Best Practices

Best Practices

Best Practices for Using a Consent Management Tool with RB2B

Use a consent management tool correctly with RB2B to ensure privacy compliance and accurate visitor identification.

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Best Practices

Considerations When Controlling RB2B's Functionality With Your Cookie Policy Banner

Ensure RB2B tracking works correctly with your cookie banner by loading the script only after user consent.

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Best Practices Featured

Exclude Specific Email Domains from Being Collected

Remove internal traffic, partners, and spam sources to keep your visitor data clean and trustworthy.

best practices filtering +6

Best Practices

Getting the Most from RB2B + Clay

Use Clay to enrich, score, and route RB2B visitors automatically so your team only sees high-quality, ready-to-contact leads.

best practices clay +9

Best Practices

Getting the Most from RB2B + HubSpot

Sync identified visitors into HubSpot automatically so you can enrich contacts, segment intelligently, and trigger timely, personalized outreach.

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Best Practices

Getting the Most out of RB2B's Salesforce CRM Integration

Sync identified visitors into Salesforce automatically so you can route, segment, and market to high-intent leads with real context.

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Best Practices

Getting the Most Out of RB2B’s Slack Integration

Getting the Most Out of RB2B’s Slack Integration

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Best Practices

Global Visitor Tracking

Control whether RB2B identifies international visitors at the company level and understand how global tracking affects compliance and credit usage.

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Best Practices

How to Reach Out - Timing, Tone, and Personalization that Convert

A practical playbook for when to reach out, what to say, and how to personalize outreach without sounding pushy or invasive.

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Best Practices

Knowing When to Reach Out - Understanding Visitor Signals

This guide breaks down the most important indicators that a visitor is worth your attention.

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Best Practices

Optimizing credit consumption and targeting high-intent leads

Reduce unnecessary credit usage while focusing identification on visitors most likely to convert.

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Best Practices Featured

Restrict Visitor Collection by URL

Collect visitor data only on high-intent pages to keep your dataset focused and actionable.

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Best Practices Featured

Send Only Hot Leads to Your Tools

Route only your highest-quality, ICP-matching visitors to your CRM, Slack, or email tools to keep your team focused on real opportunities.

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Best Practices

What is a Consent Management Tool?

Understand what a consent management tool is and why it’s required for tracking visitors in many international markets.

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Best Practices

Why You Should Invite Your Team to RB2B

Invite teammates into RB2B so the right people see visitor intent signals and can act on them immediately.

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