Configure RB2B

About

RB2B is a website visitor identification platform that de-anonymizes the people visiting your website, resolving anonymous traffic into person-level profiles (for US-based visitors). RevSure uses the RB2B integration to ingest these identified visitors, connect them to accounts and campaigns, and bring website intent into your funnel analytics and attribution.

Steps to Setup

1. Select RB2B on the Add Datasource page.

2. On the Configure RB2B page, enter the Connection Name.
   Give your instance a unique name.
   

   

   
   

3. Set the Sync Frequency. This determines how often RevSure connects to RB2B to replicate new data. (Replication duration may vary depending on the volume of available data.) By default, the sync frequency is set to Daily.

4. Click the Sync Frequency dropdown to change the setting.

5. Repeat: select how often to sync the data — Every 6 hours, Every 12 hours, or Daily.
   

   

   If you select Daily, use the At field to choose the time of day the sync should run.
   

   

6. After setting the sync frequency, set the time zone for the sync time.
   

   

7. Click Connect.
   

   

   This takes you to the RB2B login page. Enter your RB2B credentials to authenticate the connection.