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 configure new accounts.
Step 2: Training call
Training calls are available for paid accounts only.
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 instead of more general, well-documented settings.
Training calls cover the following topics:
Your specific questions and requirements
Going over account level settings and defaults
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
Review importing best practices
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
Integrations
Working with email templates and messages (create, preview, test, send)
Reporting
Review of your ongoing support options.