
## Step 3: Open the Weberlo Plugin
1. Click on the **Weberlo Chrome Extension** icon in your browser toolbar.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/S2Da3xCwaNzg0SGdyXKWw/P_cqMuXQYero8HvPxMYoy_image.png" signedSrc size="40" width="368" height="292" position="flex-start" caption}
1. Select the **workspace** you want to use.
2. Click **Load Data** to sync Weberlo with Ads Manager.
## Step 4: Refresh the Page
1. Once the data loads, **refresh the Ads Manager page**.
2. This ensures the new custom columns appear correctly.
## Step 5: Locate the Custom Columns
1. Click the **Columns** dropdown in Ads Manager.
2. Select **Customize Columns**.
1. Scroll to the **Custom Metrics** section.
2. Ensure **Weberlo Sales** and **Weberlo Orders** are checked.
1. Click **Apply**.
## Step 6: Confirm Data Visibility
1. Check if the **Weberlo Sales** and **Weberlo Orders** columns are now visible in Ads Manager.
2. If you don’t see them, open the **Weberlo extension** again and click **Load Data** one more time.
> 🎯 **You’re all set!** Now, your Weberlo sales and order data should be integrated with Facebook Ads Manager.
## 💡 Troubleshooting
- **Columns not appearing?** Try refreshing the page and reloading data from the extension.
- **Extension not working?** Ensure you’re on the **Ads page** in Ads Manager.
- **Need help?** Contact **Weberlo Support** for assistance.
[title] Kajabi
[path] Integration guides/
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Navigate to Setup -> Apps -> Kajabi
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Copy the webhook URL
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Go to "**Offers**", edit the offers one by one. Choose "**Webhooks**"
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For each Offer, enter the **URL **previously copied from Weberlo to "**Outbound Webhooks**"
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Navigate back to Weberlo, go to "**Tracking Code**", choose "**Manually**" and copy the code
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Go to "**Settings**", then "**Site Details**".
Paste the tracking code to "**Page scripts**" section.
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Save and done
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[title] Multiple Workspaces
[path] Setting Up/
Weberlo Workspaces help businesses manage multiple clients, projects, or stores with complete data separation. Each workspace runs independently, ensuring clarity, security, and easy organization.
### Why use workspaces?
- **Keep Data Separate:** Workspaces prevent data from mixing between clients, brands, or projects.
- **Independent Billing:** Each workspace has its own billing, simplifying cost management.
- **Access Multiple Workspaces:** Users can join multiple workspaces and switch between them seamlessly.
### Who should use workspaces?
- **Agencies** working with multiple clients that need clear data separation.
- **Businesses** with different brands or divisions requiring independent tracking and billing.
- **Teams** managing various projects that should not overlap.
- **E-commerce Businesses** running multiple stores, each needing its own reports, sales data, and financial tracking.
By using workspaces, Weberlo users can stay organized, maintain financial control, and keep data secure. For more details, visit our Help Center or contact support.
### Where can I find Workspaces?
You'll find a dropdown at the top-right corner:
[title] Server-Side Conversions
[path] Setting Up/
### Why Use Server-Side Conversions?
JavaScript snippets help track everything happening on the website’s front end, such as page views and form submissions. However, actual **sales transactions** often occur in the backend, meaning they aren't directly captured by front-end tracking alone. To ensure accurate reporting and proper attribution, Weberlo relies on **server-side conversions**.
### How Do Server-Side Conversions Work?
Server-side conversions allow you to send **sales data** directly from your backend systems to Weberlo. This ensures:
- **Accurate Sales Tracking** – Capture every sale, even those processed offline or via third-party services.
- **Bypassing Browser Limitations** – Avoid issues caused by ad blockers and cookie restrictions.
- **Reliable Attribution** – Ensure transactions are attributed correctly to the right marketing sources.
### Setting Up Integrations
Weberlo offers multiple ways to import **server-side conversion data**.
