Tracking

How to use it

• Only the workspace owner, signed in as themself, can change it.
• Each ad platform has its own card with numbered steps. Paste the ID and the key the steps name, then Save.
• Press Send test event to check the connection. Most platforms use your test event code; one checks with its validation server instead and does not count the test. The card says which.
• Open Milestones on a card to turn each one on or off, rename it, or give it a fixed value in USD. The first top-up always sends the amount paid. Where a card asks for a conversion label, add one to count that milestone as an ad conversion.
• The milestones are: agent sign-up, ID check passed, first top-up, onboarding call booked, first call taken and publisher sign-up. Each is sent once per person.
• Tags load only on your workspace's own web address, never on the main sign-in site. Agency addresses are off unless you switch them on.
• By default visitors see a cookie bar and the tags load only after they accept. Switch on "I handle cookie consent myself" only if your site already asks.
• Server events send hashed email and phone straight from our servers. Turn "Send from the server" off on a card to stop them for that platform.
• Saved keys are stored encrypted and only their last four characters are shown.

Common problems

The card shows Last error. Read the message, fix the ID or key, Save and send a test event. A failed send never stops a sign-up, top-up or booking.

No events in the platform. Check the milestone is on, the card is Connected, and a visitor accepted the cookie bar. Server events still arrive without it when the key is saved.