IntakeQ · Conversion tracking
Conversion tracking for IntakeQ and PracticeQ
IntakeQ publishes its GA4 event list, which is rare: session_started through practitioner_selected, time_selected and payment_type_selected, ending in appointment_booked, all under the event category 'IntakeQ'. Campaign data reaches a booking either as URL parameters on the hosted page or through window.intakeqUtmSource, intakeqUtmMedium and intakeqUtmCampaign set before the widget code. That second route is where most setups go wrong, because the UTMs on the booking page are often not the ones that brought the visitor.
✓ 30-minute call · No commitment · You leave with a written remediation plan even if we’re not the right fit.
Written guarantee
95%+ conversion accuracy on IntakeQ
Measured against your own order records at handover. Miss it and we keep working at no cost until it’s met.
Built on — and certified for — the platforms that matter
Stape
Pro Partner
Meta
Tech Provider
Tag Manager
TikTok
Events API
Microsoft
UET Partner
CAPI Partner
CAPI Partner
Built on the same partner stack used by enterprise DTC brands.
By the numbers
No fake testimonials.Just the math.
70+
Platforms supported
Shopify · Woo · Magento · BigCommerce · 65 more
8+ / 10
Meta EMQ guaranteed
in writing — keep working free until hit
2–4d
Build to live
accurate data flowing within 7 days
$0
Monthly fees, ever
one-time fixed price · you own the stack
400d
Cookie lifetime
max RFC 6265bis allows · 57× Safari ITP
9
Ad channels covered
Meta · Google · TikTok · MS · LI · Pin · Snap · Reddit · X
95%+
Tracking accuracy
verified vs Stripe · GA4 · ad-platform reports
30 min
Free founder call
no SDR · no pitch deck · written remediation plan
Every figure above is either a commitment we put in writing or a countable fact. What your own setup is losing is not on this list, because we haven’t measured it yet — that happens on the call, against your own order records.
Real clients · real videos · real outcomes
Don’t take our word for it. Watch the receipts.
Founders, marketers, and agency owners describing the before-and-after of their IntakeQ tracking rebuild — in their own words, on camera.
What goes wrong on IntakeQ
Empty UTM variables
Visitors land on a blog post with UTMs, browse, then book, and the widget sees none.
Only GA4 is documented
Tag Manager, the Meta Pixel and a redirect aren't covered on IntakeQ's integration page.
A long funnel judged on one event
Nine steps, and nobody looks at where people stop.
Payment type ignored
Self-pay and insurance bookings are worth different amounts to the practice.
Architecture
What IntakeQ actually lets you do
A documented GA4 path and a documented UTM path. Everything else is a question.
Step 1
GA4 under Settings > Integrations
Paste the Measurement ID into the Google Analytics integration.
Step 2
Named funnel events
From session_started to appointment_booked, under the category 'IntakeQ'.
Step 3
UTMs on the hosted page
Passed as URL parameters.
Step 4
UTMs into the widget
window.intakeqUtmSource, intakeqUtmMedium and intakeqUtmCampaign, set before the widget code.
Step 5
Check: GTM, Meta Pixel, redirect and HIPAA notes
Not covered on IntakeQ's integration page; confirmed per account.
Diagnostic sequence
Where IntakeQ tracking breaks
IntakeQ's events usually fire. Attribution is what fails.
- 1
Book from a tagged link that lands on a different page
Then check which source appointment_booked carries.
- 2
Read the page source above the widget
The UTM variables must be set before the widget code runs.
- 3
Confirm appointment_booked is the key event
And that Google Ads imports it rather than session_started.
- 4
Walk the funnel step by step
The move from practitioner_selected to time_selected is a common stall.
- 5
Check what event parameters contain
Nothing naming a condition should be sent anywhere.
Source-of-truth validation
The QA evidence on IntakeQ
On your live site, with a real booking started from a tagged ad URL and cancelled afterward.
- UTM window variables confirmed populated from first touch on the booking page.
- appointment_booked recorded once, carrying the original campaign.
- Google Ads conversion confirmed imported from that key event.
- Hosted-page bookings tested with URL parameters as well.
- Bookings reconciled per client against GA4 and Google Ads over a closed month.
- No clinical service name or client detail in ad-platform data.
- A tagged-link booking repeated a month later to confirm nothing drifted.
Straight talk
When you don't need this on IntakeQ
IntakeQ hands you most of the parts.
- If every ad links straight to the hosted booking page with UTMs, the URL parameters already carry attribution.
- If you only advertise on Google, the GA4 import of appointment_booked can cover you.
- If your bookings mostly come from insurance directories, campaign attribution won't change much.
- Setting three window variables is a short job for whoever maintains your site.
Who this is for
Honest about who we’re a fit for.
We don’t take every project. Here’s how to tell if we’re right for you.
You’re a great fit if…
- You run IntakeQ (or are migrating to it)
- You spend $5K+/month on paid ads (Meta, Google, TikTok, Microsoft, LinkedIn)
- Your reported ROAS doesn’t match what your bank account is saying
- You want to own your tracking stack — no monthly SaaS fees forever
- You have 2–4 days to do this once and never think about it again
Skip us if…
- You spend less than $500/month on paid ads (browser pixel is fine)
- You want a SaaS dashboard with monthly fees forever (Triple Whale, Hyros)
- You need attribution modeling — we fix the data foundation, not multi-touch reports
- You want a 6-month enterprise consulting engagement (we ship in 4 days)
- You expect us to manage your ad accounts (we don’t — that’s a different service)
If you’re still unsure,book the call anyway— we’ll tell you straight whether we can help.