**Direct Cart Integrations:**
- Shopify
- WooCommerce
- BigCommerce
- ClickFunnels
- Kajabi
- GoHighLevel
- ThriveCart
**Payment Gateway Integrations:**
- Stripe
- PayPal
**Other Integrations Methods:**
- API
- Zapier
- Make
### Choosing the Right Integration
Ideally, use a **direct cart integration** because it is easier to set up and provides better attribution. If that’s not possible, you can connect to a **payment gateway** (e.g., PayPal or Stripe). However, payment gateways can have attribution challenges since the purchase email often differs from the opt-in email or may not be available at all.
If you choose to connect a **payment gateway**, ensure that you **do not simultaneously connect a cart system** that already integrates with the same gateway, as this may result in **duplicate conversions**.
Other alternatives include using the **API** to pass server-side conversions or utilizing **Zapier/Make** to integrate with various platforms.
[title] Browser Conversions
[path] Setting Up/
If you're unable to use **server-side conversions**, you can always **fallback to browser conversions**. With browser-based tracking, you can trigger conversion events directly in the browser, ensuring accurate attribution for your ads.
This method allows you to send **purchase (order success) events** directly from the frontend.
## How to Trigger Browser Conversions
Fire the **purchase event** when an order is successfully completed.
> weberlo('order-success', {
> email: 'customer@example.com', // Required
> transaction_id: 'unique_id_for_deduplication', // Required
> transaction_amount: '30.00', // Required (use . as separator)
> transaction_currency: 'USD',
> transaction_description: 'Test Product Purchase', // Required
> first_name: 'Alice',
> last_name: 'Smith',
> name: 'Alice Smith',
> phone: '+987654321'
> });
**Key Fields:**
- email (**Required**) – The customer’s email.
- transaction\_id (**Required**) – A unique identifier for deduplication.
- transaction\_amount (**Required**) – The purchase amount (use . as a separator).
- transaction\_currency – Currency code (e.g., USD, EUR).
- transaction\_description (**Required**) – Description of the purchase.
- first\_name, last\_name, name, phone (Optional) – Additional customer details.
## ⚠️ Important Notes
- **Ensure the Weberlo tracking code is loaded** before executing the event tracking code.
- **Use unique transaction\_id values** to prevent duplicate order tracking.
- **Browser conversions should be used as a fallback** when server-side tracking is not available.
[title] Stats
[path] /
[title] Shopify
[path] Integration guides/
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Navigate to setup > apps and connect on the shopify shopping cart
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Log into your shopify account
Go to Apps
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Search "Weberlo for Ad Tracking" and add the app.
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Go to the 'Profile Widget -> Developer -> Enter name "Shopify" -> Add new -> Copy the API key'
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Paste the API Key and Workspace ID from step 4 into the form and click "Save"
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On the next step click "Click here to activate the app"
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And toggle the switch to enable Weberlo tracking
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[title] Attribution Models
[path] Reporting/
### What is an Attribution Model?
An attribution model determines how credit is assigned to different touchpoints in a customer journey. Consider this example:
A potential customer:
1. **Searches on Google** and clicks on a blog post from your website.
2. **Sees a Facebook ad** a few days later and clicks through to a product page.
3. **Receives an email campaign** and clicks the link inside to revisit your website.
4. **Clicks a retargeting ad on Instagram** and finally makes a purchase.
How do you determine which channel contributed the most to this conversion? Attribution models answer this question in different ways:
### Types of Attribution Models
- **First-Touch Attribution**: Gives full credit to the first interaction, useful for measuring brand awareness and tracking the impact of SEO or paid ads on customer lifetime value (LTV). This helps businesses optimize acquisition strategies effectively.
- **Last-Touch Attribution**: Assigns 100% of the conversion credit to the last touchpoint before the sale. This model is particularly valuable for email marketing and retargeting campaigns since it focuses on the final engagement that drove the conversion.
