Introduction /  

Getting Started

Getting Started

Able has been designed around the idea that getting marketing KPIs and tracking and attribution setup should be as easy and straightforward as possible.

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 and enter URLs of the HTML lead and sign-up forms you're using.

Example of a form automatically recognized on the page. At least one personally identifying field such as an email or phone should be present for Able to work correctly.

Click the Get Code button below to let Able generate tracking code for the detected 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.

Supported dynamic JavaScript widgets will be automatically recognized and displayed on the page. See our form tracking setup guide for more details. For performance reasons, we don't offer automatic detection of arbitrary JavaScript forms. If you're using an off-the-shelf widget that we don't recognize, please contact us to add support for it. If you have a sign-up form implemented in a JavaScript application, for example, using React.js or Vue.js, please refer to our guide for setting up form tracking in single-page applications.

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.)

For better reliability, 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 lead 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.

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:

  1. New leads and sign-ups under Customers - Leads (or similar event, depending on funnel) have correct marketing source and we aren't missing any.
  2. 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.

Please contact support if you notice any discrepancy and we'll verify your tracking setup and point any possible sources for inconsistencies in the tracking.

Step 5. Connect Able to conversions APIs and BI software

Able supports all popular marketing conversion 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.)

Able also integrates with Google Analytics. This is especially useful for sending any 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. Both Google Analytics 4 and Universal Analytics are supported.

Enable integration with BigQuery to access raw tracking data from Data Studio, Google Sheets and other BI and dashboarding software.