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B2B & Funnels: Step 2 - Pixel Code Installation & Setting Up Events
B2B & Funnels: Step 2 - Pixel Code Installation & Setting Up Events

Learn how to install the Cometly Pixel Code, setup events for your B2B website or marketing funnel, and use Zapier to send events.

Updated over a week ago

Step 1: Install the Cometly Pixel Code on your website

To use the Comet Pixel standard events, you must first install the Cometly pixel code on every page of your website just above the </head> tag.

Ensure you have the Cometly Pixel Code on every step a customer would take throughout the funnel & buying journey.

This code sends site visits back to Cometly so you can measure customer actions and customer journeys.

The Cometly Pixel Code will automatically retrieve data from form fields when forms are submitted.

Each Events space in Cometly has a unique Cometly Pixel Code. Locate the code in the Events Manager by clicking the 'Setup Events' button.

Step 2: Add Events to your funnel

A) Select the events that are meaningful to your business. Please refer to the tracking setup article for help determining what events you would want to track.

B) Turn "ON" the events that you would wish to track on your website and Copy the event code to your clipboard

C) Place the event code on your form completion page by adding the event code just above the </body> tag. This allows the event code to load along with the pixel code when the page loads.

Step 3: Use Zapier to send events from any application

Important: It is crucial that Cometly can retrieve customer's email through a form earlier in the funnel so that we can match events from Zapier back to the correct customer profile. The Cometly Pixel Code will automatically retrieve data from form fields when forms are submitted.

Here are two examples of how to set up the integration:

  1. Closed Deal Stage To Trigger Purchase Event: Create a Zapier 'Zap' to connect HubSpot with our platform. You can set up the trigger as 'Deal Stage Changed' and choose 'Won' as the specific stage. This will send an event to our platform every time a deal stage is moved to 'won' in HubSpot.

  2. New Stripe Charge To Trigger Purchase Event: Similarly, you can set up a Zap to connect Stripe with our platform. Set the trigger as 'New Charge' to send an event to our platform every time a purchase is made in Stripe.

Your Cometly Pixel is now installed! You can navigate back to the Getting Started page and mark Step 2 as "complete".

** Please Note: Cometly will not recognize activity on your pixel unless it can verify that your traffic is coming from an advertisement inside of your workspace. So be sure to finish the entire setup process before firing any tests in your account.

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