Adding Page URLs
The most important part of tracking is setting up which pages you'd like to track. In order to do this, click on the "Plan" mode toggle at the top right of your plan: Now hover over the page you'd like to update in your plan and click on the...
Adding Your Tracking Code
With tracking code, you can track leads and visitors for any applicable page in your funnel. The tracking code just needs to be placed inside the header of all the pages you plan to track. To grab the tracking code, go into your plan and click on...
Blacklist My IP
To blacklist your own IP address so that you can run through your site, edit or visit your pages without affecting your stats simply click on the Menu icon at the top right of your plan. Select "Live Settings", and select "On" under "Blacklist My...
Clearing Stats
To clear stats for your pages, click on the Menu icon at the top right of your plan. Select "Live Settings". From there you can select in the "Clear All Stats" dropdown to clear all of your page stats for the Past Hour, Past 6 Hours, Past 24...
Conversion Data
The boxes between drawn lines are the output of Conversion Data. This data varies depending on the types of connection points or if connections exist at all. - Campaign Apps: Conversion data from any campaign app to your actual website pages...
Creating and Viewing Tracking Links
Tracking Links allow you to differentiate your traffic sources such as Facebook, Adwords, emails, blogs, etc. through the use of UTM parameters. To start creating tracking links, go into your Social Plan module, page module, Adset Module, or Email...
IP Spoofing
To spoof your IP address simply click on the Menu icon at the top right of your plan. Select "Live Settings", and under "My IP:", select "Spoof". If you click that button it will toggle you into Spoofed IP mode. Basically this just means that...
Lossless Mode
To toggle Lossless Mode on or off click on the Menu icon at the top right of your plan. Select "Live Settings", and select "On" under "Lossless Mode". In the section labeled Lossless Mode you can toggle this feature either On or Off. This is set...
Pop-up Tracking Code
Traditionally for pages to be tracked in-app, their URLs would need to be added inside the Actual URL field in each page module. Now, if you have a Pop-up, dynamic URLs from checkout pages, webinar pages, or any registration page in general, you...
Product Sync - ClickFunnels
To set up product sync using ClickFunnels, click on the sales module that you would like to configure products for, and select Yes for "Use Webhooks?" Then type in the name and price of the product you would like to log as a sale. Drag a...
Product Sync - Digistore24
To set up product sync using Digistore24, click on the sales module that you would like to configure products for, and select Yes for "Use Webhooks?" and select Digistore24 in the payment processor dropdown. Then type in the name and price of the...
Product Sync - Legacy Product Management
To set up product sync based on page conversions, click on the sales module that you would like to configure products for, and click on "Add New Method" at the top right. Select Legacy. Then type in the name and price of the product you would like...
Product Sync - Infusionsoft
To set up product sync using Infusionsoft, click on the sales module that you would like to configure products for, and select Yes for "Use Webhooks?" Then type in the name and price of the product you would like to log as a sale. Drag a...
Product Sync - OntraPort
To set up product sync using OntraPort, click on the sales module that you would like to configure products for, and select Yes for "Use Webhooks?" Then type in the name and price of the product you would like to log as a sale. Drag a connection...
Product Sync - PayPal
To set up product sync using PayPal, click on the sales module that you would like to configure products for, and select Yes for "Use Webhooks?" Then type in the name and price of the product you would like to log as a sale. Drag a connection from...
Product Sync - SamCart
To set up product sync using SamCart, click on the sales module that you would like to configure products for, and select Yes for "Use Webhooks?" Then type in the name and price of the product you would like to log as a sale. Drag a connection...
Product Sync - Shopify
To set up product sync using Shopify, click on the sales module that you would like to configure products for, and select Yes for "Use Webhooks?" Then type in the name and price of the product you would like to log as a sale. Drag a connection...
Product Sync - Stripe
To set up product sync using Stripe, click on the sales module that you would like to configure products for, and select Yes for "Use Webhooks?" Then type in the name and price of the product you would like to log as a sale. Drag a connection from...
Product Sync - ThriveCart
To set up product sync using ThriveCart, click on the sales module that you would like to configure products for, and select Yes for "Use Webhooks?" Then type in the name and price of the product you would like to log as a sale. Drag a connection...
Product Sync - UltraCart
To set up product sync using UltraCart, click on the sales module that you would like to configure products for, and select Yes for "Use Webhooks?" Then type in the name and price of the product you would like to log as a sale. Drag a connection...
Product Sync - Universal Webhooks
Universal Webhooks allow us to track all incoming webhooks as sales for your funnel. Using this method, you don’t have to worry about adding in the names and prices of all the products you want to track! This is a great time saver for those with...
Product Sync - WooCommerce
To set up product sync using WooCommerce, click on the sales module that you would like to configure products for, and select Yes for "Use Webhooks?" Then type in the name and price of the product you would like to log as a sale. Drag a connection...
Stats Overview
Your Stats Overview is just a basic snapshot of the overall metrics and performance of this marketing plan. If you click on the STATS ICON on the top right corner of your planning canvas it will bring up your Stats Overview. Here you can see your...
Stats Table
Your Stats Table is probably the most important feature with Live Stats. To view this table you can click on any page that you'd like to see the AdSet attribution data. Any AdSet or UTM based Tracking Link traffic that has hit this page will...
Traffic Mode
You can manage your Traffic Mode output by clicking on the Menu icon at the top right and selecting "Live Settings". In the Traffic Mode section you'll see that there are 2 options. Funnel Flow or All Organic modes. I will break down the meaning...
What do I need to know about GDPR?
Nothing! If you are in the EU, you do not need to sign a Data Processing Agreement with us because we do not display any personal information about your visitors and prospects. You are good to go 🙂
Product Sync - Generic Webhooks
Using the "ProductSync" option for "webhooks" sales tracking in MarketPlan allows you to connect virtually any payment processor to your funnels into MarketPlan! If you are not a developer, using marketing automation platforms such as Zapier,...
