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Four steps to your first personalized outreach campaign.

End-to-end quickstart walkthrough

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Step 1: Connect Data

Import the contacts you want to create pages for.
  1. Click Upload CSV from Quick Actions on your dashboard
  2. Upload your spreadsheet
  3. Map columns to Pockla fields (email, name, company, etc.)
  4. Review and click Import

CSV import flow showing column mapping interface

Include at least an email column. Company name and contact name improve personalization.
Create a Link Set—a collection of personalized pages, one per contact.
  1. Click Create Link Set from Quick Actions
  2. Choose your source:
    • From a List – Select an existing list
    • Select Contacts – Pick individual contacts
  3. Enter the URL of the page you want to personalize
  4. Use the AI chat to configure which elements to personalize
  5. Preview how pages will look for different contacts

Link Set creation flow

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Step 3: Install Snippet

Add the Pockla tracking snippet to capture engagement data. 
<script src="https://cdn.pockla.io/pockla.min.js"></script>
The snippet tracks:
  • Page views and time on page
  • Scroll depth
  • Link clicks
  • Form submissions
See JavaScript Snippet Installation for detailed setup.
You can skip this step initially, but you won’t see engagement analytics until it’s installed.

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Step 4: Publish

Make your personalized pages live.
  1. Review your Link Set in the preview
  2. Click Publish
  3. Each contact gets a unique URL (e.g., pages.pockla.io/abc123)
  4. Share links via email, LinkedIn, or your outreach tool

Link Set instances view showing generated URLs and publish button

Once published, you can:
  • Track views in real-time
  • See engagement metrics per contact
  • Push data back to HubSpot (if connected)
Link Set analytics view showing engagement metrics

Link Set analytics view showing engagement metrics

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What’s Next?

Research Agent

Get AI-powered insights on your contacts

Boards

Visual pipeline view with AI research panels

Data Enrichment

Auto-fill missing contact information

HubSpot Sync

Push engagement data to your CRM