Wicked Setup Steps

Step-by-step instructions to integrating your Wicked Reports account, deploying your Tracking Code, and setting up your URL Parameters.

Introduction to Wicked Setup Steps

For Wicked Reports to properly track and attribute your marketing data, we need to be connected to your customer relationship manager(s) (CRM), and order management system(s) (OMS), as well as your Advertising accounts. Authorizing these systems is a critical part of the setup process because, without these, you will not gain the marketing insights you need to make data-driven decisions. Learn more in each section below.

Click here to complete the Wicked Setup Steps inside of your account.

Lead Authorization

    You need to authorize your CRM or Contact Source for Wicked Reports to pull your Contact/Lead Data. This will allow us to tie orders back to contacts and provide true long-term value.

    Order Authorization

    You need to authorize your Shopping Cart or Order Source for Wicked Reports to pull your order data. This will allow us to pull in revenue and product information for reporting.

    Advertising Authorization

    For paid advertising, you will want to authorize those Ad accounts here. This will allow us to import your Ads and costs. Once tracking is set up, this will allow us to attribute leads and sales back to those Ad clicks.

    Tracking Code Deployed

    Please note, this step could require more work and may require additional resources or assistance from your company or consultants.

    For Wicked Reports to provide valid reporting and analysis, our tracking code needs to be on all landing pages, optin, and order forms.

    To continue past this step you only need to test tracking on a single page, but before your verification call you should thoroughly inventory and configure all pages.

    Email Tracking

    Getting tracking on your emails is a major key in getting good data from Wicked Reports. HubSpot, ActiveCampaign, MailChimp will handle tracking for you.

    All other platforms will require that you add UTMs (or a template) to your email links manually.

    We recommend visiting our help center to learn more about email tracking and to confirm if what you need to do based on your tech stack.

    Click here to learn about setting up email tracking for CRMs which are not done automatically.

    Social Media Tracking

    Tracking Social Media efforts should be very important. Many companies spend lots of time and money on social media and you want to know if it's working. Understanding how to track Social Media efforts is a major step in getting data out of Wicked Reports. To complete this step, you'll add WickedID tracking to a Social Media post. Click the "Do this now" for a short video on how to do it.

    Add additional users and confirm best contact info

    We need valid contact info in order to give the best chances for Wicked Success. Add users and confirm good email addresses now.

    Summary

    The Wicked Reports Setup Steps are fast but thorough.  Customers with our native integrations such as Facebook & Google can get set up very fast.  Customers with custom CRMs or non-native shopping carts will take longer to setup.

    Once you complete the setup process, keep a daily eye on your attribution health indicators.

    While attribution health is accumulating, dive into the insights from our Cohort and Customer Lifetime Value reporting.

    If you have any questions during your Wicked Success Setup process, please email us at support@wickedreports.com.