Note: Projects have been renamed to Workspace. Functionality stays the same.
This article will walk you through the basics when it comes to installing your Funnelytics tracking script to your website.
It is crucial for this to be done correctly in order to track web traffic entering your funnel. Once the script is installed, your funnel will have the ability to track people who enter your funnel, the pages they visit and the actions they take.
The installation process in this guide will get you tracking fast. However, it is recommended that you take a few extra steps to install the tracking script using Google Tag Manager.
Think of Google Tag Manager (GTM) as a container that houses all of your tracking scripts in one place. GTM also provides advanced triggering options that will allow you to fire specific scripts (called tags), on certain actions a user takes (like clicks, page scroll, video views, form submissions etc).
We highly recommend using GTM for the following reasons:
- You only need to install one piece of code on your website, then everything is managed through GTM
- All your tracking codes are managed in one convenient place
- It will make life a lot easier for tracking Actions in Funnelytics in the future
- It allows you to quickly deploy new tracking codes to your site
- It provides testing tools to ensure your tracking is working before making them public
- It protects your site (Google scans your tags to make sure they are safe)
- And...it's free!
No matter what method you choose, Funnelytics tracking will help you gain valuable insights to improve your funnel and conversions over time.
If you prefer to proceed with the basic script install, please continue reading this article...
What You'll Need to Get Started
In order to follow along with the instructions in this article, you will require the following items.
- A Website or Landing Page
- A Funnelytics Workspace
- A Funnel inside the Workspace
- At least 1 Step in the Funnel
A Workspace can be thought of as a folder or container that houses one or more funnels. Each workspace has its own tracking script. Therefore all funnels that live in the same workspace share the same tracking script.
A Funnel is a series of steps (pages, traffic sources, and actions) mapped on the Funnelytics canvas. A funnel lives inside a workspace, and is tracked using the workspace's tracking script.
Steps are the building blocks of a funnel. Whether it is a page, traffic source, or action these are all steps in your funnel.
Links connect all the steps in your funnel. They allow you to see the total number of people and percentage that flow between each step.
SECTION I - Installing the Script
In this section, we will be showing how to install the script on Wordpress. If you are using another pagebuilder like ClickFunnels, Kartra, etc. we have specific installation instructions, as follows:
- Installing with Thrivecart
- Installing with Kajabi
- Installing with ClickFunnels
- Installing with EverWebinar
- Installing with Karta
- Installing with Samcart
- Installing with Shopify
Please Note: There are some providers which have limitations on how Funnelytics can track - you can out find more about those here.
If you are using a solution not listed above, or having any other issues or questions regarding a specific page builder, please contact support via our customer support team using the in-app chat bubble.
Step 1 - Install Headers and Footers Wordpress Plugin
In order to install Funnelytics in Wordpress, you can use a plugin called Insert Headers and Footers.
Keep in mind that you can use any plugin that injects code into the footer of every page on your website, it doesn't have to be the one in this example.
Just make sure that you are placing the code in the <footer> of your pages.
Step 2 - Copy Funnelytics Workspace Tracking Code
At this point you should already have created a Workspace and a Funnel with at least 1 page step in your Funnelytics account. If you have not yet done that, go do it now.
To set up Funnelytics tracking, you need to locate the tracking script for your Workspace. There are two places you can find it.
OPTION 1 - Under Workspace Settings
- Select your Workspace
- Click Settings
- Select and Copy the Tracking Script
OPTION 2 - Inside your Funnel’s Settings Panel
- Open your Funnel
- Open the Funnel Setting Panel in the Funnel Canvas
- Select and Copy the Tracking Script from the Settings Panel
Step 3 - Paste Funnelytics Code into Wordpress
Open the Insert Headers and Footers plugin under Settings > Insert Headers and Footers and paste your tracking script in the Scripts in Footer text area and save your changes
NOTE: As soon as you click save the tracking script will start collecting data about visitors to your site.
Step 4 - Verify the Script is Loading on Your Site
To verify the code is loading on your pages navigate to any page on your site in Google Chrome.
Click the menu button in the upper-right hand corner of the browser and select More Tools > Developer Tools
You will see a new panel open.
- Ensure you have the Elements tab highlighted
- Click anywhere in the HTML code (ensure a line is highlighted)
- Press CTRL + F on Windows or Command + F on Mac and type window.funnelytics into the search bar that appears
If you see the text window.funnelytics highlighted in yellow, you have successfully installed the script on your site!
SECTION II - Verify Funnelytics Tracking in the Canvas
At this point you should perform a second check to ensure that Funnelytics is pulling data into the Canvas.
STEP 1 - Open Your Funnel
You need to ensure that you have at least 1 page in your funnel in order to complete this section.
If you haven’t done so yet
- Add a Page to your funnel
- Open the Page Settings
- Set the Page URL to a page on your site.
STEP 2 - Analyze Your Funnel
Next we will enter Analyze/Numbers mode to pull data into our funnel.
- Refresh your Analytics if you don’t see a green check mark
- Click Numbers
- Ensure the number underneath your page is greater than 0
NOTE: If the number still reads zero, navigate to a page on your website that you have mapped in your canvas and refresh it to generate some data.
Follow the above steps again and the number should read greater than 0.
If you just want a quick rundown of some of our most common questions about the dashboard, check out our Installing & Tracking FAQ or contact the Funnelytics Support team via our chat!