GrowthOptix

Luis Schiffmann

Initial setup guide for new GrowthOptix users

Platform Setup & Integrations

You can do it right after creating your GrowthOptix account or anytime later from the Integrations tab.

Connect PayPal to GrowthOptix.

You can connect an account right after signing up or anytime from your dashboard.

Connect Stripe to GrowthOptix.

Use The Blend Feature to See All Your Revenue in One Place

Combine PayPal & Stripe In One Single Dashboard.

The Forecast & Goal feature in GrowthOptix gives you a visual and data-driven view of what to expect next

Add Forecast & Goals

This is how GrowthOptix handles everything

Multi-Currency Conversion

track your progress and stay accountable with monthly performance targets with GrowthOptix

Add Revenue Goals

The Search Bar allows you to quickly find customers, subscriptions, and payments without needing to navigate menus.

Global Search Bar

Understand How Time Zone Works in GrowthOptix

Time Zone Settings

Learn More About Smart Revenue Analytics.

Smart Revenue Analytics.

If you’re not using Google Tag Manager, you can install the GrowthOptix Marketing Attribution tracking script directly in your website’s <head> section.

How to Add the GrowthOptix Marketing Attribution Tracking Script to Your Website (Without GTM)

Using Google Tag Manager (GTM) to install the GrowthOptix tracking script ensures a clean, safe, no-code setup.

How to Connect the GrowthOptix Tracking Script Using Google Tag Manager.

Connecting your Google Ads account allows GrowthOptix to sync your campaigns, clicks, leads, sales, and spend data

Connect Google Ads To GrowthOptix.

Connecting your Meta Ads account allows GrowthOptix to sync your campaigns from Facebook & Instagram.

Connect Meta Ads to GrowthOptix.

Event tracking allows GrowthOptix to record specific actions that matter to your business: sign-ups, new subscriptions, purchases, or any conversion event.

How to Create and Configure Events in Google Tag Manager for GrowthOptix.

If you’re not using GTM, you can still send events to GrowthOptix by placing your event snippet directly inside your website’s code.

How to Add GrowthOptix Events Directly to Your Website (Without GTM)

Marketing Attribution.

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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