System Settings

Last updated on Jun 11, 2026

Overview

System Settings is the configuration hub for your LayerFive account. It controls company identity, attribution behavior, tracking parameters, API access, email automation, event definitions, order classification, and UTM mapping — all of which directly affect reporting accuracy and platform behavior.

Navigate to: Administration → System Settings

The page is organized into six tabs:

Tab Purpose
Company Information Core account settings — timezone, currency, attribution, Meta config
Rest API Token Generate and manage API access keys
Trigger Email Config Configure abandoned cart and trigger-based email automation
Event Config Define custom tracking events and conversion goals
Order Config Classify order tags and define non-online order rules
UTM Param Config Map UTM parameters to internal media sources and channel groupings


Company Information

This tab contains the foundational settings that apply platform-wide. Configure these during onboarding — changes here affect all dashboards, reports, and attribution models.

Company Details

Field Description
Company Name Display name used across the platform and in exports
Company URL Your primary website domain (e.g. billyfootwear.com) — used for attribution tracking
Company Logo Upload a JPG or PNG (max 2 MB) for platform branding

Timezone & Currency

Field Description
Timezone Sets the default timezone for all report date ranges, attribution windows, and scheduled reports (e.g. America/Los_Angeles)
Currency Sets the currency for all revenue, ROAS, and spend metrics (e.g. USD)

Important: Timezone and currency are account-wide settings. Changing them after launch will affect how historical data displays across all dashboards. Align with your team before updating.

Attribution Settings

Field Description
Attribution Look Back Window How far back (in days) LayerFive considers user interactions when attributing a conversion. Default is 30 days.
Default Attribution Model The attribution logic applied by default across reports. Options: Any Click, Last Click, First Click, Equal Weight, View-Through.

The Default Attribution Model can be changed on individual reports and dashboards without changing this global setting.

Subscription Product

Check Is Subscription Based Product? if your store sells products on a subscription or recurring billing model. This adjusts how revenue and retention metrics are calculated in reporting.

Meta Configuration

Field Description
Meta Pixel ID Your Meta tracking pixel identifier
Meta Token API token for Meta integration authentication
Enable Meta Conversion API Activates server-side event tracking for Meta, improving attribution reliability by reducing dependence on browser-based tracking

Before enabling Meta Conversion API: Only turn this on after discussing with your LayerFive account manager. Ensure any existing Shopify or third-party Meta CAPI implementation is turned off first to avoid duplicate event reporting.

Email Configuration

Field Description
Subscription Email Sends On Controls when subscription-related emails are triggered
Week Starts From Sets the first day of the reporting week (e.g. Sunday). Affects weekly breakdowns across all dashboards.

UTM Pattern

Field Description
Campaign Pattern Defines whether campaigns are identified by Name or another attribute
Ad Pattern Same as Campaign Pattern, applied to ad-level attribution

DNS Forwarding Configuration

Field Description
Use DNS Forward Enables a custom first-party tracking domain for improved data accuracy
Is DNS CNAME Updated Automatically updated by LayerFive once the CNAME record is verified

Only enable DNS Forwarding after discussing the setup with your LayerFive account manager.

Dashboard Configuration

Default Screen sets the landing screen for all users who don't have a specific landing page configured in User Management. Use this to set a sensible default for most of your team.


Rest API Token

Manage API credentials for external integrations and custom development.

Action Description
View API Key Displays the current API access key
Generate New Key Creates a new key — this invalidates the existing key and will break any integrations using it
API Documentation Links to LayerFive's developer API docs

Keep your API key secure. Do not share it in public channels or include it in client-facing documents.


Trigger Email Config

Configure automated email triggers for customer lifecycle events.

Abandoned Cart

Field Description
Enable Abandoned Cart Trigger Activates abandoned cart email automation
Trigger Delay How long (in minutes) after cart abandonment the email is sent. Default: 60 minutes.
Send Test Email Sends a test to validate delivery and email formatting


Event Config

Define the custom tracking events that power LayerFive's funnel analytics and attribution reporting.

Each event has the following fields:

Field Description
Event Name Internal identifier for the event
Event Sub Type Category for grouping related events
Display Name The label shown in dashboards and reports
Value Monetary or scoring value assigned to the event
Display Sequence Controls the order events appear in funnel views
Is Funnel Event? Marks the event as a stage in the conversion funnel
Is Conversion? Marks the event as a conversion goal — affects ROAS and KPI reporting
Tracking Code Implementation code connecting the event to your tracking setup

Click Save Config after adding or editing events.

Events marked as conversions will influence attribution model calculations. Make sure only intentional purchase or lead events carry this flag.


Order Config

Define how incoming orders are classified in LayerFive.

Use this tab to:

  • Add order tags that help segment order sources (e.g. TikTok Shop, Marketplace, IMSMP)

  • Mark orders as non-online (offline sales, marketplace orders) to keep them separate from direct e-commerce attribution

This improves the accuracy of ROAS and revenue attribution reporting by preventing offline or manually created orders from inflating digital campaign performance.


UTM Param Config

Map UTM parameters to LayerFive's internal media source taxonomy. This standardizes how traffic sources are classified across all reports and attribution models.

Mapping Fields

Field Description
UTM Source The raw UTM source value from your URLs
UTM Medium The raw UTM medium value
Media Source How LayerFive labels this source in reports
Media Type Paid, Organic, Referral, etc.
Media Channel Channel grouping (e.g. Display, Search, Social)

Example Mappings

UTM Source Media Source Media Type Media Channel
adroll AdRoll Ads Paid Display
6sense 6sense Paid Display

Click Generate Custom to add new mapping rules. Use the + button in the table to add additional rows.

Consistent UTM mapping eliminates the "unknown" and "other" buckets in channel reporting and makes attribution more reliable. Set this up early in your onboarding.


Best Practices

  • Configure timezone and currency before your team starts using dashboards

  • Set the attribution look back window to match your typical purchase cycle (30 days works for most DTC brands; consider longer for high-consideration categories)

  • Only enable Meta Conversion API and DNS Forwarding after consulting with your LayerFive account manager

  • Standardize UTM mappings early — retrofitting these later requires re-processing historical data

  • Protect your API key and rotate it immediately if you suspect it's been compromised


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