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This document outlines what you need to set up manually.

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1. WordPress Plugin

Required: Install the WisePilot WordPress plugin.

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Steps

  1. Go to Integrations -> WordPress in WisePilot
  2. Click Download Plugin to get the ZIP file
  3. Upload and activate in WordPress admin (Plugins -> Add New -> Upload Plugin)
  4. Connect your site in WisePilot — the plugin auto-configures
The plugin handles attribution tracking, CTA view/click tracking, and event delivery. No separate script deployment or GTM setup is needed. See WordPress Integration for full details.

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2. HighLevel Form Custom Field Mapping

Required: Map cr_attrib from URL parameter to HighLevel custom field.

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Steps

  1. In HighLevel, go to Forms -> Settings
  2. Add a custom field named cr_attrib (or your preferred name)
  3. Configure the form to capture cr_attrib from URL parameter:
    • In form builder, add a hidden field
    • Set the field to read from URL parameter cr_attrib
    • Map to the custom field
Do NOT use the source field for cr_attrib. Use a custom field. The source field is used for UTM fallback only.
The WisePilot plugin also injects cr_attrib into GHL inline forms automatically. For iframe-embedded GHL forms, the plugin appends cr_attrib to the iframe src URL.

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3. WordPress ACF Fields

Required: Create ACF fields for CTA data storage.
  • {position}_headline_text
  • {position}_subheadline_text
  • {position}_button_text
  • {position}_cta_subtext
  • {position}_cta_url
  • {position}_main_image
  • {position}_cta_id
  • {position}_utm_source
  • {position}_utm_medium
  • {position}_utm_campaign
  • {position}_utm_content
  • {position}_utm_term
  • {position}_cta_full_url

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Option 1: Use Our Checker Script

Call /api/integrations/wordpress/check-acf-fields to check/create fields automatically.

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Option 2: Plugin Auto-Create

The WisePilot plugin automatically creates missing ACF field groups on activation (if ACF is installed).

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Option 3: Manual Creation

Create fields in ACF UI or via PHP code.

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4. Daily Rollup Job Configuration

Required: Set up a cron job to run the rollup daily.

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Option 1: Vercel Cron

Add to vercel.json: 
{
  "crons": [{
    "path": "/api/jobs/rollup-asset-performance",
    "schedule": "0 2 * * *"
  }]
}

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Option 2: External Cron Service

Call POST /api/jobs/rollup-asset-performance daily with Authorization: Bearer {CRON_SECRET}.

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5. Scoring Rules Configuration

Optional but Recommended: Configure scoring rules for your optimization objectives.
  1. Go to Settings -> Optimization -> Scoring Rules
  2. Create rules for each objective (visibility, engagement, offer_attention, conversion)
  3. Set metric weights (must sum to 1.0)
  4. Set priority thresholds

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6. Privacy Mode Configuration

Optional: Adjust privacy mode per website.
  • Strict (default): Nulls referrer/click IDs immediately
  • Standard: Allows with retention caps
  • Debug: Auto-expires after 7 days
Configure in website settings.