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How to setup your LeadJourney Account within 9 simple Steps [Full Guide 2025]
How to setup your LeadJourney Account within 9 simple Steps [Full Guide 2025]
Jonas Strambach avatar
Written by Jonas Strambach
Updated over a week ago

Congratulations on choosing LeadJourney as your performance marketing tracking tool!

With LeadJourney, you'll save countless hours on reporting, improve lead quality, and reduce customer acquisition costs.

Step 2: Set Up a Custom Tracking Domain inside the Settings

Once you're logged in to your LeadJourney Dashboard, the first step is to set up a custom tracking domain. This ensures that LeadJourney collects the maximum amount of data from your website, providing you with the most accurate tracking results.

By setting up a custom tracking domain, your marketing activities appear as part of your own website domain (e.g., track.yourwebsite.com). This minimizes disruptions caused by ad blockers or browser privacy settings, allowing LeadJourney to collect data with 98% accuracy.

Navigate to:
Settings → Tracking Domain → Create New Domain

A popup will appear where you can enter the tracking domain you want to use. This domain is typically a subdomain of your main website.

Example: If your main website is example.com, your tracking subdomain could be:

  • tt.example.com

  • t.example.com

The name of the tracking subdomain doesn’t matter as long as it’s a subdomain of your main domain. We recommend keeping it short—one or two letters work best.

After entering your tracking subdomain (e.g., "tt.example.com"), simply click the "Create" button.

Once you've successfully created a tracking subdomain, you'll see a success message.

At this point, LeadJourney has generated a custom tracking script for your website, which we’ll cover in the next step.

However, the custom tracking domain setup isn’t complete yet. It has only been created in the dashboard. Now, you’ll need to add a CNAME record to the DNS settings of your domain host.

Step 3: Add CNAME Record inside your Domain DNS Settings

To add a CNAME record in your domain's DNS settings, you’ll need access to your domain provider account. Examples of domain providers include GoDaddy or Namecheap. You can also manage your domain settings through Cloudflare if you're using it, which we highly recommend.

While the exact process may vary slightly depending on your provider, the general steps are similar:

  1. Log in to Your Domain Provider Account
    Access your account on your domain provider's website.

  2. Navigate to DNS Settings
    Look for the section where you can manage or edit DNS settings. This is typically labeled as "DNS Management" or "DNS Settings."

  3. Add a CNAME Record
    Once in the DNS settings, create a new CNAME record.

To illustrate, here’s an example using Cloudflare

This straightforward process ensures that your custom tracking domain is properly linked for accurate data collection.

  1. For Type: Select "CNAME".

  2. For Name: Enter the subdomain you created in the LeadJourney Dashboard. For example, use "t" if your subdomain is t.leadjourney.io

  3. For Target: Enter the LeadJourney tracking domain: package.leadjourney.io

  4. Important: Proxy Status needs to be deactivated

Once you’ve added these details, click "Save" to complete the setup.

After clicking "Save", your CNAME record will be successfully created, as shown in the example below.

Important: Changes to DNS settings can take up to 24 hours to propagate fully.

If you don’t see any clicks being captured in the logs immediately, please wait up to 24 hours and test again. This delay is normal and ensures the custom tracking domain is properly configured.

Step 4: Insert the LeadJourney Tracking Script on Your Website

To enable tracking, you'll need to add the LeadJourney tracking script to your website.

The LeadJourney tracking script is a piece of code that you embed on your website to enable precise tracking of your marketing activities. It works in conjunction with your custom tracking domain to gather and analyze user interactions, such as clicks, conversions, and lead generation data.

The script captures website traffic data: Tracks user behavior on your website, including the source of traffic (e.g., ad campaigns, organic search).

Follow these steps to install the script:

Important: If you are not responsible for managing the website, simply forward the next steps to your website developer or web agency. They can implement the tracking script in less than 15 minutes.

1. Copy the Tracking Script

After creating your custom tracking domain, LeadJourney provides a unique tracking script. Copy this script from your LeadJourney Dashboard.

Usually the script looks like this:

<script type="text/javascript" src="https://your.trackingdomain.com/package/latest/your-workspace-id/"></script>

2. Access Your Website's Code

Log in to your website's backend. Depending on your platform (e.g., WordPress, Webflow, or custom HTML), navigate to the section where you can manage your website's code or tracking scripts.

