How Do I Configure the Marketing Journey Settings?

Marketing Journey settings link your Google and Meta ad accounts to your Customer Portal. They also give you tracking scripts for your own website. Your Marketing Journey dashboard uses both to track how your ads do.

Important

Add the Attribution Data Relay Script to your website before you set up anything else. Do this even if you don't run Google or Meta ads. Follow the steps below.

Note

Before you start:

  • Who can do this — account owners and staff with Admin Access.
  • Plan needed — a Growth Engine plan.
  • No ads? — you only need the first section.

Add the Attribution Data Relay Script first

The Attribution Data Relay Script passes ad details from your website to your Customer Portal. Without it, your Customer Portal can't tell that a sale came from an ad.

  • Most important — when ads, or links with tracking tags (such as in email campaigns), send people to your website first.
  • No ads or tagged links? — without the script, you only miss the Location Website Referrer visual on the dashboard's Portal Traffic tab.
  • Run Google or Meta ads? — connect them and choose your ad accounts first (the next two sections), then come back. Their scripts only copy after that.
  1. Go to Settings > Customer Portal > Marketing Journey.
  2. Scroll to Tracking Scripts to find the Attribution Data Relay Script.
  3. Pick the location in the Location list.
  4. Select Copy All Tracking Scripts to copy that location's scripts.

    • Always copied — the Attribution Data Relay Script.
    • Also copied — the location's Google and Meta scripts, when Automatic Tracking is on.
    Marketing Journey settings showing the Attribution Data Relay Script field and the Copy All Tracking Scripts button
  5. Paste the scripts into the head section of your website, then save and publish your site.

✓ You're all set. Your website now passes ad details to your Customer Portal.

Need help with the head section? iClassPro Custom Website customers can see the Header HTML Support Guide and Video or email webservices@iclasspro.com. For any other website, ask your web developer.

Connect your Google or Meta account

  1. Go to Settings > Integrations to see the integration tiles.
  2. Select the Google or Meta tile.
  3. Select Connect to Google or Connect to Meta to start.
  4. Have more than one location? Check each location that should use this account, then select Confirm Selection.
  5. Sign in to Google or Meta and follow the prompts to finish connecting.

✓ You're all set. The account shows under Connected Accounts, with the locations it's linked to.

Choose an ad account for each location

  1. Go to Settings > Customer Portal > Marketing Journey.
  2. Under Advertising Integrations, select the Google or Meta tab.
  3. For each location, pick an ad account in the Google Ads Account or Meta Ads Account list.
  4. Leave Automatic Tracking on, so your Customer Portal sends activity to that ad account.
  5. Select Save Measurement Assignments to save this tab.
  6. If asked, select Confirm Create Tracking to let iClassPro set up tracking in your ad account.
  7. Use both Google and Meta? Repeat these steps on the other tab.

✓ You're all set. Your Customer Portal now sends activity to each location's ad account.

Warning

Don't change or delete the tracking iClassPro sets up in your ad accounts.

  • Google — custom conversion actions in Google Ads.
  • Meta — the pixel in Meta Ads.
  • If they change — Google or Meta stops getting conversion data.

More settings

▶ Choose which campaigns count for a location

Leave out campaigns that don't sell in your Customer Portal, such as job ads. If locations share one ad account, leave out the other locations' campaigns too.

  1. On the Marketing Journey page, select the gear button at the end of the location's row. The gear shows once that location's ad account is saved. 

    Location Measurement Assignments table on the Meta tab, with the gear button at the end of a location's row shown enlarged and boxed in orange
  2. In Advanced Campaign Settings, uncheck the campaigns to leave out. All campaigns start checked.
  3. Select Save to keep your choices. At least one campaign must stay checked.
▶ Turn off Automatic Tracking

In most cases, leave Automatic Tracking on.

  • When to turn it off — only if you track conversions yourself in Google Tag Manager.
  • What changes — that location's Google or Meta script isn't copied with the others. Get it from your ad account instead.
  • To turn it off — switch off Automatic Tracking on the location's row, then select Save Measurement Assignments.
▶ Add a new location to a connected account
  1. Go to Settings > Integrations and select the Google or Meta tile.
  2. On the account, select Modify Locations.
  3. Check the new location, then select Confirm Selection to link it.
  4. On the Marketing Journey page, pick the new location's ad account and select Save Measurement Assignments.

Want a different account for the new location? Select Connect to Google or Connect to Meta instead. Then pick only the new location. To add the location itself, see How Do I Set Up/Configure Locations?

Troubleshooting

▶ Common Questions
▶ Why can't I see the Marketing Journey settings?
  • No Growth Engine plan — the page says Marketing Journey is not available. See Growth Engine to learn more.
  • No Admin Access — the page says "Permission Denied: You must be an administrator to edit ad accounts."
▶ Why can't I pick an ad account for a location?
  • "Not connected to a Google account" (or Meta) — the location isn't linked yet. Connect it, or add it with Modify Locations.
  • "Google connection needs attention" — go to Settings > Integrations > Google. Select Reauthenticate and allow Google Ads access.
▶ Why does Meta keep asking me to reauthenticate?
  • How often — Meta requires it at least every 60 days.
  • Reminder — admins see a notice when they sign in, starting 14 days before the connection expires.
  • To renew — go to Settings > Integrations > Meta and select Reauthenticate on the account.
  • If it expires — your ads stop getting activity data. Your dashboard stops showing current ad results and return on ad spend (ROAS).
▶ What happens if I disconnect a Google or Meta account?

Disconnecting removes the account from every location it's linked to. Those locations also lose their ad account choices. To undo it, connect the account again. Then pick each location's ad account.

▶ How do I keep activity from being counted twice?
  • No Google Tag Manager — nothing to do.
  • Google Tag Manager, but not for Google Ads or Meta Pixel — nothing to do.
  • Google Tag Manager with Google Ads or Meta Pixel — if Automatic Tracking is on, take those out of your container. Remove the Google Ads (AW-) tags. Remove the Meta Pixel setup.

Your Tag Manager ID is set in How Do I Configure the Marketing and Branding Settings? (Other Settings).

Related: What is the Marketing Journey Dashboard? · What is Website Integration? (Other Settings) · How Do I Style and Track Lead Widgets with Custom Code? · How Do I Configure the Marketing and Branding Settings? (Other Settings) · How Do I Set Up/Configure Locations?

Need more assistance?

Customer support is available at 1-877-554-6776.

Sunday 3 PM – 12 AM CT
Monday–Thursday 9 AM – 12 AM CT
Friday–Saturday 9 AM – 6 PM CT.