The purpose of this short intro, is to help you setting up your first (advertiser) account so you can start getting value back from it.
Because utm6 is fully based on GA, make sure to fulfill the following requirements:
Before going any further in the onboarding process, we will see how the platform is designed.
As a user, you can create/join as many organizations as you wish, and switch between them without logging out.
An organization can either be an Advertiser (that sells products or services online) or a Media Partner (that earns commissions by promoting advertisers products and services).
Advertisers can create as many programs as they want in their organizations. A program represents a website/app you wish to track, and pulls its data from a Google Analytics View.
In a program, you can setup as many Conversion Rules as you need. A conversion rule can either be a Goal (that should already exists in the GA View) or eCommerce transactions.
All the significant traffic that flows in your Google Analytics Views, and thus in your Programs, should be mapped into Channels. This way you can compare the performance of your channels independently.
A channel is composed of one or many "source / medium". By default, when you visit a website by clicking on a backlink, the "source" set by Google Analytics is the domain name of the referral link and the medium is "referral". I.e: "youtube.com / referral". Learn more about Google Analytics basics here.
If you want to work with Media Partners, you can give them an access to their stats by linking their account with one or many channels. They will be able to track and request the payment of their commissions.
The first step to complete after you signed up is to create your organization. Enter your business name and the currency you want to work with.
Connect your Google Analytics account & grant offline access to your organization.
Give it the name of your website/app and select wich GA account/property/view you want to sync.
Give it a name (i.e: orders, signups...), select which events you want to track (Goal or eCommerce transaction) & select the attribution model you want to use.
Each "source / medium" should be mapped to a channel. By default utm6 already maps common sources of traffic (Google SEO/Adwords, Facebook social/paid, Bing, Email providers...). Create a new channel for every significant source of traffic that doesn't exist yet in your mapping.
You can import up to 90 days of history from Google Analytics. During activation, background tasks sync your data from Google Analytics, and recompute attribution for your conversion rules.
As soon as your program is fully activated, you will be redirected to your organizations dashboard, where you can compare the performance of your programs.
There are some important things to know in the interface to start getting some value back from utm6.
It's important to always map new significant sources of traffic to your Channels, otherwise their stats will be aggregated into a "(not mapped)" channel. Click on the "Channels" tab in the left menu to update your mapping.
Every time you update your channels mapping, conversion rules, link a Media Partner... a task is triggered to update the conversion funnels of your Conversion Rules.
While a task is running, the small icon is rotating in the left menu. Wait for it to complete before refreshing your reports.
Utm6 shows you the whole conversion funnel for each Goal & eCommerce transaction. We invite you to look at them from time to time, to learn how your channels contribute in the conversions process.
There are 3 kinds of channels:
The Channels Report will tell you what role your channels are playing, and how much do they contribute to your conversions, according to your attribution model.
Next: Google Analytics basics