Settings

Configure Behavior Intelligence: tracking toggles, privacy modes, bot exclusions, role capabilities, AI options, marketing integrations, goals, and retention.

Settings tabs overview

Settings consolidates module configuration in sticky tabs: General, Privacy, Exclusions, Roles, Advanced, and Marketing. Changes take effect immediately for new events; some privacy toggles do not retroactively delete stored fields—plan migrations carefully.

General tracking options

Enabled — Master tracking switch.
Track logged-in users — Merge WP user ID onto visitor records.
Track staff — Whether admin-role browsing counts (usually off).
Attribution model — First-touch vs last-touch for Marketing.
Tracking method — Client JS collector vs server page tracker.
Bypass adblock — Randomized script handles and REST asset proxy.

Privacy and consent

Configure IP storage mode (discard, truncate, hash), honor Do Not Track, integrate WP Consent API, and view privacy assessment score with recommended improvements. Consent integration gates frontend enqueue until analytics consent granted.

Exclusions

Exclude bots via heuristics, WordPress roles (e.g. administrator), and URL path prefixes (/wp-admin, /preview). Over-broad path exclusions silently kill tracking on public pages—test Realtime after edits.

Roles and capabilities

Set cap_view and cap_manage options mapping to WordPress capabilities. Users with native manage_options always bypass for emergency access per module design.

Tip: Grant view-only access to content editors via a custom capability so they can see Content Performance without reaching Settings or Tracking Plan writes.

Advanced and marketing tabs

Advanced: data retention days, AI enable flag, growth analysis schedule, report email recipients, chat model selection. Marketing: UTM tracking toggle, Google Search Console OAuth, feature flags, goals editor mapping events to conversions.

Change management

Toggle tracking off only during controlled maintenance windows—document expected Realtime zero. Privacy changes may require legal review; screenshot Privacy assessment before/after for audit trail.

Staging vs production

Use path exclusions or separate staging keys so test traffic does not pollute production reports. Never copy production DB to staging without scrubbing or excluding analytics ingest on staging domain.

Additional best practices

Behavior Intelligence works best when tracking coverage, funnel definitions, and team review rituals stay aligned. Revisit this guide after major site changes—new theme, consent plugin, or checkout provider—and confirm Realtime, Data Quality, and Tracking Plan still agree.

Share direct help links from the in-app help panel so teammates read the same canonical definitions. Press Ctrl+K in the help center to jump between related guides quickly.

Align date ranges before comparing metrics across pages.
Document segment names when sharing screenshots.
Verify fixes in Realtime before closing Growth Plan items.
Keep UTM conventions consistent for Marketing and Traffic.
Schedule AI analysis after enough post-change data accumulates.

Working with the global toolbar

Every major Behavior Intelligence report page shares a global toolbar controlling date range, comparison mode, saved views, and active segments. Understanding this toolbar prevents the most common reporting mistake: discussing metrics that look contradictory because two pages use different ranges or filters.

Date ranges support presets (last 7, 28, 90 days) and custom intervals. Comparison mirrors the prior period of equal length. When comparison is off, KPI deltas hide—do not assume zero change. Saved views capture all toolbar state; teach teammates to check the view name in the header before screenshotting for leadership.

Connecting insights to action

Analytics value appears when insights change behavior. Behavior Intelligence routes findings through Growth Plan, Anomalies, and AI Intelligence into prioritized work. A metric without an owner becomes wallpaper. Assign DRI (directly responsible individual) per Growth Plan card and set verification dates.

Cross-link investigations: Traffic anomaly → Sessions sample → Journeys path → Tracking Plan coverage → Funnel step fix. This sequence resolves most conversion mysteries without external tools.

Data freshness expectations

Raw events ingest in near real time on Realtime. Daily aggregates power most dashboard KPIs and typically finalize after processor cron completes overnight in site timezone. Intraday numbers on Traffic are directional, not audit-final. Export via Report Builder after period close for finance-adjacent reporting.

Security and access control

Report data stays inside WordPress authenticated admin. REST endpoints require configured capabilities. Do not expose API keys or disable capability checks for convenience. View-only roles should not access Settings, Tracking Plan writes, or AI job triggers unless policy explicitly allows.

Module updates and compatibility

After Imaginit Core or Behavior Intelligence updates, revisit Getting Started verification steps: Realtime test, Data Quality health, one saved report run. Release notes may add event types or metrics—refresh Report Builder definitions if preview validation fails. Theme changes always trigger Tracking Plan re-crawl before trusting click metrics.

Keyboard shortcuts and help search

From any Behavior Intelligence admin page, open in-app help links to jump to the matching guide on the public help center. Within the help site, press Ctrl+K or Cmd+K to open Spotlight search across all articles, headings, and keywords. Search for metric names, page titles, or tasks like "export CSV" to find the right workflow without browsing the sidebar.

Bookmark frequently used guides for your role: content editors often need Content Performance and Organic Search; engineers need Tracking Plan and Data Quality; leadership prefers Overview and Reports email summaries.