This article will give a comprehensive look at how to:
Set up your Mutiny account
Integrate your data from Clearbit, Segment, Salesforce and Marketo
Establish conversion tracking for your site
Bring your team in on the fun!
Getting started with Mutiny is as simple as copying and pasting a prewritten line of script code onto your website, then filling in the details we need to help you dazzle each of your visitors and boost your conversion rates.
You should be able to knock out this process in 15 minutes or less! Once you receive our welcome email, you can begin your Mutiny onboarding with a single click.
Pressing the "Get started with Mutiny" button will launch the onboarding page.
Step 1 — Applying the Mutiny Client Code
We'll generate a unique script just for you, which you'll need to add to your website's code in order to begin personalizing.
This is as easy as clicking on the box containing the script to copy the line of code to your clipboard and pasting it into your website's <head> tag. Doing so will activate the Mutiny client, giving you everything you’ll need customize the web experience right at your fingertips.
If you prefer to leave code implementations to your developer, you can press the "Send this to your developer" button on the bottom of the page and a box will appear for you to enter their email address. In this case, we'll deliver these instructions to their inbox so they can complete this step for you.
If you've completed this step on your own, continue to the next step by clicking the blue "I did it!" button.
For more information about how all this magic really works, take a look at these articles linked on the above page:
Step 2 — Integrating your Data
You can also set up your Slack channel to get real-time and daily/weekly roll up reports.
Follow the steps to give authorization for each service in order to seamlessly link all of your information to Mutiny. This will be the key to shaping your targeted marketing campaigns.
If Mutiny doesn’t currently offer support for the CRM you’re using, we’ve got you covered — you'll be able to upload a CSV of your target account data later on when you create an outbound campaign.
Step 3 — Track Conversions
Setting up accurate conversion tracking is necessary to give you insight into the impact of your personalizations. To learn more about how you can do this with Segment or the Mutiny SDK, as well as some temporary workarounds in case you aren't able to use either right now, read through our overview of how to track conversions in Mutiny
Things can start to get a little bit more intricate here, so we recommend sending this step to your developer and having them set it up for you. Again, there’s a handy button provided that will email them in-depth instructions on how to implement conversion tracking on your websites.
Step 4 — Invite your Team
Woohoo! All of the dirty work is done. Now comes the fun part: letting your team in on the action. We’ll bring the box, and you bring the email addresses of each team member you’d like to invite to your Mutiny account. If you’d like to stick to a party of one for now, that’s fine too — we won’t judge.
Check out your Recommended Playbooks
Once you’ve completed the onboarding process, you can move on to the fun stuff. This is when you'll get those coveted playbooks we mentioned earlier, which will be chosen specially for you based on your data.
The Mutiny playbooks show you winning experiences from similar companies and recommend segments on your own site that you can launch the playbook for.
Don't be a Stranger
We're so excited to see how you'll use Mutiny to accomplish all of your personalization goals, and we're happy to help if you're experiencing any issues! Feel free to start an Intercom chat or email us at email@example.com any time 😀