❕ Your website should be able to accept custom scripts before getting started with QualifyAI setup. If you're unsure how to add scripts to your site, check your website platform's support guide or speak with your web admin for access.
Step 1: Register for Leadsourcing
Sign up for a Leadsourcing account if you haven’t already.
Complete registration details as prompted.
Step 2: Connect Your Website
Log in to your Leadsourcing dashboard. Click on “Get started now” if you are setting up for the first time.
If you are a returning user, navigate to the “Connect Website” section.
Enter your website URL and website name.
Enter the job titles or titles of your target personas (e.g., Head of Marketing, Sales).
Click on “Next”
Step 3: Set Up QualifyAI
For Early Stage / Young Businesses (under 1,000 visitors/month)
Add specific industries you want to target.
Add specific countries if you have a geographic focus. Leave blank for broad targeting.
Skip “Advanced Settings.”
For Growing Businesses (1,000 to 10,000 visitors/month)
Add industries and countries as above.
Open “Advanced Settings” and specify key page URLs relevant to qualification.
For Mature Businesses (10,000+ visitors/month)
Complete all fields above.
Add one or multiple additional qualification criteria like revenue, company size, or custom triggers in “Advanced Settings”.
Step 4: Insert the Leadsourcing Script
Copy your unique Leadsourcing script from your dashboard.
Paste it into your website’s global header using Google Tag Manager, a plugin, or your site builder including Elementor, Wix, Webflow, or Squarespace.
Save and publish your changes.
Step 5: Verify Connection
The system may auto-detect your script connection within minutes.
To verify your script connection manually, In your Leadsourcing dashboard, click Verify Connection.
Check the Leadsourcing dashboard for a “connected” status.
Step 6: Visitor Identification Is Live, Set Up Your First Campaign
Proceed to campaign setup in your dashboard.
Configure your campaign so you are ready to launch once visitors are identified.
Need Help?
If your website isn’t showing as connected or visitor identification isn’t working, contact support via in-app chat (lower right hand corner). Our team is ready to help your sales teams capture every opportunity.