Start Here 👋
Before diving into the setup steps, we recommend taking a moment to understand how Cometly works. This quick overview will give you a high-level understanding of what Cometly does and how it helps you track and optimize your marketing efforts.
Build Tracking Plan
Decide which events you want to track (e.g., leads, purchases, sign ups, deals created, closed won). This plan will help guide your setup process. We have a variety of tracking plan templates designed specifically for your business type.
Install & Verify Cometly 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). To begin, place the Cometly Pixel on every website or domain you want to track, including your main domain, subdomains, and any additional domains.
This pixel must be placed in the <head> section of every website that you want to track. This includes your main domain (e.g., cometly.com) and subdomains (go.cometly.com, blog.cometly.com, academy.cometly.com, etc.).
Visit the Space Setup page and click Install & Verify Cometly Pixel
Click Copy Code to copy the Cometly Pixel and add to in the <head> section of your website.
Test & Verify Pixel Installation
Watch the video below to learn how to test the base code set up:
Install the Cometly Pixel Helper (Google Chrome Plugin): Add the Chrome extension to check if the pixel is firing.
Verify 'Init' Events: Visit your website pages. The Pixel Helper should show an 'Init' (short for 'Initialization') event firing on each page.
If you see the correct events and form data in the Pixel Helper, Cometly is successfully tracking website visitor activity!
Cross Domain Tracking (Required For SaaS Companies)
Ensure seamless tracking for users who navigate between your main domain and subdomains (or other domains).
Example: If traffic flows from cometly.com to app.cometly.com, cross-domain tracking ensures users are properly tracked across both domains.
If this applies to your setup, follow the guide below to complete the cross-domain tracking setup.
Form Tracking
The Cometly Pixel collects your visitors' names, emails, and phone numbers when they fill out forms on your website. We use this information to track who is visiting and to update their contact details.
Cometly can automatically capture information from most forms. Depending on your form type, you may need to take an extra step to ensure all form data automatically captured.
Native Website Form
If your form is directly on your website (self-hosted or built-in), you can use the Cometly Pixel Helper to ensure the first name, last name, full name, email, and phone fields are automatically captured.Form from Another Tool (3rd party embedded form)
If your form is embedded from a third-party service or tool (e.g., Typeform, HubSpot, Jotform, etc.), please click below to view setup instructions depending on your form.
📘 View List of Third Party Forms to implement form tracking
Add Events
Events track actions like form submissions, lead qualification, call scheduling, deal creation, or purchases on your website, funnel, CRM, or payment processor.
To keep everything organized, set up one event at a time based on your tracking plan.
How to Add Events
Go to the Space Setup page.
Click Add Events to start sending event data.
Choose where to send your event data from. If your integration isn't listed, use Webhooks or Zapier.
Using Webhooks
Cometly Webhooks let you send event data from any app to Cometly. You can map the data to Cometly fields and set up filters for events.
Example: Even without a direct integration with Stripe, you can send events like New Payment, New Trial, Converted Trial, or Canceled Subscription to Cometly using webhooks.
Using Zapier
Zapier makes it easy to send event data to Cometly from apps without direct integration.
Example: Even without a direct integration with HubSpot, you can send events like Moving a Deal Stage to Cometly using Zapier.
How to Test Events
After setting up your events, it's important to test them to ensure everything is working correctly in Cometly.
Testing Your Server Event Setup
Go to the Events Manager:
Navigate to the Events Manager in Cometly and click Events Log.Trigger a Test Event:
Process a test event using your Webhook or Zapier.Reload the Events Log Page:
Refresh the Events Log page in Cometly.Check for the Event:
Verify that the test event appears in the Events Log.
Review Event Details:
Confirm that all the event information you sent is displayed correctly.
By following these steps, you can verify your events are firing and being tracked properly.
Setup URL Parameters
Add URL parameters to your ads, emails, SMS, and custom sources to improve attribution accuracy and enhance your tracking in Cometly.
Connect Ad Platforms
Connect Your Profile to Cometly
Connecting your personal profile allows Cometly to access the ad accounts you have permission to use. Once your profile is connected, you can link those ad accounts to your space for tracking and reporting.
Go to Integrations:
On the left side menu, click Integrations.Select an Ad Platform:
Click the icon for the ad platform you want to connect (e.g., Facebook, Google, TikTok, LinkedIn).Sync Your Profile:
Follow the prompts to sync your profile and link your accounts.
Connect Ad Accounts & Sync Ad Data to Your Space
After connecting your profile, click on the ad platform icons (Facebook, TikTok, Google, LinkedIn) to see the ad accounts you have access to. These accounts are linked to your personal profile, so only you can see and manage them.
Click Connect next to the ad account you want to add to the space.
Once an ad account has been connected:
Cometly immediately starts pulling ad data for all active campaigns. It takes 30-60 minutes for the data to appear in your space as the system processes updates.
The ad account will appear under Connected Ad Accounts and be visible to all team members in the space.
If you are generating leads using Meta Instant Forms (formerly Meta Lead Forms), make sure you have the necessary permissions to automatically track leads in Cometly.
Activate Conversion API
Set up the Conversion API to help Cometly send data to Facebook, Google, LinkedIn, and TikTok, improving ad performance.