We have compiled a list of actions that should be performed in order to ensure you have everything optimised in your Force24 platform.


We have split this into 2 key categories:


1. Technical Set up 

2. Configuration 

3. Compliance


Technical Set up

1. Domain and Microsite set Up 


2. Tracking script. This will allow you to track when a contact has been on your website, which pages they visited and how they got there. 


3. Cookie Policy. We need to ensure that your privacy and cookie policies are updated to cover new activity. 


4. Data upload. Get your contacts into Force24 with our data upload set up guide. 


Configuration

Add your team members.

Apply your branded colours! 

Add your High Value and Goal URLs. 

Set up Lead Scoring. 


Compliance

In order to ensure you are GDPR compliant your account manager will ask you to complete some documents and send them back to us. Please ask your Account Manager for further details or any questions contact us via the Chat function on the platform or submit a support ticket.