agency-account-setup

Agency Initial Set Up

Step 1: Creating Client Accounts

Step 2: Setting Up Client Ads

Step 3: Connecting Your Client's Website

Note 1 : installation process can vary and we highly reccomend that you book a onboarding meeting with us

Written Guide

Step 1 : Create an account and select Wordpress as the website platform
Step 2 : Navigate to the "Code" Section and code your tracking code

Step 3 : Depending on the website platform you are using, you need to paste the script in your code in the header section so that it will track every single page of your website.

Note 2 : If you can directly edit your code you made do so by adding the code directly to your header or you may need to find a scripts section where you can set it for the header of all pages.

Step 4: Manually Implement Code with a Developer

Have your developer trigger the following Curl command after a purchase event

Replace the values in the curl below with your order information

Curl Command:
‍
curl --location --request POST 'https://app.inchargeads.com/api/v1/customize/record/[YOUR-CID]/[YOUR-HID]' \
--header 'Content-Type: text/plain' \
--data-raw '{
     "data":{
        "cookies": "[Get cookie __CID]",
         "type": "purchase",
         "phone": "6574637657",
        "email": "myemail@gmail.com",
        "ip": "127.0.0.2",
         "ua": "Mozilla/5.0 (iPhone; CPU iPhone OS 15_6_1 like Mac OS X) AppleWebKit/605.1.15",
        "purchased":"48.80",
         "checkout":{
         "email":"morgan.n.carrier@gmail.com",
          "phone":null,
         "version":"edge",
         "currency":"USD",
         "order_id":14829185900625,
          "created_at":"2022-10-19T13:48:44-05:00",
          "line_items":[
              {
              "id":"244ce3661b172b527e01ad6053e771f8",
              "key":"244ce3661b172b527e01ad6053e771f8",
             "sku":"HGWMBBP",
              "grams":907,
              "price":"54.95",
              "title":"Product A",
              "vendor":"Manufacturer-B",
              "quantity":1,
              "gift_card":false,
              "image_url":"https://cdn.shopify.com/s/files/1/0068/9120/8769/.....",
             "line_price":"54.95",
              "product_id":2108210118721,
              "properties":[
                                        ],
               "variant_id":3249528061601,
               "variant_title":"28.5 in.",
                "compare_at_price":"0.00",
                "cost": "40.05"
                           }
                    ],
          "updated_at":"2022-10-19T13:58:32-05:00",
           "total_price":"48.80",
           "subtotal_price":"46.70",
           "billing_address":{
               "id":10852854530129,
               "zip":"73142",
               "city":"Oklahoma City",
               "phone":"",
               "company":"",
               "country":"United States",
               "address1":"12401 Doons",
               "address2":"",
               "province":"Oklahoma",
                "last_name":"Carrier",
                "first_name":"Morgan",
                "country_code":"US",
                "province_code":"OK"
               },
            "shipping_address":{
                "id":10852854530129,
                "zip":"73142",
                "city":"Oklahoma City",
                "phone":"",
                "company":"",
                "country":"United States",
                "address1":"12401 Doons Dr",
                "address2":"",
                "province":"Oklahoma",
                "last_name":"Carrier",
                "first_name":"Morgan",
                 "country_code":"US",
                 "province_code":"OK"
                        }
                     }
                  }
             }'
‍

Option One Step 5 : Go to the "Code" Section and paste in your account CID and HID into the URL

The small number in the middle will be the account CID and the HID is at the bottom (seen in image below.)

Step 5 : Write a script to get the first party cookie "__CID" and set it as the value for "cookies"

Example script to get the cookie "__CID" and place it in the next URL

<script>
$(document).ready(function(){
setTimeout(function(){
if( __obj_record.getCookie("__cid")!="" ){
let incid = __obj_record.getCookie("__cid");
$("a").each(function(){
let url = $(this).attr("href");
url += "?incid="+incid;
$(this).attr("href",url);
})
}
}, 2000);
});
</script>
‍

Step 6 : Verify the Event is Triggering correctly by checking the "Records" and "Customer" Sections

You will see Purchase events in both records and customer section if the event is firing correctly, make sure to check the information in the cutomers section to see if any of the information is missing. Contact support@inchargeads.com for any assistance.

Step 4: Client Settings/Preferences & Staff

Step 4: Learning How to Use InCharge

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