Getting started with N.Rich

Your path through the first week in N.Rich, from setting up your profile to reading your first results.

Set up your account

1. Set up your profile. Check your name, your access level and your email alerts. See Setting up your profile.

2. Complete your account setup (Admins). Add your company domains, your advertising name and your logo, and check your licence. See Completing your account setup.

3. Invite your team (Admins). Invite teammates and give each one the right role. If your company uses Single Sign-On, people get access on their first login instead. See Inviting team members and setting user roles and How do I set up Single Sign-On (SSO) for my N.Rich account?

4. Check your ad credit. See how much ad credit you have and split it into budget groups if you need to. See Advertising Budget Management.

Connect your data

5. Install the website tag. The tag shows which accounts visit your website. Without it, N.Rich can't measure website engagement. See Getting started with the N.Rich Website Tag.

6. Connect your CRM. Connect Salesforce or HubSpot so account data flows between N.Rich and your CRM. See Salesforce Integration or HubSpot Integration.

7. Connect LinkedIn. Sync your N.Rich segments to LinkedIn as audiences if you run LinkedIn ads. See The N.Rich LinkedIn Integration.

Launch

8. Create your first segment. Import your target accounts, or let N.Rich find them by firmographics or lookalikes. See Segments.

9. Create your first campaign. Choose the segments to target, set a monthly budget and add your ads. For your plan limits, contact your Account Manager. See Campaigns and Ads.

10. Create your first intent report. See which of your accounts are researching your topics and your competitors. A Buyer Journey report needs a live campaign or the website tag. See Intent Reports.

Act on the results

11. Automate with workflows. Move accounts between segments automatically based on what they do. See Getting Started with Workflows.

12. Track your results. Follow engagement, spend and pipeline impact in the analytics dashboards. See Account Dashboard.

Go further

• N.Rich AI: build apps on your N.Rich data and use them in N.Rich, HubSpot or Salesforce. See Intro to N.Rich AI.

• N.Rich MCP: connect your N.Rich data to AI tools that support MCP. See Getting started with the free trial N.Rich MCP.

What's next

• Setting up your profile: start with step 1.

Need help? Reach out to your Solutions Engineer via the chat in the bottom-left corner of the N.Rich platform, by email or Slack.