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

Review the getting started guide

All new users should review the getting started guide. The guide includes step by step instructions to configure a new account.

Custom requirements or advanced configuration

After you reviewed the getting started guide you can book a one on one training call to discuss advanced configuration options.

Training calls cover the following topics:

  • Your specific questions and requirements

  • Going over all account settings

  • Creating user logins for the team

  • Technical setup of: DKIM (to ensure emails are properly authenticated) and custom domain (for branding). These are both one time steps to be completed by your IT team.

  • Establish a list segmentation framework (tags, subscriptions, custom fields)

  • Help with importing existing contacts

  • Contact list and contact update functions

  • Review and configure CASL settings

  • Customizing the Email Preferences page (unsubscribe page)

  • Forms setup and customization

  • Working with the email editor (create, preview, test, send)

  • Review reporting options

  • Setup integrations

  • After implementation, users receive unlimited ongoing support

Did this answer your question?