# Adding Campaign Channels
Source: https://docs.uxbrite.com/adding-campaign-channels

Add and manage the marketing channels that execute your campaign across each stage of the buyer journey.

## Overview

Channels are the individual marketing tactics that make up a campaign — an email sequence, a Google Ads campaign, a LinkedIn post series, or a webinar. Each channel is assigned to a **buyer journey stage** (Awareness through Retention) and can be linked to a connected integration for live metric sync.

Channels are managed from the **Campaign Detail** page under each AIDA funnel stage.

***

## Adding a Channel

1. Open a campaign from **Brand Marketing → Campaigns**
2. Find the funnel stage where this channel belongs
3. Click **Add Channel** on that stage card
4. Select a **channel type**
5. Optionally link to a connected integration
6. Save

The channel appears on the stage card immediately and begins tracking once active.

***

## Channel Types

Channels are grouped by the buyer journey stage they typically serve, though you can assign any type to any stage:

| Channel Type     | Common Stage              |
| ---------------- | ------------------------- |
| **Email**        | Desire, Action, Retention |
| **SMS**          | Desire, Retention         |
| **Ad Platform**  | Awareness, Action         |
| **Social Media** | Awareness, Interest       |
| **Webinar**      | Interest, Desire          |
| **Web Page**     | Interest, Action          |
| **Podcast**      | Awareness                 |
| **Direct Mail**  | Desire                    |
| **Referral**     | Awareness, Retention      |
| **Organic**      | Interest                  |
| **Offline**      | Awareness                 |
| **Other**        | Any                       |

***

## Linking to an Integration

Channels can be connected to a third-party platform to pull live performance metrics directly into GTM Suite.

1. When adding or editing a channel, select a **connected integration** from the dropdown (e.g., Mailchimp, Google Ads, LinkedIn)
2. Map the channel to a specific campaign or list in that platform using the **External Campaign** selector
3. Save — GTM Suite will begin syncing metrics on the next sync cycle

**Sync status** is shown on each channel row:

| Status      | Meaning                                                                         |
| ----------- | ------------------------------------------------------------------------------- |
| **Synced**  | Metrics are current                                                             |
| **Pending** | Sync in progress                                                                |
| **Error**   | Sync failed — check the integration connection in [Integrations](/integrations) |

<Note>
  Only integrations already connected in **Settings → Integrations** appear as options. Add integrations there first before linking channels.
</Note>

***

## Channel Status

Each channel has an operational status independent of its sync status:

| Status     | Meaning                                                       |
| ---------- | ------------------------------------------------------------- |
| **Active** | Channel is live and contributing to campaign metrics          |
| **Paused** | Temporarily stopped — metrics stop updating until reactivated |

Toggle channel status from the stage detail panel using the **Edit** action.

***

## Editing a Channel

1. Click any funnel stage to expand the **stage detail panel**
2. Find the channel row and click **Edit**
3. Update the channel type, linked integration, external campaign mapping, or status
4. Save

***

## Removing a Channel

1. Open the stage detail panel
2. Click **Edit** on the channel
3. Select **Delete** — this removes the channel and its associated metric history from the campaign

<Warning>
  Deleting a channel removes its metric history from the campaign view. If you want to stop tracking temporarily without losing data, set the channel status to **Paused** instead.
</Warning>

***

## Channel Metrics

Once linked to an integration, each channel tracks:

* **Impressions** — How many times the content was shown
* **Clicks** — Engagement interactions
* **Conversions** — Actions taken (purchases, signups, form fills)
* **CTR** — Click-through rate

Metrics are visible in the stage detail panel and roll up into the campaign-level KPI cards at the top of the Campaign Detail page.

Both **Actual** (measured) and **Target** (planned) values can be set per channel, enabling you to compare performance against your original goals.

<CardGroup>
  <Card title="Managing Campaigns" icon="layout-dashboard" href="/managing-campaigns">
    Overview of the Campaign Detail page and AIDA funnel.
  </Card>

  <Card title="Integrations" icon="plug" href="/integrations">
    Connect ad platforms and email tools to enable metric sync.
  </Card>
</CardGroup>


# SEO Audits
Source: https://docs.uxbrite.com/audits

Run automated technical SEO crawls on your websites, score your SEO health, and track improvements over time. This functionality is ideal for branding websites (Wordpress, Wix, Webflow, etc.) - if you have regular web app - ensure that your pages have SEO defined metadata (NextJS apps handle this easier than say - React)

## Overview

SEO Audits crawl your website and analyze it for technical issues that affect search engine performance. Each audit produces an overall health score, a categorized list of issues by severity, and actionable recommendations to fix them.

Go to **SEO → Audits** to run your first audit or view past results.

***

## Running an Audit

1. Select the **Digital Experience** (website) you want to crawl from the dropdown
2. Click **Run Audit**
3. The audit runs asynchronously — a progress bar tracks completion in real time

<Info>
  Audits crawl publicly accessible pages only. Pages behind authentication, paywalls, or VPNs will not be included in the crawl.
</Info>

The audit typically completes within a few minutes depending on the size of your site. You can navigate away — the audit continues in the background and the result will appear in your audit history when complete.

***

## Audit Status

| Status         | Meaning                                      |
| -------------- | -------------------------------------------- |
| **Pending**    | Audit queued and waiting to start            |
| **Processing** | Crawl in progress                            |
| **Completed**  | Results are ready to view                    |
| **Failed**     | Crawl encountered an error — retry the audit |

***

## Audit History

All past and in-progress audits appear in the audit list, sortable and filterable:

* **Filter by Digital Experience** — Show audits for a specific website only
* **Sort by** — Created Date or Overall Score (ascending or descending)

**Each row in the list shows:**

| Column            | Description                                 |
| ----------------- | ------------------------------------------- |
| **Site**          | The Digital Experience that was audited     |
| **Overall Score** | 0–100 health score with color-coded circle  |
| **Status**        | Current audit state                         |
| **Progress**      | Completion percentage bar                   |
| **Issues**        | Count of Critical, Warning, and Info issues |
| **Created Date**  | When the audit was started                  |

Click **View Details** on any completed audit to open the full report.

***

## Reading an Audit Report

### Overall Score

A circular score indicator at the top of the report shows your site's SEO health at a glance:

| Score      | Health                                           |
| ---------- | ------------------------------------------------ |
| **80–100** | Good — site is well-optimized                    |
| **60–79**  | Fair — notable issues to address                 |
| **0–59**   | Needs improvement — significant problems present |

### Issue Summary

Three cards beneath the score show a count of issues by severity:

| Severity     | Color  | Priority                                     |
| ------------ | ------ | -------------------------------------------- |
| **Critical** | Red    | Fix immediately — actively hurting rankings  |
| **Warning**  | Yellow | Fix soon — missed optimization opportunities |
| **Info**     | Blue   | Fix when possible — minor improvements       |

### Issue List

Every discovered issue appears in an expandable accordion. Click any issue to see:

* **Title** — What the issue is (e.g. "Missing meta descriptions")
* **Description** — A detailed explanation of why it matters
* **Affected pages** — How many pages are impacted
* **Recommendation** — A specific, actionable step to resolve it

<Tip>
  Start with Critical issues — they have the highest impact on rankings and are typically the quickest to fix (missing tags, broken links, redirect chains).
</Tip>

***

## Common Issues Found in Audits

<AccordionGroup>
  <Accordion title="Missing meta descriptions">
    Pages without a meta description miss the opportunity to control how they appear in search results. Add a unique, keyword-rich meta description (150–160 characters) to every indexed page.
  </Accordion>

  <Accordion title="Missing or duplicate title tags">
    Title tags are one of the strongest on-page SEO signals. Each page should have a unique title (50–60 characters) that includes the primary keyword for that page.
  </Accordion>

  <Accordion title="Slow page load times">
    Pages that load slowly are penalized in Core Web Vitals scoring. Common causes include unoptimized images, render-blocking scripts, and large JavaScript bundles.
  </Accordion>

  <Accordion title="Broken internal links">
    Links pointing to 404 pages waste crawl budget and create a poor user experience. Audit results list each broken URL and the pages that link to it.
  </Accordion>

  <Accordion title="Missing alt text on images">
    Images without alt text are invisible to search engines and inaccessible to screen readers. Add descriptive alt text to every content image.
  </Accordion>

  <Accordion title="Non-canonical duplicate content">
    Multiple URLs serving the same or similar content can split ranking signals. Use canonical tags to designate the preferred version of each page.
  </Accordion>
</AccordionGroup>

***

## Tracking Improvement Over Time

Run audits periodically — after deploying fixes, launching new pages, or making significant site changes — to track your score over time. The audit history list lets you compare scores across runs to confirm improvements are working.

<Note>
  GTM Suite does not currently auto-schedule recurring audits. Run a new audit manually from the **SEO → Audits** page after making changes.
</Note>

***

## From Audit to Action

Audit recommendations surface directly on the **SEO Overview** dashboard as **Top Recommendations** — the highest-impact Critical and Warning issues from your latest audit, with a **Fix Issue** link to the full detail.

This keeps your most pressing SEO tasks visible without having to dig into the full audit report each time.

***

## Troubleshooting

**Audit stuck on "Processing" for more than 10 minutes**

* Refresh the page — the status updates automatically when the crawl finishes
* If still stuck, the crawl may have timed out on a large site. Try running the audit again.

**Score is lower than expected**

* Check the Critical issues first — even one or two serious technical problems can significantly drag down the overall score
* Ensure the tracker is installed on the site so GTM Suite has the most accurate picture of your pages

**Some pages are missing from the audit results**

* Pages behind login, session cookies, or IP restrictions cannot be crawled
* Confirm the pages are publicly accessible by opening them in a private/incognito browser window

**Audit failed with an error**

* Verify the Digital Experience URL is correct and the site is live
* Check that the domain is not blocking automated crawlers via `robots.txt`

<CardGroup>
  <Card icon="search" href="/seo-discoverability" title="SEO & Discoverability">
    Overview of all SEO tools in GTM Suite.
  </Card>

  <Card icon="sparkles" href="/copy-optimizer" title="Copy Optimizer">
    Fix content issues surfaced in your audit with AI-powered rewrites.
  </Card>
</CardGroup>


# GTM Motion & Conversions Best Practices
Source: https://docs.uxbrite.com/best-conversion-practices

How to set up, measure, and improve conversions across your Digital Experiences and Campaigns using GTM Suite. to create true GTM motion

## Overview

A conversion isn't just a single event — it's the result of a well-structured funnel, relevant messaging, and continuous optimization based on real user behavior. This guide covers the practices that drive the best results across both your Digital Experiences (your website) and your Campaigns (your marketing execution).

***

## Digital Experience Foundations

### 1. Define Clear Conversion Goals

Before you can improve conversions, you need to define what a conversion *is* for each property. Set up at least one active [Conversion Goal](/conversion-goals) per Digital Experience:

* Use a **URL goal** for confirmation pages (purchase complete, thank you page, demo booked)
* Use an **Event goal** for actions without a dedicated page (signup button click, trial activation, download)
* Set up **multiple goals** to track micro-conversions (e.g., pricing page visit) alongside macro-conversions (e.g., demo request)

<Tip>
  Micro-conversion goals reveal where in the funnel visitors are dropping out — even before they reach your primary CTA.
</Tip>

### 2. Install the Tracker High in the Page

Place the [tracking snippet](/tracker-install) as early as possible in the `<head>` tag. Late-loading trackers miss early session events and can produce incomplete session recordings — which are your primary tool for diagnosing conversion problems.

### 3. Map the Conversion Journey

Create a [User Journey](/user-journeys) that models the path from first visit to conversion. At minimum, map:

* Landing page visit → Key engagement step (scroll, click, form focus) → Conversion goal

Once published, the journey shows you exactly where visitors fall off at each step — not just that conversions are low, but *where* in the flow you're losing them.

### 4. Use Session Recordings to Diagnose Drop-Off

Filter sessions from the [Sessions table](/session-recordings) by the page or step where drop-off is highest. Look for:

* **Rage clicks** — Visitors clicking something that doesn't respond (broken link, non-clickable element)
* **Form abandonment** — Sessions where a form was focused but never submitted
* **Early exits** — Sessions that end before reaching your key content
* **Scroll depth** — Whether visitors are even seeing your CTA

Use the **AI Summary** to triage quickly — look for sessions flagged with friction points first.

### 5. Keep Conversion Pages Focused

Every page that carries a conversion goal should have:

* One primary CTA (not three)
* The offer and CTA visible without scrolling on desktop
* A form with only required fields — every additional field reduces completion rate
* Social proof (testimonials, logos, case studies) near the CTA

***

## Campaign Conversion Best Practices

### 6. Align Channels to the Right Funnel Stage

Assigning channels to the wrong AIDA stage is one of the most common campaign mistakes. Use this as a guide:

| Goal               | Stage     | Best Channels                      |
| ------------------ | --------- | ---------------------------------- |
| Build awareness    | Awareness | Social Media, Ad Platform, Podcast |
| Educate and engage | Interest  | Web Page, Webinar, Organic         |
| Create urgency     | Desire    | Email, Direct Mail, SMS            |
| Drive action       | Action    | Email, Ad Platform, Landing Page   |
| Retain customers   | Retention | Email, SMS, Referral               |

Pushing a hard CTA at the Awareness stage — or running brand content at the Action stage — breaks the flow and wastes budget.

### 7. Ground Every Campaign in Your ICP

Before generating content or launching channels, confirm your campaign is built on a specific **ICP profile and persona**. Generic campaigns produce generic results.

* Select the persona most likely to convert *for this specific offer*
* Lead with the value props that address their top pain points
* Match your CTA to their buying stage — a C-level buyer needs a different CTA than an individual contributor

### 8. Make Your Offer Specific and Low-Friction

The offer is the most important variable in campaign conversion. The best-performing offers are:

* **Specific** — "Free 14-day trial, no credit card" beats "Try for free"
* **Low-commitment** — Ask for the minimum required to advance the relationship
* **Matched to the channel** — A cold ad audience needs a softer offer (guide, webinar) than a warm email list (demo, trial)

### 9. Use the Copy Optimizer Before Publishing

Run your landing page copy through the [Copy Optimizer](/copy-optimizer) before the campaign goes live:

* Target the keywords your ICP is actually searching
* Attach your ICP profile to generate persona-specific variants for segmented audiences
* Use Detailed analysis depth for high-traffic or high-budget campaigns

### 10. Set Actual and Target Metrics Before Launch

Fill in **Target** values for your campaign KPIs before activating it. Without targets, you can't tell whether "200 conversions" is a success or a failure until it's too late to adjust.

***

## The Feedback Loop

The most effective GTM motion treats Digital Experiences and Campaigns as a connected system:

Run this loop continuously — don't wait until a campaign ends to act on what the data is telling you.

***

## Conversion Checklist

Before launching any campaign or publishing a key page, run through this checklist:

**Digital Experience**

* Tracker installed and Verified
* At least one active Conversion Goal configured
* User Journey published with conversion path mapped
* Landing page copy reviewed with Copy Optimizer

**Campaign**

* ICP profile selected with at least one persona
* Channels assigned to correct AIDA stages
* Offer is specific and low-friction
* Target KPIs set before launch
* Integration sync active on at least one channel

**Post-Launch (first 72 hours)**

* Check KPIs vs targets
* Review source attribution by stage
* Watch 5–10 session recordings on the conversion page
* Check Conversion Goal is firing (verify sessions are counted as converted)

<CardGroup>
  <Card icon="bar-chart" href="/campaign-performance" title="Campaign Performance">
    Diagnose and improve live brand marketing campaigns.
  </Card>

  <Card icon="play" href="/session-recordings" title="Session Recordings">
    Watch real user behavior to find conversion friction.
  </Card>
</CardGroup>


# Overview
Source: https://docs.uxbrite.com/brandmarking-overview

Build your brand foundation, define your ideal customer, create multi-channel campaigns, and generate content with AI — all in one place.

## Overview

The Brand Marketing section is where your GTM strategy takes shape. It connects your brand identity, your ideal customer profile, and your campaign execution into a unified workflow. Everything you define here — your brand voice, your personas, your value props — flows into the AI Campaign Assistant to produce content grounded in your actual brand and audience.

<CardGroup>
  <Card icon="person" title="ICP Builder">
    Define your ideal customer — firmographics, personas, value propositions, and case studies.
  </Card>

  <Card icon="palette" title="Brand Kit">
    Set your visual identity and brand voice so every AI-generated output stays on-brand.
  </Card>

  <Card icon="megaphone" title="Campaigns">
    Plan and manage multi-channel campaigns with an AIDA funnel view and live performance metrics.
  </Card>

  <Card icon="sparkles" title="AI Campaign Assistant">
    Generate a full campaign plan — social posts, email sequences, ad copy, and more — in minutes.
  </Card>

  <Card icon="folder" title="Assets Library">
    Store, organize, and retrieve brand assets across campaigns and brand kits.
  </Card>
</CardGroup>

***

## ICP Builder

Go to **Brand Marketing → ICP Builder** to define who you're selling to.

