Whether you're an agency picking up a new client's account or a marketing hire inheriting one from a predecessor, this is the list of things worth verifying before you trust the data.
1. Get your own login
Don't work from the previous owner's credentials. Ask the current account holder to invite you as a team member. If nobody has access at all because they've left, we can help with account recovery.
Both flows are covered here: Adding a New Team Member to Your Seeka Account.
2. Check your Sources
Open Settings â Sources and confirm:
your website or CMS is connected
any ticketing platforms (Humanitix, Megatix, Oztix) are connected
nothing is showing an error state
If a source is missing or erroring, reconnect it. The previous manager may have used credentials that are no longer valid.
3. Check your Data Destinations
Open Settings â Data Destinations and confirm:
Your Meta Dataset (Pixel) is connected and its access token is valid
Any other platforms - TikTok, Google Ads, GA4, Pinterest, Snapchat are active
Nothing shows an error or expired state
Access tokens need refreshing periodically. If a destination is erroring, generate a fresh token on that platform and update it in Seeka.
4. Check your events
Open the Express Setup Tool and confirm events are configured and active for your key conversion points. Purchase, Lead, and so on.
5. Run a diagnostic
Settings â Diagnostics shows you in real time whether the tracking code is active and data is flowing. A healthy diagnostic means you're in good shape. See Using Seeka's diagnostic tools.
6. Understand what you're looking at
The dashboard shows signals, not event. One event can generate 15 or more signals. So the numbers are larger than you might expect, and that's a good sign rather than a bug.
7. Tidy up the account details
Update the account email to your own or a shared team address.
Update billing contacts and payment method if needed
Remove former team members who no longer need access.
If you're an agency and you'd like a demo from our Customer Success team covering everything Seeka can do and how it can benefit all of your clients, don't hesitate to reach out. We're happy to walk you through the platform end to end.
