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      How to Install the Patch Pixel on Your WordPress Site

      In This Article:

      1. Install with the Patch Retention WordPress Plugin (recommended)
      2. Manual installation Via Your Theme Files

      Installation with the Patch Retention WordPress Plugin

      The recommended way to install the Patch Pixel on your WordPress site is via our WordPress plugin. 

      1. Log out from your Patch account.
      2. Log in to the WordPress admin panel using the same email address that is associated with your Patch admin account. If you use a different email address, a new account will be created and linked to your WordPress site, rather than connecting to your existing Patch account.
        1. The WordPress user must have an "Admin" role in order to configure the Patch account with the plugin. You can find your WordPress users in the WordPress Dashboard > Users section.
      3. Go to the WordPress plugin store.
      4. Search for, download, and activate the Patch Retention Plugin.
      5. Go through the configuration process which automatically adds the Pixel to the site.
        1. Patch will prompt you to log in. Use the same email address as your current WordPress User with an Admin role to log in. If your current WordPress email is not added to your Patch account you can add the email under Account Settings > Account Details > Admin Users with "Full Access". 
        2. If you are having issues installing the Pixel reach out to your onboarding rep or the customer success team for help.

      Manual Installation via Your Theme Files

      The pixel can be added to any webpage by pasting the Pixel code from your account in the head. It should only be added once per web page. This should be done by a web developer with experience updating WordPress code.

      <script async type="text/javascript" src="https://cdn.patchretention.com/pixel/{YOUR ACCOUNT ID}/pixel.js"></script>

      Please be sure to copy the Pixel code from your account as the account number is unique and the above is just an example. 

      Pixel code for your account can be found by logging into your Patch account and navigating to the Pixel module using the left-side menu. 

      Adding a script tag to the head of a WordPress site is as simple as following these steps:

      1. Log in to your admin dashboard.
      2. Click "Theme Editor" under "Appearance".
      3. Locate and click the "header.php" file in the Theme Editor.
      4. Look for the <head> section within the code editor.
      5. Inside the <head> section, find an appropriate spot to add your script tag. This could be just before the closing </head> tag or anywhere else depending on your specific requirements.
      6. Add the script tag using the following format:
        <script async type="text/javascript" src="https://cdn.patchretention.com/pixel/{ACCOUNT ID}/pixel.js"></script>
      7. After adding the script tag, click on the "Update File" button to save your changes.

      Please note that modifying theme files directly can be risky, as any mistakes can break your site. It's recommended to create a child theme or use a custom code plugin to add scripts to your WordPress site.

      Customer Support

      If you need help or need assistance determining next steps, please contact our Customer Support team by phone at 888.605.4429 or email at success@patchretention.com.