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

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Account Setup

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

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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
You can skip this step and connect to your CRM later on the Integrations page.

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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
You can skip this step and connect to your Ad Platforms later on the Integrations page.