Creating a Web Gains Source

On the Conversionomics homepage, you will see a screen with all of your projects; select the project name you will be working on. If you need to create a new project, select the orange button that says "New Project" and follow the instructions 

Once you select the project you want to work on, you will see a similar screen as shown below. Select the orange button that says " + New Source"

After selecting the orange button that says " + New Source"

Input the "Source Name" and select "Web Gains" for the type, then click "CONTINUE" once complete.

You will then be redirected to the source's configuration screen.

From here, you must select a connection to link Conversionomics with the Web Gains API. Then choose the target that contains the method you would like to pull. After selecting the desired method, you can pick out the fields that will be loaded into the source.

You can set up a filter to limit the data that you wish to pull from the Web Gains API. To do this, first select a field. Then Choose the operator that you wish to use to compare the field. Finally, a value must be selected. The value can be a static value or another field.
Any values that do not work with the operation will not be included in the source. For more details on using date-based filters, see here.

Look back days can be set to reload data for a set number of days on every load.

Once your configurations are set, press save and the source is ready to run.

Additional Information can be found within the official Web Gains API Documentation

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