An **Ideal Customer Profile (ICP)** is the foundation of every campaign in GTM Suite. Your ICP feeds the AI assistant with the context it needs to write relevant, persona-specific content. You can create multiple ICP profiles for different segments or markets.

### Firmographics

Define the company characteristics that make a customer a good fit:

| Field               | Description                                                 |
| ------------------- | ----------------------------------------------------------- |
| **Company Size**    | One or more employee count ranges (e.g., 50–200, 500–1,000) |
| **Industry**        | Target industries as tags (e.g., Fintech, SaaS, Healthcare) |
| **Location**        | HQ regions or countries (e.g., United States, EMEA)         |
| **Technology Used** | Software the company uses (e.g., Salesforce, AWS)           |
| **Tech Categories** | Broader categories (e.g., CRM, Cloud Infrastructure)        |

### Personas

Personas represent the individual buyers within a target company. Each ICP can have multiple personas.

| Field              | Description                                               |
| ------------------ | --------------------------------------------------------- |
| **Job Title**      | E.g., VP of Marketing, Head of Growth                     |
| **Seniority**      | C-Level, VP, Director, Manager, or Individual Contributor |
| **Function**       | Department or team (e.g., Marketing, Sales, IT)           |
| **Location**       | Can differ from the company HQ                            |
| **Other Criteria** | Additional keywords or qualifiers                         |

### Value Propositions

Value props describe the core benefits your product delivers. Add a title and description for each one. They appear as selectable options in the AI Campaign Assistant to ground generated content in your actual differentiators.

### Case Studies

Link real customer success stories to your value props. Each case study includes a title, description, client name, and URL — and can be associated with one or more value propositions for thematic alignment.

<Tip>
  The more complete your ICP, the better your AI-generated campaign content will be. At minimum, add at least one persona and one value prop before running the Campaign Assistant.
</Tip>

***

## Brand Kit

Go to **Brand Marketing → Brand Kit** to define your visual identity and brand voice.

Your Brand Kit is used by the AI Campaign Assistant to keep all generated content on-brand. You can create multiple brand kits (e.g., one per product line or market) and designate a default.

### Brand Identity (Logos)

Upload or link your logo variants:

| Usage         | Description                  |
| ------------- | ---------------------------- |
| **Primary**   | Main logo for most use cases |
| **Secondary** | Alternate version or lockup  |
| **Favicon**   | Browser tab icon             |
| **Icon**      | Square icon variant          |

### Colors

Build your brand color palette with hex codes and usage roles:

| Role           | Description                       |
| -------------- | --------------------------------- |
| **Primary**    | Main brand color                  |
| **Secondary**  | Supporting color                  |
| **Accent**     | Highlight or call-to-action color |
| **Background** | Page or section backgrounds       |
| **Text**       | Body and heading text colors      |

### Typography

Define your font stack for headings and body copy. Each font entry includes a family name, usage type (heading or body), and provider (Google Fonts, system font, or custom URL).

### Brand Voice

The voice section directly shapes AI content generation:

| Field                 | Description                                                                    |
| --------------------- | ------------------------------------------------------------------------------ |
| **Tone Adjectives**   | Tags describing your brand personality (e.g., Professional, Witty, Empathetic) |
| **Mission Statement** | A 2–3 sentence description of your company and what it does                    |
| **Vision Statement**  | Optional long-term direction statement                                         |
| **Keywords**          | Brand messaging terms to reinforce across content                              |

An **AI Context Preview** panel shows exactly how your voice settings will be used to instruct the AI — so you can see the effect before generating any content.

***

## Campaigns

Go to **Brand Marketing → Campaigns** to manage all your campaigns.

### Campaign List

The main campaigns page shows:

* **Summary cards** — Active, Completed, and Total campaign counts
* **Campaign grid** — Each card shows name, description, and status
* **Search and filter** — Find campaigns by name or filter by status (Draft, Active, Paused, Completed, Archived)

### Campaign Detail & AIDA Funnel

Each campaign has a detail page organized around the **AIDA buyer journey**:

| Stage         | Color   | Intent                                            |
| ------------- | ------- | ------------------------------------------------- |
| **Awareness** | Blue    | Getting your message in front of the right people |
| **Interest**  | Cyan    | Building engagement with your brand               |
| **Desire**    | Purple  | Creating intent and urgency                       |
| **Action**    | Emerald | Converting leads into customers                   |
| **Retention** | Orange  | Keeping customers engaged post-conversion         |

Each stage shows its associated **channels** — the specific platforms and tactics active at that stage. Click any stage to expand a detail panel with channel list, status, conversion rate, and attribution data.

### Campaign KPIs

Four metrics are tracked per campaign, toggleable between **Actual** (measured) and **Target** (goal) values:

| Metric                   | Description                             |
| ------------------------ | --------------------------------------- |
| **Campaign Reach**       | Total impressions across all channels   |
| **Avg. Conversion Rate** | Blended conversion rate across channels |
| **Avg. Time To Convert** | From first touch to conversion          |
| **New Customers**        | Total customers acquired                |

### Channels

Channels are the individual marketing tactics within a campaign, assigned to a buyer journey stage:

**Supported channel types:** Email · SMS · Ad Platform · Social Media · Webinar · Web Page · Podcast · Direct Mail · Referral · Organic · Offline · Other

Each channel can be linked to a third-party integration (e.g., Mailchimp, Google Ads, LinkedIn) for live metric sync. Channel sync status is shown as Synced, Pending, or Error.

***

## AI Campaign Assistant

Go to **Brand Marketing → Campaigns** and click the AI assistant button, or navigate to **Campaigns → Assistant**.

The Campaign Assistant generates a complete, multi-channel campaign plan in a guided 5-step wizard.

### Step 1: Goal

Select or create a campaign, enter the campaign goal (e.g., "Increase demo requests for Q2"), and define specific measurable objectives.

### Step 2: ICP & Personas

Select an ICP profile and choose which personas to target. The assistant uses persona data to tailor content tone and messaging.

### Step 3: Value Propositions

Select which value props to lead with. The assistant weaves these into every channel's copy.

### Step 4: Offer & CTA

Define your primary offer (e.g., "Free 14-day trial") and call-to-action (e.g., "Start Free Trial"), plus an optional launch date.

### Step 5: Channels

Select the channels to include in the campaign, grouped by buyer journey stage.

### AI Generation

After completing the form, the assistant generates a full campaign plan. Output varies by channel type but typically includes:

| Channel          | Generated Content                                           |
| ---------------- | ----------------------------------------------------------- |
| **Social Media** | Posts with a drag-and-drop scheduling calendar              |
| **Email**        | Multi-email drip sequences with subject lines and body copy |
| **Google Ads**   | Text ads, responsive search ads, and keyword lists          |
| **SEO**          | Topic and keyword recommendations for organic content       |
| **Landing Page** | Page copy and headline suggestions                          |

All generated content is editable before use. You can review drafts, make changes, and apply them to your campaign.

**Note:** You still need to <u>make your own CREATIVES - our GTM Suite is not responsible for artistic generation</u>. We encourage users to find a graphic designer / media specialist to help you take content drafts from a plan to content launch. For the best go-to-market results- don't just outsource your creative work to an AI - even if its all the craze - nothing beats human creativity :)

***

## Assets Library

Go to **Brand Marketing → Assets** to manage your marketing asset library.

Upload and organize any file type — images, videos, audio, documents, or interactive assets — and associate them with specific campaigns or brand kits for easy retrieval.

**Filtering options:**

* Search by name or description
* Filter by type (Image, Video, Audio, Document, Interactive)
* Filter by category (Logo, Banner, Social Media, Ad, Document, Icon, Photo, Lead Magnet, Print, Podcast, AR/VR)
* Filter by campaign or brand kit

Assets are paginated (20 per page) and can be downloaded or deleted at any time.

***

## How It All Connects

The Brand Marketing section is designed to flow:

1. **ICP Builder** defines who you're targeting and what resonates with them
2. **Brand Kit** defines how you sound and look
3. **Campaign** structures the plan across the buyer journey
4. **AI Assistant** uses your ICP + Brand Kit to generate content for each channel
5. **Assets** stores everything the campaign produces for reuse

<CardGroup>
  <Card icon="book-open" href="/setup-guide" title="Setup Guide">
    Walk through ICP and Brand Kit setup as part of onboarding.
  </Card>

  <Card icon="bar-chart" href="/analytics" title="Analytics">
    Measure campaign performance across channels.
  </Card>
</CardGroup>


# Campaigns
Source: https://docs.uxbrite.com/campaigns

View and manage all your marketing campaigns in one place.

## Overview

The Campaigns page is your central hub for all active, draft, and completed marketing campaigns. Go to **Brand Marketing → Campaigns** to access it.

***

## Summary Metrics

Three cards at the top give you an at-a-glance count of your campaigns:

* **Active** — Campaigns currently running
* **Completed** — Campaigns that have finished
* **Total** — All campaigns across all statuses

***

## Campaign List

Campaigns are displayed as cards in a grid. Each card shows:

* Campaign name and description
* Status badge
* Quick link to the campaign detail page

### Campaign Statuses

| Status        | Meaning                      |
| ------------- | ---------------------------- |
| **Draft**     | Created but not yet launched |
| **Active**    | Currently running            |
| **Paused**    | Temporarily stopped          |
| **Completed** | Finished                     |
| **Archived**  | Inactive, kept for reference |

***

## Search & Filter

* **Search** — Find campaigns by name or description
* **Status filter** — Show All, or filter to a specific status

Results show a count of how many campaigns match (e.g., "Showing 5 of 12 campaigns").

***

## Creating a Campaign

Click the **+** button on the campaigns page to create a new campaign. Enter a name, description, and initial status to get started.

To generate content for a new campaign immediately, use the [Campaign Assistant](/campaign-assistant).

<CardGroup>
  <Card title="Campaign Assistant" icon="sparkles" href="/campaign-assistant">
    Generate a full multi-channel campaign plan with AI.
  </Card>

  <Card title="Brand Marketing" icon="megaphone" href="/brand-marketing">
    Overview of all Brand Marketing features.
  </Card>
</CardGroup>


# How To Connect an App
Source: https://docs.uxbrite.com/connect-apps

Step-by-step instructions for connecting any third-party app to the UX Brite GTM Suite.

## Overview

The GTM Suite connects to your existing marketing stack — CRMs, ad platforms, email tools, analytics services, and more — through secure OAuth integrations. Once connected, your tools share data with GTM Suite automatically, keeping your campaign metrics, contact data, and analytics in sync without manual exports.

> **We never save credentials or passwords on our platform - so you can rest assured your credentials are secure.**

Go to **Settings → Integrations** to manage all your connected apps.

***

## Before You Connect

* You need **Admin or Owner** role in your GTM Suite workspace to add integrations
* You need an active account with the app you're connecting
* For CRM and ad platform integrations, ensure you have the necessary permissions in that platform (e.g., admin access to your Google Ads account)

***

## Connecting an App

1. Go to **Settings → Integrations**
2. Find the app you want to connect — use the search bar or browse by category
3. Click the app card to open its connection panel
4. Click **Connect**
5. A browser window or popup will open to the app's authorization page
6. Sign in to your account on that platform (if not already signed in)
7. Review the requested permissions and click **Allow** or **Authorize**
8. You'll be returned to GTM Suite automatically once the connection is complete
9. The integration card updates to show a **Connected** status

<Info>
  GTM Suite uses OAuth for all integrations — your login credentials are never stored. The connection can be revoked from either GTM Suite or the connected platform at any time.
</Info>

***

## After Connecting

Once connected, the integration becomes available throughout GTM Suite:

* **CRM integrations** — High-intent accounts can be synced directly from the GTM Intelligence page
* **Ad platform integrations** — Campaign channels can pull live metrics from your ad accounts
* **Email tool integrations** — Email campaign channels sync open rates, clicks, and conversions
* **Analytics integrations** — Traffic and conversion data flows into your Analytics dashboard

Some integrations begin syncing immediately. Others may take up to 24 hours for the first data pull to complete.

***

## Managing a Connection

From **Settings → Integrations**, you can:

* **View connection status** — See which apps are connected, pending, or disconnected
* **Re-authenticate** — If a connection expires or shows an error, click **Reconnect** to refresh the authorization
* **Configure field mappings** — Some integrations (e.g., CRM sync) allow you to map GTM Suite fields to your platform's fields
* **Disconnect** — Click the integration card and select **Disconnect** to remove the connection

<Warning>
  Disconnecting an integration stops all data syncing immediately. Campaign channel metrics linked to that integration will stop updating. Reconnecting restores sync going forward but does not backfill missed data.
</Warning>

***

## Troubleshooting

**Integration shows "Error" or "Disconnected" after connecting**

* Re-authenticate by clicking **Reconnect** on the integration card
* Confirm your account on the connected platform still has the required permissions
* Check that your plan on the connected platform supports API access (some free tiers restrict it)

**No data appearing after connecting**

* Allow up to 24 hours for the first sync to complete
* Confirm that the connected account contains active data (e.g., live campaigns, existing contacts)
* Check the integration status — if it shows Pending, the initial sync is still in progress

**I don't see the app I want to connect**

* Check the full integrations list — use the search bar to find it by name
* If it's not available, it may not yet be supported. Contact support to request it.

**Permissions error during OAuth**

* Ensure you're authorizing with an account that has the required access level on the connected platform
* For Google Ads: you need Manager or Standard access
* For Salesforce: you need API Enabled permission in your profile

<CardGroup>
  <Card icon="book-open" href="/setup-guide" title="Setup Guide">
    Connect your CRM and ad platforms as part of onboarding.
  </Card>

  <Card icon="megaphone" href="/campaign-channels" title="Campaign Channels">
    Link connected integrations to campaign channels for metric sync.
  </Card>
</CardGroup>


# Connecting Website Tools
Source: https://docs.uxbrite.com/connecting-website-tools





# Connecting Your Ad Platforms
Source: https://docs.uxbrite.com/connecting-your-ad-platforms





# Connecting Your CRM
Source: https://docs.uxbrite.com/connecting-your-crm





# Conversion Goals
Source: https://docs.uxbrite.com/conversion-goals



Conversion Goals define what "success" means for a tracked Digital Experience. When a visitor completes a goal, their session is marked as **converted**, unlocking conversion rate, funnel, and revenue attribution data across your UX Brite reports.

***

## How Conversion Tracking Works

UX Brite's tracker observes every session on your site. When a session triggers any one of your **active** goals, that session is counted as a conversion.

Key behaviors to understand:

* **Per-session matching** — A session is marked converted the first time any active goal fires. Multiple goal firings in one session do not multiply the conversion count.
* **Active goals only** — Inactive goals are saved but ignored by the tracker until re-enabled.
* **Instant effect** — Enabling or disabling a goal takes effect for new sessions immediately; historical sessions are not retroactively updated.
* **Goal type is permanent** — Once a goal is created, its type (e.g. Purchase, Form Submit) cannot be changed. Delete and recreate the goal if you need a different type.

***

## Goal Types

Each goal uses one of two detection strategies: **URL-based** or **Event-based**.

### URL-Based Goals

The tracker fires when a visitor lands on a specific page URL. Query parameters and trailing slashes are ignored during matching.

| Goal Type             | Description                                    | Example URL                           |
| --------------------- | ---------------------------------------------- | ------------------------------------- |
| **Making a Purchase** | Confirmation or receipt page after checkout    | `https://example.com/order-confirmed` |
| **Page Visit**        | Any specific page that signals intent or value | `https://example.com/pricing`         |

> `/thank-you?order=123` matches a goal configured for `/thank-you`.

### Event-Based Goals

The tracker fires when your site's JavaScript calls `uxbrite.track('custom_event', { action: 'YOUR_EVENT_NAME' })`. This requires a small code integration on your site.

| Goal Type                     | Default Event Name   | Description                       |
| ----------------------------- | -------------------- | --------------------------------- |
| **Submitting a Contact Form** | `contact_form`       | Contact or lead form submissions  |
| **Signing Up for an Account** | `signup`             | New account registrations         |
| **Downloading a Resource**    | `download`           | File or asset downloads           |
| **Booking an Appointment**    | `appointment_booked` | Meeting or appointment scheduling |
| **Requesting a Callback**     | `callback_requested` | Callback or contact requests      |
| **Custom Event**              | *(you choose)*       | Any other meaningful user action  |

#### Triggering an Event Goal from Code

Add the following call to your site at the point of conversion (e.g. on form success, after checkout, on download click):

```js theme={null}
uxbrite.track('custom_event', { action: 'YOUR_EVENT_NAME' })
```

Replace `YOUR_EVENT_NAME` with the exact event name you configured for the goal. The name is case-sensitive.

