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New account implementation and training
New account implementation and training

Starting up with new accounts

Zoltan Wagner avatar
Written by Zoltan Wagner
Updated over a week ago

Onboarding is included with every new account at no extra cost to help you get started easily and to ensure continuity of service if you’re switching from another provider.

Step 1: Review the getting started guide

New users should start by reviewing the getting started guide. The guide includes step by step instructions to complete the basic setup of new accounts.

Step 2: Training call

Training calls are available for paid accounts. An account is considered paid if payment is received if paying by credit card or EFT, or an invoice was sent if payment is by cheque.

All participants of the training call should review the getting started guide prior to the call. This way the live call can focus on details specific to your account and advanced configuration options.

The number of training calls depends on the billing plan: Accounts on the Standard Plan are eligible for one onboarding call, accounts on the Pro Plan are eligible for two calls and accounts on the Multi-account or Pay As You Go Plans are eligible for up to three live training calls.

All users should attend training calls as we don't provide separate training sessions for each individual users. Calls can be recorded on request to share with anyone who cannot join the live training session.

Training calls cover the following topics:

  • Your specific questions and requirements

  • Going over all account level settings

  • Creating user logins for your team and reviewing user permissions

  • Help with technical setup for domain authentication and custom domain.

  • Review of your list segmentation requirements and establishing a framework to manage lists using a combination of tags, subscriptions, segments and custom fields.

  • Help with importing your existing contacts

  • Contact list and contact update functions for manual and bulk changes

  • Review and configuration of CASL settings

  • Customization of the Email Preferences page (unsubscribe page)

  • Forms setup and customization

  • Working with email templates and messages (create, preview, test, send)

  • Review reporting options

  • Review of your ongoing support options.

Step 3: Setting up integrations

Integrations make it possible to sync data to and from Envoke with third party systems. The most common integration is using the Envoke APIs to add contacts from a CRM system to Envoke.

Integrations are implemented by your developers using documentation and examples provided by Envoke. You can also book a developer-to-developer call to review API setup requirements. Visit this page to get started with API integrations.

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