RB2B works only with US-based website traffic.
Step 1: Creating an Account
To create an account, start by typing your work email address into the first input field provided, then re-enter it in the second field for confirmation. RB2B employs this two-step email confirmation process to ensure that your email address is self-validated.
Once you've entered your email and clicked the Sign up button, we'll send you a magic link* via email. This link is a secure, one-time-use URL that allows you to complete the login process quickly and safely, without the need for a password. Just click on the magic link, and you'll be logged into your account immediately.
* A magic link is a type of secure, user-friendly authentication tool used in various online platforms. Instead of requiring a user to remember and enter a password, a magic link is a unique, one-time-use URL sent to the user's email address. When the user clicks on this link, they are automatically authenticated and logged into the website or application. This method simplifies the login process, enhances security by eliminating the risk of password breaches, and improves user experience by removing the need to remember complex passwords. Magic links are especially useful for applications prioritizing ease of access and security.
Step 2: Add Your Contact Information
To help us serve you better, we'd like to know a bit more about you. We ask that you provide your name, phone number, and the name of your company. This information will enable us to personalize your experience and assist you more effectively.
Click Next Step once complete.
Step 3: Let us Know Which Applications and CRMs you Use
We're excited to offer new integrations soon! To ensure you're among the first to know when they're available, please tell us about the applications and CRMs you're currently using. This information will help us notify you promptly when these integrations are ready for you to use. Your input is valuable in shaping our services to better suit your needs.
Click Next Step once you have finished.
Choosing whether or not to select an integration at this stage does not impact your future access to that application. Your selection helps us understand your preferences, guiding our development priorities.
Step 4: Enable Slack Notifications
Enhance your team's responsiveness with real-time notifications directly in Slack! By using OAuth, a secure authorization protocol, you can easily set up alerts in a Slack channel of your choice. These alerts will notify you whenever your prospects visit your website, enabling you to track engagement and respond promptly. This setup ensures you're always in the loop and ready to connect with potential clients at just the right moment.
Click Next Step once you have finished the integration. Not using Slack? That's okay, click Skip this.
If you're currently unable to set up the Slack integration, no worries! You have the flexibility to configure it at a later time through the dashboard.
Step 5: Adding Your Domain
To ensure the security and effectiveness of our tracking script, it's important to let us know which domain you plan to use it on. Our script is designed to run exclusively on domain that you authorize in your account as a safety measure.
Examples of domain rules:
rb2b.com will load on
rb2b.com,www.rb2b.com,support.rb2b.com, etc.support.rb2b.com will run only on
support.rb2b.com.
At present, our tracking script is designed to support a single Top-Level Domain (TLD) per account for enhanced security and optimized performance. Learn More
Step 6: Final Steps
Great, you've provided all the essential information we need to get your account up and running! The next step is to install the script on your website. For a smooth and easy installation process, we highly recommend reading our Script Installation Guides. These guides are designed to assist you step-by-step, ensuring a successful setup.
Step 6.1: Viewing the HTML Code
To access your HTML script, simply click the View and Install Script button. By clicking the Copy Code button, the script will be copied directly to your clipboard, allowing you to easily paste it using your preferred method of installation.
To test if your script installation was successful, click Test Script on Website and a pop-up window showing your website will briefly appear as our services verify the installation.
Do not close the pop-up window. Closing the pop-up will cause the verification to fail.
If we are not able to verify the script installation, click here to troubleshoot.
Step 6.2: Send the Script via Email
If you prefer to involve a colleague for installation, use the Send to Recipient button to email them the script along with comprehensive installation instructions. Enter their email address in the input field then click the Send Email button at the bottom of the screen.