HockeyStack
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  • Getting Started
    • 👋Welcome to the Docs!
    • Product Onboarding
    • HockeyStack Implementation Scope: Reporting Product
  • Release Notes
    • May 5, 2025
    • April 21, 2025
    • April 14, 2025
    • April 7, 2025
    • March 31, 2025
    • March 24, 2025
    • March 14, 2025
    • March 6, 2025
    • February 28, 2025
    • February 17, 2025
  • Guides
    • ❓FAQ
      • Merging in HockeyStack
      • Why has my data changed?
      • Viewing form submissions by page
      • A touchpoint's influence on conversion rates
      • Average number of touchpoints
      • Self-reported attribution
      • Trend of Engagement Score
      • How do I see which individuals / companies are included in a metric?
      • What touchpoints get credit in attribution?
      • What object/integration is this field pulling from?
      • What is "Source"?
      • What is "UTM Source"?
      • What is "UTM Medium"?
      • What is an Action?
      • How can I add Salesforce Task object into Defined Properties?
      • How can I track offline events in HubSpot?
      • How can I use LinkedIn Impressions and Engagements in my reports?
      • Measuring sales and marketing penetration in an account list
      • Measuring number of engaged contacts per company
      • Offline conversions for ad platforms
      • Tracking progression on targets
      • Building a Campaign / Asset Grouping property
      • Percentage of high quality job titles by Channel
      • Measuring conversion rates
      • Building a goal that shows open opportunities
      • Number report: Funnel stages influenced by different types of marketing touchpoints
      • Best Practices for Lifecycle Tracking in Salesforce / HubSpot
      • Adding HubSpot form fills to defined properties
      • Does HockeyStack website pixel track US States?
      • Measuring Time Between Two Goals in HockeyStack
      • What is the HubSpot "email bounces" action?
      • Hiding Fields from your CRM in HockeyStack
      • How long does it take for a relation mapping to be ready to use?
      • Can I integrate multiple LinkedIn ads accounts?
      • Can I use Zapier for integrations with HockeyStack?
      • I created a new field in Salesforce (SFDC), but I don’t see it in HockeyStack. What should I do?
      • Using two similar fields in one breakdown
      • Why can't I map back to property?
      • GA4 vs. HockeyStack Website Data Tracking
      • How does HockeyStack deduplicate accounts?
      • How do Table Totals Work: Campaign vs Campaign Group?
      • Can I create one field that calculates the total ad spend + SFDC campaign spend?
      • HubSpot: Can I filter a goal on X object by Y object fields?
      • LinkedIn Impressions: Different Ways of Measuring
      • How to define Engaged Accounts and Engaged People?
      • Building a Campaign Grouping property
    • 🖥️Dashboard Building Guides
      • Business Overview Dashboard
      • CMO Dashboard
      • Website Analytics Dashboard
      • Paid Ads Dashboard
      • Google Ads Dashboard
      • LinkedIn Ads Dashboard
      • In-Person Events
      • ABM Live-Demo
      • Content/Organic Dashboard
      • Dashboards from Labs Reports
        • LinkedIn Ads Benchmarks
        • Google Ads Benchmarks
        • Q1 2024 Recap
        • G2 Impact 2024 Report
        • Website Benchmarks
  • Documentation
    • The HockeyStack Data Model
    • 🎯Goals
      • Funnel Stages Goals
      • Form Fill Goals
      • Page View Goals
      • Click Goals
      • Finding Out a Button's CSS Selector
      • Goals on the Task Object
      • Building an All Touchpoints (Channel) Goal
    • Defined Properties
    • Track Date Properties
    • 📊Reports
      • Building a Basic Report
      • Journeys Use Cases
      • Customer Touchpoint Hierarchy
      • Sequences
      • Lift Reports
      • Lift Analysis vs. Multi-Touch Attribution
      • Types of report filters and when to use them
      • Attribution Models
      • Attribution Lookback
