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Your onboarding checklist

Seven steps from a fresh workspace to your first engaged recipient — alerts, contacts, the Insight Tag, and the first send.

Seven steps take you from an empty workspace to a first send that ships with alerts, analytics, and CRM sync already wired. Most are optional on day one — do them in order and nothing needs redoing later.

1
Connect Slack
Settings → Integrations, then Add to Slack on the Slack card. Pick a channel and every alert your sends generate lands there — deliveries, first scans, deep watches.
2
Connect your CRM (optional)
HubSpot or Salesforce, on the same Integrations page. Contacts sync in, and engagement flows back where your reps already work.
3
Add contacts
Three ways: add one manually, import a CSV, or let the CRM sync bring them in. A send needs a shipping address, so favor sources that have one.
4
Install the Insight Tag on your site
Settings → Domains. One script line on your landing page and time-on-page counts toward Total Attention.
5
Review alert defaults
The Notifications page ships with sensible defaults. Tune which rules fire and how often — every send inherits them.
6
Send your first box
The Send a Box wizard walks five steps: Contact, Box, Video Brochure, Notifications, Confirm.
7
Watch the dashboard
Delivery milestones stream into the send page. The moment your recipient opens the box or scans a code, the engagement story starts.
Note
Slack first is deliberate: two clicks now means your very first delivery pings the team channel, and every engagement after it.

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