Docs/Getting Started

Getting Started

Go from zero to identifying your first website visitor in under 5 minutes. This guide walks you through the complete setup process.

Estimated time: 5 minutes

Prerequisites

You need a website where you can add a JavaScript snippet to the <head> section. ClearView works with any website platform including WordPress, Webflow, Shopify, Next.js, and custom HTML sites.
1

Create your ClearView account

Sign up for a free ClearView account. No credit card is required to get started. You'll receive 25 free identifications per month on the free plan.

a. Navigate to democlearview.com/login and click Get Started.

b. Enter your email address and create a password, or sign up with Google.

c. Verify your email address by clicking the confirmation link sent to your inbox.

2

Add your first site

Once logged in, you'll be prompted to add your first website. This creates a unique site key used to identify traffic from your domain.

a. Go to Settings → Sites in the dashboard sidebar.

b. Click the Add Site button.

c. Enter your website domain (e.g., example.com) and give it a name.

d. Click Create Site. You'll receive a unique site key.

Multiple Sites

You can add multiple sites to a single ClearView account. Each site gets its own tracking key and separate visitor feed.
3

Install the tracking script

Copy the tracking script from your dashboard and paste it into your website's HTML. The script should be placed in the <head> section of every page you want to track.

Copy the following snippet and replace your-site-key with the key from your dashboard:

index.html
html
<script
async
src="https://democlearview.com/api/track/t.js"
data-site="your-site-key"
></script>

Platform-specific instructions:

WordPress: Add the snippet via Appearance → Theme Editor → header.php, or use a plugin like Insert Headers and Footers.

Webflow: Go to Project Settings → Custom Code → Head Code and paste the snippet.

Shopify: Navigate to Online Store → Themes → Edit Code → theme.liquid and add it before the closing </head> tag.

Next.js: Add the script to your root layout using the next/script component with strategy="afterInteractive".

app/layout.tsx
tsx
import Script from "next/script";
export default function RootLayout({
children,
}: {
children: React.ReactNode;
}) {
return (
<html lang="en">
<body>
{children}
<Script
src="https://democlearview.com/api/track/t.js"
data-site="your-site-key"
strategy="afterInteractive"
/>
</body>
</html>
);
}
4

View your first visitor

Once the script is installed, visit your own website to trigger a test identification. Then return to the ClearView dashboard to see the result.

a. Open your website in a new browser tab to trigger a page view event.

b. Return to the ClearView dashboard and navigate to the Visitors page.

c. You should see your visit appear within seconds, showing your company name (if identifiable), location, pages viewed, and session duration.

Verification

A green checkmark will appear next to your site name in the Settings page once ClearView receives its first tracking event. If you don't see data after 2 minutes, check the Troubleshooting guide.
5

Set up integrations

Connect ClearView with your existing tools to automatically sync identified companies to your CRM, Slack, or marketing platform.

a. Go to Settings → Integrations in the dashboard.

b. Browse the available integrations and click Connect on the one you want to set up.

c. Follow the OAuth flow or enter the required API key for your chosen platform.

d. Configure sync rules to control which identified companies are sent to the integration (e.g., minimum lead score, specific industries).