      • Defining Custom Attribution Weights
      • Importing a Google Sheet to use as a Goal Column
      • Advanced Attribution Models
    • 🖥️Dashboards
    • Dashboard Filters
      • When to use AND vs. OR logic?
      • Using Regex
    • 🌠Journeys
      • Syncing journeys to CRM and Slack
    • 🥇Golden Paths
    • Funnels
    • Attribution Funnel
    • 👥Segments
    • ⚙️Settings
      • Account Reset Guide
      • Auto-tagging of URLs
      • Data Categorization in HockeyStack
      • Team Sharing
      • Tracking Multiple Domains
      • Excluding Users
      • Reporting Configuration
      • Multi-Factor Authentication
    • Advanced Data Connections
      • Account List Import
      • Property Relation Mappings
      • Sync Spend
      • Syncing spend from offline channels and campaigns
    • 🔃Audience Syncs
    • Send View updates to Webhooks
    • Odin AI
      • HockeyStack AI: Security, Privacy, and Responsible Use
  • DataSyncs
    • Connecting your Warehouse
      • Authenticate Snowflake
      • Authenticate Google Sheets
      • Authenticate BigQuery
      • Authenticate S3
        • Use an S3 User
        • Use an IAM Role
    • Configure a DataSync Import
    • Configure a DataSync Export
      • Data Export Schema
        • Raw Actions Export Schema
  • Integrations
    • Website Tracker
      • Google Tag Manager
      • WordPress
      • React
      • Troubleshooting
      • Reverting to Cookie-Based Tracking
      • Identifying Users
      • Tracking Custom Goals
    • Ad Platforms
      • LinkedIn Ads
      • Bing Ads
      • Capterra Ads
      • Google Ads
      • Facebook Ads
      • Tiktok Ads
      • Twitter Ads
      • StackAdapt Ads
      • Reddit Ads
      • AdRoll Ads
    • Analytics & Data Warehouse
      • Snowflake
      • Amazon Redshift
      • Google Bigquery
      • Amazon S3
      • Azure Databricks
    • CRMs
      • Salesforce
        • Properties Pulled from Salesforce
        • Salesforce Pulled Objects List
        • Sending Data to Salesforce
      • HubSpot
        • HubSpot Pulled Objects List
    • SSO
      • Azure AD
      • Google Workspace
      • Okta
    • ABM
      • Qualified
      • 6sense
      • Demandbase
      • Clearbit
      • Rollworks
      • G2 Intent
      • Stackadapt
    • Marketing Automation
      • Marketo
        • How to Find Your Marketo Account Details
        • Marketo Pulled Objects List
      • Pardot
      • HubSpot
        • HubSpot Pulled Objects List
    • Other Integrations
      • Calendly
      • Drift
      • Okta
      • Segment
      • Customer.io
  • Setting up your Data for import
    • Import Custom Actions
    • Import Website Actions
    • Import Properties
    • Import Metadata
  • Technical Details
    • ↖️Website Tracking
      • How Website Tracking Works
      • Cookieless Tracking
      • Bot Traffic
      • Privacy Policy
      • GDPR Compliance
    • ⚙️Data Processing from Integrations
    • 🧮Data Cleaning
  • Account Intelligence
    • ☕Getting Started
      • HockeyStack Implementation Scope: Account Intelligence Product
      • Salesforce
        • Salesforce Permissions
        • Salesforce iFrame Installation
        • Salesforce Sync Fields
    • 🏗️Workflows
      • Creating a Workflow
      • List of Workflows
      • Starter Workflow
      • Recurring Workflow Runs
      • Nodes
        • Transformations
          • Condition
          • AI for Accounts
          • Contact Discovery
          • Contact Enrichment
          • Branching
        • Destinations
          • Salesforce
          • HubSpot
          • Outreach
          • StackAdapt
          • Salesloft
          • LinkedIn
          • Pardot
    • 👀Views
      • Create a New View
    • 🔢Scoring
      • Data
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On this page
  • Setting up your instance
  • Workspace Details
  • Team Members
  • CRM
  • Marketing Automation
  • Ad Platforms
  • Website Tracking Script
  • Website Tracking Test
  • Funnel Stages
  • CRM UTM Fields
  • Product Onboarding Completion
  1. Getting Started

