Wiring a new client into the tracker

Ask the client (or whoever built their site) for the literal URL their form redirects to after a real submission — not "somewhere on the contact page," the actual path. If nobody can tell you, submit a real test lead on their live site yourself and copy whatever URL you land on.

More than one form with different thank-you pages (e.g. a separate booking widget)? You'll comma-separate all of them in step 7.

The name you give it doesn't matter to us — our system reads the Conversion ID and Label, never the name. Call it whatever you'll recognize later, e.g. Form Submission.

Open the conversion action you just created, find its tag/data-source panel, and click See event snippet. You'll see something shaped like this:

<script>
  gtag('event', 'conversion', {'send_to': 'AW-XXXXXXXXX/XXXXXXXXXXXXXXXXXXXX'});
</script>

You are not installing this snippet anywhere — our own script fires this event itself. Just split the send_to value at the slash: everything before it is the Conversion ID (AW-XXXXXXXXX), everything after is the Conversion Label. Both go into the client record in step 7.

Category Import, Primary action, Count One. There's nothing to import yet if CallRail isn't connected — create the action now, leave it empty, and come back to it after step 10.

If the client already runs Meta ads, they almost certainly already have a pixel — copy its ID, a 15–16 digit number. If not, Connect Data Sources → Web and create one named after the client.

While you're already sitting inside the client's Google Ads account and Meta Ads Manager, copy the URL straight out of your browser's address bar for each. These go in the two optional link fields in step 7, and save whoever's on this account later from hunting through account switchers.

In the Admin Console, click + New Client. Every field maps to a step you've already done:

Click Create Client — this immediately opens the Client Setup Details modal with the finished script tag and a ready-to-send dashboard link (step 14 uses the second one).

Paste the block from the modal at the very end of <body>, on every page — not just the homepage:

<script src="https://reports.vatikcreative.com/v1/tag.js"
        defer
        data-client="CLIENT_SLUG"
        data-api-key="THEIR_COLLECTOR_KEY"
        data-thank-you-paths="/thank-you/"
        data-google-conversion-id="AW-XXXXXXXXX"
        data-google-conversion-label="XXXXXXXXXXXXXXXXXXXX"
        data-meta-pixel-id="XXXXXXXXXXXXXXX"
        data-endpoint="https://reports.vatikcreative.com/v1/log">
</script>

No direct code access? Use a header/footer code plugin (Header Footer Code Manager, WPCode) set to load on every page, or — the one case GTM is actually fine here since it's carrying our whole script, not replacing it — a single Custom HTML tag with an "All Pages" trigger.

Google's auto-tagging only ever appends a gclid — it never adds a campaign name, and there is no ValueTrack macro that inserts the real name (only {campaignid}, the numeric ID). Left alone, every campaign shows up in the dashboard as a raw number. Set this once, at the account level, and it covers every campaign forever — including ones that don't exist yet:

utm_source=google&utm_medium=cpc
&utm_campaign={campaignid}
&utm_content={adgroupid}

A new campaign shows up in the dashboard as a numeric ID the first time it gets a lead — spend the ~10 seconds renaming it once in the By Campaign table ("rename"/"name it" next to the row) and it's fixed for that campaign forever, retroactively.

Sign in with the same Google login that manages this client's ads, select the right account, and map CallRail's qualified-call event to the "Qualified Phone Call" conversion action from step 4. Once connected, go back to that conversion action in Google Ads and confirm it shows a working tag status.

Confirm their forms have hidden fields named gclid, utm_source, utm_medium, utm_campaign, utm_content, utm_term. Our script fills these automatically on page load — GHL's own attribution reporting then picks them up naturally on submit, no further setup needed.

Submit one real test lead through the client's actual live form, then check:

• It shows up in Recent Leads within a few seconds, with the correct platform pill
• The Google Tracking column shows a green checkmark, not "none"
• The dashboard's health banner reads "Conversion tracking healthy"
• The campaign it came from shows a real name, not a number — if step 9 is done for that campaign

Paste that straight into whatever message you send the client. There's no account for them to create — they paste the key once and bookmark the page.