Onboarding Checklist: Follow this onboarding checklist to set up Causality Engine quickly: connect Shopify, integrate ad platforms, configure attribution settings, and verify data flows.
Read the full article below for detailed insights and actionable strategies.
Onboarding Checklist
Get started with Causality Engine efficiently by completing these key steps.
1. Create Your Account
Sign up at app.causalityengine.ai
Verify your email address
2. Connect Your Shopify Store
Provide API credentials with read permissions for orders, customers, and products
Confirm data sync is active
3. Integrate Advertising Platforms
Connect Facebook Ads, Google Ads, TikTok, and email marketing platforms via OAuth
Verify campaign and conversion data ingestion
4. Configure Attribution Settings
Select analysis window (default 40 days for one-time or lifetime for subscription)
Define conversion events and key KPIs
5. Review Data Privacy Settings
Confirm consent and data processing agreements
Review data retention preferences
6. Initiate First Analysis
Run your initial incremental impact analysis
Review attribution reports and causality chain visualizations
7. Set Up Refinement Queue
Prioritize channels based on incremental ROAS
Configure budget allocation recommendations
8. Train Your Team
Share documentation links
Schedule training sessions if needed
9. Monitor and Iterate
Check changelog for updates
Adjust settings based on insights
Related Resources
Attribution Methodology Explained
Learn marketing attribution basics at Wikidata.
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Key Terms in This Article
Attribution
Attribution identifies user actions that contribute to a desired outcome and assigns value to each. It reveals which marketing touchpoints drive conversions.
Causality
Causality is the relationship where one event directly causes another, essential for identifying specific actions that drive desired outcomes in marketing.
Conversion
Conversion is a specific, desired action a user takes in response to a marketing message, such as a purchase or a sign-up.
Data Privacy
Data Privacy is the ability of an organization to control what data it shares with third parties. It protects sensitive information.
Email Marketing
Email Marketing is sending commercial messages to a group of people using email. Every email sent to a potential or current customer constitutes email marketing.
Facebook Ads
Facebook Ads are paid advertisements appearing on Facebook and Instagram. Businesses use them to target specific audiences based on demographics and interests.
Google Ads
Google Ads is an online advertising platform where advertisers bid to display ads, service offerings, and product listings.
Marketing Attribution
Marketing attribution assigns credit to marketing touchpoints that contribute to a conversion or sale. Causal inference enhances attribution models by identifying true cause-effect relationships.
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Frequently Asked Questions
What is the first step to start using Causality Engine?
Create your account at app.causalityengine.ai and verify your email.
How do I connect my Shopify store?
Provide API credentials with appropriate read permissions to enable data syncing.
Which ad platforms should I integrate first?
Start with Facebook Ads and Google Ads, then add TikTok and email marketing platforms.
How long does the initial analysis take?
Typically under 3-5 minutes for a 40-day lookback period analysis.
Can I customize attribution settings during onboarding?
Yes, you can set analysis windows, conversion events, and KPIs to match your business needs.
