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Quick Start

Our quick start guide walks you through all the basic steps of launching your first lead campaign.

Updated over 3 months ago

Step One

In order to start collecting leads, you will need to place a pixel on your website. Our pixel assistant will walk you through the process of adding your first pixel.

Step Two

The data step allows you to set options about the data you want to receive, filtering, and lead delivery timing.

Step Three

The delivery step allows you to seamlessly connect your external systems to automatically receive new leads.

Launch

Once you've completed all three steps, you will go to the launch step and select the option to launch your first lead campaign.

The quick start guide will no longer be available once you've launched your first lead campaign.

To add or edit pixel audiences and lead campaigns going forward, follow these instructions:

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