Onboarding, step by step
- Your onboarding timelineConnecting your data and reviewing your funnel takes under an hour. From the day your data is connected, go-live takes about three weeks.
- Kickoff checklist: what we need from youUse this checklist to prepare for your kickoff call and the days right after it. Having these ready keeps the three-week timeline on track.
- Roles and responsibilities on both teamsEach onboarding stage has clear owners. Here's who leads what.
- Connect Salesforce to ScowttScowtt learns which leads become customers by reading your CRM history. Salesforce connects through a native connector in the Scowtt app, which is the fastest way to share CRM data. You authorize access with a standard OAuth login, so no credentials are shared directly with Scowtt.
- Connect your ad accountsScowtt sends predictive guidance to the platforms running your campaigns. You connect each platform once, from Integrations in the Scowtt app. Connecting doesn't change your campaigns or bidding.
- Connect Google Ads (OCI)Connecting Google Ads lets Scowtt upload offline conversions (OCI) that carry its predicted values. For initial setup, only step 1 is required. The later steps happen once Scowtt starts sending conversion actions.
- Connect Meta Ads (CAPI)Scowtt sends its predicted values to Meta through the Conversions API (CAPI), as a new custom event inside your existing dataset. For initial setup, steps 1 to 4 are all that's required.
- Connect Microsoft AdsConnecting Microsoft Ads lets Scowtt send its predicted values to your Microsoft Ads account. Most accounts connect in a couple of minutes from the Scowtt app. If your organization's Microsoft settings block the connection, there's a simple alternative.
- Build and validate your funnelOnce your CRM is connected, Scowtt drafts your funnel from your own data. You review it, make any edits, and check the data before anything goes live.