- **Linear Attribution**: Distributes credit equally across all touchpoints that led to the conversion. Since this is a **multi-touch attribution (MTA) model**, credit is divided among different interactions, and values may not always be whole numbers (e.g., **1.23**). This happens because conversions are weighted proportionally based on the number of touchpoints, ensuring a more balanced representation of the customer journey.
- **AI (Machine Learning) Attribution**: Uses machine learning to assign credit based on actual impact, dynamically adjusting based on historical data and user behavior. This model **activates only after 100,000 page views** to ensure accuracy and is ideal for businesses looking for data-driven, adaptive attribution.
### Switching Attribution Models in Weberlo
Unlike other providers, Weberlo allows you to seamlessly switch between all four attribution models at any time. Your data is always available across **First-Touch, Last-Touch, Linear, and AI Attribution** views, meaning you can analyze different models without losing historical data. This smooth user experience enables marketers to compare results in real time and choose the most effective attribution approach for their strategy.
[title] Custom Tracking Domain
[path] Setting Up/
A **custom tracking domain** allows Weberlo to track users using a **first-party cookie** linked to your domain instead of relying on a third-party cookie. This improves compatibility with browsers that restrict third-party cookies and ensures seamless tracking.
### Why Use a Custom Tracking Domain?
- **Bypass Browser Restrictions** – Many modern browsers block third-party cookies by default. Using a first-party tracking domain ensures your tracking remains intact.
- **Better Data Reliability** – Reduce the risk of data loss due to browser limitations on third-party cookies.
- **Improved Compliance** – Align with privacy regulations that favor first-party tracking methods.
### How to Set Up a Custom Tracking Domain
Custom tracking domains are only available in the **Business or Enterprise Plan**. Follow these steps to configure a custom tracking domain in Weberlo:
- Navigate to the **Custom Domain** section under **Setup**.
- Enter your custom tracking domain (track.yourwebsite.com).
- Send an email to [support@weberlo.com]() to request final activation.
- The Weberlo team will verify the setup and enable first-party tracking for your domain.
### Troubleshooting Common Issues
- **DNS Changes Not Propagating?** It may take up to 24 hours for DNS changes to take effect.
- **Incorrect CNAME Configuration?** Double-check that the subdomain correctly points to tracking.weberlo.com.
- **Verification Failed?** Ensure your domain is active and properly configured in Weberlo before reaching out to support.
[title] Ad Channels
[path] Reporting/Channels/
When you use one of Weberlo’s **ad integrations**, an **ad channel** is automatically created. These integrations provide advanced tracking capabilities, including:
- **Pulling ad spend data and impressions** directly from the ad platform.
- **Calculating CPA (Cost per Acquisition) and ROAS (Return on Ad Spend)** based on **server-side conversions**, making it far more accurate than relying on the pixel from the ad platform.
Since ad platforms typically **undervalue conversions** due to browser tracking limitations, Weberlo’s server-side conversion tracking ensures **better attribution and optimization**.
To enable ad integrations, you need to **set custom URL parameters** on your ads (not UTMs). These parameters allow Weberlo to match ad clicks with actual conversions seamlessly.
**Supported Ad Platforms:**
- **TikTok Ads**
- **Facebook Ads**
- **Google Ads**
- **Bing Ads**
[title] Organic Channels
[path] Reporting/Channels/
Weberlo also provides predefined organic channels to classify non-paid traffic sources automatically:
- **Direct**: Users who visit your website by entering the URL directly into their browser.
- **Social**: Traffic from social media platforms like Facebook, Instagram, LinkedIn, and Twitter.
- **Organic Search**: Visitors who arrive via search engines like Google or Bing without clicking on ads.
- **Email**: Traffic from email campaigns; for accurate tracking, enable **UTM auto-tagging** in your email marketing tool.
- **Paid Ads**: Matches utm\_medium=cpc. This is **not** traffic from Weberlo’s ad integrations but instead applies when tracking ad clicks as "organic" traffic.
