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ClickTrail / docs

Documentation for the handoff

Read the guide that matches the boundary you own. Every page names prerequisites, install, configuration, payload, consent, failure modes, verification, evidence, and sources.

Start with meaning

Core contract

  • ClickTrail docs / quickstart

    Carry the signal to the conversion boundary

    Start with the smallest path that proves a tagged visit survives to one form, order, or application event. Add delivery only after the local record is correct.

  • ClickTrail docs / contract

    Use one flat attribution contract

    The contract separates observed first-touch and last-touch fields from the systems that store, report, or deliver them. Keep the meaning stable while adapters change.

  • ClickTrail docs / attribution models

    Explain first-touch and last-touch separately

    First-touch and last-touch answer different questions. Store both when the business needs acquisition origin and the most recent eligible context in the same record.

  • ClickTrail docs / consent

    Put consent before capture and delivery

    ClickTrail receives consent state from the host. The CMP remains the owner of the legal decision, while the adapter applies that decision to capture, storage, and delivery.

  • ClickTrail docs / storage

    Make storage and retention an explicit choice

    The browser adapter can use host-controlled first-party storage, but the host still defines lifetime, fields, access, deletion, and the boundary where data stops being needed.

Then connect the record

Conversion boundaries

  • ClickTrail docs / forms

    Carry attribution into forms without trusting the current URL

    Forms often render from cached HTML or complete after a route change. Bind fields at the form boundary, then inspect the actual stored entry instead of assuming that a tagged landing URL survived.

  • ClickTrail docs / commerce

    Inspect the order, not only the browser event

    WooCommerce adds an order record, checkout lifecycle, purchase event, and optional delivery path. Verify each boundary so a direct-looking report can be separated from a missing capture or missing provider receipt.

  • ClickTrail docs / analytics

    Use GTM as the routing layer, not the source of truth

    ClickTrail can push canonical events to a host-owned dataLayer. GTM maps and routes those events, while GA4 or another consumer must still be inspected at its own request boundary.

  • ClickTrail docs / server

    Add server delivery only after the local event is correct

    Server delivery changes the ownership and failure boundary. The server package can build or send events, but it does not create a collector, authenticate a provider, or certify acceptance.

  • ClickTrail docs / offline outcomes

    Treat offline conversion upload as a separate acceptance chain

    A CRM, booking, call, or revenue outcome can be mapped to observed acquisition context, but the upload is only complete when the destination accepts the event and the business record can be reconciled.

  • ClickTrail docs / webhooks

    Make webhook delivery observable

    A webhook URL is only a configured destination. Keep request, response, consent, retry, idempotency, and final business-record evidence separate.

Finish with proof and ownership

Operations

  • ClickTrail docs / troubleshooting

    Debug the boundary where the signal disappears

    Troubleshooting starts with a unique tagged visit and a boundary-by-boundary trace. Do not jump from a blank report to a provider or plugin conclusion.

  • ClickTrail docs / security and privacy

    Keep the data boundary visible

    ClickTrail carries observed acquisition context. It does not make a legal determination, resolve a person across devices, or remove the need for the host's security and privacy controls.

  • ClickTrail docs / migration

    Migrate one conversion boundary at a time

    A migration is safe when the old and new paths have named responsibilities, compatible fields, and a rollback. Do not replace a working source with two unverified writers.

  • ClickTrail docs / API reference

    Use the API surface that matches your owner

    The JavaScript repository separates core parsing, browser lifecycle, consent, and server delivery. Import only the surface the host owns and keep incubating entry points behind an adapter.

  • ClickTrail docs / testing

    Turn the conversion path into a failing test

    A green unit test proves a function. A trustworthy integration test proves that a tagged visit reaches the record and destination you actually use, including denied and failed paths.