***

## Managing Conversion Goals

Conversion Goals are managed from the **Conversion Goals** section inside a Digital Experience's detail page.

### Adding a Goal

1. Navigate to **Digital Experiences** and open the experience you want to configure.
2. Scroll to the **Conversion Goals** card and click **Add Goal**.
3. Select a **Goal Type** from the grid.
4. Give the goal a descriptive **Goal Name** (auto-filled from the type, editable).
5. Enter the **Conversion Page URL** (URL-based goals) or **Event Name** (event-based goals).
6. Click **Save Goal**.

The goal is created in an **active** state and begins tracking immediately.

### Editing a Goal

1. Find the goal card and open the **⋮ menu** (three dots).
2. Select **Edit Goal**.
3. Update the name or configuration value.
4. Click **Update Goal**.

> Goal type cannot be changed when editing. If you need a different type, delete and recreate the goal.

### Enabling / Disabling a Goal

Use the **toggle switch** on any goal card to enable or disable it without deleting it. Disabled goals are preserved with their configuration for later use.

### Deleting a Goal

1. Open the **⋮ menu** on the goal card.
2. Select **Delete Goal**.
3. Confirm the deletion in the dialog.

Deletion is permanent and cannot be undone. Historical sessions that already converted via this goal are not affected, but future sessions will no longer match it.

***

## Recommended Goal Setup

For most experiences, we recommend setting up at least one goal from each relevant category to ensure complete conversion coverage:

| Scenario            | Recommended Goals                 |
| ------------------- | --------------------------------- |
| E-commerce site     | Purchase (order confirmation URL) |
| Lead generation     | Form Submit (contact form event)  |
| SaaS / app          | Signup (registration event)       |
| Content / resources | Download (download event)         |
| Service businesses  | Appointment or Callback event     |

***

## Troubleshooting

**Sessions are not being counted as conversions**

* Confirm the UXBrite tracker is installed and active on your site (check the tracker status in the Digital Experience detail page).
* For URL goals: verify the exact URL the visitor lands on matches the configured URL (ignoring query strings and trailing slashes).
* For event goals: confirm your site is calling `uxbrite.track('custom_event', { action: 'YOUR_EVENT_NAME' })` and the event name matches exactly, including case.
* Ensure the goal is **active** (toggle is on).

**Goal toggle is not saving**

* If the toggle reverts, there may be a temporary API issue. Refresh the page and try again. An error toast will appear if the update fails.

**I need to change the goal type**

* Goal type is locked after creation. Delete the existing goal and create a new one with the correct type.


# Copy Optimizer
Source: https://docs.uxbrite.com/copy-optimizer

Rewrite and optimize your content for search engines using AI — with persona-specific variants tailored to your ICP.

## Overview

The Copy Optimizer analyzes your existing content — a webpage, an email, an ad, or social copy — and rewrites it to improve SEO performance and relevance to your target audience. The output includes an optimized meta title, meta description, and full content rewrite, along with persona-specific variants if you attach an ICP profile.

Go to **SEO → Copy Optimizer** to get started.

<Info>
  Optimization runs asynchronously. You'll see a real-time progress bar while the AI processes your content — typically completing in under a minute.
</Info>

***

## Step 1: Choose Content Type

Select the type of content you're optimizing:

| Content Type     | Best For                                      |
| ---------------- | --------------------------------------------- |
| **Page SEO**     | Website pages, landing pages, blog posts      |
| **Email**        | Cold outreach, nurture sequences, newsletters |
| **Ad Copy**      | Paid search, display, or social ads           |
| **Social Media** | LinkedIn, Twitter/X, or other social posts    |

The content type shapes how the AI frames the optimization — Page SEO output includes meta tags and heading structure, while Email output focuses on subject line and body copy.

***

## Step 2: Add Target Keywords

Type your target keywords into the keyword input field. You can add multiple keywords — press comma or space to add each one as a tag.

The optimizer uses these keywords to:

* Ensure they appear naturally in the rewritten content
* Improve keyword density without stuffing
* Align headings and meta tags to the search terms you care about

***

## Step 3: Attach an ICP Profile (Optional)

Select an **ICP Profile** from your workspace to generate persona-specific content variants.

When an ICP is attached, the optimizer produces a separate content version for each persona defined in that profile — each version tuned to the language, pain points, and motivations of that specific buyer type.

<Tip>
  Use persona variants when optimizing landing pages that serve multiple audience segments. You get one optimization job with multiple outputs, ready to A/B test or deploy to segmented audiences.
</Tip>

***

## Step 4: Choose a Content Source

Select how you want to provide the content to be optimized:

### Manual Entry

Paste or type your content directly into the text area. Best for drafts, short-form copy, or content you have locally.

### URL

Enter a webpage URL. GTM Suite fetches the page content automatically — no copy-pasting required. Best for optimizing existing published pages.

### Document Upload

Upload a file containing your content. Useful for optimizing documents, long-form drafts, or assets not yet published online.

***

## Step 6: Run the Optimizer

Click **Optimize Copy**. The job is submitted and a progress bar appears tracking the AI analysis in real time.

**Progress states:**

| State          | Meaning                                  |
| -------------- | ---------------------------------------- |
| **Pending**    | Job queued                               |
| **Processing** | AI is analyzing and rewriting            |
| **Completed**  | Results are ready                        |
| **Failed**     | An error occurred — retry the submission |

***

## Reading the Results

When the job completes, results appear below the form:

### Meta Title

The optimized page title with a character count indicator. Aim for 50–60 characters for best search display.

### Meta Description

The optimized meta description with a character count indicator. Aim for 150–160 characters.

### Optimized Content

The full rewritten content displayed in a rich text editor. You can:

* Read and review the output inline
* Edit the content directly in the editor
* Copy the full text to your clipboard with one click

### Persona-Specific Variants

If an ICP profile was attached, a separate tab or section appears for each persona with its own tailored version of the content. Each variant adapts the tone, terminology, and emphasis to match that buyer's motivations and language.

***

## Tips for Better Results

**Be specific with keywords.** Broad terms like "marketing" produce weaker optimization than specific phrases like "B2B marketing automation for SaaS."

**Use Detailed depth for important pages.** Basic is fine for quick passes on lower-priority content. Use Detailed for your highest-traffic pages or campaign landing pages.

**Attach an ICP for campaign content.** If you're writing for a specific campaign targeting a known persona, attaching the ICP keeps the output grounded in your actual buyer's language rather than generic marketing copy.

**Review before publishing.** The optimizer produces strong starting points, but always review for brand voice, accuracy, and any product-specific details the AI can't know.

***

## Troubleshooting

**Job stuck on "Processing" for more than 2 minutes**

* Refresh the page — if the job completed, results will load automatically
* If still pending, resubmit the job

**Results don't reflect my keywords**

* Ensure keywords are added as tags (press comma or space after each one)
* For URL-based input, confirm the URL is publicly accessible and the page loads correctly

**No persona variants appeared**

* Check that your selected ICP profile has at least one persona defined
* Ensure the **Generate AI Recommendation** checkbox is enabled

**Content output looks generic**

* Add more specific keywords and attach an ICP profile to ground the output in your audience's context
* Switch from Basic to Detailed analysis depth

<CardGroup>
  <Card icon="search" href="/keyword-research" title="Keyword Research">
    Find the right keywords to feed into the optimizer.
  </Card>

  <Card icon="bar-chart-2" href="/seo-discoverability" title="SEO & Discoverability">
    Overview of all SEO tools in GTM Suite.
  </Card>
</CardGroup>


# Create A Marketing Plan with Campaign Assistant
Source: https://docs.uxbrite.com/creating-a-marketing-plan

Generate a complete, multi-channel campaign plan in minutes using AI — built from your ICP, brand voice, and campaign goals.

## Overview

The Campaign Assistant is a guided AI wizard that takes your campaign brief and produces ready-to-use content across every channel you select — social posts, email sequences, ad copy, SEO topics, and landing page content. It uses your **ICP profiles**, **brand kit**, and **value propositions** as context, so the output is specific to your brand and audience rather than generic templates.

Go to **Brand Marketing → Campaigns** and click **Campaign Assistant**, or navigate directly to `/campaigns/assistant`.

<Info>
  Before running the assistant, make sure you have at least one **ICP profile** with a persona and value proposition, and a **Brand Kit** with a mission statement. These significantly improve the quality of generated content.
</Info>

***

## Quick Start Options

The assistant opens with four quick-start campaign types. Select one to pre-configure the goal step, or choose **Custom Campaign** to define your own:

| Option                   | Best For                                            |
| ------------------------ | --------------------------------------------------- |
| **Product Launch**       | Introducing a new product, feature, or major update |
| **Brand Awareness**      | Growing reach and recognition in your target market |
| **Promotional Campaign** | Time-limited offers, discounts, or events           |
| **Custom Campaign**      | Any other goal you define from scratch              |

***

## The 5-Step Wizard

### Step 1 — Campaign Goal

Connect the assistant to a campaign and define what success looks like.

| Field                   | Description                                                                                      |
| ----------------------- | ------------------------------------------------------------------------------------------------ |
| **Campaign**            | Select an existing campaign or create a new one                                                  |
| **Campaign Goal**       | A plain-language description of the objective (e.g., "Increase demo requests for our Q2 launch") |
| **Specific Objectives** | Measurable targets (e.g., "Generate 50 demo requests in 30 days")                                |

<Tip>
  Be specific with your goal and objectives. Vague goals produce broad content. "Generate 50 qualified demo requests from SaaS companies in 30 days" will produce sharper output than "get more leads."
</Tip>

***

### Step 2 — ICP & Personas

Select who this campaign is targeting.

1. Choose an **ICP Profile** from your workspace
2. Select one or more **Personas** from that profile

Each persona shows its job title, seniority level, and function. The assistant uses persona data to adapt tone, terminology, and messaging — a VP-level persona gets different framing than an individual contributor.

You must select at least one persona to proceed.

***

### Step 3 — Value Propositions

Choose which of your value props to lead with in this campaign.

The list is populated from the ICP profile selected in Step 2. Each value prop shows its title and a description preview. Select the ones most relevant to this campaign's goal — the assistant will weave them into copy across every channel.

You must select at least one value prop to proceed.

***

### Step 4 — Offer & CTA

Define the primary offer and call-to-action that will anchor the campaign.

| Field             | Required | Example                                                  |
| ----------------- | -------- | -------------------------------------------------------- |
| **Primary Offer** | Yes      | "Free 14-day trial", "Download the guide", "Book a demo" |
| **Primary CTA**   | Yes      | "Start Free Trial", "Get the Guide", "Schedule a Call"   |
| **Launch Date**   | Optional | Sets timing context for scheduling and urgency copy      |

The offer and CTA appear consistently across all generated channel content — your social posts, ads, emails, and landing page will all drive toward the same action.

***

### Step 5 — Channels

Select the marketing channels to include in this campaign. Channels are grouped by buyer journey stage:

| Stage         | Channels                                           |
| ------------- | -------------------------------------------------- |
| **Awareness** | Social Media, Ad Platform, Podcast, Offline, Other |
| **Interest**  | Web Page, Webinar, Organic, Other                  |
| **Desire**    | Email, SMS, Direct Mail, Referral                  |
| **Action**    | Email, Ad Platform, Web Page                       |
| **Retention** | Email, SMS, Referral                               |

Select at least one channel to proceed. The assistant generates specific content for each channel you choose — selecting more channels produces a broader campaign plan.

***

## Generation

After completing all five steps, click **Generate Campaign**. The assistant submits your brief and begins building the campaign plan.

A progress indicator shows real-time status:

| Status         | Meaning                           |
| -------------- | --------------------------------- |
| **Pending**    | Job queued                        |
| **Processing** | AI is generating content          |
| **Completed**  | Plan is ready to review           |
| **Failed**     | An error occurred — you can retry |

Generation typically takes 30–90 seconds depending on the number of channels selected.

***

## Generated Output

When complete, the assistant produces a full campaign plan. Content varies by channel:

### Social Media

* Platform-specific posts (LinkedIn, Twitter/X, etc.) tailored to each persona
* A **drag-and-drop scheduling calendar** to plan post timing across your launch window
* Multiple post variants per platform for A/B testing

### Email Sequences

* A multi-email drip sequence with:
  * Subject lines optimized for open rates
  * Full body copy for each email
  * Logical send timing (e.g., Day 0, Day 3, Day 7)
* Sequences are persona-specific when multiple personas are selected

### Google Ads

* **Text ads** — Headline and description combinations
* **Responsive search ads** — Multiple headline and description variants the platform can mix
* **Keyword list** — Recommended search terms grouped by match type
* Ad copy is aligned to your offer, CTA, and value props

### SEO Topics

* Organic content topic recommendations tied to your target keywords and ICP
* Each topic includes a suggested headline and content angle

### Landing Page

* Headline and subheadline copy
* Section-by-section body copy following your offer and value props
* CTA placement suggestions

***

## Reviewing and Editing Drafts

All generated content is fully editable before use. From the **Campaign Plan** view:

* Click into any section to edit copy inline
* Review social posts on the scheduling calendar and adjust timing by dragging
* Edit email subject lines and body copy in the email sequence editor
* Modify ad headlines and descriptions in the ad preview cards
* Copy any section to clipboard for use in external tools

<Note>
  Generated content is a starting point. Review it for accuracy, brand voice consistency, and any product-specific details the AI couldn't know from your profile. Plan for one round of edits before publishing.
</Note>

***

## After Generation

From the Ready screen you have three options:

| Option                  | What It Does                                                              |
| ----------------------- | ------------------------------------------------------------------------- |
| **View Campaign Plan**  | Opens the full generated plan for review and editing                      |
| **Skip Drafts for Now** | Saves the plan and returns to the campaign list — you can access it later |
| **Start Over**          | Clears the current brief and restarts the wizard                          |

Generated content is attached to the campaign you selected in Step 1. You can return to the campaign at any time to review the plan under the campaign detail page.

***

## Tips for Better Output

**Complete your ICP before running the assistant.** Firmographics, personas with seniority and function, and at least two or three value props give the AI strong context to work with.

**Write a specific goal.** The goal field has the highest influence on output quality. Include your target audience, the desired action, and a timeframe.

**Select channels intentionally.** Don't select every channel — choose the ones your team will actually use. A focused 3-channel plan is more actionable than a sprawling 10-channel one.

**Use the Brand Kit voice settings.** Tone adjectives and a mission statement in your Brand Kit directly shape how the AI writes. Set these before generating.

***

## Troubleshooting

**Generation is stuck on "Processing"**

* Refresh the page after 2 minutes — if completed, the plan will load automatically
* If still pending, the job may have timed out. Return to the wizard and resubmit.

**No personas available in Step 2**

* Create an ICP profile with at least one persona in **Brand Marketing → ICP Builder** first

**No value props available in Step 3**

* Add value propositions to your ICP profile in the **Value Props** tab of the ICP Builder

**Output doesn't match my brand voice**

* Check that your **Brand Kit** has tone adjectives and a mission statement filled in
* If the kit is incomplete, the AI falls back to generic professional tone

<CardGroup>
  <Card icon="user" href="/icp-builder" title="ICP Builder">
    Build the audience profile that powers campaign personalization.
  </Card>

  <Card icon="palette" href="/brand-kit" title="Brand Kit">
    Define the voice and identity used in all AI-generated content.
  </Card>
</CardGroup>


# Directories & Backlinks
Source: https://docs.uxbrite.com/directories-and-backlinks

Find the right directories for your business, generate AI-personalized outreach, and track every backlink from submission to approval.

## Overview

Directory submissions are one of the fastest ways to build domain authority and establish your business in search. GTM Suite automates the hardest parts — matching you to relevant directories, writing the outreach email, and tracking every submission through to a live backlink.

Go to **SEO → Directories & Backlinks** to get started.

***

## Stats Dashboard

The top of the page shows a live summary of your backlink pipeline:

| Stat                   | Description                                        |
| ---------------------- | -------------------------------------------------- |
| **To Contact**         | Directories identified but not yet approached      |
| **Pending**            | Submissions awaiting directory approval            |
| **Approved**           | Submissions accepted with a live backlink          |
| **Avg Relevance**      | Average match score across your directory pipeline |
| **Estimated DA Boost** | Projected domain authority increase from approvals |
| **Success Rate**       | Percentage of submissions that were approved       |

***

## How Directory Matching Works

The GTM Suite builds a **business profile** from your workspace data — pulling from your ICP, brand kit, website URL, and industry — and uses it to score every directory in the database for relevance. The result is a ranked list where each directory gets a **match score** from 0 to 100.

Directories with a match score of **80 or above** appear in the **Recommended For You** section at the top of the page.

