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Everything required to take a new account from empty to reporting real data. Work through it roughly in order — account setup first, then tracking, then orders and spend. Each chapter builds on the one before.

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What you’ll do

  • Set up your account and invite your team
  • Install the pixel and event tracking on your store
  • Bring in orders and marketing spend so attribution has data to work with

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Overview

QuickstartNavigating Northbeam: Your Guided Ramp-UpWhat To Expect During ImplementationConfirm Setup RequirementsOnboarding FAQs

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Set up your account

Invite TeamBusiness InformationCurrencyLink DNS

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Install tracking

Pixel and Event TrackingPage View EventsAdditional EventsCustom GoalsShopify InstallationAll Other Platforms InstallationThird-Party Checkouts

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Add orders

Add OrdersShopifyShopify Migration: Preserving Customer StagesSFTP Orders UploadOrder TagsAdd order tags in ShopifyConfigure Northbeam order exclusions (Shopify)

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Add spend

Add SpendAll Other Platforms Overview
Next section: Channels