Getting Started With Unifusion
July 22, 2016 root

Note: Unifusion requires a Google Analytics (GA) account.
Don’t have a GA account? No problem—sign up for free here.

To get started using Unifusion, let’s start with the Project Settings:

  1. Complete the General information:
    1. Client Name
    2. Project Name
    3. Project Manager (or best email for client communication)
  2. Complete Website information:
    1. Default Hostname (yourwebsitedomain.com)
    2. Included Hostnames
    3. Excluded Hostnames
      1. This may be any hostnames that show up in your analytics account that you do not want to see. Possibly subdomains, or 3rd party domains that have stolen your tracking code.
  3. Set up Work categories:
    1. Set up these categories by the departments of your marketing team. Some popular work categories are:
      1. Content
      2. Design
      3. Development
      4. SEO
      5. Social
      6. Strategy
      7. Management
  4. Set up Users:
    1. Adding Account Users.
      1. Add internal accounts and set permissions. Learn more about Account Users here.
    2. Adding Client Users.
      1. Add external accounts and set permissions. Learn more about Client Users here.
  5. Set up your Google Analytics Account by:
    1. Selecting your Account & Profile
      1. First, link Unifusion to your GA email address
      2. Select GA Account
      3. Select Web Property of the GA account
      4. Select Property View
      5. Learn more here
    2. Set up and refine your goals:
      1. Your goals are automatically pulled from Google Analytics. With Unifusion, you are able to assign Macro Conversions and Micro Conversions. You can learn about Macro Conversions and Micro Conversions here.
    3. Set up your Channels

Next Steps

After these initial steps, you may have to wait up to one hour for the account to be created. Until then, click around Unifusion or follow our tutorial on navigating through Unifusion. Once comfortable with using Unifusion, set up a few content clusters or custom views & filters.