Welcome! 🎉 Warmly gives you powerful visibility into your traffic and enables your team to act strategically on high-intent visitors. Here's how you can set-up your free account to begin receiving updates about who's on your website!

Step 1: Adding Warmly's Script Tag To Your Website

To begin tracking and enriching website traffic, you’ll need to add Warmly’s script tag to your site.

👉 Follow this guide to install the script tag

Once installed, your dashboards will begin populating with visitor insights.

Step 2: Creating Segments

Segments allow you to filter website traffic so your Slack alerts are relevant and actionable. Think of Segments as your targeting rules - so only the most meaningful visits trigger notifications.

👉 See how segmentation works in Warmly

Common segment criteria include:

• Company HQ location

• Employee count

• Industry

• Estimated annual revenue

• Filtering out specific domains

• Excluding universities or government traffic

• And much more!

Start by building Segments that reflect your ICP or priority accounts.

Step 3: Creating Slack Alerts

Once your Segments are created, it’s time to create Slack channels and configure Slack Alerts. We recommend starting with one main Slack channel for ICP-aligned traffic.

After a week of reviewing traffic patterns, consider adding:

• A high-priority channel for your strongest ICP tier

• Additional channels tailored to specific teams or use cases

👉 See how to set up your first Slack Alert in Warmly

Once configured, notifications will begin flowing in shortly. If alerts look inaccurate or don’t appear, please contact the Warmly team - we’re here to help!

Step 4: Add a Webhook (Optional)

If your workflow requires it, you can add a webhook to send Warmly data into other external systems.

👉 See how to set up a webhook in Warmly

Step 5: Upgrade to Warmly’s Paid Tiers

Loving Warmly’s insights and ready to unlock even more? Warmly’s paid tiers include additional data, advanced playbooks, and powerful tools and integrations for sales and marketing teams!