Platform.ly

Transactions
You can select what transactions you want to include in your Platformly sales reports:
<ul>
<li>All transactions</li>
<li>Successful purchases</li>
<li>Failed purchases</li>
<li>Refunded orders</li>
<li>Cancelled orders</li>
</ul>
Contacts Settings
1. New Users
Every new user is imported in Platformly immediately after registration. You can choose which segment to add them to and/or apply tags.
2. GDPR
If you want to be GDPR-compliant, you can request users to tick a box, to confirm subscription. This is optional.
If you decide to use it, the tick box will be shown on your checkout page.
If the user ticks the box, meaning he or she agrees to receive marketing communications from you, he or she will be added to the segment of your choice.
If the user doesn’t tick the box, meaning he or she does not agree to receive marketing communications from you, he or she won’t be added to that segment, so you know you cannot send marketing emails to this person.
You may apply tags instead of adding users to different segments.
3. Purchase Actions
You can add to a segment or apply a tag when:
<ul>
<li>A purchase is made</li>
<li>An order is refunded</li>
<li>A transaction fails</li>
<li>An order is canceled</li>
</ul>
Events Settings
You can track user actions.
Here is a list of events you can track:
<ul>
<li>
View product: when users visit a product page
</li>
<li>
Add to cart: when users add a product to their cart
</li>
<li>
View cart: when users move to the cart page
</li>
<li>
Checkout: when users move to the checkout page
</li>
<li>
Place order: when users place an order
</li>
<li>
Abandoned cart: when users add a product to their cart but don’t check out and leave the products in their cart for more than X minutes
</li>
<li>
Abandoned cart recovered: when users finish checkout after receiving an abandoned cart email.
</li>
</ul>
Event data of registered users will instant sent to Platformly.
For unregistered users, data will be stored in the user’s session and will be sent to Platformly after the user registers or makes an order.
Product Page
You can also choose to add users to a specific segment, or apply them a specific tag on a product level (for a specific product). To do so, simply open the product page in WordPress, scroll down to the Product Data section and open the Platform.ly tab.
You can add users to a segment, or apply them a tag:
<ul>
<li>When the product is added to cart</li>
<li>When the product is purchased</li>
<li>When the order is refunded</li>
<li>When the order has failed</li>
<li>When the order is cancelled</li>
</ul>
Please note that you will also be able to insert product information to your email in Plaformly (including the list of products added to cart), as well as set up automations using the events, segments and tags previously created, access detailed sales reports and more.
For more information, as well as updates and references for further reading, please visit the <a href="https://www.platform.ly/blog/" rel="noopener nofollow ugc">Platform.ly blog</a>.

Platform.ly for WooCommerce

Easily connect WooCommerce to your Platformly CRM, set up abandoned cart campaigns and access detailed customer reporting including lifetime value and …

EPICWP

Epic Tracking lets you add event tracking to any element on your WordPress site using a visual editor. Click the element you want to track, give it a name, and you’re done — events start recording immediately. No code, no Google Tag Manager, no external scripts.
<h4>Visual Click & Event Editor</h4>
Open the visual editor on any page from the WordPress admin bar. Click a button, link, form, CTA, or any other element — give it a reference name and tag — and save. That’s it. The event is live and tracking starts immediately.
<ul>
<li>Track button clicks, form submissions, link clicks, and CTA conversions</li>
<li>Set up events in seconds with a point-and-click interface</li>
<li>Organize events with custom tags for easy filtering</li>
<li>No coding or tag manager knowledge required</li>
</ul>
<h4>Built-in Analytics Dashboard</h4>
The plugin includes a full analytics dashboard in your WordPress admin:
<ul>
<li>Event trigger counts with unique visitor breakdowns</li>
<li>Page view statistics with date range filtering</li>
<li>Per-page detail views with referrer, device, browser, OS, and country data</li>
<li>Daily traffic charts and trend visualization</li>
<li>Sortable tables with pagination</li>
</ul>
<h4>Self-Hosted & Privacy-Friendly</h4>
All tracking data stays in your WordPress database. No data is sent to third-party analytics services. Visitors are identified using a single first-party cookie — no personal data is stored or shared.
<h4>Features</h4>
<ul>
<li>Visual event editor — Point-and-click setup for tracking clicks on any element</li>
<li>Custom event tags — Organize events with tags for easy filtering and reporting</li>
<li>Event analytics — See which events fire most, with trigger counts and unique visitors</li>
<li>Page view tracking — Automatic visit logging with full referrer and device data</li>
<li>Country geolocation — Automatic IP-based country detection for visitor locations</li>
<li>Bot filtering — Known bots and crawlers are automatically excluded</li>
<li>Role exclusion — Exclude administrators or any user role from being tracked</li>
<li>Date range filtering — Quick presets (today, last 7 days, last 30 days) and custom ranges</li>
<li>Lightweight — No impact on page load speed; tracking runs asynchronously after render</li>
<li>Self-hosted — All data stored in your WordPress database, no external dependencies</li>
<li>Clean uninstall — All tables and options are removed when you delete the plugin</li>
</ul>
<h4>Use Cases</h4>
<ul>
<li>Track which CTAs and buttons get the most clicks on your landing pages</li>
<li>Measure form submission rates and conversion events without tag managers</li>
<li>Monitor page views and traffic trends without Google Analytics</li>
<li>See which referrers drive the most traffic to specific pages</li>
<li>Understand visitor demographics: device type, browser, OS, and country</li>
</ul>
<h4>Why Epic Tracking?</h4>
Most WordPress event tracking requires Google Tag Manager, custom JavaScript, or expensive third-party services. Epic Tracking gives you a visual editor to set up event tracking in seconds — no code, no external scripts, no data leaving your server.
<h3>External services</h3>
This plugin uses the <a href="http://ip-api.com" rel="nofollow ugc">ip-api.com</a> geolocation service to determine visitor country based on their IP address. An HTTP request is sent to ip-api.com each time a new visitor is recorded (unless a cached result is available). The request contains only the visitor’s IP address. No other personal data is sent.
<ul>
<li>Service: <a href="http://ip-api.com" rel="nofollow ugc">ip-api.com</a></li>
<li>Data sent: visitor IP address</li>
<li>When: on each new visit (results are cached for 24 hours)</li>
<li>Terms of service: <a href="https://ip-api.com/docs/legal" rel="nofollow ugc">ip-api.com/docs/legal</a></li>
<li>Privacy policy: <a href="https://ip-api.com/docs/legal" rel="nofollow ugc">ip-api.com/docs/legal</a></li>
</ul>

Epic Tracking – Click & Event Tracking for WordPress

Click and event tracking for WordPress. Point, click, and track — no code, no tag managers, no third-party scripts.

Platform.ly for WooCommerce vs Epic Tracking – Click & Event Tracking for WordPress