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Configuration

After installation, your goal is to confirm two things:

  1. the plugin can talk to the destination integration successfully
  2. the WordPress-to-SaaS handoff path preserves attribution context

Core settings to complete​

In the plugin settings, configure:

  • integration account identifier (Thinkific subdomain in the current implementation)
  • API key
  • API token
  • any environment-specific options used by your deployment

If your environment supports demo mode or BI access, leave those disabled until the main connection is verified.

Use a controlled test session:

  1. Open your site with a URL that includes UTMs.
  2. Move through the intended conversion path.
  3. Cross the stop point into your downstream SaaS flow.
  4. Complete the enrollment or checkout flow.
  5. Check whether the resulting record shows the expected attribution values.

What to verify​

Successful configuration should prove:

  • credentials save and decrypt correctly
  • the integration connection is accepted
  • marketing context is captured on landing
  • the stop point passes that context forward
  • the enrollment or revenue event can be explained by stored attribution data

Common setup mistakes​

  • entering credentials before the encryption constant exists
  • testing without real UTM parameters
  • validating only the landing page capture and not the final SaaS outcome
  • assuming attribution is working because sync succeeds

If the technical connection works but attribution still looks weak, move to Attribution concepts next.