Advertiser Setup Guide
Complete guide to creating and configuring advertiser accounts in Tandem Beam. From initial setup to live conversion tracking in 60 minutes or less.
Setup Workflow Overview
Total Time: 50-65 minutes from start to finish
Step 1: Create Advertiser Account
An advertiser account represents a single website or business that you're tracking. Each advertiser has its own platform configurations, event settings, and tracking deployment.
1 Navigate to Client Dashboard
From the main dashboard, select your Client (or create a new one if this is your first setup)
2 Click "Add Advertiser"
Look for the green "Add Advertiser" button in the top-right of the client dashboard
3 Fill in Advertiser Details
Required Fields:
- • Name: Business or website name (e.g., "Acme Corporation")
- • Website URL: Full URL including https:// (e.g., "https://acme.com")
Optional Fields:
- • Description: Internal notes about this advertiser
- • Industry: Business category for reporting
4 Save and Continue
Click Create Advertiser. You'll be redirected to the advertiser dashboard.
✅ Success!
Your advertiser account is created. The system automatically configures data storage, API tokens, and tracking infrastructure.
Step 2: Connect Advertising Platforms
Connect the advertising platforms where you run campaigns. This enables automatic conversion tracking and attribution across all your marketing channels.
Complete Platform Integration Guide Available
We have comprehensive step-by-step setup instructions for all 10 supported platforms.
View Platform Integration Guide →Quick Platform Setup
1 Access Platform Configurations
From advertiser dashboard → Click Platform Configurations in navigation
2 Add Your First Platform
Click Add New Configuration → Select platform from dropdown
Recommended Starting Platforms:
- • B2C/E-commerce: Google Analytics 4 (easiest), Meta, Google Ads
- • B2B: Google Analytics 4 (easiest), LinkedIn, Google Ads
- • Testing Only: DEV+NULL (safe testing without real platforms)
3 Enter Platform Credentials
Each platform requires specific credentials (API tokens, Pixel IDs, etc.)
→ See detailed instructions in Platform Integration Guide
4 Test Connection
Click Test Connection to verify credentials before saving
5 Repeat for Additional Platforms
Connect as many platforms as needed. Tandem Beam sends events to all connected platforms automatically.
Pro Tip: Start with just 1-2 platforms (like GA4 + Meta) to get tracking operational quickly. You can add more platforms anytime without disrupting existing tracking.
Step 3: Deploy Tracking (ClickBeam or SkyBeam)
Choose your tracking method. You can deploy either or both - they work together seamlessly.
ClickBeam
Client-side JavaScript tracking
Best For:
- • Rich event tracking (button clicks, form interactions)
- • E-commerce conversion tracking
- • Custom event parameters
- • Single-page applications (SPAs)
Deployment:
- Click the green Deploy button in advertiser dashboard
- Modal opens → Click Start Deployment
- Wait for ClickBeam build completion (~30 seconds)
- Copy the generated script tag
- Add script tag to your website's
<head>
CNAME Recommended: Set up a CNAME for better tracking reliability. See setup guide
SkyBeam
Server-side edge tracking
Best For:
- • Ad-blocker resistant tracking
- • Passive data collection (no JavaScript needed)
- • Server-side form submissions
- • Combining with ClickBeam for complete coverage
Requirements:
- • Active Cloudflare account
- • Domain configured in Cloudflare
- • Cloudflare API token
Deployment:
- Configure Cloudflare integration in advertiser settings
- Click Deploy button in advertiser dashboard
- SkyBeam automatically deploys to Cloudflare (~2 minutes)
- Verify green "Active" status indicator
📌 Important: Which Tracking Method?
Use ClickBeam if: You need rich event tracking, custom events, or e-commerce conversion tracking
Use SkyBeam if: You want passive tracking, ad-blocker resistance, or minimal website changes
Use Both (Recommended): Get complete coverage with coordinated session tracking across both methods
Step 4: Configure Event Settings
Event Settings control which events are sent to which platforms. Configure the events you want to track (purchases, leads, contacts, etc.).
1 Navigate to Event Settings
From advertiser dashboard → Click Event Settings in navigation
2 Create Event Configuration
Click Create Event Setting and configure:
Event Name
Choose from: purchase, lead, contact, add_to_cart, sign_up, view_content, initiate_checkout, page_view
Destination Platforms
Select which platforms should receive this event (can select multiple)
Platform-Specific Configuration
Some platforms (Meta, LinkedIn, Google Ads) require additional conversion configuration (Pixel ID, Conversion Rule URN, etc.)
3 Save Event Setting
Click Save. The event is now active and will be sent to selected platforms when triggered.
Common Event Configurations
E-commerce Setup
Track the complete purchase funnel
page_view, view_content, add_to_cart, initiate_checkout, purchase
Lead Generation Setup
Track inquiries and contact forms
page_view, contact, lead
SaaS/Subscription Setup
Track user registrations and conversions
page_view, sign_up, purchase
Step 5: Test Your Setup
Before going live, validate your tracking configuration works correctly.
Testing Options
🧪 Option 1: DEV+NULL Testing Platform (Recommended)
The safest way to test - captures events without sending to real platforms.
- Add DEV+NULL platform in Platform Configurations
- Create Event Settings pointing to DEV+NULL
- Trigger test events on your website
- Inspect captured payloads in Attribution Dashboard
- Verify data transformations and PII hashing
🔬 Option 2: BEAM Test Mode
Add test parameters to URLs to trigger special test handling.
✅ Option 3: Platform Test/Debug Modes
Use platform-specific test features to validate without affecting campaign data.
