HeldSway

Appendix A — Quick Integration Checklist

  • [ ] Created HeldSway Brand/Advertiser account
  • [ ] Dashboard accessible at [subdomain].heldsway.com/dashboard
  • [ ] API Key created with appropriate scopes under Settings → API Keys
  • [ ] SDK <script> tag added to <head> of all pages
  • [ ] init() called on every page with correct apiKey
  • [ ] identify() called after customer login/signup
  • [ ] trackProductDetailsViewed() on product pages
  • [ ] trackAddToCart() / trackRemoveFromCart() on cart interactions
  • [ ] trackCheckout() on checkout page
  • [ ] trackOrder() on order confirmation page
  • [ ] trackThankYouPageViewed() after order tracked
  • [ ] Referral links created in dashboard for affiliates
  • [ ] Payout schedule configured in Settings → Payouts
  • [ ] Commission rates configured in Settings → General