Getting Started
Start tracking and attribution with Able in minutes by following a few simple setup steps.
Able has been designed around the idea that setting up marketing KPIs, tracking, and attribution should be as easy and straightforward as possible.
Able Customer Data Platform works by recording the sources of website visitors and paid click identifiers, associating them with customer details such as emails, and attributing future conversions to visitor sources entirely server-side.
The setup thus consists of connecting these data sources to Able. It then handles attribution and conversion events between different platforms fully automatically.
In most funnels, following a few setup steps will get you started in minutes.
Step 1. Sign up for a free trial
Sign-up for a free trial account to get started.
During the sign-up process, Able will automatically recognize existing what tracking pixels, tags, forms, e-commerce platforms are used on the website.
Step 2. Install tracking code
Open Get Code section of the Able Dashboard.
If you have a marketing website with HTML lead and contact forms, enter their URLs to let Able recognize the forms on this pages.
Click the Generate button below to let Able generate tracking code for tracking website visitors and detected HTML forms. The code can be embedded in a page using any suitable method, for example, inserted in the <head> section or added as a custom HTML code via GTM.
Some types of forms such as Elementor forms and WooCommerce and Kajabi checkouts are recognized dynamically and don't need to be specified by hand. Many types of third-party form widgets including Typeform, Calendly and HubSpot require additional steps to be tracked correctly. See our form tracking guide for the details.
Able's tracking code generator also identifies third-party checkout links such as Stripe payment links and will automatically tag them with session identifiers, allowing it to track customer details entered on third-party checkout website without installing tracking code there or using cookies.
If your website uses call tracking, connect the call tracking system to Able in order to let it associate customer phone numbers with the visitor sources. Supported call tracking platforms include CallRail and Paycall.
For performance reasons, we don't offer automatic detection of arbitrary JavaScript forms. If you have a sign-up form implemented in a JavaScript application, for example, using React.js or Vue.js, or are using OAuth single sign-on buttons that redirect users into a web application without completing sign-up form, install specialized tracking code from the 'Web Application' setup instructions on the Get Code page of the Able Dashboard:
Setup tip: if your funnel uses different domains for landing pages and sign-up pages (for example, placing sign-up pages on an application domain), enable cross-domain measurement in Google Analytics or Google Tag. Able tracking will follow the Google Tag's cross-domain tracking setup automatically, allowing to see activity on both domains as the single session.
Step 3. Send conversion events to Able
Purchases and other conversions need to be sent to Able to be attributed. Able will look up tracked visitors by identifier such as email or phone and will attribute the conversion to the source without relying on cookies. (See How Able CDP Works for details.)
Able relies on server-to-server connections for receiving conversion events for all platforms that support them. This allows Able to eliminate tracking issues associated with tracking thank you pages, as well as correctly attribute all sales to the customer source regardless of when they occur. Depending on the funnel type, this may be:
- A payment system such as Stripe or Chargebee.
- An e-commerce platform such as WooCommerce or Kajabi.
- A CRM system such as Salesforce or Scoro.
- A custom platform or Zapier integrated using webhooks.
To see setup instructions adapted for your funnel, press Add Service Integration button in Able Dashboard and select the source of conversions you're interested to use:
Step 4. Verify that the data appear in Able
Customer tracking data will appear in Able Dashboard. Use Able's Customer Journey Mapping to verify that:
- New leads and sign-ups under Customers - Leads (or similar event, depending on funnel) have correct marketing source and we aren't missing any.
- Each purchase appears in the Customers - Purchases tab and all new purchases (made by customers for which Able was expected to track lead forms) have correct marketing source.
Note: In addition to the conversions sent to it explicitly, Able creates synthetic "FirstPurchase" events for the first paid (with an amount larger than 0.00) purchase of every customer. These events would only be generated for purchases made by customers who were tracked by Able prior to making the purchase and not, for example, for repeat purchases made by customers acquired before setting up Able.
You'll see that the data in revenue attribution reports begin to populate as well.
Please contact support if you notice any discrepancy and we'll review your tracking setup and point any possible sources for inconsistencies in the tracking.
Step 5. Connect Able to server-side tracking APIs and BI software
Able supports all popular marketing conversion server-side tracking APIs such as Facebook Conversions API, Google Ads API and TikTok Events API.
Able sends detailed conversion data depending on what's available, allowing ad platforms to attribute most clicks even when incomplete data are available using enhanced customer matching, as well as providing specific click or browsers identifiers when they're available. (Read more about differences between typical conversions API integrations and our approach in our blog.)
To create a connection with a server-side tracking API, press Add Service Integration button in Able Dashboard and select the ad platform you're interested to send data to.
Able also integrates with Google Analytics. This is especially useful for sending back-end conversions such as Stripe processed payments, e-commerce completed orders and CRM qualification and closed won events as e-commerce transactions, but can also be used to report browser conversions we track such as lead forms, simplifying tracking setup.
Enable integration with BigQuery to access raw tracking data from Data Studio, Google Sheets and other BI and dashboarding software.