> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uxbrite.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup Guide

> 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>

***