UTM and Tracking Setup
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      3. UTM and Tracking Setup

      The Tracking Validation Checklist

      The gold standard for trusting your data.

      How to Execute the Tracking Validation Checklist

      The Tracking Validation Checklist is your essential process for ensuring accurate marketing data and attribution. This concise guide cuts straight to the core steps, providing a clear, actionable path for validating your tracking setup. Each test is linked to documentation for further guidance, so you can dive deeper as needed without getting bogged down in unnecessary details.

      1. Prepare your Tracking Validation Log

      2. Prioritize High-Impact Ads

      3. Complete the Checklist
      4. Record your Test Results

      Simply prepare your log, prioritize your high-impact ads, follow the Checklist below, and record your test results to maintain tracking accuracy. If needed, reference the detailed guide or contact support for additional help.

      Complete the Checklist

      Need Guidance? Review the In-Depth Training Guide to Tracking Validation
      Need Help?       Contact Customer Support


      Step Tests
      #1 - Quick Audit
      1. Data Processing Test
        Ensure data processing is complete
      2. Attribution Health Test
        Ensure your 7-Day Attribution Health is above 60%
      3. If comparing software, then do a Comparison Rate Test
        Ensure your attribution is within 20% of the comparison software
      #2 - URL Parameter Validation
      1. URL Parameter Validation Test
        Ensure your URL Parameters are properly added
      #3 - Tracking Code Validation

      Run all 3 Tests:

      1. Click Tracking Test
        Ensure your Clicks are tracking.
      2. Opt-in Tracking Test
        Ensure your Lead Form Opt-In's are tracking.
      3. Sales Tracking Test
        Ensure your Checkout Form Opt-In's are tracking.
      #4 - Run a Live Test*
      1. Live Test (optional)
        Confirm your leads and sales are tracking with a live test
      I completed my Checklist! Now What?