The Onboarding Process

Once you have signed up for Atrilyx, we will connect you to our Technical Onboarding Lead who will be your primary point of contact throughout the onboarding process.

Tracking Pixel Setup
1. We’ll need you to grant us Google Tag Manager access to install and configure all tracking tags
  1. If you don’t have a GTM, we can make one for you; we will just need to send directions to someone on your dev team to place the GTM code snippet.
  2. If granting our team access to your GTM or installing a GTM is not possible, our team can provide an excel tag sheet with installation instructions to have your dev team to place the pixel.
2. Once we have access to publish edits to your GTM, we will move onto the next steps:
  1. Place the Atrilyx pixel and configure all triggers to track your KPIs.
  2. Ensure all networks you’re running on have pixels set up on your site.
  3. Setup call tracking (if ordered) for your site and provision call tracking lines for Call Extensions/ Call only ads.
Network Account Connections (option A)
1. For Meta Ads access, we’ll need you to add our Business Manager as a partner with edit level permissions.
2. For Google Ads access, please send us your Google Ads ID and we will send over a request to access to the account.
3. For other networks, the setup process is similar.
Network Account Connections (option B)
1. We will generate a secure “connect link” that you will visit to authorize Atrilyx to connect to your network API. This connection method will not grant the Atrilyx team access to your network accounts, it will only grant API connection to pull down reports.
URL Tagging
1. To ensure that we’re able to attribute all website activity, the Atrilyx team has developed easy to implement tracking URL templates that you will add to your ad accounts or ads. The Atrilyx tracking team will customize these tracking templates to fit with your existing tags, and provide simple instructions on how and where to add them.
Other Tactics / Non API reports
1. Do you run SMS or Email programs? We can help you tag those as well.
2. Do you run promotional and triggered campaigns on both channels?
3. Are you running media through a vendor who only provides a CSV or Excel Report? We can help you with that too by setting up a custom import. Please speak to your Technical Onboarding Lead for more information.

Timeline:

10 Business days after tracking is appended: Once all network accounts are connected, your site is tagged and URL tracking is appended, your data will start flowing into our database.

After 10 business days of data flowing in: We will send over Atrilyx logins for you to start seeing your data populating in the dashboard. Once we have data flowing in, we will go back in time 6 months and pull in historical data.

Then it’s off to the races!

We will schedule a dashboard overview training call for 1 hour and walk you through the dashboard, how to use it, and more!