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What happens after the setup?

In this article you learn what happens after you have finished the setup: telling us you are done, the setup check, the kickoff call and how to prepare for it.

Written by Dennis Rudolf

You have set up your shop system and your marketing channels. Three steps are left before you start working with Tracify.

In this article


1. Let us know you are done

  • Write to your onboarding manager in the chat or reply to your onboarding email.

  • Tell us which shop system and which marketing channels you have set up.

  • Make sure Tracify has access to your ad accounts. We need it to check your setup. Every channel article has a section Give Tracify access, for example Meta.


2. Setup check

  • We check your setup and send you our feedback.

  • If something needs to change, you get a short list of what to adjust.

  • Please compare the orders in your Tracify dashboard with the orders in your shop system and confirm that they match.


3. Kickoff call

  • As soon as your setup is complete and you have confirmed it, we schedule the kickoff call with you.

  • In the call we show you how to work with your data in the Tracify dashboard and in the browser extension.


Prepare for the kickoff call

These articles help you get the most out of the call:

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