> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wisepilot.app/llms.txt
> Use this file to discover all available pages before exploring further.

# What You Must Configure

> Manual setup steps required to complete your optimization system integration.

This document outlines what you need to set up manually.

## 1. WordPress Plugin

**Required:** Install the WisePilot WordPress plugin.

### 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](/integrations/wordpress) for full details.

## 2. HighLevel Form Custom Field Mapping

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

### 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

<Warning>Do NOT use the `source` field for `cr_attrib`. Use a custom field. The `source` field is used for UTM fallback only.</Warning>

<Note>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.</Note>

## 3. WordPress ACF Fields

**Required:** Create ACF fields for CTA data storage.

### Required Fields (per CTA position: abtf, exit, footer, sidebar)

* `{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`

### Option 1: Use Our Checker Script

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

### Option 2: Plugin Auto-Create

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

### Option 3: Manual Creation

Create fields in ACF UI or via PHP code.

## 4. Daily Rollup Job Configuration

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

### Option 1: Vercel Cron

Add to `vercel.json`:

```json theme={null}
{
  "crons": [{
    "path": "/api/jobs/rollup-asset-performance",
    "schedule": "0 2 * * *"
  }]
}
```

### Option 2: External Cron Service

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

## 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

## 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.