Website and ownership
Identify the domain, website platform, and the person authorized to install code or publish changes.
A connection that fits
your website.
Use this checklist to prepare the right installation. Confirm current platform support and publishing capabilities before activation.
Integrations & installation
What to check and how to interpret it.
Installation method
Review the current direct-install, tag-management, or platform-specific instructions available in the account. Do not assume a connector is supported because scripts can be embedded.
Consent and security
Confirm consent settings, content-security restrictions, and permitted data collection for the chosen setup.
Connection verification
Check the correct account, domain, and supported events. A successful install is not proof that every publishing feature is enabled.
Publishing and approvals
Confirm the supported change types, responsible reviewers, and recovery process before enabling on-site work.
Plan and capacity
Review current account terms, client-seat requirements, and included capacity before purchase.
Continue with the next step.
Explore the related capability and confirm the setup for your account.
Review plans and access
Read the relevant workflow before deciding what to enable.
Review plans and accessChoose your next step.
Review the setup, access, and plan that fit your business or agency.