WhatConverts Quickstart Guide

Getting started is quick. This guide walks you through the core steps to go from free trial signup to tracking your first leads. In just a few minutes, you’ll have WhatConverts capturing calls and forms, and sending that data to Google Ads to give you visibility into the value your marketing generates.

Step 1. Create and Verify Your Account

Sign up for a WhatConverts free trial, then follow the steps to Open a New Account. Make sure to click the verification link in your email so you can log in for the first time.

Step 2. Run the One-time Account Setup

After the first login, the Online Onboarding guides you through the essentials to capture the right leads for your business. You’ll:

• Confirm your company details and website URL.
• Install the tracking code and set up call and form tracking.
• Connect to Google Ads for smarter and automatic campaign optimization.

Step 3. Review and Complete Your Setup

Once onboarding is done, you’ll land in your account with access to the Get Started Checklist. This makes it easy to spot anything you skipped and confirm your account is fully ready to capture leads.

Step 4. Start Tracking Leads

With setup complete, your account is live. WhatConverts will now capture the lead types you configured and store them in the Lead Manager with full attribution.

From here, you’re no longer guessing what marketing works. You’re seeing real leads tied to their source, with the details you need to prove ROI.

Next Steps

Now that leads are flowing into your account, you’re ready to move from capturing leads to proving ROI. Start here:

• Navigate WhatConverts. Learn the layout and account structure.
• Introduction to Lead Tracking. See how all lead types are captured.
• Introduction to Lead Manager. View, manage, and qualify leads.
• Introduction to Reporting. Prove impact and share insights.

By exploring these tools, you’ll connect every lead to revenue and uncover the true value of your marketing