Funnelytics Setup

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SOP

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  1. Click on + Create New Project under the Projects menu in the left-hand menu.
  2. In the Project Name text box, enter {CLIENT}. Click Create Project.
  3. Click on the Settings icon in the {CLIENT} funnel
  4. Under IP Blacklist, click on the hyperlink text "add one?". Paste the IP address for the {AGENCY} office. Click the blue Add IP button.
  5. If the {CLIENT} website uses a sub-domain, use the Cross-Domain Whitelist option. Click + Add Domain, enter the sub-domain in the text box, and click the blue Save Domains button.
  6. Head on to Funnelytics Configure

Note that Cross-Domain requires the ability to add the Funnelytics script to the separate domain. This solution works well for sub-domains, but does not work well for 3rd party platforms that don't allow the addition of external scripts.