Create your account and first workspace

Getting into RAVE™ takes about a minute. There is no password: you sign in with a link sent to your email, then name your account.

Already have an account? Click Log in in the header or footer of any RAVE™ page (Help Center and Docs too). If you're still signed in, the header shows Go to dashboard instead.

Sign up

1. 1

   Open the sign-in page

   Click Get Started (new) or Log in (returning) at the top of rave.cxformula.com, or go straight to rave.cxformula.com/login. The page says Sign in or create your account: the same form works for both. Enter your work email, for example you@example.com.

2. 2

   Click "Email me a link"

   RAVE™ emails you a sign-in link from noreply@rave.cxformula.com with the subject "Your RAVE™ Sign-in Link" (the very first time, "Confirm your email for RAVE™"). You can open it on any device, for example ask on your laptop and tap the link on your phone. Links work once and expire after 1 hour; if one has expired or was already used, RAVE™ shows a page with a Send me a new link button.

3. 3

   Name your account

   On the "Welcome to RAVE™" screen, enter your brand, business or agency name.

4. 4

   Accept the terms

   Check the box to agree to the Terms of Service and Privacy Policy on behalf of your business.

5. 5

   Click Create

   RAVE™ creates your account and its first workspace, and opens the workspace dashboard.

Your first workspace gets the same name as your account. You can rename it any time in Settings (under Workspace in the sidebar), where you can also upload a workspace logo.

Your free trial

New accounts start on a free Pro trial. The welcome screen shows how long the trial lasts and whether a card is needed to start it. While the trial is active, the account's Overview shows how many days are left, and RAVE™ emails you reminders before it ends.

If the trial ends without a paid plan, RAVE™ cards stop showing on your sites. Nothing else breaks: the pixel can stay installed, your campaigns, settings and events are kept, and webhooks keep recording. Choose a plan on the account's Billing page and cards come back right away.

Switch between workspaces

The card at the top of the left sidebar is the switcher. Click it to see your workspaces, with Pinned and Recent ones on top, and a search box. Hover a row to pin it so it stays at the top.

• One account: the switcher lists that account's workspaces.
• Several accounts: the switcher lists your accounts with their workspaces nested under each one.
• Account view: the button above the switcher opens the account level (overview, team, billing). People invited only to a single workspace don't see it.

Jump anywhere with Cmd/Ctrl+K

Press Cmd+K on a Mac or Ctrl+K on Windows to open the "Jump to a workspace, site or campaign" box. Start typing, use the arrow keys to pick a result and press Enter. Press Esc to close it.

Adding more workspaces

Agency accounts add one workspace per client. Open Account view → Overview, type the client's name in Add client and click Add client. The overview shows how many client workspaces your plan includes. Client workspaces share the agency's plan.

Next steps

• Add a site for the domain where your funnel lives.
• Install the pixel on that site.