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02
Onboarding.
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.
Start at 02.1 →25 articles · 5 chapters
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
02.1Overview5 articles
01Quickstart→02Navigating Northbeam: Your Guided Ramp-Up→03What To Expect During Implementation→04Confirm Setup Requirements→05Onboarding FAQs→
02.2Set up your account4 articles
01Invite Team→02Business Information→03Currency→04Link DNS→
02.3Install tracking7 articles
01Pixel and Event Tracking02Page View Events03Additional Events04Custom Goals05Shopify Installation06All Other Platforms Installation07Third-Party Checkouts
02.4Add orders7 articles
01Add Orders02Shopify03Shopify Migration: Preserving Customer Stages04SFTP Orders Upload05Order Tags06Add order tags in Shopify07Configure Northbeam order exclusions (Shopify)
02.5Add spend2 articles
01Add Spend→02All Other Platforms Overview→
Done here? 03 → Channels