Install the website Connector

CopyLoop Connector sends website activity, form journeys, return visits, and supported commerce activity to CopyLoop according to the consent setup you select. Create one Connector for each site.

1. Create the source

1. Open Settings → Integrations.
2. Find CopyLoop Connector and choose Connect.
3. In Site details, enter the source name and website URL, choose the consent setup, and review the allowed origins.
4. In Install, choose WordPress plugin or JavaScript snippet.
5. Choose Create Connector.

CopyLoop creates a site key and shows the installation path.

2. Choose the consent setup

Choose the option that describes how the site actually handles privacy choices:

• CopyLoop privacy banner: CopyLoop shows and remembers choices; page views begin after the visitor accepts Analytics.
• Existing consent tool: reads choices from a supported Cookiebot or OneTrust setup.
• Google Consent Mode: reads consent states already managed through Google tags.
• Manual JavaScript consent: your developer connects the site’s privacy controls with a small JavaScript adapter.
• Customer-managed consent: your site owns the privacy experience and may pass consent to CopyLoop. With no signal, page activity is accepted only for US visitors and marketing attribution stays off. The setup requires an acknowledgement of this behavior.
• Not configured yet: CopyLoop can confirm installation, but it does not store page views until you select another option.

Choose the option that matches the privacy controls already used by the site.

3A. Install on WordPress

1. Download the plugin from the Connector setup.
2. In WordPress, open Plugins → Add New → Upload Plugin.
3. Upload, install, and activate the CopyLoop plugin.
4. Open the plugin settings.
5. Paste the Site key shown in CopyLoop.
6. Save the settings.
7. Visit the public website once in a new browser session.

Return to CopyLoop and confirm the installed version is current. Update the plugin when the setup panel reports that the installed version is behind.

3B. Install on another website

1. Copy the Site-wide Connector snippet.
2. Place it once in the site’s shared layout, immediately before the closing </head> tag, so it loads on every intended page.
3. Do not alter the site key, endpoint, or consent configuration.
4. Deploy the site.
5. Visit the public site in a new browser session.

Do not paste the snippet separately into every form or page.

4. Verify the live connection

Open the Connector’s Verify step. CopyLoop confirms the installation automatically after the plugin or snippet loads on the site.

If the connection remains in “waiting,” follow the installation from the live page back to CopyLoop:

• confirm the production page includes the current snippet or active plugin
• confirm the visited origin matches an allowed origin
• check browser content-security or script-blocking errors
• check that the source is not paused
• confirm the consent mode permits more than setup diagnostics for your test
• clear caches after a plugin or site deployment

5. Connect forms and commerce

For new lead capture, CopyLoop Forms keeps the form, validation, contact creation, and source history in one setup.

For a supported existing WordPress form, including Gravity Forms:

1. Choose Generate connection secret in the Connector.
2. Copy the one-time value into the WordPress plugin settings before leaving the site session.
3. Keep it out of browser code, page HTML, hidden fields, and tag managers.
4. Submit one test form.
5. Confirm Connected submits, Contacts captured, and Last received update.

When WooCommerce is active, order and known-checkout activity arrives automatically through the plugin. The same connection secret authenticates checkout, order, and refund activity and supported existing-form submissions. Verify a permitted test journey before activating commerce automations.

Pause versus remove

Pause a test or temporarily unused source when you want to stop new collection but preserve its site key and reporting history. Resume it later with the same source identity.

Find Connector activity

Open Analytics → Lead Sources & Forms for visit and form reporting. Use Data Quality to see Activity Received, Connected Sources, Automated Traffic, and available site or event details. Connector-based automation triggers become usable as the matching known-contact, form, or commerce activity arrives.

See Forms, Analytics, and Automations.