Welcome to ProfitPeak! This guide will walk you through everything you need to get your store set up and running so you can start scaling your profitability and make data-driven decisions based on real insights!
Here's what needs to be done:
Installing the ProfitPeak app
Installing the ProfitPeak app
Getting ProfitPeak connected to your Shopify store is quick and straightforward.
Installation steps
Visit the ProfitPeak app listing in the Shopify App Store
Click Add app to begin installation
Review the permissions ProfitPeak needs to access your store data
Click Install app to authorise the connection
You'll be redirected to your ProfitPeak dashboard to complete setup
If your site is on Shopify Headless, please see below
Shopify Headless
Shopify Headless
You can also find these instructions in app, once you have installed the pixel.
If your Shopify store is built using a Headless Frontend, you’ll need to follow a few additional steps to properly enable tracking. This ensures our Pixel can still capture key events even though it can’t auto-install on headless environments.
How to Identify Cart Key
1. Add any product to Cart. Cart Key will only exist when a cart is created.
2. Press F12 or Right Click on your page to inspect element
3. Click on Application Tab. Search for local storage on the left panel, then locate your website domain and search for the cart keyword.
4. If it does not exist, try cookies instead.
What happens next: ProfitPeak will begin syncing your historical store data, including orders, products, and customer information. The app will also add our Trial Pixel, a snippet of server side tracking that will give you true visibility on what every customer is doing on your site.
Whilst this is running, lets get your apps connected!
Connecting integrations
Connecting integrations
To get the most accurate data from ProfitPeak, you'll need to connect your marketing platforms and add UTM tracking parameters. This section walks you through connecting each integration and setting up proper tracking so ProfitPeak knows exactly which ads are driving sales.
To get started, head to Integrations in ProfitPeak, select the platform and follow the prompts to connect each platform.
Please make sure to select all permissions requested for each integration.
Now you have connected each integration, lets ensure your UTMs are tracking.
Setting up UTM parameters
Why do UTMs matter for attribution?
UTMs are short tags added to the end of your ad links, like utm_source=google. When someone clicks an ad and buys, those tags tell ProfitPeak which platform, campaign, and ad brought them in.
Think of a UTM as the return address on an envelope. If the address is missing, the letter still arrives, but you can't tell who sent it. If an ad link is missing its tags, the sale still happens, but ProfitPeak can't connect it to the ad that drove it. Spend on that ad looks like it produced nothing, and the sale lands in a bucket like Direct or Unclassified.
Getting your UTMs right is what lets Attribution Vertex, Creative Coach, and every profit-per-campaign number in ProfitPeak work as intended.
What are Universal UTMs?
Universal UTMs are a single tracking template that ProfitPeak provides for each ad platform. It includes every parameter ProfitPeak needs, so adding it once at the account level covers all your campaigns and ads.
If you're already using Universal UTMs, you're good to go. The rest of this article is for brands that use their own UTM setup, or no UTMs at all.
How do you set up and check your UTMs?
Go to Settings → Integrations and choose a platform. Each platform follows the same steps in order.
Step 1: Connect your account and let it sync
Connect your ad account and give it time to sync. ProfitPeak needs to pull in your campaigns, ads, and current tracking settings before it can check them.
Step 2: Check your UTMs
ProfitPeak compares your ads against the parameters it needs and shows how many match. For example, "0 of 246" means none of your 246 Google campaigns currently include the parameters ProfitPeak is looking for.
Step 3: Download the untagged list and add what's missing
Click Untagged to download a list of every campaign or ad that's missing something. The file shows:
Each campaign and ad
The tracking template it currently uses, if any
The parameters to add, in the last column
That last column is the important one. Instead of working out what's wrong yourself, you can see exactly what each ad needs.
You then have two ways to fix it:
Add the Universal UTM template for that platform. This is the simplest option and covers everything at once.
Keep your own UTMs and add only the missing parameters listed in the file. This works well if your team already relies on its own UTM naming for other tools like GA4.
What does each platform usually need?
