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When you first sign up, TrackRev runs a short guided wizard — about three minutes — that gets you from an empty workspace to tracking real revenue. Every step after the welcome is skippable, and a dashboard checklist lets you finish anything you skip later.

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The steps

Welcome

A quick intro to the core loop: track every click, follow the whole journey, see real revenue. Click Get started.

Install the pixel

Copy your one-line snippet and paste it into your site’s <head>. When TrackRev receives its first event, this step shows “We’ve received data from your pixel — you’re all set.” Full guide: Install the pixel.

Connect Stripe

Paste a read-only restricted key so TrackRev can attribute revenue. Full guide: Connect Stripe.

Create your first campaign

Choose one of two starting points:
  • Tracking link — a short link per channel. Enter a campaign name, destination URL and pick channels.
  • Referral campaign — stand up an affiliate programme (name + commission rate, default 20%). See Launch an affiliate programme.
Either one completes the step.

Invite your team

Optionally invite teammates by email and assign a role (Member or Admin). See Team & roles.

You're all set

Shortcuts to your dashboard, links, and settings. Click Go to dashboard.

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The dashboard checklist

If you skip steps, the dashboard shows a “Finish setting up ” card with the remaining tasks, each linking straight to the relevant settings page. It disappears once every step is done or you dismiss it.
Completion is derived from real data, not a stored flag — so if you install the pixel or create a link outside the wizard, the matching step is automatically marked done. You can’t get stuck in a half-finished state.

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What “workspace” means here

Your workspace is backed by an organisation in TrackRev’s account system. If your account has no active organisation yet, you’ll be prompted to pick or create one before the workspace-specific steps appear. Learn more in Workspaces.