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Getting Started

1. Technical Setup »
   1. Set Up Your Tracker Sub-Domain
      Set up a vanity CName so items that Prospect Insight host or track appear to come from your domain.
   2. Implement Tracking Code
      Copy and paste the Prospect Insight tracking code onto all of your web pages. This will allow you to track visitors and prospects on your website.
   3. Whitelist Pardot Mail Servers
      Your may receive a number of different email notifications from Pardot when using the product. Whitelisting our email servers helps ensure that you always receive them.
    
2. Set up Connectors »
   Connectors allow you to integrate Prospect Insight with your current sales and marketing solutions.
   1. salesforce.com Connector
      Set up a connector to salesforce.com and sync your prospects, opportunities, and more.
   2. NetSuite CRM Connector
      Set up a connector to NetSuite CRM and sync your prospects, contacts, and more.
   3. SugarCRM Connector
      Set up a connector to SugarCRM and sync your prospects, opportunities, and more.
   4. Google AdWords Connector
      Set up your connection to Google AdWords and analyze your B2B marketing ROI.
    
3. Verify Personal Information
   Ensure that your contact information, time zone, and other information is correct.
4. Administration Setup »
   1. Set Up Your Users
      Walk through the steps of creating administrative, marketing, or sales users.
   2. Filter Out Your Own Domain
      Filter out your own domain or IP address to prevent your own browsing from influencing your site's analytics results.
    
5. Marketing Setup »
   1. Create an Email Template
      Create an auto-responder email template to send to prospects. This can be used for automatic or ad-hoc emails.
   2. Create a New Form
      Make a simple form to convert visitors to prospects.
   3. Testing Your New Form
      Fill out your new form to ensure it works properly. Then log in to Prospect Insight and see how everything was captured.
    
6. Outlook and Thunderbird Plug-ins
   Send tracked emails to prospects directly from within your MS Outlook or Thunderbird email interface.

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