Getting Started With SegMetrics
Welcome to SegMetrics! You're just a few steps away from a fully connected marketing stack — with tracking in place, your ad platforms integrated, and metric notifications built around the metrics that matter most to you. This guide walks you through everything you need to get started.
We suggest that you Book your Data Setup Call (Kickstart 1). On this 30-minute onboarding call, we’ll help you set up your account or add integrations.
Use this link to book your Data Setup Call
Or, join our weekly group session where we guide you through the entire setup process live. You can ask questions and interact, or simply stay off camera and follow along step-by-step.
Either way, you’ll leave with your account fully set up and tracking.
📅 Every Thursday, 10:00–11:00 AM PST
7-Minute Guided Setup
Please follow along with this video to help you get your account up and running:
Installing Your Tracking Pixel
Below are links to videos and help docs related to installing your SegMetrics Tracking Pixel:
Installing Your Ad Platform Tracking
Below are links to videos and help docs related to installing your advertising platform tracking parameters:
- Facebook/Meta Ads Parameter Install
- Google Ads Parameter Install
- TikTok Ads Parameter Install
- LinkedIn Ads Parameter Install
Understanding Your Dashboards
Below are links to videos and help docs related to the Overview Dashboards in your account:
- Acquisition Dashboard
- Advertising Dashboard
- Engagement Dashboard
- Nurture Dashboard
- Orders Dashboard
- Deal Pipeline Dashboard
- Subscriptions Dashboard
Setting Up Your First Metric Notification
Watch the below video to learn how to set up your first Metric Notification:
Still need help setting up your account?
Book your Data Setup Call (Kickstart 1). On this 30-minute onboarding call, we’ll help you set up your account or add integrations.
Use this link to book your Data Setup Call
Or, join our weekly group session where we guide you through the entire setup process live. You can ask questions and interact, or simply stay off camera and follow along step-by-step.
Either way, you’ll leave with your account fully set up and tracking.
📅 Every Thursday, 10:00–11:00 AM PST
Need more help? Reach out to our support team at: help@segmetrics.io