Links, funnels, campaigns, and tracking
Use reports, campaign analytics, funnels, UTMs, pixels, and tracking workflows to understand and grow sales.
When to use this guide
Use this section when you are analyzing performance, planning campaign links, building funnels, checking UTM attribution, or verifying paid ads tracking.
Start here
- Use the Dashboard for a quick view of today and yesterday sales, balances, and recent purchases.
- Review dashboard after first sales for post-launch dashboard checks.
- Use Financial Overview to analyze revenue, payment methods, refunds, chargebacks, and UTM filters.
- Walk through Financial Overview tabs for tab-by-tab reporting review.
- Complete a campaign launch flow for go-live and post-launch monitoring.
- Choose the right report for each question to compare Dashboard, Financial Overview, Campaigns, Sales, and Finance.
- Read campaign analytics and UTM performance to analyze source, medium, campaign, content, term, revenue, sales count, and trends.
- Build funnels, upsells, and downsells to plan multi-step offer paths.
- Complete a funnel setup flow for end-to-end funnel build and branch testing.
- Set up pixels and verify attribution to connect tracking pixels with checkout links and UTMs.
- Use short links and support-agent tools for product short links, support links, and upgrade links.
- Embed a funnel on an external page to run upsell and downsell steps on your own website.
- Use UTM naming conventions before creating campaign links.
- Configure Facebook pixel on checkout for Meta ads attribution.
- Duplicate funnels for testing without breaking live funnel paths.
What Growth controls
| Area | Purpose |
|---|---|
| Reports | Helps teams choose the right place to analyze performance. |
| Campaigns | Groups UTM traffic and campaign trends. |
| Funnels | Creates multi-step buyer paths with upsells and downsells. |
| Pixels | Helps external platforms attribute checkout and purchase activity. |
| Short links | Supports cleaner sharing and tracked link workflows. |
Typical workflow
- Create tracked checkout links before traffic starts.
- Verify UTMs, pixels, and funnel paths.
- Send traffic through the intended links.
- Review Campaigns and Financial Overview.
- Inspect Sales when individual purchases need investigation.
- Fix attribution early if campaign data looks incomplete.
Good checks before going live
- Use consistent UTM names.
- Test checkout links before paid traffic starts.
- Verify pixels after setup.
- Test every funnel accept and decline path.
- Keep API-specific setup in AtomicPay API Docs.