Server-side tracking setup checklist: from first step to launch

The checklist is designed to guide you through the setup in a clear, practical way. It comes as an editable Google Sheet, so you can make your own copy, add the details you need, follow the steps in order, and track your progress as you go.

Use it as you work through the implementation: prepare the information you need, complete the relevant steps, mark your progress, and open linked guides whenever you want more detail.

The same checklist can be used for both in-house setups and client projects, making it easier to follow a consistent process every time.

• One view of your full setup. See all the work involved — from the first setup decisions to post-launch checks — in one place.
• Your own working copy. Save the checklist to Google Drive, fill in setup details, tick completed tasks, and use it throughout the implementation.
• Separate tabs for the full setup and key platforms. Start with the general setup, then continue with dedicated tabs for GA4, Google Ads, and CAPI setup covering Meta, TikTok, Snapchat, and Microsoft Ads.
• A layout that keeps everything organized. Add the IDs and other details you need before setup, see which steps are Required, Recommended, or Optional, and track your progress as you work.
• Useful Stape references. Check which Power-ups and features are available, what they do, and where to find the relevant guides and tools.

• Marketers and analytics teams setting up server-side tracking in-house.
• Agencies implementing and managing server-side tracking for clients.
• GTM and tracking specialists who want a more structured setup process.
• Teams moving to server-side tracking for the first time.
• Anyone who wants a practical way to manage setup, testing, and ongoing checks.