Getting StartedOnboarding Walkthrough

Onboarding Walkthrough

Walk through the 8-step CleanClicks setup wizard covering domain, DNS, vendor IDs, tag installation, first results, platform connections, and your first trigger.

After creating your account, CleanClicks launches an 8-step setup wizard. You can complete it all at once (about 15 minutes) or come back to it later. Your progress is saved automatically.

Your name and company aren't part of the wizard — edit those anytime under Settings.

Step 1: Add Your Domain

Enter the domain you want to track (e.g., yourdomain.com). This is the website where you'll install the CleanClicks tag.

A few things to keep in mind:

  • Enter the root domain without www or https://. Just yourdomain.com.
  • If your site uses a subdomain (like shop.yourdomain.com), enter that specific subdomain.
  • You can add more domains later from the Domains page (subject to your plan's limit).

Step 2: DNS Setup

This step creates the first-party connection between your domain and CleanClicks. You'll add a CNAME record in your DNS provider.

The wizard shows you:

  • The subdomain to create: cleanclicks.yourdomain.com
  • The CNAME target: where to point the record

How to Add a CNAME Record

The exact steps vary by DNS provider, but the general process:

  1. Log in to your DNS provider (GoDaddy, Namecheap, Cloudflare, Route 53, etc.)
  2. Navigate to DNS settings for your domain
  3. Add a new CNAME record
  4. Set the Name/Host to cleanclicks (some providers want the full cleanclicks.yourdomain.com)
  5. Set the Value/Target to the address shown in the wizard
  6. Save the record

DNS changes typically propagate within a few minutes, though some providers take up to 24 hours.

The wizard polls automatically and will detect when your CNAME is active. You can also click Verify to check manually.

Can I skip this step? Yes, but tracking won't work until DNS is configured. You can move forward in the wizard and come back to DNS later.

Step 3: Vendor IDs

Enter the platform IDs CleanClicks should know about up front — your GA4 Measurement ID, Meta Pixel ID, and other analytics or ad platform IDs. Providing them here lets the tag (and, on WordPress, the plugin) smart-default your configuration at install time.

Can I skip this step? Yes. You can enter or change vendor IDs later under Configuration → Vendors.

Step 4: Install the Tracking Tag

Add the CleanClicks script to your website. The wizard provides the exact snippet and platform-specific instructions.

Custom Site / HTML

Paste the script tag into the <head> section of every page:

<script src="https://cleanclicks.yourdomain.com/__cc/cc.js" async></script>

Shopify

  1. Go to your Shopify Admin > Settings > Customer events
  2. Click Add custom pixel
  3. Name it "CleanClicks"
  4. Paste the pixel code shown in the wizard
  5. Click Save and then Connect

WordPress

  1. Download the CleanClicks WordPress plugin from the Configuration → Ecommerce tab
  2. Upload and activate the plugin in WordPress Admin → Plugins → Add New → Upload Plugin
  3. Go to Settings → CleanClicks, enter your Inbound API Key (copy it from CleanClicks → Configuration → Inbound keys tab), and save

On activation, the plugin auto-detects your site domain, fetches your CleanClicks config, and (if WooCommerce is active) auto-creates the order-capture webhook. No manual webhook setup needed. See WordPress Setup for the full reference.

Once installed, click Detect Tag in the wizard to verify CleanClicks can see the script running on your site.

Can I skip this step? Yes. You can install the tag later and the wizard will still advance. But conversions won't be tracked until the tag is live.

Step 5: First Results

With the tag live, this step confirms data is arriving from your site. Visit your own site in another tab, then check back — once CleanClicks sees traffic, you're ready to move on. If nothing shows yet, that's usually DNS still propagating or the tag not installed on the page you visited.

Step 6: Connect Ad Platforms

Choose which ad platforms should receive your conversion data. The number of platforms you can connect depends on your plan:

  • Pulse: 1 ad platform
  • Signal: up to 5 ad platforms
  • Clarity: up to 5 ad platforms
  • Command: unlimited

GA4 and Usermaven are analytics-layer connections (Signal and up) and don't count toward this limit.

The wizard shows toggles for each supported platform. Enable the ones you use. You'll configure the connection details (account IDs, tokens) after completing the wizard, on the Connections page.

Step 7: Configure Your First Event

Pick a conversion event template to get started:

  • Form Submission — track when a visitor submits a form
  • Purchase — track completed orders (ecommerce)
  • Page Visit — track visits to a specific URL (like a thank-you page)
  • Button Click — track clicks on a specific element
  • Phone Call — track clicks on phone number links

This sets a starting point. You can fully customize triggers, URL matching rules, and event naming in Configuration > Triggers after the wizard.

Can I skip this step? Yes. You can set up triggers anytime from the Configuration page.

Step 8: Complete

The wizard shows a summary of what you've set up:

  • Domain status (verified or pending)
  • Tag detection status
  • Number of platforms enabled

Click Finish Setup to complete onboarding and land on your dashboard.

After Onboarding

The onboarding wizard disappears once completed. Everything it configured is accessible from the main navigation:

  • Domains — manage and add domains
  • Configuration — vendors, triggers, traffic filters, ecommerce, advanced settings, API keys
  • Connections — ad platform OAuth and token management
  • Traffic — traffic quality analytics (Signal+ plans)
  • Billing — plan management and invoices

If you need to change anything the wizard set up, head to the relevant section in the sidebar.

Next: Your First Conversion

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