Setting Up Your Account Before the Onboarding Call

Modified on Tue, 5 Nov at 11:26 AM

After installing Pathmonk on your website, you're ready to begin setting up your account.

You can now access the onboarding checklist on your homepage. It is divided into two sections:

Teach the AI: This step allows you to train the AI to track the most important actions on your website (e.g., leads or booked meetings).

Click "Let's Go" to begin.

Goal Name: Name the goal you're tracking.
AI Tag: Select a tag to help the AI understand the goal's purpose. For example:
- If the goal is tracking completed lead forms, select "Submit Lead Form."
- If it's tracking booked meetings, select "Book Appointment."

Click Save.

Select Tracking Method:
There are three common ways to set up your goals:
- Web URL: Tracks conversions when visitors land on a specific URL (e.g., domain.com/thank-you).
- Page Load Pixel: Tracks visits on a page from a different domain where Pathmonk isn’t installed (e.g., otherdomain.com/success).
- Visitor Action Pixel: Tracks actions (e.g., button clicks) across any domain, with or without Pathmonk installed.

For more information on goal setup, visit [this help center article].

To learn how to install the pixel, follow [this guide].

For eCommerce use cases: If your goal is to track purchases and you use Shopify, follow the steps below:

Set the AI Target: This step defines where visitors are directed after engaging with your micro-experience.

Click "Let's Go" to begin.

Type	Example CTA	Use Case	Possible Fields
Qualification Form	Tell us about you	Qualification using specific criteria	Name, Email, Phone, Company, Qualification Questions
Lead Form	Request a Demo	Collect basic contact information	Name, Email, Phone, Company
Subscription Form	Subscribe Today	Sign up for a newsletter	Email
Download Form	Download	Download valuable assets	Email
Click to Redirect	Learn More	Redirect to a URL	N/A
Click on Web Action	Click Now	Listens for JS events and performs an action	N/A
Embedded Script	Meet with Sales	Embed code for Hubspot, Calendly, or similar	N/A
Click to Download	Get Pricing	Link to an asset download	Name, Email, Phone

Click Save.

Watch a video tutorial on creating a qualification form [here].

Generate Content: Click "Let's Go" to allow the AI to generate content based on the information provided.

1. Fill in the recommended sections for optimal performance.

2. Review the content generated under the Micro-Experiences tab and make the necessary changes (e.g. the copy of the cards, videos, or images).

Your account manager will review the setup during your first onboarding call before publishing.