1. Log into your Etracker Pro account, click the “Sites” tab in the navigation bar on the left side of your screen.
2. Click the “Add New Site” button.
3. Click on the “Connect Google Analytics” button.
   Please make sure you link the correct Google Analytics account that belongs to your domain!
4. From the new window that opens, choose your Google account or simply login from another account by choosing “Use another account” and login.
5. On the next screen you will see which data that Etracker will be pulling from your Google Analytics account. Click on the “Allow” button to proceed.
6. When you land on the setup screen again you will see that your Google Analytics account is now connected.
   
7. Choose your platform from the menu.
8. Click the “Verify” button to proceed.
9. Complete the next step based on the chosen platform. Please see detailed platform integrations from the links below;
   Bigcommerce
   Shopify
   Woocommerce
10.  When you complete your eCommerce platform integration, return to the Etracker Pro screen, if you are already on this page please enter the missing fields if there are any.
11. Click the “Save” button to proceed.
12. In the Builder step, you can set how the Session ID will appear on your site.
    – Use Default: Session ID will appear with default alignment and style on your website.
    – Use Builder: Customize the Session ID view (alignment, color, size, etc)  with our builder.
    
13. Click on the “Save and Next” button to proceed.
14. In the Installation step, you will see the generated script code.
    Copy this script and add this script into your website’s code (and/or via your online store admin panel) somewhere after the starting   tag and before the closing   tag.
15. Click on the “Finish” button to complete the setup.

In Etracker Pro, each domain is connected to a Google Analytics account.  In order to connect your Google Analytics account, first, you need to find the relevant domain from the Sites Page. If you would like to add a new domain please click on the “Add New Site” button.

1. Log into your Etracker Pro account, click the “Sites” tab in the navigation bar on the left side of your screen.
2. Click the “Add New Site” button.
   
3. Click on the “Connect Google Analytics” button.
   Please make sure you link the correct Google Analytics account that belongs to your domain!
4. From the new window that opens, choose your Google account or simply login from another account by choosing “Use another account” and login.
5. On the next screen you will see which data that Etracker will be pulling from your Google Analytics account. Click on the “Allow” button to proceed.
6. When you land on the setup screen again you will see that your Google Analytics account is now connected.
       You will see the domain/s under “Site URL”. 
7. Choose the domain, the platform and click the “Verify” button to proceed.

In order to disconnect the Google Analytics account, you must remove permissions from your Google Analytics account.
In Etracker Pro each domain is connected to a Google Analytics account. You can disconnect your analytics account but please note that you must connect to another Google Analytics account to keep using Etracker Pro for the related domain.

1. Go to the “Sites” page from the navigation bar on the left side of your screen.
2. Find the site you would like to edit and click on the pen icon    from the Actions column.
3. From the Setup Site Screen, click on the “Connect Another Account” button.
   Please make sure you have signed out your Google Account during this process.
4. In the next screen, complete the Google Analytics Integration process and click on the “Verify” button to proceed to the next steps.
   Update the fields you would like to and complete the process on every page.
   If it is a Woocommerce or Other platform, you don’t need to copy/paste the script from the last step into your code.

After completing the Site Setup step, on Platform step;

1. Click on the “Connect Bigcommerce“ button.
2. A new tab will open in your browser, and take you to the Bigcommerce App screen, if you have not logged in to your Bigcommerce account, please log in.
3. Click the “Install” button.
4. On the consent page you will see which data that Etracker will be pulling from your Bigcommerce account. Click on the “Confirm” button to proceed.
5. After completing the installation, return to the Etracker Pro page.
6.  Continue the setup process, please see further steps from “How can I setup / add a  new site?”

If one of your domains is connected to a Bigcommerce account, find the related domain from the Sites Page.

1. Go to the “Sites” page from the navigation bar on the left side of your screen.
2. Find the site you would like to edit and click on the pen icon from the Actions column.
3. Click on the “Platform” tab placed on the left side.
4. Click the “Disconnect Bigcommerce” button.
   

   Please note that adding a platform account is a mandatory step therefore to keep tracking this domain you need to add a valid platform account.

5. Bigcommerce App screen will open in a new tab, delete the Etracker Pro app on your platform and return back to the Etracker Pro screen.
   
