Knowledge Base      


How do I create and use Projects in Campaigns?


A Campaigns Project allows you to track all your traffic and conversions for a single website or online store.

If you only have one funnel or website that you want to track, you’ll probably only need a single Project.

On the other hand, if you have multiple sales funnels or websites you need to track – especially if they are completely unrelated – you’ll generally want to have a separate Project for each one.

Creating a new project and driving traffic to it takes just a few steps, and they’re all easy to do …

 
1. Create a New Project

The easiest way to create a new Project is to click on the “New Project” button at the top of the Campaigns dashboard.

From there, you can give the Project a name, set the time zone that you’d like to view your stats in, and set a currency.

There are important details about each of these settings.

Project Name: Once you create the Project name, you cannot change it so take a moment to come up with a good name.

Time Zone: You’ll normally want to choose the time zone that you live in. You can always change this setting.

Just remember that when you’re comparing your Project’s stats with some other system, such as an affiliate network, you need to make sure that both systems are set to the same time zone or the numbers can be quite different.

Currency: This is the currency that your stats are being reported in.

For example, if you’re making sales in US Dollars, then the cost data being reported to ClickMagick will be in US Dollars and that’s what your currency setting should be set to.

If you’ve turned on integrations with Google or Facebook, your sales will automatically be converted from the currency setting in your Google or Facebook account to the Currency you set here.
 
2. Add your Website Click Tracking Code

After you’ve created your Project, you’ll need to add a special piece of Click Tracking Code to each landing page you have for your funnel.

This piece of code will record all incoming traffic so that you’ll know exactly how many clicks are coming in from each of your traffic sources.

The Click Tracking Code is slightly different for each project, so make sure your project is selected, then click on the Tools menu and choose Website Code:
 
 


Choose “Click Tracking Code” from the dropdown menu and then copy the code and paste it into each landing page you have for this project.

Ideally, you should paste this code in the <head> or “header” section of the page, but it will work anywhere you paste it.
 
3. Add your Conversion Tracking Code

Next, you need to add a similar piece of Conversion Tracking Code to each page where you want to track a conversion.

The Conversion Tracking Code code will be slightly different for each page, so you’ll need to create each one individually.

Go back to the Tools menu and choose “Website Code”, but this time select “Conversion Tracking Code” from the dropdown menu.

Choose a Goal Type and a Ref value:
 


The Goal Type you determines where the conversion will show up in your stats.

There’s no difference between Actions and Engagements other than which section of the dashboard the stats are recorded in.

Sales, on the other hand, have sales amounts and will show up in the “Customers” stats.

Typically, the first conversion you want to track would be an Action, the second an Engagement, and the final one a Sale.

If you need more than one of any Goal Type, enter a meaningful value for the Ref so you can tell them apart.

It’s actually a Best Practice to always enter a Ref value. Typical values would be “optin”, “checkout”, “upsell”, “downsell”, and so on.

Create the conversion code for each Goal Type and ideally, paste it into the <head> or “header” section of the page where you want the goal recorded.
 
 
Note: You should paste the Conversion Tracking Code on the page that is displayed after the particular action happens. For example, you want to track email opt-ins, you would paste the tracking code on the page that the opt-in form displays after the email has been saved.


 
4. Build a URL to your Landing Page

Finally, you’ll need to build a UTM-powered link for your landing page. To do that, head to the Campaigns URL Builder, build a link, then generate a test click.

From the Campaigns URL Builder, enter in your landing page URL.

Click on the “Generate Test Click” tab and click the button that says “Generate Test Click”

 
 

That’s it!

If you’ve set everything up correctly, you should see a Visitor recorded in your project.
 


Article 513 Last updated: 09/07/2022 12:50:17 PM
https://www.clickmagick.com/kb/?article=513