First-time setup checklist
The post-install workflow on the Getting Started page — turn on the Theme Attribution Bridge, add product costs, connect your platforms and invite your team.
Written by The Ordinary Team · Updated On this page
Right after install, the Getting Started page lists the tasks that unlock the full Ordinary experience, one per row. Each row shows its own state: a button while it’s outstanding, a badge once it’s done. This article walks through each one.
Most of these take under a minute. Do them in order.
1. Turn on the Theme Attribution Bridge (required)
The Theme Attribution Bridge is the first row, marked Required. It’s what lets Ordinary attribute orders to the visits and campaigns that drove them.
- Click Open Theme Editor.
- Toggle the Ordinary embed on.
- Click Save — toggling alone won’t save it.
Once Ordinary detects it, the row moves to the side of the page as Bridge active. If it doesn’t, see Pixel says “Disconnected”.
2. Book an onboarding call (optional)
Book an onboarding call offers a free 30 minutes with the Ordinary team to tune the setup to your store. Click Book a call to pick a time.
3. Add your product costs
Add your product costs turns revenue reporting into profit reporting. Most cost data comes straight from Shopify; add the rest and every report shows profit. Once your cost coverage is good, the row reads Your profit data is ready. See Product costs.
4. Connect your ad and email platforms
Below that, there’s a row for each integration: Shopify (connected at install), Meta Ads, Amazon, Google Ads and Klaviyo. Ordinary’s attribution is strongest when it can see your ad spend alongside your pixel sessions, so connect at least the platform you spend the most on:
Ad and email integrations are available on Starter and higher. Free merchants see attribution from pixel and order data alone. See Connecting your first data source.
5. Check your display currency
Go to Settings → Preferences → Display Currency and pick the currency you report in (USD, GBP, EUR, CAD and more). It sets the currency symbol shown across reports and scorecards.
6. Invite your team
If you’ve got partners, marketers, or freelancers who should see the data, invite them.
Go to Settings → Team → Invite User. See Inviting your team for role options and seat limits.
7. Set up channel taxonomy (optional, Starter and higher)
If your store has a mix of UTM conventions (e.g. fb in some links,
facebook_ads in others, Facebook elsewhere), map them to canonical
names so your reports consolidate cleanly.
Go to Settings → Channel Taxonomy. See Custom channel taxonomy.
8. Take a look at your first report
Open Marketing Mix from the left nav. You should see:
- A totals strip across the top — attributed orders, revenue, ad spend, blended ROAS and AOV for the selected dates
- A card for each channel, largest revenue first, with the top campaigns for any ad platform you’ve connected
The conversion funnel (sessions → orders) is on your home page, Brand Pulse, under Store Conversion.
If the numbers look wrong, see Attribution numbers don’t match Shopify.
Done. What’s next?
- Read Attribution models explained so you know which model fits your business.
- Bookmark Brand Pulse — reading your home page for a tour of the home page.
- If you sell subscriptions, read Subscription-aware attribution.