6. Setup a new Bigcommerce account via the “Connect Bigcommerce“ button.
7. Click on the “Verify” button.
8. Complete the process on every page.

Tip: If you will add another eCommerce platform we recommend you to delete this domain and setup from scratch!

Please click to the Go To Shopify button and follow these instructions:

1. Enter Private App Name and Emergency
   developer email.  (your email address)
2. Click on “Show inactive admin API permissions”.
3. Please set permissions on Orders: Read access and Script tags: Read and write. 
4. Click on the “Save” button and then the “Create app” button.
5. Copy API Key and Password fields from the Admin API section, return to Etracker Pro, and paste these fields.
6. Click on the “Save” button and continue the setup process, please see further steps from “How can I setup / add a  new site?”

If one of your domains is connected to a Shopify account, find the related domain from the Sites Page.

1. Go to the “Sites” page from the navigation bar on the left side of your screen.
2. Find the site you would like to edit and click on the pen icon from the Actions column.
3.  Click on the “Platform” tab placed on the left side.
4. Click the “Disconnect Shopify” button
   Please note that adding a platform account is a mandatory step therefore to keep tracking this domain you need to add a valid platform account.
5. Shopify App screen will open in a new tab, delete the Etracker Pro app on your platform and return back to the Etracker Pro screen.
6. Setup a new Shopify account via  the “Connect Shopify“ button.
7. Click on the “Verify” button.
8. Complete the process on every page.

Tip: If you will add another eCommerce platform we recommend you delete this domain and setup from scratch!

Please click Connect Woocommerce button and follow these instructions:

1. Install Etracker Pro Plug-in.

2. Click on the “Authorize” button on the next page.

3. Click on the “Allow” button on the next page.

4. Click on the “Continue” button on the next page.

5. You will land on to Etracker Pro screen again. Click on the “Verify” button and continue the setup process, please see further steps from “How can I setup / add a  new site?”

If one of your domains is connected to a Woocommerce account,  find the related domain from the Sites Page.

1. Go to the “Sites” page from the navigation bar on the left side of your screen.

2. Find the site you would like to edit and click on the pen icon    from the Actions column.

3.  Click on the “Platform” tab placed on the left side.

4. Click the “Disconnect Woocommerce” button Please note that adding a platform account is a mandatory step therefore to keep tracking this domain you need to add a valid platform account.

5. Shopify App screen will open in a new tab, delete the Etracker Pro app on your platform and return back to the Etracker Pro screen.

6. Setup a new Shopify account via the “Connect Woocommerce“ button.

7. Click on the “Verify” button.

8. Complete the process on every page.

Tip: If you will add another eCommerce platform we recommend you delete this domain and setup from scratch!

1- After completing Google Analytics integration on the Site Setup step, choose the “Other” option from the platform dropdown, and continue the process.
2- In the Builder step, you can set how the Session ID will appear on your site.

• Use Default: Session ID will appear with default alignment and style on your website.
• Use Builder: Customize the Session ID view (alignment, color, size, etc)  with our builder. 

3- Click on the “Save and Next” button to proceed.
4- In the Installation step, you will see the generated script code.
Copy this script and add this script into your website’s code (and/or via your online store admin panel) somewhere after the starting tag and before the closing   tag.
5- Click on the “Finish” button to complete the setup.

Choose that option if you are adding a non-eCommerce website. Please note that since it is not an eCommerce website your order data will not be shown for this setup. However, you will be able to track your phone leads and your closed sales will be displayed on the Orders page.

Since “Other non-eCommerce” option means directly your website simply delete this domain from the Sites Page.
See also “How can I delete/remove a connected site?”

When you add a new site, in the Builder step you can choose the default view setting the via “Use default” option or you can customize the Session ID view (placement, color, size, etc) the via “Use Builder” option. After completing the setup process Session ID will be displayed on your website.

Click the “Sites” tab in the navigation bar on the left side of your screen to display your connected sites in Etracker Pro.
You can filter by domain from the search bar and platform from the dropdown menu from the top of the table.

