Installing Attribution app is a three step process: 

  1. Tracking & identifying your visitors 
  2. Sending your revenue events  
  3. Integrating your ad platforms

The first step to installing Attribution app is to take an audit of the webpages and events you'd like to track. 

Once that is complete you should consider how you will choose to send revenue for your identified visitors, you can send these events manually or you can connect a conversion tool like Salesforce, Hubspot, or Pipedrive. 

Finally, you will want to integrate your ad platforms by connecting via oAuth here

Below we will go through each step and describe its purpose and how you can install. All of these steps should be completed by a developer at your company. 

Tracking your visitors 

To track visitors of your web pages you will have to install the Attribution app tracking snippet. The snippet should be placed in the HTML of all the webpages you plan to track. You can find your snippet here

This snippet will allow Attribution app to drop a cookie into the localStorage of your visitor's browser. The cookie is used to track first party data and will monitor your visitor as they interact with your pages. 

The cookie will assign an anonymous user ID to the visitor. 

Identifying your visitors

Now that tracking has been installed and visitors are being identified with anonymous ids you will need to assign a user_id so we can track them against revenue events. 

To do this you can use an Attribution.identify() call anytime a visitor identifies themselves, for instance when they sign up, sign in, or subscribe. 

This Attribution.identify() call will replace the anonymous id with your universal database's user_id and will allow you to pass in traits for the visitor like email, name, location etc.  

Below is an example of this additional snippet with the Attribution.identify() call included:

  Attribution.identify("00812938", {
    name: "Bob Slydell",
    email: "bob@initech.co"
  });

If you're a developer please check out our guide on this here

This identify call should be fired any time the visitor provides details about themselves. 

Tracking conversions & Revenue 

Now that your visitors are properly identified using your database's universal user_id you can begin to send revenue events for particular identified visitors. 

The Attribution.track() call can be used to record an event along any part of the visitor's journey.

To record a revenue event you should include a trait for 'revenue' like below:

 Attribution.track("Completed Purchase", {
    revenue: "79.99"
  });

Here "Completed Purchase" is the event name while 'revenue' is the trait with the value of "79.99."

You are welcome to fire a revenue event on the server-side or client-side for any event you please. 

You can also send a refund event by calling Attribution.track() with a negative value, see an example below:

 Attribution.track("Completed Purchase", {
    revenue: "-79.99"
  });

Integrating Ad Platforms

Finally you can integrate your ad platforms by going to Settings -> Ad Integrations -> Connect

Getting Help

Please feel free to reach out if you have any questions or concerns by starting a chat with our reps. 

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