3. Paste the Script in the Header Section

Add the script to the <head> section of your website. Most platforms allow you to insert scripts directly through a theme or plugin settings (e.g., in WordPress, use a plugin like "Insert Headers and Footers").

4. Save and Publish

Save the changes and ensure your website is updated.
Below is an example of how to implement the LeadJourney tracking script using WordPress and Elementor:

Your LeadJourney tracking script is now active, and data will start flowing into your dashboard. If you encounter any issues, refer to the LeadJourney knowledge base or contact support.

Step 5: Capture {CLICKID} Using Hidden Fields and Create a Custom Field in Your CRM

To accurately track leads and connect them to your campaigns, you'll need to capture the {CLICKID} and store it in your CRM.

With the {CLICKID} we can match leads from your CRM with campaigns inside the LeadJourney Dashboard.

This is how a {CLICKID} looks like: d3751853-8de7-4ecd-990f-c6cc7d7b81bd

Here's how to do it:

1. Add Hidden Fields to Your Website Forms

To add hidden fields to your website forms, please contact your developer or the agency responsible for managing your website. The specific procedure will vary depending on the content management system (CMS) you’re using, such as WordPress, Webflow, or a custom-coded website. The hidden field must be added to all contact forms used for capturing leads.

  • Include a hidden field in each form on your website where leads are generated.

  • Name the field name clickid

  • Name the field ID clickid

  • As a value enter {clickid}

Ensure that the field name, field ID, and value are configured exactly as required, without any spaces. Any discrepancies in these values can cause the tracking to fail.

Below, you see an example how to add a hidden field inside WordPress using Elementor.

2. Adding a Script to Automatically Parse the Click ID into the Hidden Field

To automatically populate the {CLICKID} in the hidden field of your forms, you'll need an additional JavaScript script to your website <header>. This script extracts the clickid parameter and inserts it into the hidden field. Since the implementation varies depending on your content management system, please contact your developer or our support team for assistance.

We can provide you code snippets for the following setups:

3. Create a Custom Field in Your CRM

To save the clickid inside your CRM you need to create a custom field inside your CRM, and later we can match the data from your website form with your CRM.

  • Log in to your CRM (e.g., HubSpot, Salesforce).

  • Add a new custom field named clickid.

  • Ensure this field is mapped correctly to receive data from your website forms.

Below we show you an example how to create a custom field inside Hubspot.

If you’re unable to create such a custom field in your CRM, please reach out to the person responsible for managing your CRM. They will be able to assist you in setting up the field correctly to capture and store the {CLICKID}.

4. Test the Entire Process

a. Visit Your Website
Open your website

b. Fill Out and Submit the Contact Form
Complete the form where the hidden {CLICKID} field is implemented, then submit it.

c. Check Your CRM

  • Log in to your CRM system.

  • Locate the newly created contact from your test submission.

  • Verify that the custom {CLICKID} field contains the correct value (e.g., d3751853-8de7-4ecd-990f-c6cc7d7b81bd)

Step 6: Define Custom Offline Conversions in the Settings

Custom offline conversions let you track important events that occur outside your website—such as sales calls, purchases, or CRM updates—and connect them directly to your ad campaigns.

Examples of Offline Conversions You Can Track:

  • FakeLead

  • ReachableLead

  • QualifiedLead

  • ScheduledSalesCall

  • WonClient

It’s often beneficial to mirror your CRM’s sales pipeline and add each step as an offline conversion in LeadJourney.

Why This is Useful:

By doing so, you can track metrics such as:

  • The percentage of leads that are qualified.

  • The cost of a qualified lead.

  • Which campaigns generate the highest quality leads.

This level of insight helps you optimize campaigns, focus on the most effective strategies, and maximize ROI.

After you send these offline conversion data to LeadJourney, we can forward them to your ad platform, enhancing the algorithm’s performance and improving targeting and optimization.

To define offline conversion, navigate to:
Settings → Offline Conversion → Add new offline conversion

In the Offline Conversion Settings, you’ll notice two default offline conversions that cannot be deleted:

  1. Lead

  2. WonClient

These are mandatory offline conversions that all LeadJourney users must send from their CRM.

You can define and add any additional offline conversions between Lead and WonClient based on your specific tracking needs.

