Customerlabs CDP Documentation

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Funnelish is a powerful sales funnel and checkout optimization platform, but many users encounter challenges with event tracking and data integration with ad platforms like Meta.

 With the help of the 1PD platform events can be tracked more efficiently in a streamlined process for tracking leads in the click funnel, an event with its limitation, by leveraging first-party tracking methods, businesses can overcome ClickFunnelsโ€™ native restrictions and ensure accurate event data is sent to ad platforms like Meta and Google Ads.

Wow โ€“ Meta event match quality shines for your Funnelish

Optimizing the campaign with the high event match quality conversion event helps the Meta algorithm to train better on what kind of prospects to attract.   

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Higher reporting and attribution conversions on Google Adwords 

Similarly, on Google Adwords, you will have higher attribution on the conversion because we store all the cookie ids including Gclid id. This helps improve the reporting and attribution. 

Now letโ€™s follow the step-by-step instructions to configure the same

The Step-by-Step Guide to Configuring Events in Funnelish

Step 1: Sign In to CustomerLabs

  • Log in to CustomerLabs
  • Copy the tracking code from the homepage.
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Step 2: Sign In to Funnelish

  • Log in to your funnelish account
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Step 3: Navigate to the Funnel Setup

  • Click on the funnels menu.
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  • Select Funnels to access your funnel setup.

Step 4: Choose the Funnel Setup

  • Select the funnel where you want to track events.
  • For this guide, have chosen the Webinar Registration Main Funnel as an example.
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Step 5: Adding the Tracking Code:

  • Go to the selected funnel and access the Funnel Steps page.
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  • Copy the tracking code from CustomerLabs.
  • Navigate  to the landing page and click on the edit page
  • You will be redirected to a new page. Click on the โ‹ฎ (three dots) at the top and select Custom Code.
  • Paste the tracking code on the head HTML section for all the funnel steps
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Step 6: Event Configuration:

  • In this example, I am selecting the checkout form from the funnel steps to track events such as Checkout The corresponding tracking code is provided below.
  • For each funnel, the code may vary. Please reach out to us at [email protected], and weโ€™ll assist you.
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  • Based on your funnel setup, you will need to update the code accordingly, reference code for tracking events like Page View, Product View, Add to Cart, Checkout, and Purchase has been included.
  • To update the tracking code for each funnel step (in this case, checkout funnel stage)
  • Select the relevant funnel stepโ†’Click on Edit Pageโ†’. Click on the โ‹ฎ (three dots) at the top and select Custom Codeโ†’Update the event tracking codeโ€”>Save the changes

Step 7: Testing the Events

 To start with the audit events, as a first step ensure that your website is connected to 

CutsomerLabs and to track down the actions on your website, follow the steps below

7.1 Right-click on the browser.

7.2 Inspect the element & go to the network section.

7.3 Enter โ€œio.โ€/  โ€œclโ€ and perform some actions on the website/funnel.

7.4 You will notice the events are triggering in the network section.

7.5 Refer to the screenshot below for your website audit reference.

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In summary, with CustomerLabs, you can easily track and send form submissions from Funnelish to Meta and Google Ads while overcoming common tracking challenges. The step-by-step guide provided ensures that your event data is accurately captured for better optimization and campaign results. If you run into any difficulties or need further help, feel free to contact our support team at [email protected] for personalized assistance. 

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