You can click **Business Profile** at any time to see exactly what GTM Suite knows about your business and what it's using to generate matches and outreach.

***

## Browsing Directories

### Recommended For You

Shows only high-relevance directories (match score ≥ 80). This is the best place to start — these are the listings most likely to drive meaningful authority and traffic for your specific business.

### All Directories Tab

The full directory database with search and filter options:

* **Search** — Filter by directory name in real time
* **Category** — Narrow to a specific industry or content category
* **Sort by** — Match Score, Domain Authority, Response Rate, or Name
* **Sort direction** — Ascending or descending

**Each directory card shows:**

| Field                 | Description                                     |
| --------------------- | ----------------------------------------------- |
| **Name**              | Directory name and logo (if available)          |
| **Domain Authority**  | DA score of the linking domain                  |
| **Match Score**       | Relevance to your business (0–100, color-coded) |
| **Category**          | Industry or niche classification                |
| **Region**            | Geographic focus (e.g. US, Global, UK)          |
| **SEO Impact**        | High / Medium / Low expected impact             |
| **Submission Type**   | Email, Form, or API                             |
| **Response Rate**     | Historical approval percentage                  |
| **Avg Response Time** | Typical days to receive a response              |

***

## Submitting to a Directory

### Step 1: Review Requirements

Click **View Requirements** on any directory card to see what the directory asks for — form fields, content requirements, eligibility criteria — before you start an application.

### Step 2: Generate an Outreach Message

Click **Generate Outreach Message**. GTM Suite writes a personalized email subject and body using:

* Your business name, industry, and location
* Your website URL and unique selling points
* The directory's specific focus area and geographic region

The generated message appears in a dialog where you can read it, edit it, or regenerate it before sending.

<Tip>
  Messages are cached per directory — clicking Generate again shows the saved draft rather than re-generating, so your edits are preserved.
</Tip>

### Step 3: Send or Save

From the outreach dialog:

* **Send Message (If Not A Form Submission)** — Records a **Pending** submission and marks the directory as approached - note: this will open a mail client with your email and the content in the email.
* **Save for Later** — Saves the message as a **Draft** submission so you can return to it
* **Personal Responsiblity - Note:** Our system doesn't automatically send emails to these directories - we help you craft the message and prepare you for requirements but it is still your responsiblity to submit to those directories. Often directories have a form entry and/or payment associated for entry - be aware of these costs and which platforms you select.

### Step 4: Mark as Submitted (Manual)

If you submitted directly via a web form (rather than email), click **Mark as Submitted** on the directory card to create a Pending submission record without sending an email.

***

## Managing Submissions

Go to the **Submissions tab** to see all directories you've engaged with.

### Submission Statuses

| Status       | Meaning                                     |
| ------------ | ------------------------------------------- |
| **Draft**    | Outreach message saved but not yet sent     |
| **Pending**  | Submitted — awaiting directory response     |
| **Approved** | Accepted — backlink is live or being set up |
| **Rejected** | Not accepted by the directory               |

### Filter by Status

Use the status filter dropdown to view All, Draft, Pending, Approved, or Rejected submissions.

### Approving a Submission

When a directory accepts your listing:

1. Find the submission in the Pending list
2. Click **Approve**
3. Enter the **Backlink URL** — the live URL where your link appears
4. Click **Confirm** — the submission moves to Approved and a backlink record is created

### Rejecting or Deleting

* **Reject** — Mark a submission as rejected (preserves the record for reference)
* **Delete** — Permanently remove the submission

***

## Tracking Backlinks

Go to the **Backlinks tab** to see all live approved backlinks and their current health.

| Column               | Description                                     |
| -------------------- | ----------------------------------------------- |
| **Directory**        | Source directory name                           |
| **URL**              | The live backlink URL                           |
| **Anchor Text**      | Link text used by the directory                 |
| **Domain Authority** | DA score of the linking domain                  |
| **First Seen**       | Date the backlink was first recorded            |
| **Last Checked**     | Date of the most recent health check            |
| **Status**           | Live (green), Broken (red), or Pending (yellow) |

Click **Refresh Backlink Status** to re-check all links immediately. Broken links should be investigated — the directory may have removed or updated your listing.

***

## Adding a Custom Directory

If a directory isn't in the GTM Suite database, you can add it manually. Click **Add Custom Directory** and fill in:

* Name, URL, and signup/application link
* Contact email and domain authority
* Category, region, and submission type (Email, Form, or API)
* Required form fields, submission price, and requirements
* Historical response rate and average response time

Custom directories behave exactly like standard ones — you can generate outreach, track submissions, and record approvals.

***

## AI Submission Suggestions

For some directories, GTM Suite can auto-fill submission form fields based on your business profile. When available, a suggestion job runs asynchronously in the background and pre-populates the required fields — saving you the time of filling out each directory's application manually.

Progress is tracked in real time. A notification appears when suggestions are ready to review.

***

## Troubleshooting

**No directories appearing in Recommended For You**

* Ensure your workspace has a completed ICP profile and brand kit — these are used to calculate match scores
* Check that your website URL is set in your workspace settings

**Outreach message doesn't match my business**

* Update your ICP or brand kit if the information is outdated, then regenerate the message

**A backlink shows as Broken**

* Visit the backlink URL directly to confirm whether it's actually down
* Contact the directory to request reinstatement, then update the submission status accordingly

**I submitted via web form — how do I track it?**

* Click **Mark as Submitted** on the directory card to create a Pending record manually

<CardGroup>
  <Card icon="search" href="/seo-discoverability" title="SEO & Discoverability">
    Overview of all SEO tools in GTM Suite.
  </Card>

  <Card icon="clipboard-check" href="/seo-audits" title="SEO Audits">
    Fix technical issues that affect your domain authority.
  </Card>
</CardGroup>


# Enabling Reports
Source: https://docs.uxbrite.com/enabling-reports

Schedule automated GTM reports delivered to your inbox — or export on demand.

## Overview

Reports let you package your GTM analytics into structured, shareable documents — delivered automatically on a schedule or triggered manually. Go to **Analytics → Reports** to set them up.

***

## Available Reports

| Report                   | What It Contains                                                       |
| ------------------------ | ---------------------------------------------------------------------- |
| **GTM Recommendations**  | AI-powered insights and prioritized actions based on your current data |
| **Executive Summary**    | High-level KPI snapshot designed for leadership review                 |
| **Traffic Analysis**     | Traffic sources, trends, and growth patterns                           |
| **Conversion Funnel**    | Funnel stage performance and drop-off rates                            |
| **Campaign Performance** | ROI and effectiveness across active campaigns                          |
| **Audience Insights**    | Demographics, device breakdown, and behavior patterns                  |

***

## Enabling a Report

Each report card has its own settings. To enable one:

1. Find the report in the **Reports** tab
2. Select a **delivery schedule** — Daily, Weekly, Monthly, or Manual
3. Choose which **Digital Experiences** to include (or select all)
4. Add one or more **email recipients**
5. Toggle **Include AI Recommendations** on or off
6. Click **Enable Report**

Once enabled, the report will generate automatically on your chosen schedule and be sent to all listed recipients.

<Tip>
  Start with **Executive Summary** on a weekly cadence for leadership visibility, and **GTM Recommendations** for your marketing team to action each week.
</Tip>

***

## Running a Report Manually

Click **Run Now** on any report to generate it immediately, regardless of the schedule. Useful before a meeting or when you want a fresh snapshot after a campaign launch.

***

## Downloading Reports

Click **View Report** or **Download** on any report card to access the last generated version.

* **PDF** — Formatted for sharing in presentations or email
* **CSV** — Raw data for further analysis in Excel or BI tools

***

## Disabling a Report

To stop a scheduled report, open its settings and set the schedule to **Manual**, or remove all recipients. The report history is preserved and can be re-enabled at any time.

<CardGroup>
  <Card title="Analytics" icon="bar-chart" href="/analytics">
    Explore the full analytics dashboard.
  </Card>

  <Card title="Campaign Performance" icon="megaphone" href="/campaign-performance">
    Understand what's driving your GTM results.
  </Card>
</CardGroup>


# Digital Experiences
Source: https://docs.uxbrite.com/experiences-intro

Track user behavior, replay sessions, map journeys, and optimize conversions across your web and mobile properties.

## What Are Digital Experiences?

A **Digital Experience** in GTM Suite represents a website, app, or any digital property where your customers interact with your brand. Each experience gets its own tracking ID, metrics dashboard, session recordings, conversion goals, and journey maps — giving you complete visibility into how visitors move through your product.

<CardGroup>
  <Card title="Session Recording" icon="play">
    Watch real user sessions with full DOM replay, event timelines, and AI-generated behavior summaries.
  </Card>

  <Card title="User Journey Maps" icon="user">
    Visually map the key flows visitors take — from landing to conversion — and track completion at every step.
  </Card>

  <Card title="Conversion Goals" icon="gem">
    Define what counts as a conversion (page visit, form submit, custom event) and track goal completion across sessions.
  </Card>

  <Card title="Performance Metrics" icon="bar-chart">
    Monitor visitors, conversions, conversion rate, and bounce rate with period-over-period trend data.
  </Card>
</CardGroup>

***

## Supported Property Types

You can create a Digital Experience for any customer-facing property:

| Type                           | Description                          |
| ------------------------------ | ------------------------------------ |
| **Website**                    | Marketing sites, landing pages, docs |
| **Mobile App (iOS / Android)** | Native mobile applications           |
| **Progressive Web App (PWA)**  | Browser-based app experiences        |
| **Desktop App**                | Electron or native desktop products  |
| **Smart TV**                   | Connected TV apps                    |
| **Wearable**                   | Wearable device interfaces           |

***

## Experience Dashboard

Each Digital Experience has a dedicated detail page showing:

### Performance Overview

Four key metrics tracked against the previous period:

| Metric                | Description                                        |
| --------------------- | -------------------------------------------------- |
| **Web Visitors**      | Unique visitors in the selected time range         |
| **Total Conversions** | Sessions where at least one active goal triggered  |
| **Conversion Rate**   | Conversions ÷ Visitors                             |
| **Bounce Rate**       | Sessions with a single pageview and no interaction |

### Tracker Status

The snippet installation status is shown directly on the dashboard. A **Verified** badge confirms the tracker is live and sending data. See [Tracker Install](/tracker-install) to set this up.

***

## Session Recordings

Every visitor session is captured as a full DOM recording using rrweb. From the **Sessions** table on any experience, click **View** to open the session replay viewer.

**The replay viewer shows:**

* A video-like playback of every click, scroll, and form interaction
* A scrollable event timeline on the right (click any event to jump to that moment)
* Metadata: device, browser, OS, duration, referrer, and location
* An **AI Summary** with engagement level, intent signals, friction points, and conversion events

**Event types captured in the timeline:**

| Event        | What It Represents               |
| ------------ | -------------------------------- |
| Page View    | Visited a new URL                |
| Click        | Clicked any element              |
| Form Submit  | Submitted a form                 |
| Scroll       | Reached a scroll depth milestone |
| Page Exit    | Left the page                    |
| Custom Event | Developer-defined interaction    |

<Tip>
  Use the AI Summary to quickly identify friction points without watching the full recording. Look for sessions with **Low** engagement or flagged friction points first.
</Tip>

***

## Conversion Goals

Goals define what a "conversion" means for each experience. When an active goal triggers during a session, that session is counted as converted.

**Goal types:**

| Type                | Triggers When...                                     |
| ------------------- | ---------------------------------------------------- |
| **URL**             | Visitor lands on a specific page (e.g. `/thank-you`) |
| **Event**           | A custom event fires (e.g. `signup_complete`)        |
| **Form Submission** | A specific form is submitted                         |

You can add multiple goals per experience, and toggle each one on or off without deleting it.

***

## User Journey Maps

Journey maps let you model the steps you *want* visitors to take and measure how many actually complete each one.

### Building a Journey

1. Open an experience and click **Create A Journey** — or go to **Digital Experiences → User Journeys**
2. Choose a **template** (e.g. trial-to-paid, demo request, onboarding flow) or start from scratch
3. Use the **visual journey builder** to drag-and-drop nodes and connect steps
4. Configure each node (URL match, event trigger, branch logic)
5. Save and **publish** to make the journey active

### Versions

Journeys support multiple versions so you can iterate without breaking a live flow. Create a new version, test it, then promote it to active when ready. Only one version can be active at a time.

<Info>
  The journey builder is a desktop-only interface. It is not accessible on mobile or tablet screen sizes.
</Info>

***

## Experience Status

Each experience can be in one of four states:

| Status       | Meaning                                   |
| ------------ | ----------------------------------------- |
| **Draft**    | Created but not yet tracking live traffic |
| **Live**     | Actively tracking visitors and sessions   |
| **Paused**   | Tracking temporarily suspended            |
| **Archived** | Inactive; historical data preserved       |

You can change the status from the experience detail page at any time.

***

## Getting Started

<Steps>
  <Step title="Create an Experience">
    Go to **Digital Experiences** and click **Add New Experience**. Give it a name, enter your website URL, and select the property type.
  </Step>

  <Step title="Install the Tracker">
    Copy your tracking snippet and add it to your site's `<head>`. See [Tracker Install](/tracker-install) for framework-specific instructions.
  </Step>

  <Step title="Define Conversion Goals">
    Add at least one goal so GTM Suite knows what to count as a conversion for this property.
  </Step>

  <Step title="Map a User Journey">
    Apply a template or build a journey from scratch to track how visitors progress through key flows.
  </Step>

  <Step title="Review Sessions">
    Once traffic flows in, open the Sessions table and watch recordings to understand real user behavior.
  </Step>
</Steps>

<CardGroup>
  <Card title="Tracker Install" icon="code" href="/tracker-install">
    Add the snippet to your site and verify it's working.
  </Card>

  <Card title="Setup Guide" icon="book-open" href="/setup-guide">
    Walk through the full onboarding flow from scratch.
  </Card>
</CardGroup>


# High-Intent Accounts
Source: https://docs.uxbrite.com/high-intent-accounts

Identify the companies and contacts visiting your digital experiences right now — and prioritize outreach before they go cold.

## Overview

The High-Intent Accounts page surfaces companies and individuals who are actively visiting your tracked Digital Experiences. Each account is scored for buying intent, so your sales and marketing teams can focus outreach on the prospects most likely to convert.

Go to **GTM Intelligence → Accounts** to access this page.

<Info>
  Account intelligence is powered by RB2B. Connect the integration from **Settings → Integrations** to begin receiving intent data.
</Info>

***

## The Accounts Table

Each row represents a company that has visited one of your Digital Experiences, with a matched contact where available.

| Column         | Description                                                               |
| -------------- | ------------------------------------------------------------------------- |
| **Company**    | Company name and logo                                                     |
| **Contact**    | Primary matched contact — name, title, and LinkedIn link                  |
| **Experience** | Which Digital Experience they visited                                     |
| **Campaign**   | UTM campaign source, or "Direct / Organic"                                |
| **Intent**     | Intent score (0–100%) — scores above 80% are flagged as **High Priority** |
| **Last Visit** | Relative time of most recent visit (e.g., "2 hours ago")                  |
| **CRM Sync**   | Whether the account has been pushed to your CRM                           |

***

## Intent Score

The intent score is a 0–100% confidence signal indicating how strong a company's buying signals are based on their visit behavior and firmographic data.

| Score     | Label         | Priority                            |
| --------- | ------------- | ----------------------------------- |
| **> 80%** | High Priority | Act quickly — strong buying signals |
| **≤ 80%** | Standard      | Monitor and nurture                 |

***

## Filtering

Three filters are available at the top of the page:

* **Search** — Filter by company name
* **Digital Experience** — Show accounts that visited a specific tracked property
* **Campaign** — Filter by UTM campaign or direct/organic traffic

All filters work together and reset pagination when changed.

***

## Account Detail

Click any company name or logo to open the **Account Details drawer**:

**Overview tab:**

* Industry, employee range, revenue, and location
* Company description and highlights
* Technology stack
* Social links and CRM record link

**Signals tab:**

* Company events (hiring, funding rounds, new product launches, acquisitions, IPO activity)
* Each signal shows a type badge, date, description, and a link to the source

***

## Contact Detail

Click any contact name or avatar to open the **Person Detail drawer**:

* Email address (with verification status)
* Location and job title
* Which Digital Experience they visited and from which campaign
* Last seen timestamp
* Direct LinkedIn profile link

***

## Syncing to CRM

To push an account to your connected CRM (e.g., Salesforce):

1. Open the **Actions** dropdown on the account row
2. Click **Sync to CRM**
3. The CRM Sync column updates to show a linked sync indicator

Once synced, click the CRM icon in the row to open the record directly in your CRM.

