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Guides for setting up Kalman, connecting your stack and sending clean conversions. Can't find it? Log in and open a request.
Getting started
Tracking
- Click IDs, UTMs and intake linksHow Kalman keeps ad click IDs and UTMs, carries them into an intake on another domain with the auto-linker, and tags Meta ads.
- Install the Kalman tagCopy the snippet from Integrations → Tracking, paste it in the head of every page, allow your domains, then press Verify installation.
- Set up your tracking domainServe the Kalman tag from your own subdomain, like kl.northwindhealth.com: add a CNAME record, wait for Live, then swap your snippet.
- Track funnel events with track and identifyWhen to fire each Kalman event, the fields it accepts, what gets dropped, where to paste the calls and how to check they arrived.
Privacy and consent
- Consent and Global Privacy ControlChoose opt-in or opt-out, honour Global Privacy Control, and pick where consent comes from: your CMP, your own banner, or the Kalman banner.
- Deleting a person, deleting a workspace, and retentionRemove one person's data on request, delete a whole workspace, and learn how long Kalman keeps raw data and sent payloads.
- Privacy controls: paths, query parameters and sensitive termsMask sensitive pages, decide which query parameters the tag keeps, apply a platform preset, and get a weekly summary of what Kalman held back.
Sources
- Connect CallRailTurn calls from your CallRail tracking numbers into Kalman leads that keep the ad click, with filters for which calls count.
- Connect Sylaris OSSend payments, provider decisions, shipments and refills from Sylaris OS to Kalman over a signed webhook, then check that they arrived.
- Products and aliasesAdd your programs with a SKU, price and projected LTV, and link unmatched SKUs or Stripe prices so revenue and LTV land on the right product.
- Stripe and webhook catchersConnect Stripe, or catch any platform's webhook, map its fields to Kalman events, test the mapping, and watch for changes.
Ad platforms
- Connect Meta Conversions APISend Meta hashed, allowlisted conversion events from Kalman: credentials, event mappings, values, pixel dedupe, testing and pausing.
- Shadow mode and going liveDestinations start live. Turn on shadow mode to see what Kalman would send, check the signal-gap report, share it, then switch to live.
Analytics
- Acquisition and ad spendImport ad spend, then see cost per purchase, cost per approved patient and ROAS by channel, campaign, ad set and ad.
- Compare VWO experiment variantsLet the Kalman tag read VWO experiment variants so Funnel and Traffic can compare them by leads, purchases and approvals.
- Overview, Traffic and FunnelWhat the Overview, Traffic and Funnel pages count, how the date range works, and how product LTV is calculated.
- The Event log, deliveries and the data-flow recordSee every event Kalman received, exactly what it sent to Meta and why anything was held back, and download a data-flow record.
Agency
- Agency PDF client reportsFor agenciesGenerate a branded PDF of a client workspace's results for a date range. Each file can be downloaded for 24 hours.
- Bulk scans and white-label reportsFor agenciesScan a list of client and prospect sites at once, then send each brand a report with your agency's logo, color and call to action.
Account and billing
- Getting help from KalmanSend a support request with the Support button, follow replies under Your requests, and keep patient details out of your messages.
- Plans, billing and invoicesWhat each Kalman plan unlocks, how to change plans, where to find invoices, and what happens when you cancel.
- Team members, roles and sign-in securityInvite teammates, understand owner, admin and member roles, and protect your login with two-factor authentication or a passkey.
Troubleshooting
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