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 Google Tag Manager, use the Google Tag Manager 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.
Installation Guides | |
Option 1: Manual Installation | Option 2: Google Tag Manager |
Option 1: Manually Installing the SDK Snippet
- Copy the SDK snippet from your Pathmonk hub dashboard
- 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
- Publish the changes to the live website
- 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.
Option 2: Installing the SDK Snippet with Google Tag Manager
- Copy the SDK snippet from your Pathmonk CRM Hub dashboard
- Open Google Tag Manager
- In Tag Manager: Click on the Account where you want to setup Pathmonk
- In Tag Manager: Click on Add a new tag
- In Tag Manager: Name the Untitled Tag to Pathmonk
- In Tag Manager: Click on Tag Configuration and choose the tag type: Custom HTML
- In Tag Manager: Paste the Pathmonk SDK snippet into the HTML section
- 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)
- In Tag Manager: Optionally, you can set an Exception if you don't want to show Pathmonk for example on certain subdomains
- In Tag Manager: To save the tag & trigger combination click Save
- 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.
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.
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