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Integration checklist for new customers

Integration checklist for new customers

Every new integration starts with the same first two steps:

  1. Include our basic tracker on all pages of your site.
  2. Include metadata in one of our recognized formats on all pages of your site.

For WordPress and Drupal sites, we provide a WordPress plugin and a Drupal plugin that do both steps automatically for you.

If your site is a single page application (SPA), or otherwise has dynamically loaded content, you may need to configure dynamic tracking to manually send pageview events, rather than relying on the automatic pageviews of the basic tracker.

We’re happy to provide a testing site ID and dashboard if you’re not ready to experiment on your production site. Contact to get one set up.

In most cases, customers are able to accomplish both steps quickly and without hassle. However, if you do run into trouble, we recommend the following:

#Additional integration steps for Enterprise customers

If you’re a Starter or Growth tier customer interested in any of the following steps, please contact about upgrading your account.

While the above two steps will provide you with a fully functional analytics dashboard, there are a number of further steps you may want to take to enhance a basic integration, depending on your needs.

#Collecting data from other platforms

#Collecting video/audio data from embedded players

  • If you use a supported player, read the specific documentation to see if any additional scripts or configuration is necessary for to automatically detect video events.
  • Otherwise, define a strategy for the tracker to discover and detect video events.

#Customizing data collection

#Configuring other tools

#Final steps

  • Schedule a staff training session with your account manager.
  • Invite your colleagues to create logins from

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