<Tip>
  Sync high-priority accounts (intent score > 80%) to your CRM immediately and assign them to a sales rep for same-day outreach. Intent signals are time-sensitive — the window to act narrows quickly.
</Tip>

***

## Troubleshooting

**No accounts appearing**

* Ensure the UXBrite tracker is installed and **Verified** on at least one Digital Experience
* Allow 24–48 hours after connecting the integration for the first accounts to appear

**Account shows no contact**

* Not all company visits can be matched to an individual contact. Company-level data is still valuable for account-based outreach.

<CardGroup>
  <Card icon="globe" href="/digital-experiences" title="Digital Experiences">
    Set up the tracked properties that feed account intelligence.
  </Card>
</CardGroup>


# Using The Journey Builder
Source: https://docs.uxbrite.com/journey-builder

Build and publish visual user journey flows using a drag-and-drop node editor — track every step from awareness to conversion.

## Overview

The Journey Builder is a visual, node-based editor for mapping the exact steps you want visitors to take through your product. Each step is a **node** (a page view, click, scroll, form submit, or integration action). Nodes connect in sequence to form a flow, and GTM Suite tracks how many real sessions progress through each one.

Journeys require a **Desktop** screen to build and edit. Mobile access is not supported in the builder.

***

## Builder Layout

* **Canvas** — Drag-and-drop workspace; pan with click-drag, zoom with scroll
* **Toolbar** — Row of node types along the bottom; drag any onto the canvas to add a step
* **Node Config Panel** — Right sidebar; opens when a node is selected
* **MiniMap** — Small canvas overview in the top-right corner of the canvas
* **Header** — Version selector, save status, and publish/unpublish controls

***

## AIDA Stages

Every node is tagged with a **Journey Stage** that maps to the AIDA marketing framework. This classifies each step by where it falls in the buyer's progression:

| Stage         | Intent                                           |
| ------------- | ------------------------------------------------ |
| **Awareness** | Visitor discovers or views key content           |
| **Interest**  | Visitor engages — scrolls, hovers, clicks around |
| **Desire**    | Visitor shows strong buying intent               |
| **Action**    | Visitor converts — submits, signs up, purchases  |
| **Retention** | Post-conversion engagement                       |

Stage is set per-node in the configuration panel and is used for analytics segmentation.

***

## Node Types

The toolbar provides 7 node types. Drag any onto the canvas to add it as a step.

### Page View

Fires when a visitor navigates to a specific URL.

| Field        | Description                                                                          |
| ------------ | ------------------------------------------------------------------------------------ |
| **Page URL** | The URL to match. Use the URL combobox to select from known pages or type a new one. |
| **HTML ID**  | Optional precise element ID for targeted matching.                                   |

**Default AIDA stage:** Awareness

***

### Click

Fires when a visitor clicks any element matching a CSS selector.

| Field            | Description                                                                                              |
| ---------------- | -------------------------------------------------------------------------------------------------------- |
| **CSS Selector** | Target element selector (e.g. `.cta-button`, `#signup-link`). Use the element picker to select visually. |
| **HTML ID**      | Optional precise element ID.                                                                             |

**Default AIDA stage:** Interest

***

### Button Click

Fires when a visitor clicks a button element. A specialized version of the Click node for cleaner analytics segmentation.

| Field            | Description                                     |
| ---------------- | ----------------------------------------------- |
| **CSS Selector** | Target button selector. Use the element picker. |
| **HTML ID**      | Optional precise element ID.                    |

**Default AIDA stage:** Action

***

### Scroll

Fires when a visitor scrolls to a specified depth on the page.

| Field                | Description                                         |
| -------------------- | --------------------------------------------------- |
| **Scroll Depth (%)** | Numeric percentage (e.g. `50` for 50% of the page). |

**Default AIDA stage:** Interest

***

### Hover

Fires when a visitor hovers over an element for a sustained duration.

| Field            | Description                                      |
| ---------------- | ------------------------------------------------ |
| **CSS Selector** | Target element selector. Use the element picker. |
| **HTML ID**      | Optional precise element ID.                     |

<Note>
  Hover tracking must be enabled on the tracker snippet. It is disabled by default. See [Tracker Install](/tracker-install) for configuration.
</Note>

**Default AIDA stage:** Interest

***

### Form Submit

Fires when a visitor submits a form matching a given ID.

| Field       | Description                                                                           |
| ----------- | ------------------------------------------------------------------------------------- |
| **Form ID** | The `id` attribute of the form element. Use the element picker to select it visually. |
| **HTML ID** | Optional precise element ID.                                                          |

**Default AIDA stage:** Action

***

### Custom Event (Integration Action)

Triggers an action in a connected third-party tool when a session reaches this step. Requires an active integration.

| Field              | Description                                    |
| ------------------ | ---------------------------------------------- |
| **Provider**       | The integration to act on (see table below)    |
| **Action Type**    | The operation to perform within that provider  |
| **Field Mappings** | Map session/page data to the provider's fields |

**Supported providers and actions:**

| Provider       | Actions                                     |
| -------------- | ------------------------------------------- |
| **HubSpot**    | Create Contact, Update Contact, Create Lead |
| **Salesforce** | Create Contact, Update Contact, Create Lead |
| **Mailchimp**  | Create Contact, Send Email                  |
| **SendGrid**   | Send Email                                  |
| **Slack**      | Sync Data                                   |
| **Google Ads** | Create Campaign, Create Ad Group, Create Ad |
| **LinkedIn**   | Social Post                                 |
| **Facebook**   | Social Post, Create Ad                      |

**Available source fields for mappings:**

`user.email` · `user.name` · `form.email` · `form.firstName` · `form.lastName` · `form.phone` · `form.company` · `page.url` · `page.title` · `session.id`

**Default AIDA stage:** Action

***

## Node Configuration Panel

Selecting any node opens the config panel on the right. All nodes share these common fields:

| Field                    | Description                                               |
| ------------------------ | --------------------------------------------------------- |
| **Step Name**            | Required. Displayed on the canvas and in analytics.       |
| **Description**          | Optional. Internal notes about this step's purpose.       |
| **Journey Stage**        | AIDA stage for this step (Awareness → Retention).         |
| **Type-specific fields** | URL, selector, scroll depth, provider config (see above). |
| **Delete Step**          | Removes the node and any connected edges.                 |

***

## Element Picker

For nodes that require a CSS selector or form ID, a **crosshair icon** button opens the Element Picker. This loads an interactive overlay of your target URL where you can click directly on the element you want to target — the selector and HTML ID are filled in automatically.

<Tip>
  Use the Element Picker whenever possible. Manually written selectors can break if your site's markup changes; visually selected ones tend to be more stable.
</Tip>

***

## Connecting Nodes

Click and drag from the **output handle** of one node to the **input handle** of another to create a connection (edge). Edges define the progression order — a session advances to the next node only after the previous one fires.

* Hover over any edge to reveal a **delete button** (trash icon) at its midpoint
* Edges can have an optional **label** to annotate the connection (e.g. "Yes path", "Skip")

**Minimum to publish:** A journey must have at least **2 connected nodes** before it can be published.

***

## Saving

The builder auto-saves when you deselect a node with pending changes. You can also save manually using the **Save** button in the header.

The save status indicator shows the current state:

| Indicator     | Meaning                           |
| ------------- | --------------------------------- |
| **Saved ✓**   | All changes written to the server |
| **Saving...** | Write in progress                 |
| **Unsaved**   | Pending changes not yet persisted |

The entire graph (all nodes + edges) is saved as a single atomic operation.

***

## Publishing a Journey

Publishing makes a version **Active** — GTM Suite begins matching live sessions against it immediately.

1. Build your flow with at least 2 connected nodes
2. Click **Publish** in the header
3. Review the confirmation dialog:
   * Node and edge count summary
   * Warning if another version is currently active (it will be archived)
4. Click **Confirm** to go live

<Warning>
  Publishing replaces the currently active version. The previous active version is archived but its historical analytics are preserved.
</Warning>

### Unpublishing

Click **Unpublish** to stop tracking against the active version. The flow is deactivated immediately — sessions in progress are not retroactively affected.

***

## Version Management

| Action                 | How                                                                             |
| ---------------------- | ------------------------------------------------------------------------------- |
| **Create new version** | Click **New Version** in the header — copies the current version as a new draft |
| **Switch versions**    | Use the version dropdown in the header                                          |
| **Delete a version**   | Click **Delete Version** — only available on inactive (draft/archived) versions |
| **Publish a version**  | Click **Publish** while viewing the version you want to go live                 |

A journey always has at least one version. The active version cannot be deleted while it is live — unpublish it first.

***

## Troubleshooting

**"Publish" button is disabled**

* Ensure the journey has at least 2 nodes connected by an edge
* Check that the current version is in Draft status

**Node events are not firing in analytics**

* Confirm the UX Brite tracker is **Verified** on the associated Digital Experience
* For click/selector nodes: verify the CSS selector matches the live element (use browser DevTools → Elements to confirm)
* For custom events: confirm your site calls `uxbrite.track('custom_event', { action: 'EVENT_NAME' })` with the exact event name
* Scroll depth nodes only fire if the tracker has `trackScroll: true` (enabled by default)

**Element Picker shows a blank page**

* The target URL must be publicly accessible. Pages behind authentication or VPN cannot be loaded in the picker.

**I can't edit a journey on mobile**

* The builder is desktop-only. Open GTM Suite on a laptop or desktop to access the canvas editor.

<CardGroup>
  <Card icon="git-branch" href="/user-journeys" title="User Journeys Overview">
    Manage and organize all journeys across your workspace.
  </Card>

  <Card icon="play" href="/session-recordings" title="Session Recordings">
    Watch individual sessions to debug drop-off steps.
  </Card>
</CardGroup>


# Keyword Research & Saved Keywords
Source: https://docs.uxbrite.com/keyword-research-and-plans



## Keyword Research

Go to **SEO → Keyword Research** to discover what your ideal customers are searching for.

Enter a seed keyword, select your target country, and click **Analyze Keyword**. GTM Suite pulls live data from Google and Bing and returns:

**Primary metrics:**

| Metric            | Description                             |
| ----------------- | --------------------------------------- |
| **Search Volume** | Average monthly searches                |
| **CPC**           | Cost per click in USD                   |
| **Competition**   | Low / Medium / High competitive density |

**Search Trend Chart** — Area chart showing monthly search volume over the past 12 months with a trend percentage indicator.

**Related Keywords table** — Sortable list of related terms with volume, CPC, and competition. Save any keyword to your library with a single click, or export all results as CSV.

**SERP Analysis table** — The current top-ranking pages for the keyword, including domain, title, and a direct link to each result.

### Saving & Classifying Keywords

Saved keywords are tagged with a **search intent type**:

| Intent            | Meaning                                     |
| ----------------- | ------------------------------------------- |
| **Commercial**    | Researching products/services before buying |
| **Transactional** | Ready to take action or purchase            |
| **Informational** | Looking for answers or education            |
| **Consideration** | Comparing options                           |

Keywords can also be linked to an **ICP Profile** to keep your keyword strategy aligned with your buyer personas.

***

## Saved Keywords

Go to **SEO → Saved Keywords** to manage your keyword library across the workspace.

The table shows all saved keywords with volume, CPC, competition, intent type, and saved date. You can:

* **Search** by keyword name
* **Filter** by intent type or ICP profile
* **Sort** by any column
* **Update intent** for any keyword inline
* **Bulk delete** with multi-select

***


# Managing Campaigns
Source: https://docs.uxbrite.com/managing-a-campaign

Track performance, manage channels, and monitor your campaign's progress through the AIDA buyer journey.

## Overview

The Campaign Detail page gives you a full picture of a single campaign — its performance metrics, the channels active at each stage of the buyer journey, and how leads are progressing from awareness through to conversion.

Open any campaign from **Brand Marketing → Campaigns** to access its detail page.

***

## Campaign Header

The top of the page shows:

* **Campaign name and description**
* **Status badge** — Draft, Active, Paused, Completed, or Archived
* **Last updated** timestamp
* **Actions** — Edit campaign details, archive, or delete

To change a campaign's status (e.g., activate a draft or pause a running campaign), use the status controls in the header.

***

## KPI Metrics

Four key metrics are tracked at the campaign level:

| Metric                   | Description                                    |
| ------------------------ | ---------------------------------------------- |
| **Campaign Reach**       | Total impressions across all channels          |
| **Avg. Conversion Rate** | Blended conversion rate across channels        |
| **Avg. Time to Convert** | From first touch to completed conversion       |
| **New Customers**        | Total customers acquired through this campaign |

### Actual vs Target

Use the toggle to switch between:

* **Actual** — Real measured data pulled from connected integrations
* **Target** — The goal values you set when planning the campaign

Comparing actual against target at a glance tells you whether the campaign is on track without digging into individual channel reports.

***

## AIDA Funnel

The main section of the campaign detail page is an **AIDA funnel** — a visual representation of your campaign's channels organized by buyer journey stage.

| Stage         | Color   | Purpose                                             |
| ------------- | ------- | --------------------------------------------------- |
| **Awareness** | Blue    | Getting your message in front of the right audience |
| **Interest**  | Cyan    | Building engagement and educating prospects         |
| **Desire**    | Purple  | Creating intent and urgency                         |
| **Action**    | Emerald | Converting leads into customers                     |
| **Retention** | Orange  | Keeping customers engaged after conversion          |

Each stage card shows the channels assigned to it and a summary of that stage's performance.

***

## Channels

Channels are the individual marketing tactics running within a campaign, assigned to a specific buyer journey stage.

### Adding a Channel

1. Click **Add Channel** on any stage card
2. Select the channel type (Email, Social Media, Ad Platform, etc.)
3. Optionally link the channel to a connected integration (e.g., Mailchimp, Google Ads)
4. Save the channel

**Supported channel types:** Email · SMS · Ad Platform · Social Media · Webinar · Web Page · Podcast · Direct Mail · Referral · Organic · Offline · Other

### Channel Status

Each channel shows a status badge:

| Status     | Meaning                                 |
| ---------- | --------------------------------------- |
| **Active** | Channel is running and tracking metrics |
| **Paused** | Temporarily stopped                     |

### Integration Sync

Channels linked to third-party integrations (e.g., a Google Ads campaign or Mailchimp sequence) show a **sync status**:

| Sync Status | Meaning                                        |
| ----------- | ---------------------------------------------- |
| **Synced**  | Metrics are up to date from the integration    |
| **Pending** | Sync in progress                               |
| **Error**   | Sync failed — check the integration connection |

***

## Stage Detail Panel

Click any funnel stage to expand its **detail panel**, which shows:

* A list of all channels in that stage with their type, status, and title
* **Conversion rate** for that stage (percentage of visitors who progressed to the next stage)
* **Next stage volume** — how many leads moved forward
* **Edit** and **View** actions per channel
* **View Source Attribution** — breaks down which traffic sources drove activity at this stage

***

## Source Attribution

Click **View Source Attribution** on any stage to see which sources (organic search, paid ads, email, direct, referral, etc.) drove visitors into that part of the funnel.

This helps identify which channels are pulling their weight and where budget or attention should be shifted.

***

## Editing a Campaign

To update campaign details — name, description, dates, budget, or associated ICP — click **Edit** in the campaign header. Changes save immediately.

To update a channel's configuration or linked integration, click **Edit** on the channel row within the stage detail panel.

***

## Archiving and Deleting

* **Archive** — Removes the campaign from the active list but preserves all data. Archived campaigns can be filtered in the campaign list. Use this for completed campaigns you want to keep for reference.
* **Delete** — Permanently removes the campaign and all associated channel data. This cannot be undone.

<Warning>
  Deleting a campaign removes all channel metrics and performance history. Archive instead if you may need the data later.
</Warning>

<CardGroup>
  <Card title="Campaign Assistant" icon="sparkles" href="/campaign-assistant">
    Generate content and channels for a new campaign with AI.
  </Card>

  <Card title="Integrations" icon="plug" href="/integrations">
    Connect ad platforms and email tools to sync channel metrics.
  </Card>
</CardGroup>


# SEO & Discoverability Overview
Source: https://docs.uxbrite.com/overview

Research keywords, optimize content with AI, audit your site, and build backlinks — all from one unified SEO workspace.

## Overview

The SEO & Discoverability section gives you a complete toolkit for growing organic search visibility. It covers every layer of SEO execution — from discovering what your customers are searching for, to fixing technical issues on your site, to building authority through directory submissions and backlinks.

