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This document outlines what you need to set up manually.

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1. 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.

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2. 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: Manual Creation

Create fields in ACF UI or via PHP code.

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3. GTM Container Deployment

Required: Deploy the GTM container to your website.
  1. Export GTM container configuration (we provide the structure)
  2. Import into your GTM account
  3. Deploy to your website

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4. Attribution Script Deployment

Required: Include elementor/utils/attribution-tracker.js on all pages.

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Option 1: WordPress Theme

Add to functions.php: 
function enqueue_attribution_tracker() {
  wp_enqueue_script(
    'attribution-tracker',
    get_template_directory_uri() . '/elementor/utils/attribution-tracker.js',
    array(),
    '1.0.0',
    true
  );
}
add_action('wp_enqueue_scripts', 'enqueue_attribution_tracker');

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Option 2: Elementor

Add as a custom script in Elementor settings.

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Option 3: Direct HTML

Include in <head> or before </body>: 
<script src="/elementor/utils/attribution-tracker.js"></script>

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5. 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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6. 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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7. 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.