Setup & Onboarding
The Setup & Onboarding section walks you through the first steps to start using WhatConverts with confidence. In just a few minutes, you’ll create your account, install tracking, and connect the tools you already use so every lead is captured and attributed to the right marketing source.
This section ensures everything is configured correctly from the start, so you can begin tracking, qualifying, and reporting on real results.
Why It Matters
Getting set up right is the foundation of accurate attribution and ROI reporting. These articles help you:
- Open and configure your WhatConverts account in minutes.
- Install your tracking code to capture calls, forms, chats, and more.
- Connect ad platforms like Google Ads for automatic optimization.
- Invite your team and assign roles for secure, organized collaboration.
- Verify your setup with the Get Started Checklist before starting tracking.
Articles in This Section
- Open a New Account
- Set Up Your Account
- Start Tracking with the Get Started Checklist
- Get Started: Install Tracking Code
- Get Started: Track Phone Calls
- Get Started: Track Web Forms
- Get Started: Connect Google Ads
- Get Started: Invite Team Members
Each guide builds on the previous one, so you can move smoothly from setup to tracking and optimization.
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