<CardGroup>
  <Card icon="search" title="Keyword Research">
    Find high-performing keywords with live search volume, CPC, and SERP data.
  </Card>

  <Card icon="sparkles" title="Copy Optimizer">
    Rewrite and optimize content with AI, tailored to your ICP and target keywords.
  </Card>

  <Card icon="clipboard-check" title="SEO Audits">
    Crawl your site for technical issues, score your SEO health, and track improvements over time.
  </Card>

  <Card icon="bookmark" title="Saved Keywords">
    Build and manage a keyword library, classified by search intent and linked to ICP profiles.
  </Card>

  <Card icon="link" title="Directories & Backlinks">
    Find relevant directories, generate AI outreach emails, and track live backlinks.
  </Card>

  <Card icon="lightbulb" title="Recommendations">
    Surface high-impact SEO issues from your latest audit directly on the overview dashboard.
  </Card>
</CardGroup>

***

## Keyword Research

Go to **SEO → Keyword Research** to discover what your ideal customers are searching for.

Enter a seed keyword, select your target country, and click **Analyze Keyword**. GTM Suite pulls live data from Google and Bing and returns:

**Primary metrics:**

| Metric            | Description                             |
| ----------------- | --------------------------------------- |
| **Search Volume** | Average monthly searches                |
| **CPC**           | Cost per click in USD                   |
| **Competition**   | Low / Medium / High competitive density |

**Search Trend Chart** — Area chart showing monthly search volume over the past 12 months with a trend percentage indicator.

**Related Keywords table** — Sortable list of related terms with volume, CPC, and competition. Save any keyword to your library with a single click, or export all results as CSV.

**SERP Analysis table** — The current top-ranking pages for the keyword, including domain, title, and a direct link to each result.

### Saving & Classifying Keywords

Saved keywords are tagged with a **search intent type**:

| Intent            | Meaning                                     |
| ----------------- | ------------------------------------------- |
| **Commercial**    | Researching products/services before buying |
| **Transactional** | Ready to take action or purchase            |
| **Informational** | Looking for answers or education            |
| **Consideration** | Comparing options                           |

Keywords can also be linked to an **ICP Profile** to keep your keyword strategy aligned with your buyer personas.

***

## Saved Keywords

Go to **SEO → Saved Keywords** to manage your keyword library across the workspace.

The table shows all saved keywords with volume, CPC, competition, intent type, and saved date. You can:

* **Search** by keyword name
* **Filter** by intent type or ICP profile
* **Sort** by any column
* **Update intent** for any keyword inline
* **Bulk delete** with multi-select

***

## Copy Optimizer

Go to **SEO → Copy Optimizer** to rewrite and improve content for search engine performance.

### How It Works

1. Select a **content type** — Page SEO, Email, Ad Copy, or Social Media
2. Add your **target keywords**
3. Optionally attach an **ICP Profile** for persona-specific variants
4. Choose a **content source**:
   * **Manual Entry** — Paste content directly into the editor
   * **URL** — Provide a webpage URL to analyze
   * **Document Upload** — Upload a file (coming soon!)
5. Click **Optimize Copy**

The copy optimizer request runs in the background but is typically completed quickly. A progress bar tracks the AI analysis in real time via WebSocket. When complete, results include:

* **Optimized meta title** with character count
* **Optimized meta description** with character count
* **Rewritten content** in a rich text editor (editable and copyable)
* **Persona-specific variants** — If an ICP is attached, separate content versions are generated for each persona

<Tip>
  Attaching an ICP profile generates content variants tuned to different buyer personas — useful for landing pages targeting multiple audience segments.
</Tip>

***

## SEO Audits

Go to **SEO → Audits** to run a full technical SEO crawl on any of your Digital Experiences.

### Running an Audit

1. Select the **Digital Experience** (website) to audit
2. Click **Run Audit**
3. Monitor progress in real time — the audit runs asynchronously and updates via WebSocket

### Audit Results

Each completed audit shows an **overall SEO score** (0–100) and categorizes all discovered issues:

| Severity     | Color  | Meaning                                        |
| ------------ | ------ | ---------------------------------------------- |
| **Critical** | Red    | Must fix — actively hurting your rankings      |
| **Warning**  | Yellow | Should fix — missed optimization opportunities |
| **Info**     | Blue   | Nice to fix — minor improvements               |

Click any audit to open the full detail report, which lists every issue in an expandable accordion with:

* Issue title and description
* Number of affected pages
* Actionable recommendation to resolve it

**Score thresholds:**

| Score  | Health            |
| ------ | ----------------- |
| 80–100 | Good              |
| 60–79  | Fair              |
| 0–59   | Needs improvement |

Audit history is paginated and sortable by date or score, so you can track improvement over time.

***

## Directories & Backlinks

Go to **SEO → Directories & Backlinks** to build domain authority through targeted directory submissions.

### How It Works

GTM Suite analyzes your business profile — pulled from your workspace, ICP, and brand kit — and surfaces a ranked list of directories matched to your industry, region, and content type. Each directory gets a **match score** (0–100).

### Stats Dashboard

The top of the page shows a live summary:

| Stat                   | Description                              |
| ---------------------- | ---------------------------------------- |
| **To Contact**         | Directories not yet approached           |
| **Pending**            | Submissions awaiting approval            |
| **Approved**           | Live backlinks                           |
| **Avg Relevance**      | Average match score across your pipeline |
| **Estimated DA Boost** | Projected domain authority increase      |
| **Success Rate**       | Percentage of submissions approved       |

### Submitting to a Directory

1. Browse **Recommended For You** (match score ≥ 80) or search **All Directories**
2. Click **View Requirements** to see what the directory needs
3. Click **Generate Outreach Message** — AI writes a personalized email subject and body based on your business profile and the directory's focus
4. Review and edit the message, then click **Send Message** to record a pending submission
5. When approved, click **Approve** and enter the live backlink URL

### Managing Submissions

The **Submissions** tab tracks every directory you've approached:

| Status       | Meaning                                |
| ------------ | -------------------------------------- |
| **Draft**    | Outreach message saved but not sent    |
| **Pending**  | Submitted, awaiting directory response |
| **Approved** | Accepted — backlink is live            |
| **Rejected** | Not accepted                           |

### Backlink Health

The **Backlinks** tab lists all live approved backlinks with domain authority, anchor text, first seen date, and current health status (Live, Broken, or Pending). Click **Refresh Backlink Status** to re-check all links.

### Adding Custom Directories

If a directory isn't in the GTM Suite database, click **Add Custom Directory** to create a workspace-specific entry with your own domain authority, category, contact info, and submission requirements.

***

## SEO Overview Dashboard

The **SEO → Overview** page is your starting point. It surfaces **Top Recommendations** pulled from your most recent audit — high and medium impact issues with a direct **Fix Issue** link.

If no audit has been run yet, an empty state prompts you to run your first one.

<CardGroup>
  <Card icon="list-checks" href="/setup-guide" title="Setup Guide">
    Run your first SEO audit and keyword research during onboarding.
  </Card>

  <Card icon="zap" href="/gtm-intelligence" title="GTM Intelligence">
    Combine SEO data with account intelligence to prioritize outreach.
  </Card>
</CardGroup>


# Analytics Overview
Source: https://docs.uxbrite.com/overview-1

Your GTM performance at a glance — traffic, conversions, funnel health, campaign ROI, and AI recommendations in one dashboard.

## Overview

The Analytics page gives you a unified view of how your GTM motion is performing. It pulls data from your tracked Digital Experiences, campaigns, and integrations into a single dashboard — no spreadsheet assembly required.

Go to **Analytics** in the main navigation to access it.

***

## KPI Summary

Four headline metrics appear at the top, each with a trend indicator showing change vs. the previous period:

| Metric                    | What It Tells You                                |
| ------------------------- | ------------------------------------------------ |
| **Total Traffic**         | How many visitors your properties are attracting |
| **Page Views**            | Total content consumption across your site       |
| **Conversion Rate**       | What percentage of visitors are taking action    |
| **Avg. Session Duration** | How engaged visitors are when they arrive        |

***

## Charts & Breakdowns

**Traffic Growth** — An area chart showing visitors and page views over time. Use this to spot momentum shifts and the impact of campaign launches.

**Journey Funnel** — Visualizes how visitors progress through your buyer journey stages from Awareness to Retention, with drop-off percentages at each step. This is your primary tool for identifying where the funnel is leaking.

**Traffic Sources** — Where your visitors are coming from — organic search, paid, direct, referral, social, and email.

**Top Countries** — Geographic distribution of your audience.

**Device Breakdown** — Desktop vs. mobile vs. tablet split.

**Top Performing Pages** — Which pages drive the most traffic and engagement.

**Campaign Performance** — ROI and conversion effectiveness across active campaigns.

***

## Time Period & Filters

Use the controls at the top of the page to adjust the view:

* **Date range** — Last 7 Days, Last 30 Days, Last 90 Days, Quarter-to-Date, Year-to-Date
* **Experience filter** — View all Digital Experiences together, or isolate a specific property

***

## AI Recommendations

Below the charts, GTM Suite surfaces up to four AI-powered recommendations based on your current data:

* **Improvement** — Optimizations that would lift a specific metric
* **Warning** — Signals that indicate a problem developing
* **Opportunity** — Untapped potential based on your traffic or funnel patterns

Each recommendation shows a priority level (High, Medium, or Low) and an estimated impact. Click **View Details** to see the full context and suggested action.

***

## Reports

The **Reports** tab lets you schedule and export structured reports for your team or leadership:

| Report                   | Best For                                  |
| ------------------------ | ----------------------------------------- |
| **GTM Recommendations**  | Weekly AI insights for the marketing team |
| **Executive Summary**    | KPI snapshot for leadership               |
| **Traffic Analysis**     | Deep dive on sources and trends           |
| **Conversion Funnel**    | Funnel health review                      |
| **Campaign Performance** | ROI and channel effectiveness             |
| **Audience Insights**    | Demographics and behavior patterns        |

**For each report you can:**

* Set a delivery schedule — Daily, Weekly, Monthly, or Manual
* Select which Digital Experiences to include
* Add email recipients
* Include or exclude AI recommendations
* Trigger a manual run immediately
* Download the last generated report

### Exporting Data

Click **Export** at the top of the dashboard to download the current view:

* **PDF** — Formatted for sharing in meetings or email
* **CSV** — Raw data for Excel or data tools

Exports include: Overview metrics, Traffic, Funnel, Top Pages, and Campaign data.

<CardGroup>
  <Card icon="bar-chart" href="/campaign-performance" title="Campaign Performance">
    Dig deeper into individual campaign health.
  </Card>

  <Card icon="globe" href="/digital-experiences" title="Digital Experiences">
    View session-level data behind the analytics.
  </Card>
</CardGroup>


# Go Live & Performance
Source: https://docs.uxbrite.com/performance

How to monitor, diagnose, and improve your campaigns once they go live — using the full GTM Suite toolkit.

## Overview

Publishing a campaign is the beginning, not the end. Once it's live, your job is to watch how it performs against your goals, identify where the funnel is leaking, and use the data to make targeted improvements. GTM Suite gives you the tools to do all of this without switching between platforms.

***

## Start With the KPIs

Open your campaign from **Brand Marketing → Campaigns** and check the four headline metrics first:

| Metric                   | What to Look For                                                                                                                 |
| ------------------------ | -------------------------------------------------------------------------------------------------------------------------------- |
| **Campaign Reach**       | Is the campaign reaching enough people? Low reach usually points to budget, audience targeting, or channel distribution issues   |
| **Avg. Conversion Rate** | Is the rate tracking toward your target? A rate well below target early in a campaign signals messaging or landing page problems |
| **Avg. Time to Convert** | Are leads converting quickly or sitting idle? Long conversion times can indicate friction in the mid-funnel                      |
| **New Customers**        | The bottom-line output — are you acquiring the customers you planned for?                                                        |

Toggle between **Actual** and **Target** to see exactly where you're over- or under-performing against plan.

***

## Diagnose by Funnel Stage

If the headline numbers are off, the AIDA funnel view tells you *where* in the journey the problem is.

**Awareness is low** — Not enough people entering the funnel

* Check ad spend and audience targeting on your Ad Platform channels
* Review organic channels — is your SEO content driving traffic? Run a [keyword research](/keyword-research) check or a new [SEO audit](/seo-audits) to spot gaps
* Add or activate additional Awareness-stage channels

**Interest drop-off** — People are aware but not engaging

* This usually points to a messaging or relevance problem
* Review landing page copy with the [Copy Optimizer](/copy-optimizer) to improve keyword alignment and persona fit
* Watch [session recordings](/session-recordings) on the landing pages linked to your Awareness channels — look for early exits and friction points

**Desire is weak** — Leads aren't moving from engagement to intent

* Tighten your value proposition messaging — revisit your [ICP value props](/brand-marketing) and check they're reflected in mid-funnel content
* Email and direct channels at this stage should be highly specific to the persona — use the Campaign Assistant to regenerate mid-funnel copy if needed

**Action conversions are low** — Intent exists but people aren't completing

* This is almost always a CTA or conversion goal problem
* Check your [Conversion Goals](/conversion-goals) in the associated Digital Experience — confirm the goal is correctly configured and active
* Watch session recordings on the conversion page to identify rage clicks, form abandonment, or broken flows
* Simplify the CTA — fewer steps, clearer value, lower commitment ask

**Retention is dropping** — Customers aren't staying engaged post-conversion

* Review your Retention-stage channels (email, SMS, referral) and confirm they're active and syncing
* Check open and click rates on Retention email channels via your connected integration

***

## Use Source Attribution

Click **View Source Attribution** on any funnel stage to see which channels and traffic sources are driving activity at that step.

This answers the most important optimization question: **which channels are actually working?**

If one channel is driving 80% of your conversions, allocate more budget or effort there. If a channel shows high reach but zero conversions, pause it and redistribute.

***

## Check Integration Sync

Metrics are only as good as your data. If a channel shows **Pending** or **Error** sync status, you may be making decisions on stale or incomplete data.

Go to **Settings → Integrations** to verify your connections are healthy. Re-authenticate any integrations showing errors, then return to the campaign and confirm metrics update on the next sync cycle.

***

## Watch Session Recordings

For any campaign with a web page or landing page channel, link the page to a [Digital Experience](/digital-experiences) and monitor sessions directly.

**What to look for:**

* High bounce rate on the landing page → headline or above-the-fold copy isn't connecting
* Users scrolling past the CTA without clicking → CTA placement or wording needs work
* Form abandonment → form is too long or asks for information too early
* Rage clicks on non-clickable elements → UI confusion

Use the AI Summary on recordings to surface friction points without watching every session in full.

***

## Improve Content Mid-Campaign

You don't have to wait until a campaign ends to improve the copy. GTM Suite lets you iterate while the campaign is live:

**For ad copy** — Update headline and description variants in the Google Ads channel, then let the platform optimize toward the better performer.

**For email sequences** — Edit subject lines or body copy on underperforming emails before the next send. Reschedule if needed.

**For landing page copy** — Run the [Copy Optimizer](/copy-optimizer) on your live page URL with updated keywords or a different ICP persona to get a revised version, then publish the update.

**For social posts** — Reschedule or replace low-engagement posts on the social calendar with variants that lead with a different value prop or CTA framing.

***

## Use GTM Intelligence for Account Signals

Go to **GTM Intelligence → Accounts** to see which companies are visiting your site while the campaign is running.

If your Awareness and Interest numbers look healthy but conversions are low, high-intent account data can tell you *who* is in your funnel — enabling your sales team to do targeted outreach before the prospect converts on their own.

<Tip>
  Cross-reference the companies showing up in GTM Intelligence with the personas in your ICP. If the wrong types of companies are engaging, your Awareness targeting likely needs tightening.
</Tip>

***

## End-of-Campaign Review

When a campaign completes, run a structured review before archiving:

1. **Record actuals** — Note final Reach, Conversion Rate, Time to Convert, and New Customers against your original targets
2. **Identify the top-performing channel** — Use source attribution to confirm which single channel drove the most conversions
3. **Identify the biggest drop-off stage** — This is your primary optimization target for the next campaign
4. **Save high-performing content** — Export top-performing ad copy, email subjects, and social posts to your [Assets Library](/assets) for reuse
5. **Update your ICP** — If certain personas converted significantly better than others, adjust your ICP to reflect this
6. **Archive the campaign** — Keeps the data accessible without cluttering your active campaigns list

***

## Quick Reference: Problem → Action

| Symptom                     | Where to Look                        | What to Do                      |
| --------------------------- | ------------------------------------ | ------------------------------- |
| Low reach                   | Awareness channels, attribution      | Increase budget or add channels |
| High bounce on landing page | Session recordings, Copy Optimizer   | Rewrite headline and CTA        |
| Low email open rate         | Email channel metrics                | A/B test subject lines          |
| Form abandonment            | Session recordings, Conversion Goals | Simplify the form               |
| Wrong companies in funnel   | GTM Intelligence                     | Tighten ad audience targeting   |
| Metrics not updating        | Integration sync status              | Re-authenticate the integration |
| Conversions not counted     | Conversion Goals                     | Verify goal URL or event name   |

<CardGroup>
  <Card title="Session Recordings" icon="play" href="/session-recordings">
    Watch real user behavior on your campaign landing pages.
  </Card>

  <Card title="GTM Intelligence" icon="zap" href="/gtm-intelligence">
    Identify the companies engaging with your campaign right now.
  </Card>
</CardGroup>


# Setup Guide
Source: https://docs.uxbrite.com/quickstart

Get UX Brite GTM Suite fully configured in 8 steps — from connecting your tools to launching your first campaign.

