When you gain access to a new Fresh Relevance account, there are some initial setup steps that you must complete before you can begin to make use of the platform’s wide range of features.
First, you need to provide us with details of your marketing website and the ecommerce system that you use, and then you also must ensure that the Fresh Relevance script is deployed on all pages of your site.
Our team can advise you if any customisations or additional script options are required during your onboarding. You can also learn more in our Developer Hub.
1. Set up your ecommerce system
Expand the User menu and go to Settings > Website Settings.
Select Site Details.
Enter your organization’s details in the form:
Website Name
The full name for your website, for use in reporting.Website Address
The complete URL for your marketing site.
The site must be currently active on the URL you provide.Additional Subdomains
Any additional subdomains for your site that you want to be able to access in the Site Editor.Currency
The currency you want your reporting to display in. This is normally the main currency of your ecommerce system.
Select NEXT.
Expand the Website eCommerce System drop-down menu and select the ecommerce system you use for your site, then select NEXT.
We prefill the field with the ecommerce system we find at the URL you provided in Step 3. If you need to edit this, select Back in your browser.You see a popover informing you that the latest version of the Fresh Relevance script will be deployed to your site. Read the information, and select YES to confirm.
If you’re unsure, contact Support.
2. The tracking script
You must install our script on all pages of the marketing website you specified during setup. You don't need to remove any other scripts.
There are two components that need to be added to a website to enable triggered messages, but only the first is needed for website personalization.
The script looks something like this:
<script async src="//d81mfvml8p5ml.cloudfront.net/[exampleID].js"></script>
This is an example script and must not be directly copied. You must ensure you use the script generated specifically for your account.
Your website developers can learn more in Install the tracking script.
Script deployment options
The tracking script can be added to pages by modifying the source, typically the header or footer template that generates the pages. This is the method we advise you to use, as some browsers can block scripts deployed through tag managers.
If necessary however, you can use a tag manager to deploy the script to your site.
Learn more in Use a tag manager.
Set your messaging channel
For the purposes of initial setup, if you’re using Fresh Relevance for triggered messaging, you need to choose the messaging channel you use, for example, an Email Service Provider or SMS channel.
Learn more in Configure your messaging provider.