Here’s a quick onboarding checklist to help you hit the ground running. We recommend tackling these in your first week for the best results.

🚀 Step 1: Install the Pixel

☑ Get Vector working right away by installing the pixel on all your preferred locations (website pages, ads, etc.).
👉 How to install the pixel
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🌐 Step 2: Add Sub-Domains to the Allow List (if applicable)

☑ Make sure Vector is tracking all the right traffic by adding any sub-domains to your allow list.
👉 How to set up your allow list
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💬 Step 3: Connect Slack (if applicable)

☑ Get real-time alerts on high-intent activity by setting up Slack notifications.
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🔌 Step 4: Integrate Your CRM (if applicable - available on Plus, Growth, and Enterprise plans)

☑ Using HubSpot or Salesforce? Get your data flowing smoothly with a quick integration.

🎯 Step 5: Create Your First Segment

☑ Create at least one segment this week to see the magic happen.
​ 👉 How to create a segment
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👻 If you hit any bumps or have questions, we’re just a message away — chat is in the bottom right corner or email us at support@vector.co.
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👉 Need more help? Check out additional detailed guides and best practices in the Help Center. You've got this!