- **Other**: When traffic doesn’t fit into any predefined category, it gets assigned here.
- **None**: Server-side conversions without attribution. This happens when no identifiable source is available, such as manually imported conversions.
Workspaces on the **Business** and **Enterprise** plans can create **custom channels** with their own UTM rules. This allows full flexibility in defining traffic sources beyond the default classification.
Consider a scenario where multiple team members create UTM links inconsistently:
- One person uses utm\_source=fb
- Another uses utm\_source=facebook
Both are referring to Facebook traffic, but without standardization, reporting may be inaccurate. With a **custom channel**, you can create a rule that groups both utm\_source=fb and utm\_source=facebook into a single **Facebook** channel. This ensures consistent reporting and avoids fragmented data.
By using channels effectively, Weberlo helps you track and attribute marketing performance with clarity and precision.
[title] Page Performance
[path] Reporting/
The **Page Performance Report** in Weberlo shows you how much **revenue** each page generates—not just how many visitors it gets. Unlike traditional analytics tools that focus on clicks, Weberlo connects each page to actual sales, helping you see the true value of your content.
In the report, you’ll find:
- **Page Views** – The number of times a page was visited.
- **First-Touch Conversions** – Sales that originated from a visitor’s first interaction with this page.
- **Revenue Generated** – The total sales amount attributed to each page.
- **Conversion Rate** – The percentage of visitors who eventually made a purchase.
### Why This Matters
Most analytics platforms can tell you which pages get the most clicks, but they don’t show if those pages **drive revenue**. This makes it difficult to evaluate which content is actually contributing to your business.
By linking **Page Performance** with **First-Touch Attribution**, Weberlo provides insights that help you:
- Identify **which blog posts and landing pages bring in sales**, not just traffic.
- Measure **SEO success based on revenue**, instead of just rankings and clicks.
- Optimize pages that drive conversions and rethink pages that don’t.
[title] Using the API
[path] Setting Up/
### Getting an API Token
To start using the Weberlo API, you’ll need an **API token**. Follow these steps to generate one:
1. Click on your **profile icon** in the top right corner of the Weberlo dashboard.
2. Select **Developer** from the menu.
3. Generate and copy your API token.
This token will be required for authentication when making API requests.
📌 View API Documentation Home
### Sending Server-Side Conversions
If you want to send **server-side conversions**, use the **Transaction Endpoint**. This allows you to track sales and associate them with the correct marketing attribution.
📌 View Transaction Endpoint Documentation
### Authentication and Workspace Identification
To authenticate API requests, you must include the following:
- **Authorization Header**: Send your API token in the request header as follows:
- **Workspace Identification**: Include your workspace\_id as a URL parameter in the request:
### Passing Session Data for Better Attribution
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For Weberlo’s attribution to work optimally, you need to **capture the w\_session\_id** from the website’s dataLayer and pass it to your backend. Then, send this value back to Weberlo’s **Transaction Endpoint** as the session\_id field.
- w\_session\_id helps **stitch** front-end and back-end data together.
- It ensures **accurate attribution**, linking conversions back to the correct marketing source.
- Without it, conversions may not be properly attributed to the original traffic source.
[title] Activity
[path] Customer Journey/
The **Activity Page** in Weberlo allows you to track and analyze the complete customer journey of a single user. This powerful feature provides deep insights into how users interact with your website, from the moment they land to their final conversion.
### Three Tabs in the Activity Page
The Activity Page categorizes users into three groups based on their interactions:
1. **Visitors**
- People who have interacted with your website but **have not** submitted a form or made a purchase.
2. **Leads**
- Visitors who have filled out a form and left their **email address** but **have not yet made a purchase**.
3. **Customers**
- Visitors who have **completed a purchase**, becoming paying customers.
### How It Works
1. **Search for a Lead or Customer**
- Use the search bar to find users by their email address.
