Able Customer Data Platform Guide

Introduction

Getting Started

Start tracking and attribution with Able in minutes by following a few simple setup steps.

How Able CDP Works

Able combines a database, a customer data platform, visitor tracking and marketing API integrations to provide best possible experience in quickly getting marketing data needed to improve strategy and optimize ad delivery.

Revenue Tracking and Attribution

Able Customer Data platform provides a reliable and robust way to report on revenue sources and other conversions using first-touch attribution and server-side tracking data.

Customer Journey Mapping

Able Customer Journey Mapping provides a way to understand journey of each individual customer and track steps that lead to a successful purchase.

Form Tracking

Setting up form tracking allows to understand sources of leads and customers, as well as attribute future purchases to lead sources.

Advanced topics

Attribution Types

Able uses either built-in or external attribution to fix attribution problems when sending events to external services. This page explains the differences and algorithms used by different attribution types.

Segmentation rules

In Able CDP, the 'Rules' section of the dashboard is a powerful feature that enables you to manage how events are processed. By setting up rules, you can transform or filter events based on specific criteria. This documentation will guide you through the process of creating and managing rules within your Able CDP dashboard.

Send Events Using Webhooks

Events can be sent to Able CDP from custom apps using its inbound webhook. This is convenient to attribute purchases and other conversions that aren't necessarily reflected in the payment system. For example, when the service usage accumulates before being invoiced once a payment threshold is reached or next billing cycle occurs.

Tracking in Single-Page Applications

Able Customer Data Platform simplifies implementation of tracking in modern JavaScript applications. Able replaces multiple APIs that need to be integrated on both front-end and back-end, providing a convenient way to streamline implementation of capturing Google Analytics, Google Ads and Facebook (Meta) Ads tracking ids, associating them with leads and users and sending conversions to the respective APIs when they occur on the back-end.

BigQuery Connector

Connect Able to Google BigQuery to obtain full access to raw tracking data and use them to build reports in BI applications such as in Looker Studio (formerly Google Data Studio) and Google Sheets. This is useful to implement custom multi-touch reporting or run queries using historical first-party data not available in other analytics platforms.

Track Website Visitors and Forms

Track page views and form submissions with custom JavaScript.

Integrations

ActiveCampaign

Send customer details attributed by Able to ActiveCampaign as Contacts.

ActiveCampaign Events

Send custom funnel events to ActiveCampaign.

Amplitude

Send conversions to Amplitude.

Calendly

Track scheduled Calendly bookings and payments.

CallRail

Associate calls tracked by CallRail with the website visitor journeys in Able

Chargebee

Attribute Chargebee-processed payments to the original marketing sources

Clickfunnels

Attribute Clickfunnels purchases

Cognito Forms

Track Cognito form submissions on the website, attributing all future revenue to the website visitor source.

ConvertKit

Track Leads captured using ConvertKit forms and attribute future purchases to their sources.

Donorbox

Track Donorbox thank you pages and attribute all plans and repeat donations to the original source.

EasyWebinar

Track EasyWebinar Event Registration Widget leads and attribute subsequent purchases to their sources.

Elementor Pro

Track Leads captured using Elementor Pro forms and attribute future purchases to their sources.

Facebook (Meta)

Send Purchases and other conversions attributed by Able to Meta (Facebook) Conversions API.

Google Ads

Send Purchases attributed by Able to Google Ads API. Google Ads will display any Purchases tracked by Able that can be attributed to ad clicks as conversions with value in its reports.

Google Analytics 4

Send attributed conversions to Google Analytics 4.

HubSpot

Track leads captured using HubSpot Forms and attribute future conversions to them. Import HubSpot Deal conversions.

Kajabi

Track Kajabi lead forms and purchases by receiving web hooks from Kajabi and attributing purchases

Keap/Infusionsoft

Send attributed contacts to Keap. Track new Keap orders as purchase conversions.

Klaviyo

Track Leads captured using Klaviyo signup forms and attribute future purchases to their sources.

Leadpages

Track Leadpages' forms.

Paycall

Track call sources and caller phone numbers via Paycall.

Pinterest

Send server-side conversions to Pinterest

Privy

Track Leads captured using Privy forms and attribute future purchases to their sources.

RevenueHunt

Tracks Leads captured with RevenueHunt quizzes.

Salesforce

Sends attributed leads to Salesforce and receive won opportunity conversions from Salesforce.

Scoro

Send attributed leads to Scoro and attribute Scoro sales to website visitors.

Shopify

Attribute Shopify purchases to original customer sources to report marketing sources of all purchases, as well as to understand individual customer journeys.

SphereMail

Track virtual office payment transactions in SphereMail, converting these payments into actionable data for marketing and revenue insights. By linking successful SphereMail charges (like those for virtual memberships, mail handling, or other virtual office services) directly with Able’s customer data platform, seamlessly track of these transactions as conversions, linking them back to original marketing sources.

Stripe

Track Stripe payments by receiving paid invoice web hooks from Stripe

Teachable

Track Teachable Purchases and customer details

TikTok

Send conversions to TikTik Events API

Typeform

Tracks Typeform form submissions, associating lead details with the website visitor

Webhook

Send events as webhooks to Zapier and other destinations

WooCommerce

Track WooCommerce Purchases by receiving web hooks from WooCommerce and attribute them to the original visitor who started the purchase process tracked by Able, allowing to send purchase conversions to Google Analytics and ad platforms such as Google Ads.