Product Onboarding

PreviousWelcome to the Docs!NextHockeyStack Implementation Scope: Reporting Product

Last updated 29 days ago

Welcome to HockeyStack! We're so excited to have you!

We're happy to walk you through the steps of product onboarding.

Setting up your instance

In the first email from HockeyStack you'll receive a link to set up your account. After doing that, you'll be able to set up a HockeyStack instance for your team.

Workspace Details

Your primary domain should already be pulled into HockeyStack (we get it from your email). However, you can add connected domains that you're using. They can be either different domains (e.g. company-event-2025.com) or subdomains (addresses that you're using in the following format: subdomain.domain.com, for example: blog.company.com). You need to add all of them to your setup by clicking "Connect domain".

If you don't have any subdomains, simply verify if the primary domain is correct, and click "Next".

Team Members

SSO

MFA

CRM

Many customers use both Salesforce (as their CRM) and HubSpot (as a marketing automation tool). It's perfectly okay!

Marketing Automation

Ad Platforms

Website Tracking Script

Keep in mind that you need to add the script separately to each of the connected domains.

Website Tracking Test

Perform an integration test to confirm everything is set up correctly!

If anything goes wrong, please reach out to us at: support@hockeystack.com

Funnel Stages

We're finally here! It's all about reporting on the funnel stages. How many MQLs did we generate? How many can we attribute to paid LinkedIn, and how many to organic?

To measure the impact of marketing activities on the funnel, you need to encode your funnel stages into HockeyStack. This is absolutely crucial to your future reporting. Getting them right is essential for accurate data.

CRM UTM Fields

HockeyStack's website tracking starts from the moment you add the script to the website. That's why we enable integrating first touch historical data!

There are two options to pull historical data into HockeyStack:

  1. If you use HubSpot: historical data will be pulled automatically as the last step of this Onboarding process. Please skip the "CRM UTM Fields" step

  2. If you don't use HubSpot, don't worry! Please fill in the fields on which you store UTMs in Salesforce.

If you don't use HubSpot and can't provide us with UTM fields from Salesforce, it's also okay! You already installed the script on your website, so we'll have plenty of data about your users very soon. In this case simply skip this step.

Product Onboarding Completion

Congratulations! Everything on your side is done, now it's time for us to make the magic happen. Simply wait until all the checks turn green and then enter the product to find your insights! This might take up to 48 hours, depending on the amount of data we need to pull.


If anything goes wrong at any point in the process - reach out to us at support@hockeystack.com. We're here to help!

Now it's time to invite your team to join HockeyStack! Simply add emails of people who you want to add, and pick their role (you can read more about access levels in the section).

If you want to use SSO on your instance, read the relevant to your provider, gather all of the information listed in the "Share Required Information with HockeyStack" section, and submit a support ticket at support@hockeystack.com.

If you want to enable and enforce MFA, please refer to.

CRM data is the foundation for HockeyStack, which is why it's the first integration we recommend setting up. Pick your CRM system and click "Connect". If you have any problems,

Another important source of your data is a marketing automation tool. You need to integrate it with HockeyStack, by clicking 'Connect'. Details about specific tools are available in

As the next step, you can integrate your ad platforms. We need those integrations to display detailed data, such as ad spend. If you need further instructions, they're available in.

To be able to track your users' website actions, you need to install a HockeyStack tracking script on your website. Follow the instructions on the screen, and if you need more information, check out the .

Please refer to the to set them up properly.

Team Sharing
SSO doc
this MFA doc
here are the dedicated docs for the most popular CRMs.
a dedicated doc.
a dedicated doc
Website Tracker doc
doc about Funnel Stages Goals
An example of a setup with one subdomain
Invite your team members
Connecting CRM
Connecting Marketing Automation