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Getting Started - Onboarding to Triple Whale 👋
Getting Started - Onboarding to Triple Whale 👋

This document outlines everything you need to get started using Triple Whale. Let's dive in!

Chaim Davies avatar
Written by Chaim Davies
Updated over a week ago

Welcome to Triple Whale! 🐳

This article outlines everything you need to get started using Triple Whale as an analytics, attribution, and profit-tracking solution for your brand.

There are 6 basic steps to getting your account fully setup:

#2. Install the Triple Pixel

#6. Download the TW mobile app (iOS and Android)

Okay, let’s break it down.

Interested in a guided walkthrough? Check this out:

Connecting with Facebook, Google, Klaviyo, and more couldn’t be easier. Simply click connect and, within a few clicks, your marketing data will be flowing into your Triple Whale account.

You can always add or modify these connections by visiting the Integrations page

For a step-by-step walkthrough of the integration process for each marketing channel, click here.

#2 Install the Triple Pixel

We recommend using our Automatic Installation method. This ensures that our Pixel will be properly installed on every page of your Shopify store. Furthermore, should you inadvertently update your site in a way that removes our Pixel we will automatically reinstall it for you.

Using any landing pages that aren't hosted by Shopify (such as Unbounce, Unstack, etc)? Make sure you manually install the Triple Pixel on those pages so that you catch all that traffic as well.

If you are running a Headless Shopify store, our automatic installation will not work. Please use our Custom Installation method instead.

You can always check on the status of the Pixel installation by visiting the Pixel Settings page.

UTM Tracking Parameters are short snippets of text added to a URL that provide information about what page a user who clicked the link originated from. By using Triple Whale's recommended UTMs in your Ads and marketing content, our Pixel knows each ad the customer clicked on before arriving at your store and can paint a more complete picture of how your prospects and customers move through your marketing funnel.

In our Setup Guide we've provided the specific UTMs you will need to use for each marketing channel. If there's another individual on your team who can do this more easily than you, simply click Email Instructions to Ad Manager, input their email, and we will send them all the information they need!

Check out our UTM implementation guidelines here for a deep dive into how to add UTM Tracking Parameters into each marketing channel.

#4 Install our Post-Purchase Survey

In just one click, you can automatically install a post-purchase survey to help improve your attribution using real customer feedback. Once enabled, survey responses will be available right in your Triple Whale account and you will unlock Triple Whale's Total Impact attribution model.

#5 Download the Mobile App

Don’t forget to download the Triple Whale mobile app to access your data from anywhere! Scan the QR code below to get the app.

Alternate links:

Every Triple Whale subscription comes with unlimited user accounts. Each user has a totally customizable dashboard and access to all the tools within Triple Whale for that store's subscription.

To add a new team member, head to your Store Settings.

Within your Store Settings, you will see which teammates have access and their role within the account.

  • Admins can add or remove users, manage integrations, and upgrade plans.

  • Users have read-only access to your store. They cannot add other users or manage integrations

To add a new member, simply input their email, select their role, and click Invite. That team member will soon receive an email with instructions on getting connected.


🙃 Have Questions?

We want to hear from you! Reach out to our Customer Success live chat team by clicking the chat bubble in the lower right-hand corner of your Triple Whale dashboard.

Thanks for being here with us, and we're beyond excited to see how you'll use Triple Whale to drive growth for your brand. Happy Scaling! 🐳

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