Help Center
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SharpSpring partners have unlimited, free access to our outstanding support team. You can contact our technical support experts by phone, support request, and live chat (coming soon). Our mission is to provide you with real-time, exceptional support for your SharpSpring account.
We promise:
- A friendly, helpful support experience every time
- Quick answers to chats, support requests, and calls
- Extensive self-help resources like our Community Forum and our library of help articles
- An open ear and serious attention to all of your feedback, both good and bad
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What's Happening?
Setting Up SharpSpring
- Setting Up and Configuring SharpSpring
- Installing and Using the Magic Trick
- Activating New SharpSpring Accounts
- Tracking Your Websites in SharpSpring
- Authenticating Emails: DKIM and SPF
- Creating Custom Fields
Settings
- Company Profile Overview
- SharpSpring User Roles Overview
- Adding and Managing SharpSpring Users
- Creating User Group Tags
- User Dashboards Overview
- Granting User Access to Client Accounts
Support
Security
Agency Tools
- Client Management Console Overview
- Agency Tools Overview
- Understanding the Billing Overview
- Adding and Managing Client Accounts
- Accessing Clients in SharpSpring
- Managing Client Services and Allowances
Email Syncing
- Enabling Email Syncing and Tracking
- Setting Up Custom Email Syncing
- SMTP Overview
- Setting Up Email Syncing for Gmail
- For G Suite Administrators: Syncing Gmail with SharpSpring
- Setting Up Email Syncing for Outlook
Let's Get Started
- Import Tool Overview
- Creating DateTime Fields
- Reordering 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
- Importing Unsubscribed Contact Lists
- Formatting Single-Column .CSV Files
- Importing and Mapping Contacts from .CSV Files
Contact Manager
- Contact Manager Overview
- Life of the Lead Icons and Overview
- Understanding Lead Status
- Adding 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
Let's Get Started
Email Design
- Creating Custom Email Signatures
- Email Designer Overview
- Legacy, Simple, and Designer Email Template Differences
- Creating Dynamic Emails
- Creating Litmus Email Render Tests
- Email Designer Classes and Styles Overview
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
Let's Get 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
- Creating, Editing, and Deleting Lists
- Reconfirming Lists
- Creating Lists from Custom Fields
- Setting List Tags
- Creating Sample Lists
- Importing Contacts to New Lists
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
Let's Get Started
- SharpSpring Forms Overview
- Form Insights Overview
- Creating and Editing SharpSpring Forms
- Creating Double Opt-In Processes
- Supported Forms in SharpSpring
- Using Forms in Content Marketing Strategies
SharpSpring Forms
- Form Embed Code Overview
- Locating Form Embed Codes
- Adding GDPR Consent Fields to SharpSpring Forms
- Styling Forms with Stylesheets
- Adding Auto-Responder Emails to Forms
- Adding Progressive Profiling Fields
Third-Party Forms
- Gravity Forms Integration Tool
- For Developers: Integrating Gravity Forms
- For Developers: Using Checkbox Fields and Subfields for Gravity Forms
- Formidable Forms Integration Tool
- For Developers: Connecting Formidable Forms
- Connecting Quform Forms to SharpSpring
Native Forms
Let's Get Started
Social Media
- SharpSpring Social Overview
- Content Calendar Overview
- Benefits of Using Social Media in SharpSpring
- Creating Social Listening Feeds
- Publishing Social Media Posts
- Connecting Facebook Accounts to SharpSpring
Campaigns
- Understanding Organic Campaigns
- Viewing Campaign Results
- Associating Social Posts with Campaigns
- Understanding Cohort Report Metrics
- Setting Up Social Media Referral Campaigns
- Adding UTM Codes to Emails
Web Analytics
Google Ads
API
Zapier, PieSync, Unbounce, and Enthusem
- PieSync Integration Overview
- Enthusem Integration Overview
- Unbounce Integration Overview
- Zapier Integration Overview
- Creating Automation with Zapier
- Submitting to Native Forms Using Webhooks by Zapier
Shopping Cart Integration
Salesforce Integration
- Salesforce Integration Overview
- Retrieving Salesforce Tokens
- Understanding Salesforce Sync
- Understanding Common Salesforce Errors
- Understanding Salesforce Daily API Limits
- Creating Lead Score Widgets