D&B Rev.Up for Web Essential - Onboarding Guide

D&B Rev.Up for Web Essential is a solution that lets you identify who's visiting your website and surfaces your matched web visitor data alongside a variety of insights. It is an easy-to-use solution with a self-guided onboarding workflow, complete with a dedicated in-product wizard that will help you get up and running fast. Follow the steps below to get going with D&B Rev.Up for Web Essential and start deanonymizing your web traffic today!

After your purchase has been confirmed, you will receive a welcome email with your login and a temporary password. Click on the button in the email to access the platform in your browser.

Use your email and provided temporary password to login.

The first thing you'll see in the platform is the setup wizard. This will guide you through the onboarding process in a few simple steps. Enter your company website and click "Next" to complete the first step.

Choose how you will implement the D&B web tag onto your website.

The first option is to use Google or Adobe Tag Manager, which have dedicated workflows with step-by-step instructions that the wizard will provide.

The second option is to implement the web tag manually by copying and pasting it into your HTML file directly.

You can also designate another team member to implement the web tag by clicking the "Ask your Teammate" button and entering their email. This will send them an email, prompting them to follow one of the two tag implementation methods.

The next step will ask if you want to create Page Groups. This will be helpful if you are adding the D&B web tag to multiple URLs and you want the visitor data displayed in aggregate. You can learn more about Page Groups here.

The next step will let you upload a list of target accounts. Uploading a target list will highlight them in the dashboard whenever they visit your website. You can learn more about the benefits of uploading target accounts lists here.

Once the D&B web tag has been implemented on your URLs, your matched web visitor data will begin to populate in the Web Visitor Dashboard automatically!

You can check the status of the web tag at any time by opening up the Setting tab in the platform.

You can also create or update Page Groups and upload new lists of target accounts at any time in the Setting tab.

You can find more info on the Web Visitor Dashboard here.