Getting Started

Quick Start Guide

Get up and running with ObserviX in minutes. This guide walks you through the essential steps to start collecting and analyzing data.


This guide will help you get ObserviX up and running in just a few minutes. By the end, you'll have data flowing into ObserviX and be ready to explore your first insights.

Prerequisites

Before you begin, make sure you have:

  • An ObserviX account (sign up at observix.ai)
  • Access to your website or application code
  • Basic knowledge of HTML/JavaScript

Step 1: Create Your Project

After signing in to ObserviX, create your first project:

  1. Click "New Project" in the dashboard
  2. Enter your project name and website URL
  3. Select your industry and use case
  4. Click "Create Project"

You'll receive a unique tracking ID for your project - keep this handy for the next step.

Step 2: Install the Tracking Code

Option A: Direct Installation

Add the ObserviX tracking snippet to your website's <head> section:

<script>
  (function(o,b,s,e,r,v,i,x){
    o[r]=o[r]||function(){(o[r].q=o[r].q||[]).push(arguments)};
    v=b.createElement(s);v.async=1;v.src=e;
    x=b.getElementsByTagName(s)[0];x.parentNode.insertBefore(v,x);
  })(window,document,'script','https://cdn.observix.ai/track.js','obx');

  obx('init', 'YOUR_TRACKING_ID');
  obx('track', 'pageview');
</script>

Replace YOUR_TRACKING_ID with your actual tracking ID from Step 1.

Option B: Using Google Tag Manager

  1. Create a new Custom HTML tag in GTM
  2. Paste the tracking code above
  3. Set the trigger to All Pages
  4. Publish your container

Option C: NPM Package (for React/Vue/Angular)

npm install @observix/tracker

Then in your application:

import ObserviX from '@observix/tracker';

ObserviX.init('YOUR_TRACKING_ID');
ObserviX.track('pageview');

Step 3: Verify Data Collection

After installing the tracking code:

  1. Visit your website
  2. Return to the ObserviX dashboard
  3. Navigate to Real-time > Overview
  4. You should see your session appear within seconds

Step 4: Set Up Key Events

Track important user actions by defining custom events:

// Track button clicks
obx('track', 'button_click', {
  button_name: 'Sign Up',
  location: 'header'
});

// Track form submissions
obx('track', 'form_submit', {
  form_name: 'contact_form',
  form_type: 'lead_generation'
});

// Track custom conversions
obx('track', 'conversion', {
  conversion_type: 'purchase',
  value: 99.99,
  currency: 'USD'
});

Step 5: Connect Additional Data Sources

Enhance your data by connecting other platforms:

  1. Navigate to Settings > Integrations
  2. Select the platforms you want to connect (GA4, Google Ads, Facebook Ads, etc.)
  3. Follow the authentication flow for each platform
  4. Configure what data to import

Common Issues and Solutions

Not seeing data in real-time?

  • Check that the tracking code is properly installed in your <head> section
  • Verify your tracking ID is correct
  • Ensure you're not blocking scripts with ad blockers or privacy extensions
  • Check browser console for any JavaScript errors

Events not appearing?

  • Make sure you've registered custom event names in Settings > Events
  • Verify the event parameters match your configuration
  • Check that events are firing using browser developer tools (Network tab)

Duplicate events?

  • Ensure you don't have multiple tracking snippets installed
  • Check that GTM tags aren't firing multiple times
  • Review Enhanced Measurement settings to avoid conflicts

Next Steps

Now that you're collecting data, explore these topics:

Need help? Check our Troubleshooting Guide or contact our support team.

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