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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!
Build Tracking Plan
Start by creating a tracking plan based on the key business goals from your marketing strategy. We have a variety of tracking plan templates designed specifically for your business type.
Install & Verify Cometly Pixel
Install the Cometly pixel code on every page of your website inside the <head> tags.
Visit the Setup page in Cometly and retrieve your Cometly base code pixel:
Each workspace in Cometly has it's own unique base code pixel.
The Cometly base code pixel automatically tracks the source of webpage visitors and automatically captures information from form opt-ins (first name, last name, email, and phone number).
Test the base code setup
Watch the video below to learn how to test the base code set up:
Install the Cometly Pixel Helper (Google Chrome Plugin)
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.
You should see an 'Init' (short for "Initiation") event fire on each page you visit that contains the Cometly base code.
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.
Cometly will only capture fields on your form that are related to: Name, Email and Phone
If everything fires correctly inside the Cometly Pixel Helper, then you have successfully tested your base code and everything is working correctly.
Form Tracking
Cometly Pixel automatically captures the first name, last name, full name, email, and phone number on almost all forms.
Add 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? Learn how to Create a Custom Event
How to send 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.
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.
Having issues? Troubleshoot a specific integration here
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
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
Navigate to the Events Manager in Cometly.
Click Events Log.
Process a test event through via your direct integration, Zapier or API.
Reload the Cometly 'Events Log' page.
You should now see the event.
You should see 'Success' under the 'Status' column
Next, check to make sure all of the event information you sent is coming through.
Setup URL Parameters
Certain integrations (lickBank, BuyGoods, Maxweb) require specific URL parameters - refer below to those instructions.
For all other integrations, use "Standard"
Standard
Clickbank
BuyGoods / Maxweb
Connect Ad Platforms
Profile Connection
First step is to connect your actual profile to Cometly:
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.
Click on the Manage Connections link. This action will direct you to the profile integrations page.
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.
Navigate to the Space Settings page and click on the Ad Channels tab
Click the icon for the ad channel you want to connect to that Space.
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.
NOTE: You can only connect 1 ad account to 1 Cometly Space. You can not connect 1 ad account to 2 different Cometly Spaces.
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.
Activate 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: