> ## Documentation Index
> Fetch the complete documentation index at: https://docs.segmentstream.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick start

> Set up your first SegmentStream project, from account creation through reports and marketing mix optimization.

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.

<Steps>
  <Step title="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.

    <img src="https://mintcdn.com/segmentstream/fSGYTtkHEv2DXb5X/images/quick-start-create-account.png?fit=max&auto=format&n=fSGYTtkHEv2DXb5X&q=85&s=fe86201623879c827a66eeb81c4fd7c7" alt="SegmentStream account creation form" width="2390" height="1594" data-path="images/quick-start-create-account.png" />
  </Step>

  <Step title="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.

    <img src="https://mintcdn.com/segmentstream/fSGYTtkHEv2DXb5X/images/quick-start-create-project.png?fit=max&auto=format&n=fSGYTtkHEv2DXb5X&q=85&s=faf51340ca9287abfd22f743ccfdd01b" alt="SegmentStream project creation form" width="2388" height="1690" data-path="images/quick-start-create-project.png" />
  </Step>

  <Step title="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**.

    <img src="https://mintcdn.com/segmentstream/fSGYTtkHEv2DXb5X/images/quick-start-invite-members.png?fit=max&auto=format&n=fSGYTtkHEv2DXb5X&q=85&s=fa34fbec2ddccb6467edee253d6c8299" alt="Team member invitation page" width="2390" height="1394" data-path="images/quick-start-invite-members.png" />
  </Step>

  <Step title="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](/project-configuration/data-warehouse) for setup instructions.

    <Tip>
      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.
    </Tip>
  </Step>

  <Step title="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](/project-configuration/events-tracking) for detailed information and additional options.

    <img src="https://mintcdn.com/segmentstream/fSGYTtkHEv2DXb5X/images/quick-start-events-tracking.png?fit=max&auto=format&n=fSGYTtkHEv2DXb5X&q=85&s=50a261151fdc58e653693bf329780bdc" alt="Event tracking configuration" width="2390" height="1398" data-path="images/quick-start-events-tracking.png" />
  </Step>

  <Step title="Connect advertising platforms">
    Follow the [data sources guide](/project-configuration/data-sources/overview) to connect your advertising platforms.

    <img src="https://mintcdn.com/segmentstream/fSGYTtkHEv2DXb5X/images/quick-start-data-sources.png?fit=max&auto=format&n=fSGYTtkHEv2DXb5X&q=85&s=cd8250018eec05f8b1eda0e3e64ab566" alt="Data sources configuration page" width="2390" height="1402" data-path="images/quick-start-data-sources.png" />
  </Step>

  <Step title="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**

           <img src="https://mintcdn.com/segmentstream/fSGYTtkHEv2DXb5X/images/quick-start-conversions.png?fit=max&auto=format&n=fSGYTtkHEv2DXb5X&q=85&s=13c409402445d490f1e0c299aa2924b9" alt="Conversion creation form" width="2394" height="1394" data-path="images/quick-start-conversions.png" />

    Follow the [conversions guide](/project-configuration/conversions) if your website does not track purchases or you need to track other types of conversions.
  </Step>

  <Step title="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](/attribution/overview) to understand how to use reports to their full potential.

    <img src="https://mintcdn.com/segmentstream/fSGYTtkHEv2DXb5X/images/quick-start-reports.png?fit=max&auto=format&n=fSGYTtkHEv2DXb5X&q=85&s=93cbe680d1dabd64b53eb614c62575cc" alt="Attribution report configuration" width="2394" height="1392" data-path="images/quick-start-reports.png" />
  </Step>

  <Step title="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](/optimization/overview) for more information.
  </Step>

  <Step title="Implement SegmentStream SDK">
    To improve user stitching and attribution quality, install the SegmentStream SDK. The SDK preserves ad platform click IDs during internal navigation and sends cookieless pings for first-party measurement.

    Refer to the [SDK guide](/project-configuration/sdk) for detailed implementation instructions. If you need help with the setup, contact support.
  </Step>

  <Step title="Setup complete">
    You can now use the portfolio dashboards and reports to make informed decisions on your marketing strategy.
  </Step>
</Steps>

## 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](/project-configuration/attribution-models) documentation.