> ## Documentation Index
> Fetch the complete documentation index at: https://oneviewhub.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace Setup

> Configure your OneView workspace to start tracking conversions

<Frame>
  <img src="https://mintcdn.com/oneview/FipWTTFxnal05444/guides/sending-events/basic-setup/assets/setup-workspace.png?fit=max&auto=format&n=FipWTTFxnal05444&q=85&s=37176067cc70feef247ddb924f462d9c" alt="OneView setup" noZoom width="2142" height="1132" data-path="guides/sending-events/basic-setup/assets/setup-workspace.png" />
</Frame>

## Introduction

Before sending events to OneView, you need to configure your workspace. This includes setting up your API key, connecting advertising platforms, and configuring which events should be sent as conversions.

<Check>
  Most workspace settings are optional. You can start with just an API key and add integrations later.
</Check>

<Steps>
  <Step title="Configure your Conversion Events">
    Choose which events should be sent as conversions to your advertising platforms:

    <AccordionGroup>
      <Accordion title="What are conversion events?">
        Conversion events are specific actions you want to track (like purchases, sign-ups, or form submissions). OneView will:

        * Process these events through attribution
        * Send them to your connected advertising platforms
        * Include Enhanced Conversions for better match rates

        <Info>
          Learn more about [how conversions work](/docs/platform/concepts/conversions).
        </Info>
      </Accordion>

      <Accordion title="How do I configure them?">
        1. Go to **Settings** > **Conversions**
        2. Select which events should be treated as conversions
        3. Configure attribution model for each event (optional)

        <Tip>
          You can configure different attribution models for different events. For example, use first-touch for brand awareness events and last-touch for purchase events.
        </Tip>
      </Accordion>

      <Accordion title="What attribution models are available?">
        You can configure attribution on a per-event basis:

        * **First-Touch** - Credits the first marketing interaction (best for long sales cycles)
        * **Last-Touch** - Credits the final interaction before conversion (best for e-commerce)
        * **Multi-Touch** - Distributes credit across multiple touchpoints (not available for all platforms)

        <Info>
          Learn more about [attribution models](/docs/platform/features/processing/merit-based-routing) and how OneView routes conversions.
        </Info>
      </Accordion>
    </AccordionGroup>
  </Step>

  <Step title="Configure your Media Partners">
    Configure which `utm_source` values should be recognized as your advertising platforms.

    <AccordionGroup>
      <Accordion title="Why do I need to configure UTM sources?">
        When click identifiers (like `gclid`, `fbclid`) are blocked or missing, OneView uses `utm_source` to identify which platform should get attribution credit.

        <Tip>
          This is especially important for [cookieless advertising](/docs/platform/features/collection/cookieless-advertising) scenarios and [Intelligent Tracking Prevention](/docs/platform/guides/sending-events/advanced-setup/intelligent-tracking-prevention) compliance.
        </Tip>
      </Accordion>

      <Accordion title="How do I configure them?">
        1. Go to **Settings** > **UTM Sources**
        2. Map your `utm_source` values to your advertising platforms
        3. OneView will use these for attribution when click IDs are unavailable

        <Info>
          Learn more about how [UTM fallback works](/docs/platform/features/collection/cookieless-advertising#utm-fallback) in OneView.
        </Info>
      </Accordion>
    </AccordionGroup>
  </Step>

  <Step title="Activate your Integrations (Optional)">
    Connect the advertising platforms where you want to send conversions:

    <AccordionGroup>
      <Accordion title="Which platforms can I connect?">
        OneView supports over 30 advertising platforms including:

        **Ad Networks:**

        * Google Ads, Meta (Facebook/Instagram), TikTok, Microsoft Ads, LinkedIn, Pinterest, Snapchat, Twitter/X, Reddit, Quora, Spotify, Outbrain, Taboola

        **Affiliate Networks:**

        * Awin, CJ Affiliate, FinanceAds, Impact, Partnerize, Rakuten, Tradedoubler

        **DSPs:**

        * Amazon DSP, Criteo, Google DV360, Quantcast, Stackadapt, The Trade Desk

        <Info>
          See the full list of [supported integrations](/docs/integrations/overview) and their setup guides.
        </Info>
      </Accordion>

