# Getting Started: 3 Setup Steps

Complete these three setup steps **in this order**. With the setup in place, Smart Heatmap delivers its full value.

```
① Configure Conversion (CV)
② Configure Blocks
③ Configure Elements
```

***

## Why this order

Each setup feeds the metrics calculated in the next step.

| Setup        | What it unlocks                                                             | Without it                             |
| ------------ | --------------------------------------------------------------------------- | -------------------------------------- |
| ① Conversion | Conversion Heatmap, CV metrics in Data Report, CV analysis in Smart Summary | Conversion-related values won't appear |
| ② Blocks     | Stay Heatmap, Exit Heatmap, block-level conversion analysis                 | Block-level metrics won't appear       |
| ③ Elements   | Element analysis in Click Heatmap, Element Conversion, CTA designation      | Element-level metrics won't appear     |

***

## Step 0: Prerequisite — install Ptengine tag

Before using Smart Heatmap, the target page must have the Ptengine tracking tag installed and collecting data.

* For tag installation: see [Tag Setup](/en/getting-started/quick/tag-setup.md)
* To verify the tag is firing: see [Check Tag Firing](/en/faq/start-guide/check-tag-firing.md)

***

## Step 1: Configure conversion

Setting a conversion goal lets you measure how each block / element contributes to conversions.

**Setup methods (2 options)**

1. Click the **"Conversion Settings"** button at the top right of the heatmap screen
2. Switch to Conversion Heatmap and click the **"Conversion Settings"** button on the screen

For detailed steps, see [What is Conversion](/en/insight/conversion/what-is-conversion.md) and [Conversion Management](/en/insight/conversion/management.md).

***

## Step 2: Configure blocks

Divide the page into multiple logical sections (blocks). Block setup unlocks **Stay / Exit / Conversion** analysis at block level.

**Setup methods (3 options)**

1. Click the **"Block Settings"** button at the top right of the heatmap screen
2. Click the **"Edit Blocks"** button inside Stay / Exit / Conversion Heatmap
3. The popup that appears when blocks are not yet configured

For block setup details, see [Block & Element Setup — Block Settings](/en/insight/smart-heatmap/block-element-settings.md#block-settings).

***

## Step 3: Configure elements

Identify and tag interactive elements on the page (buttons, links, images, forms, etc.). Element setup unlocks **click and element-conversion analysis**, and lets you mark important elements as **CTAs**.

**Setup methods (3 options)**

1. Click the **"Element Settings"** button at the top right of the heatmap screen
2. Click the **"Edit Elements"** button inside Click Heatmap
3. Switching to Click Heatmap automatically scans elements

For element setup details (CTA designation, fixed-display elements, renaming, etc.), see [Block & Element Setup — Element Settings](/en/insight/smart-heatmap/block-element-settings.md#element-settings).

***

## What you unlock when setup is complete

After all three setups, you can fully use:

* **Stay Heatmap** — Which blocks attract attention
* **Exit Heatmap** — Where exits happen
* **Click Heatmap** — Which elements are clicked
* **Conversion Heatmap** — Which blocks/elements drive CV
* **Smart Summary** — AI auto-analysis at page and block level
* **Data Report** — Comprehensive page / block / element data

***

## Settings can be adjusted any time

> **Don't aim for perfect on day one — just start.**
>
> It's most efficient to refine blocks/elements as you analyze. When you spot something like "these should be one block" or "this element is critical, mark it as CTA," update it on the spot.

If you change page structure, run **"Rescan Blocks"** in the block settings screen. See [Special Cases & Troubleshooting — When Page Height Changes](/en/insight/smart-heatmap/special-cases.md#when-page-height-or-content-changes).

***

## Related pages

* [Block & Element Setup (detailed)](/en/insight/smart-heatmap/block-element-settings.md)
* [Smart Heatmap Overview](/en/insight/smart-heatmap.md)


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