How Do I Setup the Sidekick Plugin on My WordPress?

The short answer to setting up the Sidekick plugin on your WordPress site is to activate the plugin, then proceed through a guided setup that involves connecting your Google Analytics account and Google Tag Manager. This process includes signing in with Google, approving permissions, creating accounts, and connecting relevant services to ensure the plugin is fully integrated and functional.

Full Explanation

To fully set up the Sidekick plugin on your WordPress site, you start by activating the plugin and following an easy, step-by-step setup wizard. The initial step prompts you to start setup, after which you are asked to connect Google Analytics by signing in with your Google account. You will need to approve various permissions related to your Google account to allow proper data access and integration.

Once the Google Analytics connection is approved and your data is downloaded, further verification and permission approval take place. This ensures that the setup process is authorized and ready to proceed. Next, you create an account within the setup interface that typically represents your site or business.

After completing these steps, you navigate to your WordPress dashboard, find the settings menu on the left sidebar, and access the option to connect more services. Here, you will select tag manager, continue with the prompts, and use the refetch my account feature. This helps to synchronize your data and confirm account connections.

Finally, create an account by entering the company or site name. This step solidifies the connection between your WordPress site, the Sidekick plugin, and your Google Tag Manager account, enabling enhanced tracking and management capabilities.

Step-by-Step Breakdown

  1. Activate the Sidekick plugin in your WordPress admin area.
  2. Click on the Start Setup button that appears after activation.
  3. Select Connect Google Analytics and sign in with your Google account.
  4. Approve all requested permissions and download the necessary Google data.
  5. Verify and allow the setup process to continue.
  6. Click Next to create a new account for your site or business within the setup.
  7. Go to your WordPress dashboard and click on Settings in the left sidebar.
  8. Choose Connect More Services and then select Tag Manager.
  9. Click Continue, then use Refetch My Account to synchronize your account information.
  10. Create a Tag Manager account and enter the company name to complete the process.

Real Examples

During the setup, signing in with Google Analytics allows the plugin to collect your site traffic data seamlessly. For example, after approving permissions, the Sidekick plugin can retrieve your analytics information without manual entry.

Similarly, when you connect Google Tag Manager through the Connect More Services option, the plugin fetches your available accounts. Creating an account and entering the company name ensures that all tags and tracking codes are properly aligned with your website’s identity.

Common Mistakes

  • Skipping the approval of Google permissions, which prevents the plugin from accessing your data and completing setup.
  • Not verifying the setup after connecting Google Analytics, leading to partial integration.
  • Failing to use the Refetch My Account button in Tag Manager setup, resulting in outdated account information.
  • Forgetting to enter a company or account name, which may cause confusion in your Tag Manager configuration.

FAQs

Do I need a Google account to set up the Sidekick plugin?

Yes, connecting Google Analytics requires signing in with a valid Google account.

Can I skip the Google Tag Manager setup?

No, connecting Tag Manager is part of the recommended full setup process to manage your tracking tags effectively.

What happens if I don’t approve all permissions?

The plugin will be unable to fully integrate with Google services, limiting its functionality.

Where do I find the setup options after activation?

You start setup immediately after activating the plugin and can manage additional connections under Settings > Connect More Services.

Key Takeaways

  • Activate the Sidekick plugin to begin setup promptly.
  • Connect Google Analytics by signing in and approving all permissions.
  • Verify and download your Google data during the process.
  • Use your WordPress dashboard settings to connect Google Tag Manager.
  • Refetch your account to synchronize information and complete the configuration.
  • Enter the company name when creating accounts for proper identification and management.