To create a new offline conversion in LeadJourney, follow these steps:

1. Click "Add New Offline Conversion"

  • A new row will appear in the Offline Conversion Settings.

2. Set Up the Offline Conversion

2.1. Determine Whether to Send Data Back to Ad Platforms

  • Decide if this offline conversion action should be sent back to platforms like Meta or Google Ads

  • Enabling this feature can boost the algorithm and is recommended for valuable conversion actions.

2.2. Name the Offline Conversion

  • Enter a descriptive name, such as "QualifiedLead".

2.3. Define the Mode

  • Specify what should happen if your CRM sends multiple data points for the same lead.

  • For more details, check our Knowledge Base Article here.

2.4. Copy the Webhook URL

  • LeadJourney will provide a webhook URL for this conversion.

  • Add this URL to your CRM so it can send the data to LeadJourney.

2.5. Save Your Offline Conversion

  • Click "Save Changes" to finalize your new offline conversion.

Your offline conversion is now set up and ready to use! Let us know if you need additional assistance.

Step 7: Setup webhooks from your CRM to send offline conversion data to LeadJourney

After adding all your offline conversions in your LeadJourney account, the next step is to ensure your CRM sends the relevant data to LeadJourney using webhooks.

CRM Webhook Support

Most CRMs support sending webhooks, but some may require an upgraded subscription plan to access this feature.

In this guide, we’ll show you how to send webhooks using HubSpot as an example.

1. Correct CRM Setup
Your CRM must be configured properly to track the events you want to send to LeadJourney.

2. Define the Right Triggers
Decide what actions will trigger a webhook. For example:

  • When a lead is qualified, send a webhook to LeadJourney.

  • Define what qualifies a lead and how to mark it in your CRM (e.g., using custom fields or deal stages).

3. Use Custom Fields or Deal Phases
Set up specific custom fields or deal phases in your CRM to indicate when certain offline conversions occur. These fields or stages will act as triggers for the webhook.

By defining the correct triggers and ensuring your CRM setup aligns with your tracking goals, you can seamlessly integrate offline conversion tracking with LeadJourney. Let us know if you need help configuring your CRM or webhooks!

Step 8: Connect your traffic channels

You’re Almost Done!

To complete the setup, the final step is to connect your traffic channels, such as Meta Ads or Google Ads.

Why Connect Traffic Channels?

  • Receive Cost Data: Import cost data from your ad platforms directly into LeadJourney for more accurate reporting.

  • Send Offline Conversion Data: Push offline conversion data back to the ad platforms using their APIs to optimize targeting and bidding strategies.

Example: Connecting Meta Ads and Google Ads

In this guide, we’ll walk you through connecting Meta Ads and Google Ads, the most popular traffic channels among our users.

To start adding traffic channels navigate to

Settings → Traffic Channels → Choose your traffic channel

Example 1: Connecting Google Ads as a Traffic Source

Example 2: Connecting Meta Ads as a Traffic Source

To connect Meta Ads with LeadJourney just click on "Connect"

Once you click "Connect", a popup will appear. Follow these steps to complete the connection:

1. Authorize the Connection

  • Click the blue "Connect Meta Ads" button.

  • You will be redirected to your Facebook account.

  • Log in to Facebook and approve the connection between Facebook and LeadJourney.

2. Provide Meta Integration Details

  • Enter your Facebook Pixel ID.

  • Add your Conversion API Access Token. (If you don't know how to get the token check this tutorial)

  • This allows LeadJourney to send offline conversion data back to Meta for improved campaign optimization.

After completing the setup, click the green button, and your Meta Ads account will be successfully connected as a traffic channel in LeadJourney. 🎉

Step 9: Test the whole setup using our logs

After completing the setup, you can test everything using our Logs. At LeadJourney, we value transparency, so we provide full access to our logs, allowing you to see exactly how reports are generated and what data is collected.

a. Checking the Clicks Logs

To verify your setup:

  1. Ensure the LeadJourney tracking script is installed correctly and the custom tracking domain is configured.

  2. Wait up to 24 hours for data to start populating.

  3. Visit your website and reload the Click Logs in the LeadJourney Dashboard.

  4. Check for a new row showing the captured click.

This confirms that your tracking is working and collecting data accurately.

b. Checking the Conversions Logs

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