## Overview

The Setup Guide walks you through several steps to get your workspace configured in minutes. Every step can be skipped and revisited later, but completing them in order gives you the fastest path to a fully operational GTM motion.

<Info>
  Your progress is saved automatically. You can leave and return to the setup guide at any time from the dashboard.
</Info>

***

## Account Setup

### Step 1 — Install Web Tracking

Add the UX Brite snippet to your website to capture pageviews, clicks, form submissions, and session recordings.

1. Go to **Setup → Web Tracking**
2. Create a new **Digital Experience** or select an existing one.
3. Copy the tracking snippet that the dashboard gives you—it will look something similar to this example below:

```html theme={null}
{/*  UXBrite Tracking Snippet  */}
<script
  src="https://cdn.uxbrite.com/v1/uxbrite.js"
  data-id="UXB-XXXXXXXX"
  async
></script>
```

***

### Step 2 — Connect Your CRM

Link your CRM so the GTM Suite can sync contacts, deals, and account data across your go-to-market stack.

**Supported CRMs:** Salesforce, HubSpot, Pipedrive, and more

1. Go to **Setup → Connect CRM**
2. Click on your CRM provider
3. Authenticate via OAuth and authorize the connection
4. Click **Continue**

<Tip>
  You can skip this step and connect to your CRM later on the **Integrations** page.
</Tip>

***

### Step 3 — Connect Ad Platforms

Bring in your ad spend data to measure ROI and attribute conversions to campaigns.

**Supported platforms:** Google Ads, Meta Ads, and more

1. Go to **Setup → Connect Ad Platforms**
2. Click your advertising platform
3. Complete the OAuth authentication flow
4. Click **Continue**

<Tip>
  You can skip this step and connect to your Ad Platforms later on the **Integrations** page.
</Tip>

***


# Session Recordings
Source: https://docs.uxbrite.com/session-recordings

Watch real user sessions as they happened — with full DOM replay, event timelines, and AI-generated behavior summaries.

## Overview

Session Recordings capture every visitor interaction on your tracked Digital Experiences as a full DOM replay. Every click, scroll, form interaction, and page navigation is recorded and played back exactly as the user experienced it — giving you ground-level visibility into user behavior that metrics alone cannot provide.

Recordings are powered by **rrweb** and are enabled by default when the UX Brite tracker is installed. No additional configuration is required.

<Info>
  Session recording can be disabled per-page or globally by setting `data-record="false"` on the tracking snippet. See [Tracker Install](/tracker-install) for details.
</Info>

***

## Viewing Sessions

Sessions are accessible from any Digital Experience detail page.

1. Go to **Digital Experiences** and open an experience
2. Scroll to the **User Sessions** table
3. Use the search bar or device filter to narrow results
4. Click **View** (play icon) on any row to open the replay viewer

### Sessions Table

The table displays the 20 most recent sessions by default, paginated:

| Column           | Description                                               |
| ---------------- | --------------------------------------------------------- |
| **Date**         | Session start time (MM/DD/YYYY HH:MM)                     |
| **User ID**      | Anonymous ID, or known user ID if `identify()` was called |
| **Landing Page** | First URL the visitor arrived on                          |
| **Duration**     | Total time in the session                                 |
| **Device**       | Desktop or Mobile (with icon)                             |
| **Browser**      | Browser name and version                                  |
| **Referrer**     | Referring URL or traffic source                           |
| **Clicks**       | Total click count for the session                         |
| **Recording**    | Link to replay viewer                                     |

**Filtering options:**

* **Search** — Filter by User ID or Landing Page URL
* **Device** — All, Desktop, or Mobile

***

## The Replay Viewer

The replay viewer has two panels side by side:

### Left: Playback

A video-like player renders the full DOM recording as the visitor saw it.

* **Play / Pause** — Start or stop playback
* **Progress bar** — Scrub to any point in the session
* **Speed control** — Play at 1×, 2×, or faster to skip idle time
* **Timestamp** — Shows current position relative to session start

### Right: Event Timeline

A scrollable list of every tracked event in the session, in order. Click any event to jump the player to that exact moment.

**Event types shown in the timeline:**

| Event                | Description                                                 |
| -------------------- | ----------------------------------------------------------- |
| **Page View**        | Visitor navigated to a new URL                              |
| **Click**            | Clicked an element (link, button, or any other element)     |
| **Form Submit**      | Submitted a form                                            |
| **Form Field Focus** | Focused on a form input                                     |
| **Scroll**           | Reached a scroll depth milestone (25%, 50%, 75%, 90%, 100%) |
| **Hover**            | Hovered over an element (when enabled on the tracker)       |
| **Page Exit**        | Left the page                                               |
| **Custom Event**     | Developer-defined event fired via `uxbrite.track()`         |

Each event in the timeline shows:

* Timestamp (relative to session start)
* Page URL where it occurred
* Element details (selector, ID, type, text content)
* Parsed event data (scroll depth %, form field name, hover duration, etc.)

***

## AI Summary

After a session ends, GTM Suite can generate an **AI Summary** — a narrative analysis of the user's behavior based on the event timeline.

The summary includes:

| Section               | Description                                                           |
| --------------------- | --------------------------------------------------------------------- |
| **Engagement Level**  | High, Medium, or Low — based on interaction density and session depth |
| **Intent Signals**    | Inferred user goals based on pages visited and actions taken          |
| **Friction Points**   | UI or UX issues detected (rage clicks, form abandonment, dead ends)   |
| **Conversion Events** | Which active Conversion Goals triggered during this session           |
| **Recommendations**   | Suggested improvements based on the session behavior                  |

<Tip>
  Start your analysis with sessions flagged as **Low engagement** or sessions with **friction points** — these surface the highest-impact optimization opportunities.
</Tip>

***

## Session Metadata

The metadata card shows technical context for each session:

| Field           | Description                         |
| --------------- | ----------------------------------- |
| **Session ID**  | Unique identifier for this session  |
| **Date / Time** | Session start timestamp             |
| **Device**      | Desktop or Mobile                   |
| **Browser**     | Browser name and version            |
| **OS**          | Operating system                    |
| **Duration**    | Total time from first to last event |
| **Pageviews**   | Number of pages visited             |
| **Clicks**      | Total click count                   |
| **Referrer**    | Referring URL or traffic source     |
| **Resolution**  | Viewport dimensions                 |

***

## Live Sessions

When a visitor is actively on your site, their session streams in real time via a WebSocket connection. A **Live** indicator appears in the replay viewer when you are watching an in-progress session.

Live events appear in the timeline as they happen — useful for monitoring key flows (e.g. during a product demo or live campaign launch).

***

## Identifying Users

By default, sessions are associated with an anonymous ID that persists across pages but resets after 30 minutes of inactivity. If you know who the visitor is — for example, after they log in — you can associate the session with a known user:

```javascript theme={null}
uxbrite.identify("user-456")
```

Once identified, the User ID column in the Sessions table will show the known ID, and you can search or filter sessions by that user across your experience's history.

Session Data Retention Sessions are stored for the duration configured on your Digital Experience (Data Retention Period). After this window, session data and recordings are automatically deleted. Check your experience settings to confirm your retention period.

<Warning>
  Recordings that have been deleted due to retention policy expiry cannot be recovered.
</Warning>

## Troubleshooting

No sessions appearing in the table

Confirm the tracker is installed and showing a Verified status on the experience detail page

Check that data-record is not set to "false" on the snippet Allow a few minutes after the first page load for sessions to appear Recording shows a blank or broken playback

This can happen if the recording was interrupted (e.g. the user closed the tab before the first chunk was sent) Sessions with very short durations (\< 3 seconds) may not have a complete recording

\##The AI Summary is not available

Summaries are generated asynchronously after a session ends. Refresh the page after a minute if the summary has not loaded yet. Very short sessions (\< 10 events) may not generate a summary.

\##I want to exclude certain pages from recording

Add data-record="false" to the snippet on those specific pages (e.g. account settings or payment pages for privacy)  Enable session recording by installing the snippet.   Manage your tracked properties and conversion goals.


# Templates
Source: https://docs.uxbrite.com/templates

Start new user journeys from pre-built flows — browse official templates and community-contributed flows for common GTM paths.

## Overview

Templates are pre-built journey blueprints that give you a head start on mapping common user flows. Instead of building a journey from scratch, you pick a template that matches your use case, preview its step structure, and apply it — the nodes and connections are created automatically in the Journey Builder, ready to review and customize.

Templates are exclusively for **User Journeys**. They define the complete node and edge structure of a flow.

***

## Browsing Templates

Go to **Digital Experiences → User Journeys → Templates tab** to open the template gallery.

### Search and Filter

* **Search bar** — Find templates by name or description (results update as you type)
* **Category filter** — Narrow results to a specific use case category

### Template Categories

| Category          | Best For                                              |
| ----------------- | ----------------------------------------------------- |
| **Brand Website** | Marketing sites, landing pages, content hubs          |
| **Web App**       | SaaS products and browser-based tools                 |
| **Mobile App**    | Native iOS and Android applications                   |
| **E-Commerce**    | Online stores, checkout flows, product discovery      |
| **SaaS**          | Trial funnels, onboarding sequences, feature adoption |
| **Custom**        | Unique flows not covered by standard categories       |

### Official vs Community Templates

Templates come from two sources:

| Type                        | Description                                                                   |
| --------------------------- | ----------------------------------------------------------------------------- |
| **UX Brite Standard Flows** | Curated and maintained by the UXBrite team. Tested against real GTM patterns. |
| **Community Flows**         | Submitted by users. Broader variety of niche use cases.                       |

Both types appear in the same gallery. Official templates are badged with an **Official** label; community templates show a user icon.

***

## Template Cards

Each card in the gallery shows:

* **Name** — The template's title
* **Category badge** — The use case category
* **Description** — A summary of what the flow tracks
* **Node count** — Number of steps in the journey
* **Tags** — Keywords describing the flow (up to 3 shown; "+N" if more)

***

## Previewing a Template

Click **Preview Template** on any card to open the preview dialog. This shows:

* **Template name and type badge** (Official or Community)
* **Full description**
* **Category, node count, and edge count**
* **All tags**
* **Interactive flow diagram** — A read-only visualization of the full journey graph. Zoom, pan, and inspect the nodes to understand the step structure before committing.
* **Fullscreen toggle** — Expand the diagram for a better view of complex flows

When you're ready, click **Apply to Journey** to start the apply flow.

***

## Applying a Template

Applying a template creates a new **version** of a journey pre-populated with the template's nodes and edges. You can apply to an existing journey or create a new one.

### Option A — Apply to an Existing Journey

1. Click **Apply to Journey** in the preview dialog
2. Select the journey from the dropdown list
3. Click **Apply** — a new draft version is created with the template's structure
4. The journey editor opens so you can review and customize the nodes

<Warning>
  Applying a template creates a new version — it does not overwrite your existing active version. Your live flow continues tracking until you explicitly publish the new version.
</Warning>

### Option B — Create a New Journey and Apply

1. Click **Apply to Journey**, then click **Create New Journey**
2. Enter a journey name (or pick a quick-select suggestion)
3. Select the **Digital Experience** to attach the journey to
4. Optionally add a description
5. Click **Create & Select Journey**, then **Apply**

**Quick-select name suggestions:**

* Landing Page to Contact Form
* New User Onboarding
* Purchase Flow
* Feature Discovery
* Account Setup
* Checkout Process
* Lead Generation
* Content Engagement

***

## What a Template Contains

Every template includes a complete graph structure that maps directly to the Journey Builder:

**Nodes** — Each step pre-configured with:

* Step name and description
* Node type (Page View, Click, Scroll, Form Submit, etc.)
* Journey Stage (Awareness → Retention)
* Type-specific settings (target URL, CSS selector, scroll depth, etc.)

**Edges** — Connections between steps defining the progression order

After applying, all nodes and edges are fully editable in the builder. The template is a starting point — nothing is locked.

***

## After Applying

Once a template is applied, you land in the **Journey Builder** with the flow pre-loaded as a draft version. From here:

1. Review each node — update URLs, selectors, and event names to match your actual site
2. Add, remove, or reorder steps as needed
3. Connect any missing edges or remove unnecessary ones
4. Publish when ready

<Tip>
  The most important customization step is updating **Page View** node URLs and **Click/Form** node selectors to match your site's actual structure. Templates use placeholder values that must be replaced before publishing.
</Tip>

***

## Templates in the Setup Guide

During onboarding, the **Map Your User Flows** step (Step 6 of the Setup Guide) surfaces the official template gallery. You can apply a template directly from the setup flow — it creates a new journey and opens the builder without leaving the setup sequence.

<CardGroup>
  <Card title="Journey Builder" icon="git-branch" href="/journey-builder">
    Customize your flow after applying a template.
  </Card>

  <Card title="User Journeys" icon="map" href="/user-journeys">
    Manage all journeys across your workspace.
  </Card>
</CardGroup>


# Tracker Install
Source: https://docs.uxbrite.com/tracker-install

Add the UX Brite tracking snippet to your website in under 5 minutes.

## Overview

The UX Brite tracker is a lightweight JavaScript snippet (\~2KB) that you add to your website once. It automatically captures pageviews, clicks, form submissions, scroll depth, and session recordings — sending everything to your GTM Suite dashboard in real time.

<Info>
  The tracker is loaded asynchronously and does not block page rendering or affect Core Web Vitals.
</Info>

## Step 1: Get Your Tracking ID

1. In GTM Suite, go to **Digital Experiences** and open the experience you want to track (or create a new one)
2. Copy your **Tracking ID** — it looks like `UXB-XXXXXXXX`

## Step 2: Add the Snippet

Paste the created snippet on your dashboard inside the `<head>` tag of every page on your website. Here is an example of the code snippet (not your actual code):

```html theme={null}
<script
  src="https://cdn.uxbrite.com/v1/uxbrite.js"
  data-id="UXB-XXXXXXXX"
  async
></script>
```

Replace `UXB-XXXXXXXX` with your actual Tracking ID. You may also find your code snippet if you click **Digital Experiences → View Details** on the site you want to start tracking.

<Tip>
  Add the snippet as high in `<head>` as possible to ensure accurate session recording from the very first user interaction.
</Tip>

## Step 3: Deploy and Verify

1. Deploy your changes to production (or a publicly accessible URL)
2. Return to GTM Suite and open your Digital Experience
3. Click **Check Status**—the badge will turn green once the tracker is detected

<Warning>
  Verification only works on publicly accessible URLs. Local hosts or staging environments behind a VPN will not be detected.
</Warning>

***

## What Gets Tracked Automatically

Once installed, the tracker automatically captures the following without any additional configuration:

| Event                 | Description                                     |
| --------------------- | ----------------------------------------------- |
| **Page views**        | Every page load and navigation                  |
| **Clicks**            | All element clicks, including links and buttons |
| **Form submissions**  | When a visitor submits any form                 |
| **Scroll depth**      | Milestones at 25%, 50%, 75%, 90%, and 100%      |
| **Outbound links**    | Clicks that navigate away from your site        |
| **JavaScript errors** | Uncaught errors on the page                     |
| **Session recording** | Full DOM replay via rrweb (enabled by default)  |

***

## Configuration Options

You can click **"Configure"** while on the Digital Experience detail page. If you are more technical, you may customize tracker behavior using `data-*` attributes on the script tag:

| Attribute     | Default   | Description                                                    |
| ------------- | --------- | -------------------------------------------------------------- |
| `data-id`     | —         | **Required.** Your Tracking ID                                 |
| `data-record` | `"true"`  | Set to `"false"` to disable session recording                  |
| `data-debug`  | `"false"` | Set to `"true"` to log tracker activity to the browser console |

***

## Custom Events

Track actions that matter to your business—product interactions, video plays, pricing page views—with a single API call:

```javascript theme={null}
uxbrite.track("video_play", {
  videoId: "intro-demo",
  duration: 120
})
```

Custom events appear in your Digital Experience analytics alongside auto-tracked events.

## Identify Users

If you know who a visitor is (e.g., after login), associate their session with a user ID:

```javascript theme={null}
uxbrite.identify("user-456")
```

This links anonymous session data to a known user, enabling full journey visibility from first visit to conversion.

