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Sign in to your accountRelease Notes
Featured Content
Setting Up SharpSpring
- Activating New SharpSpring Accounts
- Setting Up and Configuring SharpSpring
- Tracking Your Websites in SharpSpring
- Authenticating Emails: DKIM and SPF
- Installing and Using the Magic Trick
- Creating Custom Fields
Settings
- Task Manager Overview
- Company Profile Overview
- SharpSpring User Roles Overview
- Adding and Managing SharpSpring Users
- Creating User Group Tags
- User Dashboards Overview
Support
Agency Tools
- Client Management Console Overview
- Agency Tools Overview
- Understanding the Billing Overview
- Adding and Managing Client Accounts
- Accessing Clients in SharpSpring
- Managing Client Configuration Settings
Mail Sync
- Mail Sync Overview
- Troubleshooting Mail Sync
- Troubleshooting IMAP Sync Errors
- Enabling and Configuring Mail Sync for Custom Providers
- Enabling and Configuring Mail Sync for Gmail
- For G Suite Administrators: Syncing Gmail with SharpSpring
Security
Getting Started
- Import Tool Overview
- Creating DateTime Fields
- Organizing and Reordering Custom Fields and Categories
- Using the Attachment URL Custom Field
- Adding Your Logo to Notifications
- Creating Advanced Searches in the Contact Manager
Importing Contacts
- Import History Overview
- Using SharpSpring ID for Imports and Data Migration
- Importing Double Opt-In Lists
- Formatting Single-Column .CSV Files
- Importing and Mapping Contacts from .CSV Files
- Saving .CSV Files
Contact Manager
- Contact Manager Overview
- Life of the Lead Icons and Overview
- Understanding Lead Status
- Adding and Cloning Individual Contacts
- Editing Leads in SharpSpring
- Manually Adding Contacts to Lists
VisitorID
- VisitorID Overview
- Setting Up VisitorID
- Segmenting VisitorID by Site
- Configuring Daily VisitorID Results
- Excluding Domains from VisitorID Results
- Understanding the Get Contacts and Convert to Lead Buttons
Getting Started
Email Design
- Email Designer Panel Overview
- Email Layout Editor Overview
- Email Content Editor Overview
- Legacy, Simple, and Designer Email Template Differences
- Creating Dynamic Emails
- Creating Litmus Email Render Tests
Email Templates
Email Analytics
Compliance
- Using Email Engagement Tools
- Acceptable and Prohibited Email Content
- Email Best Practices
- New Sender Best Practices
- Understanding SharpSpring Email Sender Status
- Understanding Email Reputation
Getting Started
Visual Workflows
Action Groups
- Action Groups Overview
- Time-Based Automations Overview
- Creating Time-Based Automations
- Creating Action Groups
- Understanding Opportunity and Account Automation
- Scheduling Action Groups to Lists
Lists
- Lists Overview
- Reconfirming Lists
- Creating Lists from Custom Fields
- Setting List Tags
- Creating Sample Lists
- Importing Contacts to New Lists
Sales Optimizer
- Sales Optimizer Overview
- Configuring Sales Optimizer Services
- Creating Opportunity Workflows
- Creating Visual Workflows for New Opportunities
- Creating Opportunity Automation Based on Pipeline Stage Changes
- Sales Optimizer Tasks Report Overview
Lead Scoring
Personas
- Creating Personas
- Understanding Personas
- Understanding Personas and Dynamic Content
- Using Personas on SharpSpring Forms
- Using Personas in Automation
- Using Personas with Dynamic Email Content
Site Tracking
- Web Insights Overview
- Understanding Cookies
- Adding GDPR Tracking Consent Banners to External Websites
- Creating Automation with Opted In Leads
- Adding Tracking Codes to Wordpress
- For Developers: Adding Dynamic Web Content to Tracking Codes
Getting Started
SharpSpring Forms
- Form Embed Code Overview
- Locating Form Embed Codes
- Adding GDPR Consent Fields to SharpSpring Forms
- Styling Forms with Stylesheets
- Editing Form Thank You Page Settings
- Adding Progressive Profiling Fields
Third-Party Forms
- Connecting Gravity Forms
- Gravity Forms Integration Tool
- Using Checkbox Fields and Subfields for Gravity Forms
- Connecting Formidable Forms
- Formidable Forms Integration Tool
- Connecting Quform Forms to SharpSpring
Native Forms
Getting Started
- Registering Clients and Generating Sales Materials
- Setting Up and Configuring SharpSpring CRM
- SharpSpring CRM Overview
- SharpSpring CRM: Features and Comparisons
- Understanding CRM Migration Tools
- Understanding CRM Migration File Components
Sales Pipeline
Sales Reports
Accounts
Meetings
API
External Connections
- Zapier Integration Overview
- Creating Automation with Zapier
- Submitting to Native Forms Using Webhooks by Zapier
- Syncing Office365 and SharpSpring with Zapier
- Wix Integration Overview
- Adding SharpSpring Forms to Wix Sites
Shopping Cart
Salesforce
- Salesforce Integration Overview
- Retrieving Salesforce Tokens
- Understanding Salesforce Sync
- Understanding Common Salesforce Errors
- Understanding Salesforce Daily API Limits
- Creating Lead Score Widgets
Release Information
- July 17, 2019: Meetings Now Available
- July 16, 2019: Auto-Notify Settings Updated
- July 09, 2019: Sales Optimizer Now Available
- June 17, 2019: New Requirements for Importing Lists
- May 08, 2019: Copy Visual Workflows
- April 26, 2019: Navbar Pipeline Menu Now Called Opportunities