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

# How to Set Up Tracking

> Connect Mention Me to your site from the Onboarding Hub, using Shopify, Google Tag Manager, JavaScript or the API.

The **Set up tracking** step is how Mention Me sees referrals on your site. Pick a **tracking integration method**, then install the required tags. Mention Me confirms each tag when it fires.

You need two tags:

* **Checkout tag**. Fires when a referred customer completes checkout.
* **Referrer tag**. Fires when a referrer signs up.

These are recommended:

* **Landing page tag**. Fires when a referred visitor lands on your site.
* **Product tag**. Fires on product page views and shares.

This one is optional:

* **Dashboard tag**. Fires when the referral dashboard loads.

<Steps>
  <Step title="Open Set Up Tracking">
    On the [Onboarding Hub](/knowledge-app/onboarding/overview), click **Set up tracking**.
  </Step>

  <Step title="Pick a Method">
    Choose how Mention Me lives on your site. The page groups the options:

    | Method                 | Best when                                             |
    | ---------------------- | ----------------------------------------------------- |
    | **Shopify**            | You run on Shopify and can install the Mention Me app |
    | **Google Tag Manager** | You already manage tags in GTM                        |
    | **JavaScript Tag**     | You can paste snippets into your site                 |
    | **Mention Me API**     | You want a server-side integration                    |

    Your choice is saved on the workspace and changes the copy you see later, including [Enable live tracking](/knowledge-app/onboarding/enable-live-tracking).

    <Frame caption="The integration selector, with Shopify, Google Tag Manager, JavaScript Tag and Mention Me API.">
      <img src="https://mintcdn.com/mentionme/Ty9A_E2HdZ0xj4QZ/images/knowledge-app/onboarding/setup-tracking.png?fit=max&auto=format&n=Ty9A_E2HdZ0xj4QZ&q=85&s=f8c751619525c09efd77b66d1554ccdd" alt="The integration selector showing the four installation methods" width="1024" height="707" data-path="images/knowledge-app/onboarding/setup-tracking.png" />
    </Frame>
  </Step>

  <Step title="Follow the Method Steps">
    Work through the cards for your method. Each required tag stays pending until Mention Me detects a fire.

    Expand **See more** on the hub row to tick off Checkout, Referrer, Landing page, Product and Dashboard. Optional tags can be skipped from that list.
  </Step>

  <Step title="Return to the Hub">
    Once the Checkout and Referrer tags are complete (or skipped), the step marks complete.
  </Step>
</Steps>

<Tabs>
  <Tab title="Shopify" icon="shopify" iconType="brands">
    Install the Mention Me Shopify app, then verify the installation. The app places the tags for you. Open **Open in Shopify admin** from any remaining card to finish a step in Shopify.

    For the full Shopify install, see <a href="/knowledge/shopify/app-installation" target="_blank" rel="noopener noreferrer">Installing the Mention Me Shopify app</a>.
  </Tab>

  <Tab title="Google Tag Manager" icon="google" iconType="brands">
    Install the official Mention Me GTM template, configure your data layer, then add a tag for each entry point. Set the template's **Environment** to **Test** while you are still setting up. You will switch it to **Live** later.

    <Card title="Download the GTM template" icon="download" href="https://app.mention-me.com/api/gtm-template">
      Saves `template.tpl`. Import it once into your GTM workspace.
    </Card>

    <Steps>
      <Step title="Import the template">
        In Google Tag Manager, go to **Templates** and click **New** under **Tag Templates**. In the Template Editor, open the **⋮** menu, click **Import**, select the downloaded `template.tpl` file, then **Save**.
      </Step>

      <Step title="Configure your data layer">
        Make sure your site pushes the values Mention Me needs to the GTM data layer before each tag fires. Create a Data Layer Variable for every value you plan to map.
      </Step>

      <Step title="Add a tag for each entry point">
        Use the imported Mention Me Referral Tag. Set **Environment** to **Test**.
      </Step>
    </Steps>

    You can also grab `template.tpl` from the [Mention Me GTM template repository](https://github.com/mention-me/mention-me-gtm-template). For the tag reference, see [Tag Integration](/developer-docs/integration/overview).
  </Tab>

  <Tab title="JavaScript tags" icon="code">
    Paste the snippet for each tag onto the matching page. While you are setting up, those snippets point at `tag-demo.mention-me.com`. After you prepare to launch, [enable live tracking](/knowledge-app/onboarding/enable-live-tracking) switches them to `tag.mention-me.com`.

    For the snippet reference, see [JavaScript Tags](/developer-docs/integration/javascript-overview).
  </Tab>

  <Tab title="Mention Me API" icon="cloud">
    Send events to the Mention Me API instead of embedding tags. Use the setup endpoints until you [enable live tracking](/knowledge-app/onboarding/enable-live-tracking).

    For the API, see [API & Webhooks](/api-reference/consumer-api/overview).
  </Tab>
</Tabs>

If your integration does not use tags, click **My integration doesn't use tags** on the tracking page or the hub row. That skips the remaining tag checks so you can continue.

For placement and parameters, use the Documentation tab. The hub is the checklist; the developer guides are the implementation detail.

## See Also

<CardGroup cols={2}>
  <Card title="Enable live tracking" icon="globe" href="/knowledge-app/onboarding/enable-live-tracking">
    Switch those tags to live after you prepare to launch.
  </Card>

  <Card title="Tag Integration" icon="code" href="/developer-docs/integration/overview">
    Entry points, snippets and testing.
  </Card>

  <Card title="Understanding setup before launch" icon="list-check" href="/knowledge-app/onboarding/understanding-setup-before-launch">
    Why nothing is live during setup.
  </Card>

  <Card title="Onboarding" icon="list-check" href="/knowledge-app/onboarding/overview">
    Back to the hub.
  </Card>
</CardGroup>
