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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.
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- 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?
Release Notes
- May 08, 2019: Copy Visual Workflows
- April 26, 2019: Navbar Pipeline Menu Now Called Opportunities
- April 18, 2019: Wix Integration Now Available
- April 17, 2019: SharpSpring Customer Feedback Improvements
- April 8, 2019: Task Manager Now Available
- March 29, 2019: Update to User Settings Menu
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
Let's Get 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
- 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 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
Let's Get 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
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
- Lists Overview
- 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
- Editing Form Thank You Page Settings
- 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
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