Find your source
Open Sources. Every connection lives on one card there. There is no Settings page for sources.Ad platforms
Revenue and event sources
Lead sources
Manual webhook sources give you a workspace URL. Paste that URL into the source dashboard.
Whop is different. Datalyr creates and secures the Whop webhook after you connect the Account API key.
Commas and Calendly work the same way. DATALYR creates the webhook after you paste the key or token.
ClickFunnels posts to
https://webhooks.datalyr.com/clickfunnels/{workspace_public_id}. Create its rule by hand in Conversions.
Connect in this order
1
Install tracking
Install the tracking script. Confirm one event in Events.
2
Connect the revenue source
Connect the system that records money. Trace one real transaction into Events.
3
Connect the ad platform
Connect the ad platform. Finish its account step.
4
Create one rule
Open Conversions. Select manage rules. Create one rule for your highest-value event.
5
Prove delivery
Send one test. Confirm the delivery row and the ad platform’s own diagnostics.
Card states
last event and no events in 30d describe data freshness, not authorization. A source can stay authorized while it goes quiet, so read both.
Starter rules
We ship pre-built rule blueprints for nine sources. Select the flag icon on a connected source card to open them.
Google Ads has no blueprints. Google needs a conversion action ID that differs per workspace, so you pick it yourself.
Whop Ads can send purchases to Meta. Do not enable a Datalyr rule for the same Meta conversion path.
Blueprints exist for ClickFunnels too. Reach them by creating the rule by hand in Conversions.
Verify
- Open Sources. Confirm your revenue source shows a recent
last eventtime. - Confirm your ad platform card shows no
needs primary accounttext. - Open Conversions. Confirm one row exists for your rule.
- Confirm that row’s status reads
sent.
When it does not work
Next
- Conversion delivery: what a rule does between the event and the ad platform.
- Conversions: read a delivery row.
- Meta Ads: the deepest per-platform reference.
- Klaviyo: automatic click attribution and optional Shopify revenue reporting.