Open Atlas and create your account

Referly Atlas lives next to your affiliate program in the same Referly account. If you already use Referly, you switch into Atlas from the dashboard you know. If you are new, you create an account on the Atlas sign-up page. Either way, the first time you open Atlas it walks you through a short setup: what you sell, your website, your first store and, if you do not have a plan yet, your free trial. This page covers both ways in and each onboarding step. When you reach the store wizard, continue with Add a store.

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Open Atlas from Referly

Atlas and your affiliate program share one login. In your Referly dashboard, open the program switcher or your profile menu and look for the Switch apps section. Choose Referly Atlas (labelled Ad tracking software). Two things to know:

• If your account has no Atlas business yet, Atlas opens its onboarding straight away. Follow the steps below.
• If you are a team member of a Referly account rather than its owner or an admin, Atlas shows Ask your account owner to set up Atlas with the owner’s name and email instead of the setup. Only the account owner or an admin can create a business.

The same Switch apps row appears inside Atlas, in your user menu, and takes you back to your affiliate program (Referly, Affiliate tracking software).

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Create a new Atlas account

If you do not have a Referly account, go to the Atlas sign-up page at https://www.referly.so/sign-up?product=atlas. The page is titled Create your Referly Atlas account and promises what the product does: set up in under 5 minutes, every order matched to the ad behind it. Choose Continue with Google, or enter your email and select Sign Up. Once your email is verified, Atlas opens its onboarding. To come back later, use the sign-in page titled Login to your Referly Atlas account. It has the same Continue with Google button, email and password fields, and a Sign up link if you landed there by mistake.

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Step 1: What do you sell?

The first screen asks What do you sell? Pick the card that fits best: After you pick a type, a second question appears: Which category fits best? Choose the closest chip. The category is optional detail; the business type is what matters, because it decides which events Atlas sends to your ad platforms by default: You can change the events for each pixel later. See Events.

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Step 2: Your business

Next, Atlas asks about Your business:

• Website URL: the address of the site you want to track. Atlas reads the site and fills in the name and logo for you when it can.
• Business Name: how the business appears in the business switcher and on your reports. Edit it if the automatic name is wrong.
• Business Logo: optional. Upload an image up to 1MB, or use Change and Remove on the one Atlas found.

Select Continue when the name and site are right.

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Step 3: Connect your store

The third screen, Connect your store, shows the business you created and explains what connecting does:

• Connect your store or app: Shopify, WooCommerce, Stripe, Paddle and more. Or add the tracking script to any site.
• Connect your ad accounts: Meta, Google, TikTok and more. Atlas sends each event to the ad platforms you connect.

Below them, the What Atlas sends by default box lists the events for your business type (for an ecommerce store: product views, add to carts, checkouts started and purchases). The note underneath says it all: you choose the events for each ad platform later. You have two choices at the bottom:

• Connect your store opens the Add a store wizard, which detects your platform and walks you through Shopify, WooCommerce or the tracking script.
• Skip for now still creates your first store, unconnected, and moves on. The store stays in Draft until you finish its setup from the All stores page.

If you arrived from the Shopify App Store with an install already started, the main button reads Connect followed by your shop’s name and finishes that install. Use another connection opens the wizard instead.

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Step 4: Start your free trial

The last screen appears only when your account has no Atlas plan. It is titled Start your free trial and shows your business with a Not tracking yet label: nothing is sent to your ad platforms until a plan is active. Pick Starter, Growth or Scale and select Start 14-day free trial. The trial runs for 14 days on a monthly plan, once per account, and you pay nothing if you cancel before it ends. A yearly plan is charged today instead. If you hold an active Referly plan, a Referly plan holder: 20% off badge shows the bundle discount. Checkout happens on Stripe. When you come back, Atlas greets you with You’re in and a reminder of what to expect: first events usually show within 15 to 30 minutes, and full coverage within 24 to 48 hours. Plan limits, prices and what happens at the end of a trial are on the Billing page. Until a plan is active, a store that finishes its wizard waits instead of going live, and the setup checklist asks you to choose a plan first.

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If you were invited to a business

Someone can add you to their Atlas business as an admin or a member. You get an email titled with the inviter’s name and the business, for example “Maya invited you to Northwind Outfitters on Referly Atlas”, with a link to a Team invitation page.

1. Open the link. The page says who invited you and to which business, and names the email address the invitation was sent to.
2. Choose Create account if you are new to Referly, or Sign in if you already have an account. The email you sign in with must match the one on the invitation.
3. Select Accept invitation (or Decline).

Invitations last 7 days. If yours has expired, ask the inviter to use Resend invitation on their Team page. Admins can open every store, store settings, billing and the team; members see only the stores picked for them. Roles are explained on the Team page.

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