Onboarding is included with every new account at no extra cost to help you hit the ground running and to ensure continuity of service if you’re switching from another provider.
Onboarding Part 1: Review settings that apply to all accounts
Watch the series of training videos
Review the getting started guide
Check out the help centre for specific features
Get in touch with support
Onboarding Part 2 (optional): Custom requirements or advanced configuration
You can book a one on one training call here.
Before you book a training call, we ask that you watch the training videos first. This way training can focus on custom or advanced requirements that aren't addressed by the generic training videos.
Training calls cover the following topics:
Your specific questions and requirements
Going over defaults, reviewing all 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 settings 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 preference page
Forms setup and customization
Working with the template and email editor (create, preview, test, send)
Review reporting options
Setup integrations (optional)
After implementation, users receive unlimited ongoing support