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Setting Up Your Propensity Workspace

Updated

Before launching your first campaign, you’ll need to configure your workspace, connect your data sources, and define your target audience.

This guide walks through the key steps required to get your workspace ready for campaign execution.

Set up Workspace

Once your Propensity Workspace has been created, you can begin by inviting other users to your workspace. This can be done by following the steps below:

  1. Click your profile Icon

  2. Select Workspace Settings

  3. Go to Workspace Users

  4. Select  Invite

  5. Insert the email and the role

  6. Click Send

Note: Information about the Billing Contact will be described below

After this, at least one user must be assigned as a Billing Contact. 

Billing Contacts have access to the Billing tab, where they can:

  • Update payment methods  

  • Review invoices  

Admins can assign this role when creating or editing a user.

If you want one of your existing users to be a Billing Contact, you can edit them by going to the users list clicking on View -> Edit

Set up your Connections

Next, connect your data sources, marketing channels, and email settings. This allows Propensity to:

  • Sync data into your workspace

  • Run campaigns across channels

  • Ensure email compliance

Note: CRM setup is covered later in this guide.

To connect your data sources, you need to follow these steps:

  1. Click your profile Icon

  2. Select Workspace Settings

  3. Go to Connections

  4. Select the connection(s) you want to use

  5. Click Grant Access and follow the instructions

To configure your email settings, read How to Connect and Verify Your Sender Email with Propensity.

Add a payment method

To run campaigns, you’ll need to add a payment method.

A Billing Contact can:

  • Add a payment method (ACH or credit card)

  • Add prepaid media credits (used for Propensity Display Network campaigns)

One of the Billing Contacts will need to follow the instructions below:

  1. Click your profile Icon

  2. Select Workspace Settings

  3. Go to Billing

  4. Add a Payment method (ACH or Credit card) or add prepaid media credits (these credits can only be used on Propensity Display Network advertising)

Configure the CRM(s)

To configure your CRM, the admin user will need to install the Hubspot and/or the Salesforce integration. This can be done by following the steps:

After that, one of the administrators needs to configure the CRM Sync settings by following the instructions:

  1. Click your profile Icon

  2. Select CRM Sync Settings
  3. Select the Sync Settings of your CRM

  4. Review each sync setting and configure it based on your workflow and CRM structure.

  5. Click Save

Read our CRM Sync FAQ for additional information regarding the CRM Sync

Other settings (optional)

After setting up the workspace, there are additional instructions you can follow to improve your workspace, such as adding exclusions (accounts and contacts you would like to exclude from your campaigns).

You can also configure sales alerts for the following tools:

Connect your website

To understand which accounts are visiting your website, you’ll need to install the Propensity website tracker.

This allows you to:

  • Identify visiting companies and contacts

  • Understand engagement behavior

  • Use this data for audience building and prioritization

You can choose between:

  • Account-level tracking

  • Account + contact-level tracking

To set this up, follow How to Set Up the Website Tracker.

Once installed, tracking will begin automatically.

Create your Audience

Your Primary Audience is the full set of companies that match your ideal customer profile (ICP).

This is not a specific campaign audience. Instead, it acts as your foundation, defining who you want to target across your ABM efforts.

You’ll use your Primary Audience to:

  • Build more targeted campaign audiences

  • Identify relevant website visitors

  • Prioritize accounts for outreach

You will create or upload your Primary Audience by doing the following:

  1. Go to Audiences

  2. Select My Audiences

  3. Click New Audience

Important:  For more details and best practices about how to create the audience, we recommend seeing Propensity Best Practices: Creating Your Primary Audience

Configure your ABM Connected Website

The ABM Connected Website helps you identify which companies visiting your website match your Primary Audience.

It shows you:

  • Which accounts are visiting your website

  • Which of those accounts fit your target audience

  • Which visitors may be high-intent leads

Important: This feature depends on your Primary Audience. Without it, the platform cannot determine which visitors are relevant.

To set up your ABM Connected Website area, read How to Set Up the ABM Connected Website.

What to do next

After configuring your workspace, it is time to launch your first campaign.

You can:

These resources will help you plan and execute your first campaign effectively.

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