Setting up Insights

What is Insights and how can you set it up? Learn more here.

Updated over a week ago

Insights is a closed beta feature. Only users who receive an invite can join the beta.

Get advanced analytics on how your website, newsletters, email marketing, and products are performing with Insights.

Insights is a feature that gives Creator Pro plan users access to advanced analytics to gain more in-depth insights into questions like:

  • How is my website converting visitors into leads?

  • What is the value of my subscribers?

  • On average, how long do my Segments stay engaged?

  • Which emails drive the most sales?

…and many more! With Insights, you’ll have the ability to make more informed decisions about how you market and drive sales for your creator business.

3 setup steps to make the most of Insights

There are three key setup steps to make the most of the Insights feature. Here are the steps to set up and use Insights:

1. Install the tracking pixel on your website

  1. Log in to your ConvertKit account and click Insights at the right of the welcome screen.

  2. Once you’re on the Insights dashboard, go to the Settings icon on the top right of the screen.

  3. Copy the pixel code and put it in the HTML for every page of your website, right before the closing </head> tag, that you would like to track.

Include this pixel code even on pages where you don't have any opt-in forms. This is so that we can accurately track your leads’ sources. You can also install the pixel using Google Tag Manager or some other script manager.

NOTE: It can take up to a few hours for all your data to flow through to Insights. Check back later if you don't see any data in your Insights dashboards. This delay will only happen during your first setup.

2. Enable tracking for email click rates

Insights can track users’ activity on your website even if they’re visiting it from different devices. For it to do so, you’ll need to enable advanced tracking for your emails:

  1. Click your profile at the top right of the ConvertKit dashboard > Settings.

  2. Click Advanced in the left sidebar of your settings.

  3. Scroll down to the Advanced Tracking section and toggle on "Add subscriber_id parameter in email links" and "Automatically append UTM parameters to email links"

  4. Hit Save changes.

Once this is enabled, all links in your Broadcast and Sequence emails will be appended with utm_source, utm_medium, and utm_campaign. You can override them by adding specific UTM parameters in the links of any emails you send.

3. Enable tracking for opt-ins

Install the Insights tracking pixel on your ConvertKit Landing Pages to track their opt-in activity. You’ll need to use Google Tag Manager for this:

  1. Go to Landing Pages & Forms from the top navigation and open the relevant Landing Page.

  2. Click Settings from the toolbar across the top of the Landing Page editor to access the Landing Page Settings window.

  3. Click the Advanced tab in the left sidebar.

  4. Toggle on the "Send subscriber to thank you page" option (see the screenshot below).

  5. Click Save.

  6. The Landing Page Settings window will disappear. Click the Settings option in the toolbar again.

  7. Click the SEO & Analytics tab in the left sidebar.

  8. Scroll down the list of analytics tools and click Google Tag Manager (not Google Analytics). Enter your Google Tag Manager ID in the field provided.

  9. Click Save.

How the tracking pixel works

The tracking pixel currently tracks two values as users visit your site: the opt-in values, and the journey values.

Opt-in values

Opt-in values are the UTM values, URL, and Referring Domain a user first visits your site with, and are added to the contact record the first time the contact record is created.

These values will not be updated, and function as a "where did this user come from" report in Insights. This is how we put together the insights in the Acquisition dashboard, where:

  • UTM values: Shows you how much and how frequently each channel or asset is driving leads for you under the Acquisition by Source report.

  • URL: Shows you which pages drive the most leads in the Attribution report.

  • Referring domain: Helps build the Subscriber Journey report.

Journey values

Journey values track visitors and leads through the entire user journey, regardless of whether they've joined your email list.

Once the visitor joins your list, we connect that historical data (up to 60 days) with the contact to create a complete journey path.

Here is how we track and calculate journey values:

  • When a visitor comes to your site, they are given a unique ID.

  • Any URL with a UTM value, ad_id, contactId, ContactId, contact_id, c, seg_cid, or email address in its query string will be tracked as a click. This includes email clicks, ad clicks, and site clicks.

  • Any URL with a seg_cid, contactId, or email address in the query string will call an identify call, which connects the current unique ID to the contact record. This enables us to track contacts across multiple devices.

  • Any time a contact fills out a field with a valid email address, we will call an identify call, which connects the current unique ID to the contact record.

  • The latest tracked click before the contact was created is considered the First Opt-in action. (There will be only one First Opt-in.)

  • The latest tracked click before an opt-in (up to 60 minutes before) is considered the Opt-In action. (There can be multiple opt-ins throughout a contact's lifetime.)

  • The latest tracked click before a purchase (up to 60 minutes before) is considered the Purchase action.

Your dashboards

There are four dashboards in Insights:

Click the links above to learn more about the respective guide.

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