***

## Framework-Specific Setup

<AccordionGroup>
  <Accordion title="Next.js">
    Add the snippet using `next/script` with the `afterInteractive` strategy:

    ```jsx theme={null}
    import Script from "next/script"

    export default function RootLayout({ children }) {
      return (
        <html>
          <body>
            {children}
            <Script
              src="https://cdn.uxbrite.com/v1/uxbrite.js"
              data-id="UXB-XXXXXXXX"
              strategy="afterInteractive"
            />
          </body>
        </html>
      )
    }
    ```
  </Accordion>

  <Accordion title="Google Tag Manager">
    1. In GTM, create a new **Custom HTML** tag
    2. Paste the snippet into the HTML field
    3. Set the trigger to **All Pages**
    4. Save and publish your container
  </Accordion>

  <Accordion title="WordPress">
    Add the snippet to your theme's `header.php` just before the closing `</head>` tag, or use a plugin like **Insert Headers and Footers** to avoid editing theme files directly.
  </Accordion>

  <Accordion title="Webflow">
    Go to **Project Settings → Custom Code** and paste the snippet into the **Head Code** section. Click Save and publish your site.
  </Accordion>

  <Accordion title="React / Custom HTML">
    Add your generated snippet to your`public/index.html  `

    ```text theme={null}
    <script
      src="https://cdn.uxbrite.com/v1/uxbrite.js"
      data-id="UXB-XXXXXXXX"
      async
    ></script>
    ```

    Here is an example of how it `public/index.html `would look once you add it:

    ```jsx theme={null}
    <!DOCTYPE html>
    <html lang="en">
    <head>
      <meta charset="utf-8" />
      <meta name="description" content="Edgy - Best Social Media Growth Company">
      <meta name="keywords" content="Edgy, social media agency, social media growth, instagram growth, social media growth">
      <link rel="icon" href="/favicon.ico" />
      <link href="/src/core-ui/index.css" rel="stylesheet">
      <meta name="viewport" content="width=device-width, initial-scale=1" />
      <link rel="preload" href="https://www.google.com/recaptcha/api.js" as="script">
      <script src="https://www.google.com/recaptcha/api.js" async defer></script>
      <title>Edgy - #1 Instagram Growth Agency</title>
      <!-- UX Brite Tracking Snippet - Add Your Snippet Here-->
      <script src="https://cdn.uxbrite.com/v1/uxbrite.js" data-id="UXB-XXXXX" async></script> // Add Snippet Here

    </head>

    <body>
      <main id="root" class="m-0 p-0"></main>
      <script type="module" src="/src/index.jsx"></script>
    </body>

    </html>
    ```
  </Accordion>
</AccordionGroup>

***

/

## Troubleshooting

**Status shows "Not Detected" after deploying**

* Confirm the snippet is in the rendered HTML (DevTools → Sources)
* Ensure `data-id` matches your Tracking ID exactly
* The page must be publicly accessible

**Disable recording on certain pages**

* Add `data-record="false"` to the snippet on those specific pages

**Testing locally**

* Add `data-debug="true"` — the tracker will log all events to the browser console

<CardGroup>
  <Card title="Digital Experiences" icon="globe" href="/digital-experiences">
    View session replays and journey analytics in your dashboard.
  </Card>

  <Card title="Custom Events" icon="code" href="/custom-events">
    Track product interactions beyond the defaults.
  </Card>
</CardGroup>


# User Journeys
Source: https://docs.uxbrite.com/user-journeys

Map the paths visitors take through your product, track step-by-step completion, and identify exactly where users drop off.

## Overview

User Journeys let you model the flows that matter most to your business — a trial-to-paid conversion, a demo request, a product onboarding sequence — and measure how many visitors actually complete each step.

Where session recordings show you *what* individual users did, User Journeys show you *where* your entire user base is succeeding and failing across a defined path.

Each journey is attached to a **Digital Experience** and is built using a visual node-based editor. Journeys support multiple versions so you can iterate without disrupting a live flow.

***

## Core Concepts

| Concept                | Description                                                                                    |
| ---------------------- | ---------------------------------------------------------------------------------------------- |
| **Journey**            | A named flow with one or more steps you want users to complete                                 |
| **Node**               | A single step in the flow (a page visit, event trigger, or branch)                             |
| **Version**            | A snapshot of a journey's structure. Multiple versions can exist; only one is active at a time |
| **Active Version**     | The published version currently being tracked against live sessions                            |
| **Digital Experience** | The tracked property (website/app) the journey belongs to                                      |

***

## Viewing Journeys

Go to **Digital Experiences → User Journeys** to see all journeys across your workspace.

### My Journeys Tab

A searchable, filterable grid of all your journeys:

| Field           | Description                                            |
| --------------- | ------------------------------------------------------ |
| **Name**        | Journey name with current version badge (v1, v2, etc.) |
| **Experience**  | The Digital Experience this journey tracks             |
| **Description** | Summary of the journey's purpose                       |
| **Nodes**       | Number of steps in the active version                  |
| **Completed**   | Number of sessions that completed the full journey     |
| **Status**      | Active, Draft, or Archived                             |

**Filter options:**

* Search by journey name
* Filter by status (All, Active, Draft, Archived)
* Filter by Digital Experience

### Templates Tab

A gallery of pre-built journey templates for common GTM flows. Click any template to preview its structure, then apply it to create a new journey with nodes already configured.

**Example templates:** Trial-to-Paid, Demo Request, Product Onboarding, Lead Capture, Checkout Flow

***

## Creating a Journey

### From a Template

1. Go to **User Journeys → Templates**
2. Click a template to preview its nodes and step structure
3. Click **Apply Template**
4. Select the **Digital Experience** to attach it to
5. Give the journey a name and save

The journey is created as a **Draft** with nodes pre-configured from the template. Open the builder to review and adjust before publishing.

### From Scratch

1. Click **Add Journey** from the User Journeys page, or **Create A Journey** from an experience detail page
2. Enter a name and select the associated Digital Experience
3. Click **Create** — the journey opens in the builder at version 1

***

## The Journey Builder

The builder is a visual, drag-and-drop editor for designing and configuring your journey's step logic.

<Warning>
  The Journey Builder is a desktop-only interface. It is not accessible on mobile or tablet screen sizes.
</Warning>

### Canvas

The main workspace where you build your flow:

* **Add nodes** — Drag steps onto the canvas from the toolbar
* **Connect nodes** — Draw edges between nodes to define the flow order
* **Configure nodes** — Click any node to open its configuration panel on the right
* **Delete nodes/edges** — Select and remove steps or connections

### Node Configuration Panel

When a node is selected, the right sidebar shows its settings:

* **Node type** — Page Visit, Custom Event, Form Submit, branch logic, etc.
* **Match criteria** — URL pattern, event name, or form selector
* **Display name** — Label shown on the canvas and in analytics

### Toolbar

* **Add node** — Insert a new step into the flow
* **Publish** — Promote the current draft version to active
* **Delete version** — Remove an inactive draft or archived version

### Save Status

Changes are auto-saved continuously. The header shows:

| State         | Meaning                         |
| ------------- | ------------------------------- |
| **Saved ✓**   | All changes persisted           |
| **Saving...** | Write in progress               |
| **Unsaved**   | Pending changes not yet written |

***

## Version Management

Journeys support multiple versions so you can test structural changes without affecting the live flow.

### How Versions Work

* Every journey starts at **version 1**
* Only one version can be **Active** at a time — this is the version tracking live sessions
* All other versions are **Draft** or **Archived**
* Creating a new version copies the current version's structure as a starting point

### Creating a New Version

1. Open the journey in the builder
2. Click **New Version** in the header
3. A copy of the current version is created as a draft
4. Edit the new version freely — it does not affect the active version

### Publishing a Version

1. Open the draft version you want to go live
2. Click **Publish** in the toolbar
3. Confirm the dialog — the previous active version becomes archived, and the new version becomes active

### Deleting a Version

* Only **inactive** (draft or archived) versions can be deleted
* The active version cannot be deleted while it is live
* Deleting a version is permanent

***

## Journey Lifecycle

Draft → Active → Archived

| Status       | Description                                           |
| ------------ | ----------------------------------------------------- |
| **Draft**    | Being built; not yet tracking live sessions           |
| **Active**   | Published and tracking visitor progress in real time  |
| **Archived** | Previously active; preserved for historical reference |

You can change a journey's status from the **⋮ menu** on the journey card or from within the builder.

***

## Tracking & Analytics

Once a journey is **Active**, GTM Suite begins matching live sessions against its step definitions.

* A session progresses through nodes as the visitor completes each step
* **Completed** count on the journey card reflects sessions that reached the final node
* Drop-off rates per step surface in the Analytics section

<Tip>
  Cross-reference high drop-off steps with session recordings from the same experience to see exactly what users encounter before leaving.
</Tip>

***

## Troubleshooting

**Journey shows 0 completions after publishing**

* Confirm the tracker is installed and **Verified** on the associated Digital Experience
* Check that node match criteria (URLs, event names) exactly match what your site sends — values are case-sensitive
* Allow time for sessions to accumulate; completions appear as sessions finish, not in real time

**I can't delete a version**

* You can only delete Draft or Archived versions. Deactivate the active version by publishing a different version first, then delete the old one.

**The builder won't load on my device**

* The Journey Builder requires a desktop screen. Use a laptop or desktop computer to access the visual editor.

**I applied the wrong template**

* Open the builder and modify the nodes manually, or delete the journey and recreate it from the correct template.

<CardGroup>
  <Card title="Digital Experiences" icon="globe" href="/digital-experiences">
    Manage the properties your journeys are attached to.
  </Card>

  <Card title="Session Recordings" icon="play" href="/session-recordings">
    Watch individual sessions to understand drop-off behavior.
  </Card>
</CardGroup>


# Welcome to UX Brite
Source: https://docs.uxbrite.com/welcome



We're thrilled to have you join our GTM platform.

UX Brite's core mission has always that **<u>user experiences (UX) drives the core of the product & business growth</u>** - just think about it - your client's experience for your brand across product, marketing, sales, & operations - all have a **profound impact on whether they stay as customers & IF you acheive your customer acquisition goals.**

Since 2020, Over 200+ companies have trusted us to build digital experiences & lead their go-to-market (GTM) strategy that drives meaningful growth for Software-as-a-Service (SaaS), e-Commerce, Hardware, CPG, & Service-based industries (even Non-Profits!).

We've traditionally started working as a software development agency - helping brands breathe life into products - but now - we embark on a new journey & evolution of our mission toward *assisting founders & marketing teams* with better **<u>Go To Market (GTM)</u>**<u>.</u>

Our platform unifies user experience (UX) data and go-to-market (GTM) signals so marketing teams can ***optimize spend, prove impact, and drive real revenue*** - without all the product marketing guesswork.

<CardGroup>
  <Card icon="book-open" href="/what-is-gtm" title="What is GTM?">
    Understand the foundations of go-to-market strategy.
  </Card>

  <Card icon="rocket" href="/quickstart" title="Quick Start">
    Connect your marketing stack and get your first GTM insights in minutes.
  </Card>
</CardGroup>


# What is GTM?
Source: https://docs.uxbrite.com/what-is-gtm

An introduction to go-to-market strategy and how UXBrite GTM Suite helps you execute it.

## Go-to-Market, Defined

A **go-to-market (GTM) strategy** is the plan a company uses to bring a product or service to market and reach its target customers. It covers every customer journey touchpoint, from how prospects find you to how they evaluate, buy, and stay with you.

A strong GTM strategy answers four core questions:

* **Who** is your ideal customer?
* **What** problem are you solving for them?
* **How** will they discover you and convert?
* **Where** do you meet them in their journey?

<Frame>
  <img alt="GTM Product Marketing" />
</Frame>

## The GTM Execution Problem

Most B2B teams don't lack strategy—they lack **clarity**. Marketing data lives in Google Analytics. Campaign execution happens in HubSpot or Mailchimp. The CRM isolates sales intelligence. SEO sits in a separate tool. The result: fragmented data, duplicated effort, and blind spots in the customer journey.

<Info>
  The average B2B marketing team uses 12+ tools. Switching between them means slower decisions, missed signals, and campaigns that don't connect.
</Info>

## How UX Brite GTM Suite Helps

UX Brite's GTM Suite is an all-in-one platform that turns **marketing and tech chaos into conversion clarity**. It unifies the key pillars of GTM execution under one roof:

<CardGroup>
  <Card title="Digital Experiences" icon="globe">
    Track website behavior, map customer journeys, and replay sessions to understand how visitors engage with your product.
  </Card>

  <Card title="Brand & Campaigns" icon="megaphone">
    Build your ideal customer profile, manage brand assets, and orchestrate campaigns across channels.
  </Card>

  <Card title="SEO & Discoverability" icon="search">
    Research keywords, optimize content with AI, run SEO audits, and grow your organic presence.
  </Card>

  <Card title="GTM Intelligence" icon="zap">
    Identify high-intent accounts visiting your site and surface actionable signals before your competitors do.
  </Card>

  <Card title="Analytics & Reports" icon="bar-chart">
    Measure what matters—traffic, conversions, and funnel performance, and generate shareable reports automatically.
  </Card>

  <Card title="Integrations" icon="plug">
    Connect your existing stack (Google Analytics, Salesforce, Mailchimp, and more) to centralize your data.
  </Card>
</CardGroup>

## Who Is The GTM Suite For?

GTM Suite is designed for B2B founders and their marketing teams who are scaling their go-to-market efforts and need a single source of truth for marketing performance.

It's a great fit if you are:

* A **marketing leader** tired of stitching together reports from 5 different tools
* A **growth marketer** running multi-channel campaigns and losing visibility mid-funnel
* A **sales team** that wants to know which accounts are showing buying intent right now
* A **founder** who needs GTM clarity without hiring a 10-person ops team
* **A developer** who needs to support their marketing team and connect many marketing integrations at once.

## What's Next?

<CardGroup>
  <Card title="Quick Start" icon="rocket" href="/quickstart">
    Set up your workspace and connect your first app integration in minutes.
  </Card>
</CardGroup>


# Why Now?
Source: https://docs.uxbrite.com/why-now

The combination of forces at large makes a unified GTM platform essential for B2B teams today, especially with new products.

## The GTM Landscape Has Changed

Running a go-to-market motion used to be a manageable challenge. You had a handful of channels, a small stack of tools, and enough time to manually piece together insights. ***That era is over.***

Three forces have converged to make the old approach unsustainable—and to make the right platform a decisive competitive advantage.

## 1. Your Stack Grew Faster Than Your Team

The average B2B marketing team now uses **12+ tools** to execute GTM. Each tool solved a specific problem, but together they created a new one: no single place to see the full picture.

* CRM data lives separately from web analytics
* Campaign performance is siloed from SEO insights
* Intent signals never make it to the people running ads

The cost for brands is more than just time; it's **missed opportunities**. By the time insights travel from tool to tool and person to person, the moment has passed.

<Info>
  Teams that consolidate their GTM stack report faster decision-making, fewer blind spots, and more consistent execution across channels.
</Info>

## 2. Buyers Are Moving Faster — and Leaving Signals

Modern B2B buyers do **70% of their research before ever talking to sales**. They're visiting your site, reading your content, and comparing you to competitors right now — largely invisibly.

The teams that win are the ones that can:

* **Detect high-intent accounts** the moment they show up
* **Respond in real time** with the right message and channel
* **Connect the signal to a campaign** without switching between five tools

Intent data used to be a luxury for enterprise teams. Today it's a baseline requirement — and it only works when it's connected to the rest of your GTM motion.

## 3. AI Has Raised the Execution Bar

AI tools have made it possible for a small team to produce the volume and quality of content that used to require an agency. That's the good news. The catch: **everyone has access to the same tools**.

The teams pulling ahead aren't just using AI to create faster—they're using it to **execute smarter**. That means:

* AI-optimized copy grounded in actual search intent
* Campaign briefs generated from your ICP and brand kit
* Recommendations driven by real performance data

Speed without direction is just noise. GTM Suite combines AI execution with unified data so every action is informed, not just fast.

## The buying window is more narrow today.

<Warning>
  High-intent buying signals are time-sensitive. A prospect researching your category today may have made a decision by next week.
</Warning>

The companies that establish GTM clarity now will compound that advantage over time — better data, better targeting, better conversion rates. The ones that wait will spend that same time stitching together spreadsheets and switching between tabs.

## What You Get With GTM Suite

* **Unified visibility** across digital experiences, campaigns, SEO, and analytics
* **Real-time account intelligence** to act on intent before it cools
* **AI-powered execution** connected to your actual brand and goals
* **One platform** instead of a sprawling, disconnected stack

<CardGroup>
  <Card title="What is GTM?" icon="book-open" href="/what-is-gtm">
    Understand the foundations of go-to-market strategy.
  </Card>

  <Card title="Quick Start" icon="rocket" href="/quickstart">
    Connect your stack and get your first insights in minutes.
  </Card>
</CardGroup>