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Getting started: install the snippet

From new workspace to your first attributed lead in about ten minutes.

1. Create your workspace

Sign up with your work email (no card needed). Confirm the email, and the onboarding wizard sets your country, currency and timezone (pre-filled from your location; change anything).

2. Add a project

Every client (or just "your business", if you're in-house) is a project. Your first one is created during onboarding. Projects contain profiles, usually one per website.

3. Create a tracking site

Go to Tracking in the sidebar. Add the domain(s) your site sends from (e.g. yourclient.com). Trackfully generates a site key and your copy-paste snippet:

<script async src="https://trackfully.app/t.js"
  data-site-key="tf_your_site_key"></script>

Put the snippet in your site's head or footer so it loads on every page. Header is the usual choice; footer works the same. The Tracking page has the exact steps for WordPress, Tag Manager, Shopify and more. It's under 8KB and never blocks the page.

4. Wire up consent

Leads are captured from the moment the snippet is installed, even before consent. Until your site signals consent the snippet stores nothing on the visitor's device, and attribution is limited to the page the lead came from; consent unlocks full journey tracking (see Consent setup). The quickest integration is one line in your cookie banner's accept handler:

trackfully('consent', true);

Using Complianz, Cookiebot, CookieYes or similar? Install the snippet directly in your site, not in the plugin's script blocker. Put only the consent call in the plugin, in your statistics or analytics category. The consent guide shows the exact wiring.

5. Verify

Back on the Tracking page, the Check it's working card reads Receiving events with the time of the last one as soon as the first event arrives. Load a page on your site (with consent accepted) and click Check again.

6. Watch a lead arrive

Submit any form on the tracked site. Within seconds it appears in your Lead Manager, carrying the campaign, channel, and landing page that produced the visit. From here: set statuses, add quote values, assign teammates, and build reports.

Tracked forms, embeds and other domains

Every form with an email, phone or name is captured as soon as the snippet is live. For forms that matter most, Settings, Tracking, Tracked forms does more:

  • Find forms. Enter a page of your site and press Find forms. The page opens in a new tab with the snippet in scan mode; it reports each form's fields (never what anyone typed) and shows a banner saying how many it found. Come back, press Refresh, and tick Track on the ones you want. Scan links expire after 30 minutes.
  • What tracking a form adds. Fields are named from their labels, and up to 30 answers beyond name, email, phone, company and message are kept on the lead under Form answers, where qualification rules can test them. Passwords, card and bank details, hidden fields and files are never sent. A tracked form only counts submissions that passed its captcha and its own checks, and a double click counts once.
  • Forms that submit by script. If a tracked form never fires a normal submit, give the CSS selector of its button (for example #send) and presses of that button count instead.
  • Frames and other domains. Install the snippet on every domain you own (each as a tracking site in the same project). A page shown in a frame then borrows the campaign of the page around it, and links or iframes marked data-trackfully-decorate carry the campaign across in their URL. Only your project's own domains are ever answered.
  • Calendly. Calendly embeds carry the campaign automatically, and each booking arrives as an Appointment lead (once per booking). Calendly doesn't share the invitee's name or email with the page, so those stay in Calendly.

Want to explore first? Add sample data

An empty project can be filled with realistic demo data so you can try the dashboard, Lead Manager, and reports before the snippet goes in. In Settings, Projects, an empty project shows Add sample data. Demo numbers are clearly labelled with a banner, never count toward your plan, and disappear the moment your first real lead arrives (or when you click Remove sample data).

Installing on your platform

The Tracking page has step-by-step instructions for where the snippet goes on WordPress, Google Tag Manager, Shopify, Webflow, Wix and Squarespace, plus the generic "head or footer, on every page" route for anything else. Pick your platform, follow the numbered steps, copy the snippet, load a page on your site, then use Check again on the same page to confirm events are arriving.