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The Express Setup Tool
The Express Setup Tool

Getting to know your new fav sidekick

Updated over a month ago

Seeka's Express Setup Tool is designed to make setting up web events or applying global settings simple and fast.

When setting up web events, you can set up events such as a 'form submit', or a 'button click' in a single pass that will automatically map to each connected data destination you connect.

Launching Express Setup Tool

To launch the Express Setup tool:

  1. Navigate to settings in the Seeka App

  2. Click on Express Setup Tool

  3. Paste in the URL of the site where you have Seeka Installed

  4. Hit that launch button

Understanding the Different Tabs

If Seeka is correctly installed on your site, you will see the below window overlayed on the left-hand side of your screen after launch.

You will notice tabs across the top of the tool that identify different elements of the tool.

Tab 1: 'This Page' Events set up only on the current URL

This section shows you the events set up only on your current page (URL) instead of all events set up across the site.

You can type to search for events.

Tab 2: 'All' Shows events set up on all pages

This section shows you every event set up using the Express Setup Tool across the site.

Tab 3: Builder

This is the tab where you will set up events across your site.

Tab 4: Site

This tab is for applying and checking global settings to your site.

How to use the Express Setup Tool to Build Events

Important: If you have events set up using Meta™'s Browser Event Tool, you must turn off that feature in Meta™ and rebuild those events in Seeka to avoid double event fires. See the article HERE to turn off in Meta™.

The Express Setup Tool was designed to make setting up web events fast and easy by using the simple logic of:

  1. Track - Track an event type.

  2. On - The current page you are on, or all pages or a custom trigger condition

  3. When something happens, such as a button click or form submission

  4. And - is also an option to add additional logic.

Tracking an event

The first step to building an event is selecting what event you want to raise. Seeka will push this event to any platform you connect. This means you are setting up events for all platforms connected now and in the future in a single pass.

Track Standard Events

Seeka's standard events automatically map to the standard event library of each platform you connect.

Example: The Seeka event 'Lead' will map to 'Lead' on Meta™ and 'FormSubmit' on TikTok™.

You can view the complete event library mapping HERE.

Select an event from the 'Track' dropdown to raise a standard event.

Tracking Custom Events

To create a custom event, type the name of your event and hit 'Enter.'

Once saved, this event will be pushed to all platforms that accept custom events.

Tracking your event 'ON' your current page, all Pages or custom

For this option, you can either:

  1. Track the event only on the URL you are currently on.

  2. Track the event on all pages where the instance of the event occurs.

  3. Track a custom set of conditions.

Example of option 2: If you have the same form across multiple URLs, you only need to raise the event once, and it will capture all instances of that form on the website.

Tracking an event 'When' - Page loads will look like this

This will fire the event the moment a page loads.

Tracking an event when Elements (Buttons, Forms, links) are interacted with.

To track an element interaction, you can manually build a condition or use the element selector following the instructions below.

  1. Click the '+ TRIGGER CONDITION' button.

  2. Click 'Select element'.

  3. Use your cursor to select an element on your site, you can view exactly which element you have selected, highlighted in purple in the express setup tool.

Tracking events on Forms

One of the biggest time-saving features of the Express Setup Tool is raising events on forms with two distinct options:

  1. Track an event on 'Form Submission'

  2. Track an event on the submit button of the form.

Tracking an event on Form Submission

To track an event on form submission, please follow these steps

  1. Select or create your event in the 'Track' section.

  2. Select the domain and page path you want to track.

  3. Click '+ TRIGGER CONDITION'

  4. Click 'Select element'

  5. Launch form on the website

  6. Long hold on the button that Submits the form.

  7. On the window that pops up, click the 'Select Form' button.

  8. You can check the class or ID of the form by clicking the 'form match criteria' button.

  9. You can either Save your event and set it live or add a manually created Google Conversion, Event parameters or user consent.

Raising events on forms with conditional logic

If you want to set up different events based on the form logic, for example, qualifying a lead, you will need to set up multiple events on the one form and not just on submit.

If you are setting up an event on a page that does not collect identifiers such as name, email or phone number, you will need to create an event at the stage of the form submission where that information is collected. Seeka will then apply those identifiers to all events of that user's session.

Raising success events on a Thank you page.

The 'thank you page ' is a common page to raise an event for a validated user.

As there is no PII (personally identifiable information) on this page, you must raise an event on the stage of the customer journey where the form with the PII is submitted.

  • Seeka will then apply those identifiers to your thank you page event.

  • This can be a Standard or Custom Event.

Raising events on different stages of a form other than 'submit.'

Whether you are raising an event for a qualified lead for optimisation or creating an exclusion audience of non-qualified leads, if the stage of the form that you create your event on isn't where the PII (personally identifiable information) is collected, you will need to create an event on the submission page.

Adding Event parameters such as content name, value and currency to Events

To add parameters to your event such as content name, predicted value and currency, click on 'Event Parameters' when building or editing an event.

Automated value parameters on GoHighlevel™ for Order

To make adding parameters easier for GoHighLevel™ tables with multiple-choice items easier, these values will be automatically applied to the form submission of 'Complete order'.

Adding Google Ads™️ Conversions to events

If you want to attach a manually created Google Ads™ manual conversion to this event, add the Label and ID from the Google Conversions dropdown, then push 'Save'. You can also import all events created directly from Google Analytics 4.

Adding user consent to form submissions

If you use a Seeka pipeline integration to deliver your form data to external software like Klaviyo, you can attach user consent tags to forms where a user knowingly opts into marketing.

Editing, cloning or deleting events

You can edit your events after setting them up at any time using the Express Setup Tool.

  1. Launch the Express Setup Tool from the Seeka App

  2. Click the three dots in the blue box to the right of the event you want to edit

  3. Select Edit, clone or delete.

  4. Make the changes you want to your event.

  5. Hit Save.

  6. If you've made changes, they will be active in 15 minutes from the moment you save.

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