      <Accordion title="How do I connect a platform?">
        1. Go to **Settings** > **Ad Accounts**
        2. Click **Connect** next to the platform you want to add
        3. Follow the OAuth flow to authorize OneView

        <Tip>
          Each platform has specific setup requirements. See the individual integration guides for detailed instructions.
        </Tip>
      </Accordion>

      <Accordion title="What happens after I connect?">
        Once connected, OneView can automatically:

        * Send conversions to the platform's Conversion API
        * Include Enhanced Conversions (hashed PII) for better match rates
        * Handle API errors and retries automatically
        * Respect user consent across all platforms

        <Info>
          Learn more about [how integrations work](/docs/integrations/overview) and [Enhanced Conversions](/docs/platform/features/delivery/enhanced-conversions).
        </Info>
      </Accordion>
    </AccordionGroup>
  </Step>
</Steps>

## What Happens Automatically

Once your workspace is configured, OneView automatically handles:

* ✅ **Attribution** - Routes conversions to the platform that wins attribution using [Merit-Based Routing](/docs/platform/features/processing/merit-based-routing)
* ✅ **Deduplication** - Prevents the same conversion from being counted multiple times
* ✅ **Enhanced Conversions** - Includes hashed PII for better match rates
* ✅ **Consent Enforcement** - Respects user consent across all platforms automatically
* ✅ **Error Handling** - Automatically resolves API errors and retries failed requests
* ✅ **Identity Resolution** - Builds Identity Graph to link users across devices and sessions

<Info>
  Want to understand how this all works together? See [How OneView Works](/docs/platform/how-it-works) for a complete overview.
</Info>

## Workspace Settings Reference

<CardGroup cols={2}>
  <Card title="API Key" icon="key" href="/docs/guides/sending-events/api-reference#authentication">
    Learn about API authentication and security.
  </Card>

  <Card title="Integrations" icon="link" href="/docs/integrations/overview">
    See all supported platforms and setup guides.
  </Card>

  <Card title="Conversions" icon="bullseye-arrow" href="/docs/platform/concepts/conversions">
    Understand how conversions are processed.
  </Card>

  <Card title="Attribution Models" icon="ranking-star" href="/docs/platform/features/processing/merit-based-routing">
    Learn about attribution models and routing.
  </Card>

  <Card title="Enhanced Conversions" icon="rectangle-history-circle-plus" href="/docs/platform/features/delivery/enhanced-conversions">
    Understand Enhanced Conversions and match rates.
  </Card>

  <Card title="Identity Resolution" icon="users-viewfinder" href="/docs/platform/features/processing/identity-resolution">
    Learn how OneView builds Identity Graphs.
  </Card>
</CardGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Where do I find my API key?">
    Go to **Settings** > **API Key** in your OneView workspace. If you don't see this option, make sure you have the correct permissions.

    <Tip>
      You'll need your API key to configure the [GTM Server tag](/docs/guides/sending-events/backend/gtm-server).
    </Tip>
  </Accordion>

  <Accordion title="How do I disconnect a platform?">
    1. Go to **Settings** > **Ad Accounts**
    2. Find the platform you want to disconnect
    3. Click **Disconnect**

    <Info>
      When you disconnect a platform, all credentials are deleted from OneView and access revocation is requested automatically. Learn more in the [integration guides](/docs/integrations/overview).
    </Info>
  </Accordion>

  <Accordion title="What if I exceed my workspace limits?">
    If your workspace exceeds session or conversion limits, OneView will:

    * Mark affected sessions under the "Unknown" channel
    * Exclude them from attribution to preserve model integrity
    * Show them in reports for diagnostics

    <Tip>
      Review your workspace limits and recent volume trends. Contact support if you need to increase your quota.
    </Tip>
  </Accordion>

  <Accordion title="Need more help?">
    * See [troubleshooting guides](/docs/guides/troubleshooting/attribution-errors) for common issues
    * Check individual [integration guides](/docs/integrations/overview) for platform-specific setup
    * Review [How OneView Works](/docs/platform/how-it-works) to understand the architecture
  </Accordion>
</AccordionGroup>