Onboarding Center: Initial Website Integration

A seamless customer experience starts with a strong foundation—your website integration. By integrating Insider with your website, you unlock a world of possibilities: real-time data collection, precise user segmentation, revenue tracking, conversion monitoring, and much more. This step is crucial in transforming your marketing efforts into measurable success.

With a properly integrated website, you can:

• Capture valuable user data to enhance personalization.

• Track customer interactions to refine your marketing strategies.

• Improve conversion rates by leveraging automated insights.

• Access Insider’s powerful tools for campaign creation and optimization.

Now, let’s dive into the two main steps of initial website integration: Insider Tag Integration and Confirmation Page Integration.

Step 1: Insider Tag Integration

Once you complete the initial website integration, the Insider panel can start collecting event and click-stream data. This enables user segmentation, revenue monitoring, and conversion tracking.

Getting Started

Begin by verifying whether your website is built on Shopify. If it is, you will be directed to specific integration instructions for Shopify. Otherwise, you can proceed with the general integration steps.

Methods of Insider Tag Integration

You can integrate the Insider Tag using one of the following methods:

1. Source Code Integration

• Click the Copy Code button to copy your unique Insider integration code (which includes your partner name and partner ID).

• Add this code to your website’s source code.

• If your website is a Single Page Application (SPA), select that option for specific integration guidance.

2. Google Tag Manager Integration

• Follow the step-by-step instructions with visuals to integrate Insider through Google Tag Manager (GTM).

Testing the Insider Tag Integration

• Once you proceed to the next step, an automatic scan verifies the Insider Tag on your website.

• Ensure that cookies are accepted on your website; otherwise, the tag verification may fail.

• If you have a multi-domain website, the Insider Tag will only be verified on the main domain set in your account preferences.

Step 2: Confirmation Page Integration

Confirmation Page Integration is essential for tracking transactions on your website. This ensures that every purchase and conversion is accurately recorded within the Insider platform.

Methods of Confirmation Page Integration

You can integrate Insider into your confirmation page using one of these methods:

1. Source Code Integration

• Click the Copy Code button to copy your confirmation page integration code.

• Add this code to the source code of your confirmation page.

• Ensure that this object loads before the Insider tag (ins.js) for all payment types. If it does not, the page type information will be unavailable, and transactions will not be counted as conversions.

2. Google Tag Manager Integration

• Follow the step-by-step instructions with visuals to integrate Insider into your confirmation page using GTM.

Confirmation Page Integration Checklist

Before testing your confirmation page integration, review the following:

• Verify that the integration script is placed before the Insider Tag.

• Ensure that transactions are properly recorded in your analytics dashboard.

• Check that the confirmation page is loading correctly without errors.

Testing the Confirmation Page Integration

• Click the Test Confirmation Page button to run an automatic test.

• You will be redirected to your website with a test inspector to guide you through the process.

• View the test results directly on the page.

Final Verification: Making a Test Purchase

Once your integration is verified:

• Enable the respective Google Analytics event in InOne.

• Make a test purchase to ensure that logs are successfully sent from Insider to Google Analytics.

Once you complete and verify your integrations, you will reach the System Rules step. This step informs you about the next step that will be completed by Insider.

By completing this step successfully, you lay the groundwork for data-driven decision-making and powerful marketing automation. Let’s get started and unlock the full potential of Insider!