- Instantly pull up their complete interaction history.
2. **Analyze the Customer Journey**
- View all recorded interactions in chronological order.
- Identify where a user first landed and which pages contributed to their conversion.
3. **Optimize Your Marketing Efforts**
- Understand which ads, pages, and campaigns are driving conversions.
- Detect drop-off points and improve user engagement.
[title] Conversions
[path] Customer Journey/
The **Conversions Page** in Weberlo provides a complete breakdown of all tracked conversions. This page helps you understand which marketing efforts are driving results by showing **first and last touchpoints** for each conversion.
### Conversion Goals (Tabs)
The Conversions Page includes four tabs, each representing a key conversion goal in Weberlo:
1. **Form Submits** – Tracks users who have filled out a form on your website, leaving their email address.
2. **Orders** – Shows completed purchases from your customers.
3. **Refunds** – Displays refunded transactions to help you analyze customer retention and refund trends.
4. **Recurring Payments** – Tracks ongoing subscription-based payments, giving insights into customer lifetime value (LTV).
### First & Last Touchpoint Data
For each conversion, Weberlo provides **first-touch** and **last-touch** data, giving you insights into:
- **Where the user first came from** – Which marketing channel initially brought them in.
- **What they did last before buying** – The final action or page that influenced their purchase decision.
These two moments are **critical in the customer journey**, as they highlight both the **acquisition source** and the **final conversion trigger**.
### Full Customer Journey
If you need to see the entire customer journey beyond just the first and last touchpoints, you can easily find the customer by **searching their email** in the **Activity Page**. This will reveal every interaction they had with your website, including ad clicks, page visits, and conversions.
[title] Configure Workspace
[path] Setting Up/
### Setting the Timezone
The **timezone** in your workspace should match the **timezone of your ad account**. This is crucial because:
- Reports are generated based on the selected timezone.
- **Ad spend data** in Weberlo must align with your ad platform to prevent discrepancies.
- **Leads and conversions** tracked in Weberlo should match those in your CRM or cart system.
Failing to set the correct timezone may result in mismatched data across platforms.
### Setting the Currency
The **currency** you select in your workspace settings determines how all purchase values are displayed.
- Weberlo automatically converts all transactions into the selected currency.
- Setting the correct currency ensures **accurate financial reporting**.
### Upgrading Your Plan
To access additional features, you can **upgrade your Weberlo plan**:
1. Go to **Workspace Settings**.
2. Navigate to the **Billing & Plans** section.
3. Select the plan that fits your needs and follow the payment instructions.
### Adding Team Members
Collaborate efficiently by **adding team members** to your workspace:
1. Open **Workspace Settings**.
2. Click on **Team Members**.
3. Invite new members by entering their email addresses and assigning roles.
[title] Untitled
[path] /
[title] Facebook Ads
[path] Conversion API/
### Retrieving Your Facebook Pixel ID
To set up the **Facebook Conversion API** in Weberlo, you first need your **Pixel ID**. Follow these steps to retrieve it:
1. Go to **Facebook Events Manager**.
2. Copy the **Pixel ID** from the pixel section.
3. Paste the **Pixel ID** into Weberlo’s **Facebook Conversion API Integration** settings.
### How the Facebook Conversion API Works
Unlike the **Facebook Pixel**, which tracks browser events, Weberlo’s **Conversion API** only sends **conversion events** to Facebook, specifically:
- **New Leads** – When a visitor submits a form.
- **New Purchases** – When a customer completes an order.
Weberlo **does not send Page View events** through the Conversion API.
You still need the **Facebook Pixel** on all pages to track **Page View events**.
Make sure no other sources are sending conversion events to **avoid duplicate events**.
### Activating Custom Conversions
Weberlo provides an option to send custom conversion events:
- **WeberloLead** (for new leads)
- **WeberloPurchase** (for purchases)
**Test Purchase Required**: Facebook requires at least one test purchase before you can create an **adset optimized for custom conversions**.
