Advice and answers from the RB2B team.

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How to Add "RB2B" to Lead Source and Account Source Picklists in Salesforce

How to Add "RB2B" to Lead Source and Account Source Picklists in Salesforce… As such, to use these automations, you must manually add "RB2B" as a Lead Source in your picklist values… Scroll to the Values section and click New. Type RB2B and click Save

RB2B Install Guide for WordPress

Please use How to Add RB2B's Script to WordPress via Elementor… Log in to WordPress and navigate to Appearance then Theme File Editor… Details on how to achieve that here

Formatting Your Custom RB2B Integration

To ensure a seamless integration of your service with RB2B, it is essential to configure your custom… This is accomplished by allowing them to add a single URL endpoint within RB2B… Once this endpoint is configured, RB2B will send data to your service via webhooks

Installing Your RB2B Tracking Script

Do I need to add anything to my website to ensure that RB2B only tracks US-based visitors?… No, you do not need to add any additional functionality to your website to ensure that RB2B only tracks… Should I add the RB2B tracking script to my entire website or just a single page?

Add Multiple Domains to Your RB2B Account

We’re excited to announce a highly requested upcoming feature for RB2B users — the ability to add multiple… The Multiple Domains feature allows you to link up to five additional domains to your existing RB2B account… domains to a single RB2B account

Notifications FAQs

To add users to the daily CSV export email, first access the Notifications settings within the RB2B dashboard… the Daily Email To add a user to the daily email notification, click the Add an Email button… How do I add users to the daily CSV export email?

Instantly FAQs

Frequently asked questions about RB2B's Instantly integration… How many Instantly accounts can I connect my RB2B account to?… The Add to Instantly Sequence button appears on a visitor notification in Slack only if RB2B has identified

RB2B Install Guide for Wix

This area allows you to manage and add new pieces of code to your site… Decide where you want the code to be applied by selecting an option under Add Code to Pages: All… Add the RB2B Script

Plan: RB2B Free

To receive unlimited company-level identification of visitors, upgrade to RB2B Pro… Enhance your RB2B experience with features exclusive to RB2B Pro, including Webhooks, profile tagging… For more information on how to upgrade to this plan, read this article

Adding or Removing Dashboard Users

If you’d like to give additional team members access to your RB2B account, you can easily add them from… To add a new user: Navigate to the bottom-left corner of your dashboard… Adding Users to the RB2B Dashboard