All Collections
Setup
👋 Start Here
🛠️ Cometly 101: How to set it up
🛠️ Cometly 101: How to set it up
Updated this week

Start Here 👋

The information below will explain step by step how to set up your Cometly account. However, we first recommend checking out the article 'How Cometly Works' so you have a high-level understanding of exactly how Cometly works before setting it up!


Install the Cometly base code

Install the Cometly pixel code on every page of your website inside the <head> tags.

On the Setup page in Cometly, you can retrieve your Cometly base code:


Test the base code setup

Watch the video below to learn how to test the base code set up:

  1. Install the Cometly Pixel Helper (Google Chrome Plugin)

  2. Navigate to your web page and check that Cometly's base code is firing correctly on that page by looking inside the Cometly Pixel Helper.

    1. You should see an 'Init' (short for "Initiation") event fire on each page you visit that contains the Cometly base code.

  3. If you have an opt-in form on your page, ensure the Cometly Pixel Helper is capturing the info collected as you fill out the form.

    1. Cometly will only capture fields on your form that are related to: Name, Email and Phone

  4. If everything fires correctly inside the Cometly Pixel Helper, then you have successfully tested your base code and everything is working correctly.


How to setup events

Events are actions that happen on your website, funnel, or back-end system. They help you track specific marketing & sales activities, for example, when someone signs up through a form as a lead, becomes a qualified lead, schedules a call, deal is created, or completes a purchase.

Available standard event names in Cometly:

  • Add Payment Info

  • Add to Cart

  • Complete Registration

  • Contact

  • Start Trial

  • Initiate Checkout

  • Sign Up

  • Lead

  • Purchase

  • Schedule

  • Submit Application

  • Subscribe

  • View Content

  • Webinar Registration

Want to create your own event name? Create a 'Custom Event' in Cometly.

Key Info 💡

There are two ways to send events to Cometly: Server and Browser. It's important to note that for some of your events, you will want to send via server and others via browser. Example, simply wanting a "lead" event to fire upon a prospect visiting a "thank you" page after opting into a form will be easiest to fire via a browser event.

However, a "back end" event like moving a prospect inside your CRM from "Pending" to "Closed Won" and wanting a "Purchase" event to fire over to Cometly would be sent to Cometly as a Server event (via: direct integraiton, Zapier, Cometly API).

Server Events

Send events into Cometly from your server

  • Send events server-side from a payment platform, CRM or any other back-end system.

  • Setup via: A Cometly direct integration, Zapier or Cometly API.

  • Example of use: Later stage events that take place on a back-end system like a payment processing, or moving a deal in a CRM from “Pending” to “Closed-Won”

There are currently 3 ways to send server events to Cometly:


Direct Integration

Cometly has a direct integration with many apps and tools. When you setup one of these integrations, Cometly will automatically setup certain events to fire based on that integration.

Example: When you integrate the "Calendly" integration, Cometly will automatically setup a "Schedule" event to fire when someone schedules a call via your Calendly page.

You can click into each specific integration to find the list of event names that Cometly automatically configures when you set up that direct integration.

You can find the full list of our direct integrations on the Integrations page within your Cometly account.


Zapier

If Cometly does not have a direct integration that you need per your tech stack, Zapier will allow you to connect thousands of apps to Cometly with no development team needed.


Example: Currently we do not have a direct integration with HubSpot. However, using Zapier, you can easily send events that happen inside HubSpot (like moving a deal stage) over to Cometly.


Cometly API

If Cometly does not have a direct integration that you need per your tech stack and you don't see your specific app listed in Zapier, then you can send events from any/all apps via our Cometly API.

Note: This requires a developer on your team to implement


Browser Events

Send events into Cometly by placing browser snippet codes

  • Fire events upon page load by placing code snippets directly on a web page

  • Setup via: Cometly event snippet code

  • Example of use: Simple funnels that typically contain a “thank you” page

Event Code snippets

To track events browser-side using our event snippet codes, please follow the below instructions:

  1. Determine which page you want the event to fire on based on your marketing funnel

  2. Example: If you want to track "Lead" events based on how many people fill out a form on your site, you'll want to place the Cometly "lead" code on the "Thank you" page that a user lands on after they fill out your form.

  3. Navigate to your page

  4. Copy the Cometly event snippet code from the list of event codes here.

  5. Paste the event snippet code in the <body> of the page

  6. Make sure the Cometly base code is in the <head> of the page

Navigate to this page to see a list of all event snippet codes for our event names.

Double check:

Your Cometly base code is firing before the event code fires (Make sure the base code is in the <head> and the event code is in the <body>


How to test events

After you set up your events, you'll want to test that they are firing correctly to ensure Cometly will work as expected.

Test 'Server' events using the 'Server' steps below and test 'Browser' events using the 'Browser' steps below:

Test server event setup

  1. Navigate to the Events Manager in Cometly.

  2. Click Events Log.

  3. Process a test event through via your direct integration, Zapier or API.

  4. Reload the Cometly 'Events Log' page.

  5. You should now see the event.

    1. You should see 'Success' under the 'Status' column

    2. Next, check to make sure all of the event information you sent is coming through.


Test browser event setup

  1. Open the Cometly Pixel Helper Chrome plugin and start a 'Session' by clicking 'Start' and then re-loading the page

  2. Navigate to the web page where you placed the Cometly browser event code

  3. Open the Cometly Pixel Helper - you should see the event name listed under 'Events'

    1. Pro Tip: Make sure there is a base code 'Init' event firing before the event code fires (The 'Init' event must fire before the event code)

  4. If everything fires correctly inside the Cometly Pixel Helper, then you have successfully tested your event code and everything is working correctly.

  5. Inside the Cometly Pixel Helper click 'End Session'


Connect your ad accounts

Profile Connection

First step is to connect your actual profile to Cometly:

  1. Navigate to the Space Settings page and click on the Ad Channels tab and select the ad platform you want to connect ad accounts for.

  2. Click on the Manage Connections link. This action will direct you to the profile integrations page.

  3. To connect to an ad channel, click the blue "connect" button.

Connect the ad account to a Space

After successfully connecting your ad channels, the next step is to connect the specific ad accounts to your Cometly space.

  1. Navigate to the Space Settings page and click on the Ad Channels tab

  2. Click the icon for the ad channel you want to connect to that Space.

  3. Next, you'll see a list of ad accounts for that ad channel. Click the green "Connect" button next to the ad account you wish to link to that Space.

    1. NOTE: You can only connect 1 ad account to 1 Cometly Space. You can not connect 1 ad account to 2 different Cometly Spaces.


Setup URL parameters on your ads

Certain integrations (Shopify, ClickBank, BuyGoods, Maxweb) require specific URL parameters - refer below to those instructions.

For all other integrations, use "Standard"

Standard

Shopify

Clickbank

BuyGoods / Maxweb


How to turn on ad tracking

This step will involve importing your campaigns into Cometly. After this step is complete, data will begin flowing into Cometly within 30-60 minutes.

Follow this guide to learn how to turn on ad tracking to begin seeing data inside Cometly.


How to configure the Conversion API

In order for Cometly to begin sending data back to the ad platforms to enhance ad performance, you'll need to configure our conversion API's.

Follow the guides below to learn how to turn on the conversion API's for each platform:


Did this answer your question?