Installing Pathmonk

Begin your Pathmonk setup by installing the SDK snippet.

The Pathmonk SDK snippet must be installed on your website for micro-experiences to be visible and to gather the data for Pathmonk Intelligence.

The first step to installing the snippet is to choose the best method to fit your website setup.

• For manual setup on the website, use the Manual Installation instructions.
• For any supported platform, use the Direct Platform installation instructions.

Installing the SDK Snippet

If you are not experienced with code or do not have access to your website, you may need to request the assistance of a Pathmonk developer for this step. To install the SDK snippet, you can either follow one of our platform-specific guides, or you can manually install the SDK snippet.

Google Tag Manager

1. Copy the SDK snippet from your Pathmonk CRM Hub dashboard or the email, in case you received it.
2. Open Google Tag Manager.
3. In Tag Manager: Click on the Account where you want to setup Pathmonk.
4. In Tag Manager: Click on Add a new tag.
5. In Tag Manager: Name the Untitled Tag to Pathmonk.
6. In Tag Manager: Click on Tag Configuration and choose the tag type: Custom HTML.
7. In Tag Manager: Paste the Pathmonk SDK snippet into the HTML section.
8. In Tag Manager: Now click on Triggering and choose a trigger All Pages. (All Pages is usually the best option. You can control within Pathmonk if you want to hide Pathmonk on certain pages).
9. In Tag Manager: Optionally, you can set an Exception if you don't want to show Pathmonk for example on certain subdomains.
10. In Tag Manager: To save the tag & trigger combination click Save.
11. In Tag Manager: To get the Pathmonk live on your website now click Submit (top right screen) in your Tag Manager home screen followed by Publish. Once you publish the Tag, Pathmonk will be live on your website.

Note: After clicking Publish, there may be a short delay between submitting the new tag and the connecting showing as complete in your Pathmonk account.

WordPress

1. Copy the code snippet from your Pathmonk hub dashboard or the email, in case you received it.
2. Open Wordpress.
3. Go to Appearance > Customize
4. In the website customization menu, click on Footer.
5. Click on Footer Bar to continue.
6. Use the text box to Place the <script> code snippet in the <footer> of your web page's HTML output, preferably as close to the closing </body> tag as possible.
7. When you make the desired changes, click Publish to save your footer settings.
8. Check the Hub and your website to verify the installation.

Shopify

1. Copy the code snippet from your Pathmonk hub dashboard or the email, in case you received it.
2. Log in to your Shopify Admin.
3. Go to Online Store > Themes.
4. Click Actions > Edit Code on your active theme.
5. Open the theme.liquid file under the Layout section.
6. Scroll down to find the</body> tag.
7. Paste your Pathmonk snippetright before </body>.
8. Click Save.

Webflow

1. Copy the code snippet from your Pathmonk hub dashboard or the email, in case you received it.
2. Open Webflow.
3. Visit your Site settings > Custom code tab.
4. Place the code snippet in the Footer code section.
5. Click Save changes.
6. Check the Hub and your website to verify the installation.

Squarespace

1. Copy the code snippet from your Pathmonk hub dashboard or the email, in case you received it.
2. Open your Squarespace and click +. Click the pencil icon to edit your footer layout. 
3. Place the <script> code snippet in the <footer> of your web page's HTML output, preferably as close to the closing </body> tag as possible.
4. When you've completed your footer layout, hover over Done and click Save.
5. Check the Hub and your website to verify the installation.

Manually Installing the SDK Snippet

1. Copy the SDK snippet from your Pathmonk hub dashboard or the email, in case you received it.
2. Place the <script> SDK snippet in the <footer> of your web page's HTML output, preferably as close to the closing </body> tag as possible.
3. Publish the changes to the live website.
4. Check the Hub and your website to verify the installation .
   *Note: the Dashboard view will automatically update and display a confirmation message when the connection to the website has been established.  This can take a few minutes after the snippet is added to the website and changes are published.

Still Having Trouble Installing?

You can verify the installation manually by checking your Pathmonk CRM Hub or by creating a support ticket so we can help you.