**Use Case**: If you already have an existing **Conversion API setup** but want to add Weberlo, using **custom conversions** prevents duplicate events.
**Optimizing Ads**: Once enough data is collected from **custom conversions**, you can use them to optimize ad performance and lower your CPA.
### Monitoring Event Match Quality
You can view all events sent to Facebook and their attributes in **Facebook Events Manager**. Key attributes include:
- **fbc** (Facebook Click ID)
- **fbp** (Facebook Browser ID)
These attributes improve **event match quality**, increasing the accuracy of Facebook’s attribution. Always monitor these values to ensure they are being sent correctly by Weberlo.
By setting up the **Facebook Conversion API** properly, you can enhance tracking accuracy, reduce wasted ad spend, and improve campaign performance.
[title] Paypal
[path] Integration guides/
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Go to "Paypal > Developer"
:::
:::WorkflowBlockItem
Open "Dashboard"
:::
:::WorkflowBlockItem
Select "Live" and click "Create App"
:::
:::WorkflowBlockItem
Set the app name to "Weberlo" and click "Create App"
:::
:::WorkflowBlockItem
Enable "Transaction Search"
:::
:::WorkflowBlockItem
Copy "Client ID" and "Client Secret"
:::
:::WorkflowBlockItem
Paste your to "Weberlo > Integrations > Paypal"
:::
:::WorkflowBlockItem
Done
:::
::::
[title] Customer Journey
[path] /
[title] Tracking Code
[path] Setting Up/
Setting up tracking in Weberlo is straightforward and designed to fit various platforms and use cases. To ensure accurate tracking:
- Insert the tracking code globally across all pages of your website in the `` section.
- Benefit from a super lightweight tracking code that ensures optimal page performance.
- Enjoy cross-domain tracking by default.
- Rely on a hybrid approach that combines:
- A single server-side cookie.
- Fingerprinting (cookieless) for reliable tracking even when cookies are restricted.
This guarantees Weberlo can monitor user interactions site-wide and capture all relevant data while maintaining privacy compliance.
### What is Tracked
Weberlo automatically tracks:
- **Page Views:** All user visits to your website, enabling you to monitor traffic and behavior.
- **Form Submissions:** Tracks form completions and even captures emails from users who start filling out a form but do not complete it. This ensures comprehensive data collection for your campaigns.
### Tracking Options
Weberlo provides flexible methods to integrate tracking codes based on your platform:
1. **WordPress**
- Download and install the Weberlo WordPress plugin.
- Navigate to WordPress **Tools** > **Weberlo**.
- Insert your unique Workspace ID to activate tracking.
2. **Shopify**
- Use the Shopify integration to seamlessly add tracking codes to your online store.
- Follow the setup guide provided in Weberlo to connect your Workspace ID.
3. **Manually**
- For custom websites or platforms, you can manually add the tracking code.
- Copy the tracking code snippet from Weberlo and paste it into the \ section of your website.
4. **BigCommerce**
- Integrate tracking directly with your BigCommerce store.
- Insert your Workspace ID into the designated field as instructed in Weberlo.
### Steps to Set Up Tracking
Regardless of the platform, setting up tracking involves these simple steps:
1. **Choose Your Platform:** Select the platform you use (e.g., WordPress, Shopify, etc.) from the Weberlo dashboard under **Setup**.
2. **Follow the Instructions:** Weberlo provides specific guides tailored for each platform to help you integrate the tracking code seamlessly.
3. **Insert Workspace ID:** Ensure that your Workspace ID is entered correctly in the required field.
[title] Channels
[path] Reporting/
### What Are Channels?
In Weberlo, **channels** help categorize traffic sources, making it easier to analyze how users arrive at your website. A channel can be:
- **A cold traffic channel** connected to an ad account.
- **A rule-based organic channel** where specific conditions (e.g., utm\_medium=email) assign traffic to a designated channel.