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Bizible Installation Guide

Last Updated: Aug 09, 2016 03:39PM PDT
Bizible Installation Guide
 

Within this guide we will be walking through how to install and setup Bizible. For implementation, you need admin level access to the following: Salesforce, AdWords, and your Website.

 

Salesforce

 
  1. Go to bizible.com/touchpoints: You will be brought directly to our main managed package where you will be installing for all users.

  2. Once the package has installed, you will install our Dashboard extension.

    1. bizible.com/dashboard-mt

  3. After the packages are installed, there is some additional Salesforce configuration needed.

    1. Page Layout Setup: This varies based off your feature tier with Bizible.

      1. Configuration
    2. Permissions Settings: Assign permission sets based off user level access.

    3. Verify the “Enable Touchpoints” picklist has values (Silver, Gold, and Platinum).

 

Bizible Account

 

Now that the Salesforce implementation is complete, you will move on to creating your Bizible account. Here you will need access to your PPC accounts.

 
  1. Navigate to sf.bizible.com (If installing in Sandbox, navigate here: sf.bizible.com/salesforce/sandboxsignup) and login with your Salesforce credentials and then, “Allow”.

  2. From here, you will input your Account details. Your company name and website will be automatically pulled in, but you will need to enter a phone number. Verify the website matches the site we are going to be tracking, then check both of the boxes and “Connect to Salesforce”.You will again need to “Allow” in the authorization window.

  3. Next you will be connecting your AdWords account. Click the green “Connect to AdWords” button and make sure you are logged into the correct account when the authorization window loads. For additional AdWords or Bing Ads accounts, we will connect those after we create the Bizible account.

  4. Now we will be adding the JavaScript to the website. If you have access to the back end of your site, select “Yes” and select the applicable CMS option. If you don’t have access, select, “No” and you can email your web developer our Javascript. Keep in mind that this code needs to be applied to the entirety of your website.
     

  5. You will now be brought to the billing page. If you have the billing credentials available, please enter the credit card details. Otherwise, go back to sf.bizible.com and you will be  brought to the main screen of your account.


Once you’ve completed all of the above steps, you will be all set. If you run into any issues along the way, please don’t hesitate to reach out to your Bizible rep or support@bizible.com.

Contact Us

b5da1d6df9663f1e78fc37be1d3ccba3@bizible.desk-mail.com
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