Setup guide
Install and verify the Portaviq WordPress plugin
A short guide for connecting one WordPress site to Portaviq.
Before you start
Add the WordPress site in Portaviq first. Then open that site and use Setup connection to copy the required values.
Tracking disclosure
Before enabling tracking, confirm you have permission from the site owner or client and that the site privacy notice covers lightweight pageview collection. Portaviq sends page URL/path, page title, referrer, and basic technical request metadata. It does not set tracking cookies. The plugin requires this confirmation before frontend tracking can be enabled.
Setup steps
Follow these in order. Do not enable tracking until permission is confirmed.
- 1Download the plugin ZIP
Open the site in Portaviq and download the plugin ZIP.
- 2Upload it in WordPress
Go to Plugins > Add New > Upload Plugin, install the ZIP, then activate Portaviq.
- 3Open Settings > Portaviq
This is where the Portaviq app URL, site public ID, and token are pasted.
- 4Copy the three setup values
In Portaviq, click Setup connection and copy the Portaviq app URL, site public ID, and one-time verification token.
- 5Save, then verify
Save the plugin settings, then click Verify Connection in WordPress.
- 6Enable tracking only when allowed
Confirm permission and privacy notice coverage before enabling frontend tracking.
- 7Visit the public site once
Return to Portaviq and check heartbeat, first pageview, and activity.
Screen guide
Screenshot-style reference for the screens you will use.
Step 1
Portaviq site page
Step 2
WordPress plugins
Step 3
Settings > Portaviq
Step 4
Verify connection
After setup
What to check after setup.
If the token is gone
Verification tokens are intentionally one-time values.
Return to the Portaviq site detail page and create a new verification token. The new raw token is shown once and should be pasted into the plugin immediately.
If the download is unavailable
The plugin ZIP is served from the local build artifact.
In local development, run pnpm plugin:build from the repository root, then retry the download route.
Related guides
Understand where plugin setup fits in the product.
Agency dashboard
See how verified sites roll up into the agency operating dashboard.
Multi-site visibility
See how heartbeat and recent activity help identify sites needing attention.
Free portfolio audit
Not ready to install yet? Request a review of your current workflow first.
FAQ
Plugin setup questions.
Can I verify without a one-time token?
No. The one-time token connects the WordPress plugin to the correct Portaviq site record. If it is gone or expired, generate a new token from the site detail page.
Does the plugin start tracking immediately?
No. Tracking is enabled from the plugin settings after verification. Confirm permission and privacy notice coverage before enabling it.
What if WordPress cron is disabled?
The dashboard may show heartbeat as unknown or stale. Verification can still succeed, and the site page will show the next setup state clearly.
