Skip to main content
This guide walks you through setting up your first SegmentStream project, starting from account creation and ending with built-in reports and marketing mix optimization.
1

Create an account

Use the link provided by your SegmentStream manager. You will be asked to enter your name, the name of your company, and the country where your business resides.SegmentStream account creation form
2

Create a project

Enter the project name as it will appear in the SegmentStream interface, the currency and timezone for reporting, and the location of the servers that will process the project’s data.SegmentStream project creation form
3

Add team members

To invite other people to the project, click + INVITE on the Members page, enter their email, select the permissions, and click SEND.Team member invitation page
4

Configure data warehouse

Connect a data warehouse to store and process your project’s data. Google BigQuery is the recommended option — read the data warehouse guide for setup instructions.
If using your own BigQuery instance is not feasible, you can use a SegmentStream-hosted data warehouse. Contact your SegmentStream manager to enable this option.
5

Set up event tracking

If Google Analytics 4 is already implemented on your website or app, integrating event tracking through the native GA4 BigQuery Link feature is the most straightforward approach.Refer to the event tracking guide for detailed information and additional options.Event tracking configuration
6

Connect advertising platforms

Follow the data sources guide to connect your advertising platforms.Data sources configuration page
7

Create conversions

For an e-commerce website, the main conversion is typically the purchase event. To track a purchase conversion based on your GA4 data:
  1. Navigate to the Conversions page
  2. Click + ADD and select Simple conversion
  3. Enter a conversion name (for example, “Purchase”)
  4. Make sure the Purchase conversion event type is selected
  5. Click SAVE Conversion creation form
Follow the conversions guide if your website does not track purchases or you need to track other types of conversions.
8

Configure attribution reports

Go to the reports page and add the conversion you created to every report. After a full day has passed since event tracking was set up, you will be able to see data on sessions and ad platform costs.Refer to the Attribution documentation to understand how to use reports to their full potential.Attribution report configuration
9

Set up your optimization portfolio

Once your data starts flowing, create an optimization portfolio to use the SegmentStream marketing mix optimization tool.Refer to the Optimization documentation for more information.
10

Implement SegmentStream SDK

To improve user stitching and collect more accurate data about user activity on your website, install the SegmentStream SDK along with the non_idle and bot_detected events. This ensures higher-quality data for reporting and modelling.Refer to the SDK guide for detailed implementation instructions. If you need help with the setup, contact support.
11

Setup complete

You can now use the portfolio dashboards and reports to make informed decisions on your marketing strategy.

​
What’s next?

Explore reporting using different attribution models such as First Click and Multi-Touch to better understand the impact of each channel across the user journey. Learn more in the Attribution models documentation.