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Got questions?

Getting Started

Is there a free trial available?

Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.

How long does setup take?

Most people are up and running in 15–20 minutes.

Connect HubSpot, import your web pages, create a couple of Initiatives, and run your first data sync.

If you're also connecting ad platforms and importing ads, add another 10 minutes.

Do I need to install anything on my website?
Nope. Dialed doesn't require any tracking scripts, pixels, or code on your site.

It works entirely through your existing platform integrations — HubSpot for conversions, GA4 for sessions, and Meta/LinkedIn for ad data.
Which HubSpot plan do I need?

HubSpot Free works for core attribution — contacts, forms, deals, and pipeline tracking.

To use Dialed's email features (importing marketing emails, email engagement metrics, email influence tracking), you'll need Marketing Hub Professional or higher.

Initiatives

What counts as an Initiative?

An Initiative is any marketing campaign, program, or effort you'd want to see performance data for.

If you'd put it on a slide in a marketing review or mention it in a stakeholder update, it's probably an Initiative.

Some examples:

  • A product launch campaign
  • A content download
  • An event or webinar
What's the Evergreen Initiative?

Every Dialed account starts with a default Evergreen Initiative. This captures your always-on marketing activity — the stuff that isn't tied to a specific campaign. Evergreen is your baseline.

Some examples:

  • Your homepage and pricing page
  • Ongoing blog content
  • General brand awareness web pages
  • Contact and About pages

Evergreen can't be deleted. Think of it as your control group — the steady drumbeat of marketing that's always running, so you can compare campaign-specific Initiatives against it.

What connects to an Intitiative?

Each Initiative acts as a hub that ties together all the pieces of a campaign:

Web Pages — Landing pages where conversions happen. This is the foundation of attribution. When someone fills out a form or books a meeting on a page assigned to an Initiative, Dialed credits that Initiative.

Ads — Meta and LinkedIn ads that drive traffic to your landing pages. Linking ads to an Initiative means spend, impressions, and clicks show up in that Initiative's report.

Emails — HubSpot marketing emails that nurture leads. Importing emails lets Dialed track email influence on pipeline progression.

Assets — Creative files (images, videos) used in your campaigns. Keep everything organized in one place.

Evergreen can't be deleted. Think of it as your control group — the steady drumbeat of marketing that's always running, so you can compare campaign-specific Initiatives against it.

Initiative Quick Tips
One Initiative per campaign Don't dump everything into Evergreen. If you're running a specific push, create a dedicated Initiative so you can isolate its performance.

Use Evergreen for the baseline — General website traffic, ongoing blog posts, and always-on lead gen belong here.

Set a goal — It helps contextualize reporting and gives Dialed's AI insights better context for analysis.

Web Pages are the minimum — An Initiative without web pages assigned won't show lead or pipeline data in reports.