Step 1 - Technical Implementation

• Choose one person from your organization to sign up for an account and invite team members.

• If you’d like to use SSO, notify the HockeyStack team immediately to do the necessary configuration.

  1. Otherwise, if you’d like to enable MFA, you can do so for your own account in Settings > Account Settings, and you can enforce MFA by clicking "Setup" under Multi-Factor Authentication.

• Navigate to the integration page.

• Make sure you enter your domain details correctly.

  1. Domain Name will be the name of the workspace this account is associated with.

  2. Domain URL will be the primary domain associated with this workspace.

  3. Connected domains are secondary domains associated with this workspace. You can associate as many domains as you want with the same workspace, including both subdomains and other completely different domains. Website data from each domain will be tracked and reported on the same dashboard. HockeyStack will only track data from the domains you add here.

  4. Some companies also choose to create a separate workspace for their domains, which will completely isolate all data and all setup between the two domains. This is usually not the best option, so consult with the HockeyStack team before going for this option.

• Add the tracking script to each of your domains from the previous step. Make sure to test that the script works on each domain.

Testing the website tracking script

1. Navigate to the domain where the script was added. Turn off your adblocker, and make sure to accept cookies.

2. Right click on the page > Inspect Element.

3. Navigate to the elements tab, click anywhere on the code, and on your keyboard click Cmd+F (or Ctrl+F for Windows) to search for “hockeystack.min.js”. Validate that you can find the below snippet.

4. As a secondary check, navigate to the Network tab. Refresh the page while you are on the tab. On the input box where it says “Filter”, enter in “hockeystack”. Make sure you can see a line where Name is “send” and Status is 200.

If both checks are passing — Congrats! Your HockeyStack script is working!

• (If you have a self-serve motion) Add the script inside your application and on your signup and login pages. Use the user identification guide to identify application users inside HockeyStack.
• if (typeof HockeyStack === 'undefined') {
    if (!Array.isArray(window.hockeystackQueue)) window.hockeystackQueue = [];
    window.hockeystackQueue.push(function () {
      HockeyStack.identify(email);
    });
  } else HockeyStack.identify(email);
  
  // make sure to replace "email" with the actual email of each logged-in user. So the script should read like HockeyStack.identify('[e-mail]') for the specific visitor.

• Click Test Integration in the next step so that HockeyStack validates your script integration.

• Navigate to Settings > API & Integrations, and click the Connect button next to all your desired data sources.

  • For Ads integrations, make sure to choose all your ad accounts after authenticating with the ad platform

  • For HubSpot, we recommend starting a historical website data pull.

HubSpot historical website data

If you have HubSpot analytics running on your website, your HubSpot account has website activity for known contacts that HockeyStack can pull to backfill website data.

• To get started you need to create a Google Sheet of emails that HockeyStack will pull website data for. The limit for the number of contacts you can pull website data for is 100k. We recommend pulling a list of contacts that might be relevant to your main KPIs. For example, any MQLs, SQLs, etc. within the past year should be included. Any contact related to any company that has an opportunity created within the past year should also be included. The Google Sheet should have the word “email” on the A1 cell, followed by a list of emails on the A column.

Important: - The spreadsheet must only have one column with emails - The spreadsheet must not have any blank rows in between two emails. For example, if A2 is [e-mail], A3 is blank, A4 is [e-mail], this won’t work.

• Once you create the Google Sheet, you should get the URL of the spreadsheet that you can plug into HockeyStack. Click File on the top left, hover over Share, and select Publish to Web

• On the screen that comes up, change “Web page” to “CSV”, and click Publish

• Click Configure next to HubSpot in the HockeyStack Settings > API & Integrations. Paste the URL into the Sync Historical Website Data form, and click Sync.
• You will only be able to do this once, so double check that the URL is working and is up to the above specifications before submitting.

• We can also pull historical website data from Marketo. Notify your HockeyStack CSM if you want this enabled.

• If you use Pardot forms, use the below guide to integrate:

Connecting Pardot Forms to HockeyStack

Pardot forms live in an iframe, and cannot be tracked by HockeyStack unless you integrate your HockeyStack tracking script into the form frame.

1. Find your script by navigating to Settings, and clicking on Integration Snippet
2. In Pardot, find the “Look and Feel” tab in your form settings.

3. Add the script “Above Form”, and Save.

• If you use a non-default revenue field from CRMs, select the revenue field in Settings > Report & Tracking
• Configure your Main Currency in Settings > Report & Tracking
• Sync any spend from digital platforms that don’t integrate with HockeyStack. (Most commonly, display spend that is not on Google Ads) Sync Spend

(Optional)

• HockeyStack pulls in all fields from all objects in your connected systems. Set your business users for success by hiding the ones that you think will not be used.

Hiding / showing properties

HockeyStack pulls in all fields from all objects in your connected systems. This might become overwhelming for business users that are not very familiar with the inner workings of your CRM and marketing automation.

Therefore, HockeyStack offers a way to “hide” properties that will not be used in reporting.

Navigate to Definitions > Properties.

This page displays a list of all of your existing properties and defined properties. You can hover over any of these properties and click on the checkbox next to it to select it.

Once you select all properties that you want to hide, click “Hide Selections”.

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Once a property is hidden, it will not be shown in any filtering, definition, or reporting screens. Any report that already uses the property will not function properly.

This is not an irreversible operation. In fact, we keep collecting data about these fields, and you can re-show a property at any time to pull it into your reports without any resyncing required.