1. Go to the “Sites” page from the navigation bar on the left side of your screen.
2. Find the site you would like to edit and click on the pen icon from the Actions column for the related site.
3. Update the fields or integrations you would like to and complete the process on every page.
   For detailed integration edits please check the related question on this page.

1. Go to the “Sites” page from the navigation bar on the left side of your screen.
2. Find the site you would like to edit and click on the delete icon from the Actions column for the related site.
3. Click on the “Delete” button from the new consent window.

When you receive a call from your customer, please do not forget to ask them for their Session ID. All your customer needs to do is simply tell you the number they see on the screen.
Once you get the Session ID;

• If you are creating a lead on Etracker Pro, enter this number to the “Session ID” field on Add New Lead window.
• If you are creating a Phone Order in your eCommerce platform, kindly enter Session ID to the Notes (or staff note) section.

Click the “Orders” tab in the navigation bar on the left side of your screen to display your orders.

• You can choose your domain from the dropdown menu at the top.
• Filter by date via a click on the calendar; choose a date range or simply click on one of the date periods such else: this month, this year, etc.
• You can also apply one or more filters on your order list from the related filter box at the top of the table.
• If you would like to remove the filter(s), click on the X button next to your filter or click the “Clear all filters” button at the top of the table.

1. Go to the “Orders” page from the navigation bar on the left side of your screen.
2. Click on “Export Options” on the right top of the table.
   You can export your Order List in Microsoft Excel or CSV format.

Click the “Leads” tab in the navigation bar on the left side of your screen to display your leads.

• You can choose your domain from the dropdown menu at the top.
• Filter by date via clicking on the calendar; choose a date range or simply click on one of the date periods such else: this month, this year, etc.
• You can also apply one or more filters on your order list from the related filter box at the top of the table.
• If you would like to remove the filter(s), click on the X button next to your filter or click the “Clear all filters” button at the top of the table.

On the Leads Page, you will see the Source and the Medium of the lead. To be able to see more analytics data click on the Google Analytics icon placed on the left side for the relevant lead row.

1. Go to the “Leads” page from the navigation bar on the left side of your screen.
2. Click on “Export Options” on the right top of the table.
   You can export your Leads List in Microsoft Excel or CSV format.

1. Go to the “Leads” page from the navigation bar on the left side of your screen.
2. Click on the “Add New Lead” button.
3. Enter all the information that you would like to keep for this lead.

   Please note that entering a client Session ID is very important to match data for leads & orders!

   You can enter additional fields such as company, address, note by clicking on the  “Show More” button.
4. Click on the “Save” button to complete.

1. Go to the “Leads” page from the navigation bar on the left side of your screen.
2. Find the lead you would like to edit and click on the pen icon from the Actions column for the related lead.
3. Update the fields you would like to and click on the “Save” button.

1. Go to the “Leads” page from the navigation bar on the left side of your screen.
2. Find the lead you would like to edit and click on the delete icon from the Actions column for the related lead.
3. Click on the “Delete” button from the new consent window.

When creating a Phone Order from your eCommerce Admin Panel, ask your client the Session ID they display on their screen and add it to the related field;

• Add Session ID to the “Staff Notes” section on Bigcommerce.
• Add Session ID as a Tag   on  Shopify.
• Add Session ID to the “Value” section from the Custom Fields, by choosing Etracker from the “Name” dropdown menu on  Woocommerce.

1. Go to the “Orders” page from the navigation bar on the left side of your screen.
2. From the “Order Type” column choose Phone Order.
3. If you would like to narrow your search or analyze deeper you may filter by domain, date, source, device, browser, user type, and more.

You can simply close a sales lead by following these steps:

1. Go to the “Leads” page from the navigation bar on the left side of your screen.
2. Find the lead you would like to edit and click on the pen icon from the Actions column for the related lead.
3. From the new window, click on the “Sale Status” menu and choose “Closed”.
4. Click on the “Save” button.

Yes. If you manually update a Lead’s sale status as “Closed”, you will see this lead as an order on the Orders page.
Or if you receive a Phone Order and create an order in your eCommerce platform,  please don’t forget to ask your customer their Session ID and enter this number in the notes section (or staff note). Etracker Pro pulls this data and automatically matches it with leads by cross-checking the Session IDs.