Get Started Checklist

Now that you’ve created your WhatConverts account, it’s time to track your leads. In this guide, we'll walk you through the "Get Started" checklist, providing step-by-step instructions to help you start tracking!

To access the checklist, go to the bottom of your page and click on “Get Started”.

Here is a video showing how the "Get Started" Checklist works.

Step 1: Install Tracking Code

To begin tracking your leads, you’ll need to install the WhatConverts tracking code on your website. Open the “Get Started” checklist, and click on “Install Tracking Code”.

Choose from the following options:

1Have my developer install code: Enter your developer’s email address, and WhatConverts will send them the installation instructions.

2Install code myself: Choose from three methods: WordPress plugin, Google Tag Manager, or Manual Installation. Follow the comprehensive setup guides provided by WhatConverts for your chosen method.

Verify Your Installation

1Once you've installed the tracking code, verify the installation by clicking the "Verify Verification" button.

2Wait for your website to load, then return to WhatConverts. You’ll receive a confirmation message stating that the tracking code was successfully installed.

With the tracking code installed, you’re ready to move on to the next step.

Step 2: Track Phone Calls

Next, we will set up tracking numbers to record your phone calls. Open the Get Started checklist, and click on “Track Phone Calls”.

1If no phone numbers were assigned to your account during onboarding, you’ll be prompted to obtain them.

2Decide whether to use local or toll-free tracking numbers.

3Select an area code.

4Enter the phone number you would like calls forwarded to.

5If you want to record calls, enable “Record all incoming calls (Free)”.

6Click “Continue”.

7On the following pages, choose where to display your tracking numbers and what marketing source will bring traffic to your website.

8Click “Continue”.

9On the final page, click on your website’s URL and call the tracking number that is displayed.

10End the call and return to WhatConverts.

11You should now see the recorded call.

If you click the ‘View Lead in Lead Manager’ button, you’ll be taken to the Lead Manager, where you can review the lead in more detail.

Step 3: Track Web Forms

Next, we will set up forms to track submissions. Open the Get Started checklist, and click on “Track Web Forms”.

1Click “Get Started,” and on the following page, choose which forms on your website you would like to track.

2Click “Continue” and select what marketing source will bring traffic to your website.

3On the final page, click on your website’s URL and submit the form that is displayed.

4Return to WhatConverts.

5You should now see the recorded form.

If you click the ‘View Lead in Lead Manager’ button, you’ll be taken to the Lead Manager, where you can review the lead in more detail.

Step 4: Connect Google Ads

Next, we will set up the Google Ads integration so you can send leads to your Google Ads account. Open the Get Started checklist, and click on “Connect Google Ads”.

1On the Google Ads connection page, click "Add Google Ads Connection."

2Select the email you use to log in to Google Ads.

3Click Continue to give WhatConverts access to your Google Ads account.

4Select your Customer and Account.

5Enter a Conversion Name and Call Extension Conversion Name

Note: This will create conversion actions in your Google Ads so we can send leads to them.

6Click “Next Step”.

7On the following pages, follow the prompts to choose the type of leads you would like WhatConverts to send to Google Ads as conversions. For a detailed walkthrough, please see our video.

8Click Finish, and you’ll be taken to an overview of your Google Ads settings.

Step 5: Invite Team Members

Next, we will invite team members to access your account. Open the “Get Started” checklist and click on “Invite Team Members.”

1Invite your team by entering their email addresses and assigning a role.

2Invited members will receive emails with activation links. Once they click the provided links, they can access your WhatConverts account.

Congratulations! By following these steps, you’ve completed the “Get Started” checklist and are now equipped to track your leads effortlessly.

If you have any questions, please contact WhatConverts Support or email support@whatconverts.com