- • Meta: Test event codes in platform configuration
- • GA4: Debug endpoint automatically used for testing
- • TikTok: Test event codes supported
- • LinkedIn: Sandbox environment available
Verification Checklist
Events appear in Attribution Dashboard within 1-2 minutes
Platform status shows "Processing Enabled" with green indicator
Events deliver to platforms (check platform UI like Meta Events Manager)
PII is properly hashed (check Intelligence Dashboard for hashed values)
Click IDs are captured correctly (fbclid, gclid, li_fat_id, etc.)
Go Live Checklist
Before enabling production conversion tracking, verify all components are configured correctly.
✅ Configuration Checklist
Advertiser account created
At least 1 platform configured and tested
ClickBeam or SkyBeam deployed to website
Event Settings created for key conversion events
Test events appear in Attribution Dashboard
Events delivered to platform UIs verified
⚠️ Pre-Launch Validation
Remove DEV+NULL from Event Settings before production
Disable platform test codes (Meta test_event_code, etc.)
Verify production credentials (not sandbox/test tokens)
Monitor first 24 hours for delivery errors or rate limiting
Common Setup Patterns
E-commerce Store
Platforms: GA4, Meta, Google Ads
Events: page_view, view_content, add_to_cart, initiate_checkout, purchase
Tracking: ClickBeam (for cart interactions)
Setup Time: ~60 minutes
B2B Lead Generation
Platforms: GA4, LinkedIn, Google Ads
Events: page_view, contact, lead
Tracking: SkyBeam + ClickBeam (complete coverage)
Setup Time: ~70 minutes
SaaS/Subscription
Platforms: GA4, Meta, LinkedIn, Google Ads
Events: page_view, sign_up, purchase (subscription)
Tracking: ClickBeam (for signup flows)
Setup Time: ~65 minutes
Troubleshooting Common Issues
"No events appearing in Attribution Dashboard"
Check:
- ClickBeam script is installed on website (check page source)
- SkyBeam status shows "Active" (if using SkyBeam)
- Event Settings exist for the events you're testing
- Platform configurations have "Processing Enabled" toggle ON
- Wait 2-3 minutes after triggering event (processing delay)
"Events in dashboard but not reaching platforms"
Check:
- Platform Test Connection status is green "Connected"
- Event Settings include the platform as a destination
- Platform-specific conversion configuration (Pixel ID, Conversion Rule URN) is correct
- Platform processing toggle is enabled (not paused)
- Check Intelligence Dashboard for error messages
"Platform connection test fails"
Solutions:
- Verify credentials were copied correctly (no extra spaces)
- Check token hasn't expired or been revoked in platform
- Ensure sufficient permissions on platform account
- Try regenerating credentials in platform UI
- See platform-specific troubleshooting in Platform Integration Guide
"ClickBeam script not loading on website"
Check:
- Script tag is in
<head>section (not body) - Script URL is correct (check for HTTPS)
- No JavaScript errors in browser console
- Check browser Network tab for failed requests
- Verify deployment completed successfully (check deployment modal results)
"SkyBeam deployment fails"
Common causes:
- Cloudflare API token invalid or insufficient permissions
- Domain not configured in Cloudflare account
- Cloudflare Workers plan not active ($5/month required)
- Worker limit reached (check Cloudflare dashboard)
Best Practices
✅ Do
- • Start with 1-2 platforms and expand gradually
- • Test with DEV+NULL before connecting real platforms
- • Use CNAME for ClickBeam API calls when possible
- • Monitor Attribution Dashboard for first 48 hours
- • Document your platform credentials securely
- • Configure key conversion events first (purchase, lead, contact)
- • Verify events in platform UIs (Meta Events Manager, GA4 Realtime, etc.)
❌ Don't
- • Configure all 9 platforms at once (overwhelming)
- • Skip the Test Connection step
- • Use production credentials for testing
- • Deploy to production without testing first
- • Mix up credentials between different advertisers
- • Forget to remove DEV+NULL from production Event Settings
- • Share access tokens in emails or screenshots
Frequently Asked Questions
Can I create multiple advertisers under one client?
Yes! Clients can have unlimited advertisers. This is perfect for agencies managing multiple client websites or businesses with multiple brands/domains. Each advertiser has completely isolated tracking, platforms, and event settings.
Do I need to configure platforms before deploying tracking?
No, the order is flexible. You can deploy ClickBeam/SkyBeam first and add platforms later, or configure platforms first and deploy tracking after. Events will only be sent to platforms after both are configured and Event Settings are created.
What happens if I delete an advertiser?
Deleting an advertiser removes all associated data including platform configurations, event settings, and historical tracking data. This action cannot be undone. We recommend disabling tracking instead of deletion if you might need the data later.
Can I use the same platform credentials for multiple advertisers?
Technically yes, but not recommended. Each advertiser should use unique platform credentials (different Pixel IDs, Measurement IDs, etc.) for proper attribution and campaign separation. Reusing credentials can cause attribution confusion and data mixing.
How long does deployment take?
ClickBeam: 30-60 seconds (build + script generation)
SkyBeam: 2-5 minutes (Cloudflare worker deployment)
Both can be deployed simultaneously through the Deploy button.
What's the difference between advertiser and client?
Client: Top-level organization (e.g., your agency or company)
Advertiser: Individual website or business being tracked (e.g., specific client's website)
Structure: Client → Advertisers → Platform Configurations → Event Settings
Can I pause tracking temporarily without deleting everything?
Yes! Use the "Processing Enabled" toggle on each platform configuration. When disabled, Tandem Beam stops sending events to that platform while preserving all configurations. You can re-enable anytime without reconfiguring.
Ready to Set Up Your Advertiser?
You now have everything you need to create and configure a fully operational advertiser account with conversion tracking across all major advertising platforms.