# Getting started with Kalman

> What Kalman does for a telehealth brand, and the order to set it up in: BAA, tag, sources, products, ad platforms, then live.

Updated 2026-11-10 · Getting started · https://kalmananalytics.com/support/getting-started/

## What Kalman does

Kalman tracks your funnel from the first visit to the purchase. It then sends ad platforms such as Meta a cleaned-up conversion signal they can optimize on. A first-party tag on your site records visits. Your telehealth platform and payment tools send intakes, approvals and purchases. Kalman links these into one funnel and shows it to you in Overview, Traffic and Funnel. Only an allowlisted set of fields goes on to your ad accounts.

## The setup order

Kalman shows two progress counters. **Account setup** is the 10-step wizard from your scan through checkout to go-live. **Implementation** is the checklist under **Onboarding** in the sidebar (under Setup). Each counts only steps that are done; skipped steps show as **Skipped**. Setup takes about 20 minutes of hands-on time in all (the sum of every step's estimate). DNS and SSL for your tracking domain can take longer.

Open **Onboarding** to see your checklist. It follows this order:

1. **Add your tracking domain** so the tag runs on your own subdomain. You can do this in a preview, before you pay. See [Tracking domains](/support/tracking-domains/).
2. **Sign your Business Associate Agreement.** The account owner signs right after payment. You can keep setting up before then: the tag and your sources collect and store data from the start, but nothing goes to your ad platforms until the BAA is signed. See [Sign your BAA](/support/sign-your-baa/) for exactly what is stored before then.
3. **Install the script.** Paste the snippet on every page. The step ticks itself when the first page view arrives. See [Install the tag](/support/install-the-tag/).
4. **Connect your platform.** This can be Sylaris OS or any telehealth platform that sends a signed webhook. See [Connect Sylaris OS](/support/connect-sylaris-os/) or [Webhook catchers](/support/webhook-catchers/).
5. **Connect your other integrations,** such as Stripe. Skip this if your platform already sends purchases, renewals and refunds.
6. **Add products and values.** Give each program a price and a projected lifetime value, and link every SKU your events carry to a product. See [Products and aliases](/support/products-and-aliases/).
7. **Connect Meta.** Paste your dataset ID and system-user token, then send a test event. See [Connect Meta](/support/connect-meta/).
8. **Shadow check (optional).** New destinations start live. Turn on shadow mode first if you'd like to watch for a few days: Kalman builds every event it would send and sends nothing.
9. **Go live.** Check the switch-to-live list, then switch the destination to live. See [Shadow mode and going live](/support/shadow-mode-and-going-live/).

The last item, **See your first conversion**, ticks itself when your first purchase shows up in the funnel.

Some steps have a **Skip** button. Skipped steps stay on the checklist so you can come back to them; they don't count as done.

## Verify your email

When you sign up, Kalman emails you a verification link. The banner at the top of each page shows the date to verify by: 7 days after you sign up. After that date, Kalman asks you to verify before you can open your workspace. **Resend link** sends a new one (a few times a minute at most).

## What Kalman never sends

Kalman never sends names, raw emails or phone numbers, intake answers, conditions, medications or product names to an ad platform. Emails and phones are hashed when they arrive, and outbound events are built from an allowlist only.

Still stuck? Log in and open a request: https://app.kalmananalytics.com/support