What changes on IntakeQ
Every booking with its original campaign
Server-sideWindow variables filled from stored first-touch UTMs.
appointment_booked as the conversion
8+ EMQImported into Google Ads from GA4.
Funnel drop-offs visible
DedupedPractitioner and time selection steps reported.
The event map on IntakeQ
session_started
Widget or hosted page opened.
service_selected
Counted as a step; clinical service names stay out of analytics.
practitioner_selected and time_selected
Where availability loses clients.
payment_type_selected
Self-pay versus insurance, used for value logic.
appointment_booked
The conversion.
Original campaign attached
Via the intakeqUtm window variables.
Pick the package that fits your ad spend
Fixed-fee, no surprises. If your ad spend is meaningful,server-side tracking is what we recommend— it’s the only setup that survives iOS, Safari ITP and ad blockers.
Browser-side starter
Repairs and verifies the browser-side setup you already have, on a live conversion. Honest about its ceiling on this platform.
- Root cause fixed, not worked around
- Verified on a live conversion
- Reconciled against your own records
- Written handover
1st-party server-side
Save $18K–$120K over 5 years vs Triple Whale / Hyros
Money events sent from your own records through a first-party container on your subdomain, so the browser can no longer lose them.
- First-party server container on your own subdomain
- Money events from your records, not the browser
- Deduplicated on a shared event ID at every destination
- First-party cookies beyond Safari's 7-day cap
- 95%+ accuracy and 8+ Meta EMQ, guaranteed in writing
Full 1st-party stack
Every paid channel server-side plus the offline loop, with monitoring so the next break surfaces in days.
- Everything in 1st-party server-side
- Pinterest, Snapchat, Reddit and LinkedIn CAPI
- CRM and offline conversion loop
- Refunds and cancellations reversed everywhere
- Monitoring on every destination
Not sure which tier fits?Book a 30-min scoping call— we’ll tell you straight, no upsell pressure.
How it works
Built in 2–4 days. Accurate data within 7.
We deliver the entire 1st-party server-side stack in 2–4 business days. You start collecting accurate, deduped conversion data the moment it goes live — and within 7 days every signal is flowing cleanly to Meta, Google, TikTok and the rest.
Kickoff + audit
30-min call. We map your current pixels, GTM, dataLayer, consent setup, and ad-platform integrations. You get a written report of every leak.
Build the stack
Server-side GTM container deployed on your subdomain. Meta CAPI · Google EC · TikTok Events API · Microsoft UET wired. Identity match + dedup configured.
QA + go-live
Live-fire test purchases across every funnel step. Meta EMQ verified at 8+. Tag Assistant + Pixel Helper passes. Side-by-side report delivered.
Verify accuracy
Your data flows clean. Within 7 days every signal — Meta, Google, TikTok, Microsoft — is fully accurate. Notion runbook + Loom walkthrough handoff.
Got questions?
The honestanswers.
No buzzwords, no upsell. If we don’t know, we say so.
01Which IntakeQ event should be the conversion?
appointment_booked. The others are funnel steps worth watching but not worth bidding on.
02Why do our IntakeQ bookings show as direct in GA4?
Usually the UTM variables are empty when the widget loads. Set them from the visitor's stored first-touch values before the widget code runs.
03Can we add a Meta Pixel to IntakeQ?
The integration page doesn't cover it, so the first job is checking your account. Without a supported way in, Meta is judged from your own pages and matched against IntakeQ's appointment list.
04Is GA4 safe for a HIPAA practice?
Only if no protected health information reaches it. Keep service names neutral, send nothing about the client, and have your compliance adviser review the setup.
05Can we send different values for self-pay and insurance?
Yes, using payment_type_selected to drive the value logic inside your own setup. The payment type itself doesn't need to reach ad platforms.
Still have questions?Book a 30-min call— bring them all.
The call
What happens on your free 30-min call
No pitch deck, no SDR, no upsell pressure. Founder-led. Bring your ad-platform screens and yourIntakeQ setup — we’ll work through it together.
Min 1–5
We get the lay of your store
What you sell, what you spend on ads, who handles dev. Quick context-gathering — no questionnaire upfront.
Min 5–15
We audit your tracking live
Screen-share. We open your Meta Events Manager, GTM, and ad reports. You see exactly which conversions are leaking.
Min 15–25
We map a fix
What needs rebuilding, what stays. The exact IntakeQ setup we'd ship and what it would recover for you.
Min 25–30
Decide. Or don’t.
If we're a fit, we send a 1-page proposal in writing. If not, you walk away with a free remediation plan you can hand to anyone.
Make every IntakeQ booking keep its campaign
Bring one ad to a free 30-minute call; we start a booking from it and see which source IntakeQ records, and you leave with a written plan — possibly three lines of script.
Free · 30-min consultation · No commitment · Replies in under 2 hours · Available worldwide via WhatsApp
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95% tracking accuracy guarantee
Free 30-min consultation · from $400 · 1st-party server-side
95% guarantee · from $400
