Start Tracking with the Get Started Checklist

The Get Started Checklist makes setting up WhatConverts simple and fast. In just a few minutes, you’ll complete six key steps that ensure every lead is tracked correctly. Any steps you finished during account setup will be checked off automatically, so you only focus on what’s left.

How the Checklist Works

Start by confirming the basics of your business.

• The checklist appears the first time you log into a new account and stays visible until all steps are complete.
• You can collapse it at any time by clicking the – icon in the corner.
• Progress is saved, you can pause and return later without losing your place.
• Once finished, the checklist disappears automatically.

Steps in the Checklist

Here’s what you’ll complete in the checklist. Each step links to a full guide:

1. Setup Tracking Account: Confirm company details and preferences (completed during your Account Setup).
2. Install Tracking Code: Add the script to your site to capture leads.
3. Track Phone Calls: Set up call tracking numbers.
4. Track Web Forms: Detect and track form submissions.
5. Connect Google Ads: Send conversions to your Google Ads account.
6. Invite Team Members: Add teammates and assign roles.

Next Steps

Begin with Get Started: Install Tracking Code and work through the checklist step by step.