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How to Install the Patch Pixel on Your WordPress Site

In This Article:

  1. Install with the Header & Footer WordPress Plugin (recommended)
  2. Manual installation Via Your Theme Files

Installation with the Header & Footer Code WordPress Plugin

  1. Login to your WordPress admin dashboard.
  2. Go to the WordPress plugin store here: Header & Footer Code plugin
  3. Go through the configuration process. You'll need your Patch Pixel code script tag.

    1. How to Copy the script tag 

      1. While logged in to Patch Retention navigate to one of the following places to copy the script tag.

      2. Note: All three places include the same script tag. This means that the script tag only needs to be added to your theme code once.

        • Pixel > Pixel Code
        • Loyalty Cash > Step 2 Installation > Manual Installation
        • TextChat > Step 2 Installation > Manual Installation
        • It looks like this: <script async type="text/javascript" src="https://cdn.patchretention.com/pixel/{YOUR ACCOUNT ID}/pixel.js"></script>

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.