Every account is different, so always go by your downloaded file. These are the most common gaps:
Platform | What's usually missing | Where to fix it |
Source and campaign ID, often because no tracking template is set | The account-level tracking template | |
TikTok | Campaign ID. Brands often pass the campaign name but not the ID | The tracking template, either by adding a campaign ID parameter or pasting in the Universal UTMs |
Ad ID, and sometimes source as well when only a plain landing page URL is used | Each ad's tracking settings, which can vary from ad to ad | |
Meta | Usually just the ad ID. Most Meta setups already include source, medium, campaign, content, and term | The URL parameters field |
Pinterest is a good example of why the file helps. Two ads in the same account can need different fixes. One might have a source tag but no ad ID, while another links straight to a landing page with no tags at all and needs both.
How should I tag organic and other channels?
For sources ProfitPeak doesn't connect to, add UTMs to your links directly using the template in the table above or find the template here.
utm_sourcenames the source (like commissionfactory or attentive) and decides which channel the visit is counted under.utm_campaignis the campaign name.utm_idis a unique ID for each campaign. Without it, every campaign from that source shows up as a single row.
utm_medium, utm_content and utm_term can stay on your links, but they don't change the channel. Keep ad platform names like Facebook, Instagram, Google, Tiktok or Klaviyo out of these UTMs, because ProfitPeak counts those visits under that ad platform even when they aren't ads.
Once a source is tagged, you can also add what you pay it each month under Settings → Costs → Source spend, so it shows spend, ROAS, and CPA in Attribution Vertex.
Visits without UTMs are grouped by the site they came from, so organic traffic from search engines, social platforms, coupon sites and AI assistants like ChatGPT and Perplexity is still sorted into the right channel. You can see where each source lands on the Other channels tab in Integrations. If you need a source added to a channel, contact support.
What should you keep in mind?
Fix it at the account level where you can. On platforms that support an account-level tracking template, like Google, one change covers every campaign. That's faster and less error-prone than editing ads one by one.
IDs matter more than names. Campaign names change and often repeat. IDs don't. If your file says an ID parameter is missing, add it even if the campaign name is already there.
Changes apply to new clicks. Updated UTMs start working from the moment you save them. Clicks that already happened won't be retagged.
Check again after you make changes. Once your platform has synced, return to the integration and run the check again to confirm the match count has gone up.
How do I recheck after fixing my ads?
ProfitPeak rechecks your tracking automatically on a regular schedule, and each row shows when it was last checked. If you've just fixed some ads and don't want to wait, open the Actions menu on the Check your UTMs tab and choose Recheck. ProfitPeak asks the platform again straight away and updates the counts.
A platform can be rechecked once a minute. If it's slow to reply, ProfitPeak keeps trying for two minutes and updates the counts when it answers.
Can Sherpa check my UTMs for me?
Yes. Sherpa, ProfitPeak's AI assistant, can tell you which ads are untagged and what to add to each one. Just ask something like "Which of my Meta ads are untagged?" or "Is my tracking working?"
Once you've made changes, ask Sherpa to recheck, for example "I fixed those ads, check my Meta UTMs again." Sherpa reads the platform again right away and tells you what's still missing.
With the Trail Pixel and UTMs in place, we can now see where someone came from and then what they clicked on on your website.
Adding your costs
Adding your costs
To calculate accurate profit margins, ProfitPeak needs to know your operating expenses. The more accurate your cost data, the better your profitability insights will be.
For a more detailed explanation head to our Cost Management article.
Where do you add your costs?
Go to Settings → Costs
In the Operating costs card, click Add cost and enter your costs (agency fees, Klaviyo, merchant rate, GST, etc.). Click Suggested costs if you'd like a starting list.
If your costs vary by region, select the market when you add the cost.
If you pay a channel ProfitPeak doesn't connect to, like an affiliate network or influencer links, add it in the Source spend card instead so it shows up in Attribution Vertex. Add each spend in one place only, not as both.
Tip: Enter all costs exclusive of GST. You'll add your GST rate separately.
Common questions
Q: How many users can I add?
A: Unlimited! There's no charge for additional users.
Q: Can I have multiple Owners?
A: Yes, you can have multiple users with the Owner role.
Q: What happens if I remove a user by mistake?
A: Simply add them back using their email address. They'll receive a new invitation.
Q: Can users see data from before they were added?
A: Yes, users can see historical data based on their permission level, not just data from after they joined.
Q: Can I create custom roles?
A: Currently, ProfitPeak offers five preset roles. If you need custom permissions, contact support to discuss your requirements.