Get started with Wildmetrics in less than 5 minutes.
The first step is to integrate your CRM. Right now we only support ActiveCampaign.
The first step is to integrate your ActiveCampaign account
To do so, you need your ActiveCampaign API access details, which includes a URL and a Key. You can find this information by logging into your ActiveCampaign account and go to Settings / Developers.
Open your AC account & go to Settings / Developers to find your API access details
Copy and paste your URL and Key from ActiveCampaign into Wildmetrics and then click "Connect & Continue" to complete the first step of your onboarding.
The second step is to connect your Stripe account with Wildmetrics to see your revenue data inside Wildmetrics. Click on "Yes, connect Stripe" to continue.
You can either connect with Stripe or skip this step
This will send you to Stripe where you need to login into the Stripe account you want to integrate with Wildmetrics.
Login into Stripe
Once done, you will be redirected back to Wildmetrics and you can continue to step three of your onboarding process. If you are someone who enjoys talking to a human to learn more about Wildmetrics, schedule a call with us. But you can always skip this step.
Schedule a call with us or skip this step
What happens during a call with us? We will create a B2b SaaS customer journey tracking & analytics plan together.
Choose your date and time like you see below.
Choose your date and time to schedule a call with us
Importing and preparing your data takes some time. How long this takes depends on how much data you are importing.
If your ActiveCampaign account has less than 10,000 contacts the importation should be done in less than 30 minutes. If you have more than 10,00 contacts the importation might take 40-60 minutes.
You will know that we are currently importing your data as it says "Importing".
Once your data is ready you will be automatically redirected to your Wildmetrics dashboard.
Once your account is ready you will be redirected to your dashboard
If you have only ActiveCampaign integrated (and not Stripe), then you need to define your customer segment. If you have Stripe integrated you can skip this step.
Define your customer segment by clicking the $ icon
Now search for the tags you apply to customers inside of ActiveCampaign if they purchase something. For more help to set this up, visit our help documentation about customer segments below.
Now it's time to create your first funnel and play around. We have created a guide to get you started with tracking & saving your first funnels. You will also have some ideas on what to track with our "Use Cases".
If you ever have any questions or concerns, we're just a single email, tweet or help doc away. We’re always happy to help, and we know this stuff can be tricky at times. So please don’t hesitate to reach out if there’s anything we can do for you. Our support team consists of Emilie, Bastian and Benji. We are friendly, professional and usually respond within 2-3 hours during working hours.