Onboarding guide

Setting up your Pathmonk account only takes a few key steps. This guide gives you a complete overview of the onboarding process, from your first login to going live with your personalized Micro-Experiences.

Once you’ve reviewed this summary, you can explore each step in detail in the related articles.

1. Add your company and goal details

When you first log into Pathmonk, you’ll be asked to complete a short onboarding form to help tailor your setup. You’ll need to:

• Add your company name and contact information.

• Choose your business category (e.g. SaaS, eCommerce, Marketing Agency, Services, Education, etc.).

• Define your main conversion goal — the key action you want visitors to take (for example, book a demo, start a trial, make a purchase, or submit a lead form).

• Enter your website domain (the full URL where Pathmonk will run).

Once completed, Pathmonk will guide you to install the SDK snippet on your website.

2. Install Pathmonk on your website

The Pathmonk SDK snippet allows your website to start collecting visitor behavior data and prepare for Micro-Experiences.

• You can install it through your preferred platform — Google Tag Manager, Shopify, WordPress, Webflow, or Squarespace.

• If you prefer, you can also install it manually or send the instructions to your developer.

• Nothing will appear on your website yet — Pathmonk runs in the background until you publish your first experience.

See:

• How to install Pathmonk on your website

3. Set up your conversion goal

Once installation is verified, you’ll define how Pathmonk should help you reach your conversion goal.

For example:

• Redirect visitors to your demo booking page.

• Collect leads with a form or qualification flow.

• Promote your main product or service.

• Encourage visitors to start a trial.

Pathmonk will automatically recommend the simplest and most effective setup for your type of business.

See:

4. Set up conversion tracking

After your goal is configured, Pathmonk will guide you through tracking setup.
This ensures every completed action (like a form submission or purchase) is counted as a conversion.

You can track conversions through:

• A thank-you page URL (recommended)

• A pixel or tag

• Or a Pathmonk thank-you page if you don’t have one on your website.

See:

5. Customize and review your Micro-Experiences

Once tracking is ready, Pathmonk automatically generates personalized Micro-Experiences based on your website content.

You can then:

• Review the generated content.

• Add your logo, brand colors, video avatar, and CTA.

• Make any desired edits before publishing.

See:

6. Set traffic split and go live

When everything is set up, it’s time to launch.
You’ll be asked how much traffic you want to expose to Pathmonk:

• 50/50 rollout (recommended): half your traffic sees Micro-Experiences, half serves as a control group.

• All-in: Pathmonk runs on 95% of your traffic, leaving a 5% control group that won't see microexperiences.

We recommend starting with 50/50 for accurate performance insights — you can always increase traffic later.

See:

7. Recommended extra steps

We recommend taking a few extra steps to make sure Pathmonk is fully optimized:

• Update your AI Mode and Calibration
  Fine-tune how Pathmonk personalizes and displays experiences to match your business type (Sales-led, Product-led, E-commerce, etc.).
  

• Add your branding and video
  Upload your logo, select your brand colors, and add a custom video or image to make experiences feel more authentic.

• Customize your Pathmonk menu
  Edit the floating menu to highlight key actions like demos, FAQs, or support, and choose whether it appears on desktop or mobile.

• Adjust your display settings
  Choose where Pathmonk should appear, which devices it runs on, and whether to show or hide specific pages.