Help Center
We're here to help you every step of the way.
How can we help?
SharpSpring partners have unlimited, free access to our outstanding support team. You can contact our technical support experts by phone or a support request. 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
Get Help Now
Join the Community
Sign in to your account
Join the 
Sign in to your accountRelease Notes
- 20 September 2021: Opportunity Manager and Opportunity Drawer Now Available
- 14 September 2021: Date and Time Validation Improvements for Imports
- 21 September 2021: List Rule Builder Now Available
- 23 July 2021: The Dock Now Available
- 12 May 2021: Instagram Posting for SharpSpring Social Now Available
- 07 May 2021: Customizable Account Manager Now Available
Featured Content
Setting Up SharpSpring
- Editing Images in the File Manager
- Organizing the File Manager
- Uploading and Deleting from the File Manager
- File Manager Overview
- Activating New SharpSpring Accounts
- Setting Up and Configuring SharpSpring
Settings
- Connecting to Video Calling via Zoom
- Navigating The Dock
- My Stuff Overview
- Company Profile Overview
- SharpSpring User Roles Overview
- Adding and Managing SharpSpring Users
Billing Info
- Managing Billing Info Settings for Clients in the United States
- Managing Billing Info Settings for Clients in the European Union
- Managing Billing Info Settings for Clients in Australia, Canada, or New Zealand
- Managing Billing Info Settings for Clients Not in Australia, Canada, the European Union, New Zealand, or the United States
- Troubleshooting Failed Charge Error Messages
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 Google Accounts
- Enabling and Configuring Mail Sync for Gmail
Support
SharpIdeas
Security
- Using Two-Factor Authentication
- SharpSpring Data Protection: Information Security Overview
- SharpSpring Data Protection: Protecting Your Data
- Using Audit Logs
- Understanding Ad Blockers and Tracking Services
- The European Union General Data Protection Regulation (GDPR)
Getting Started
Importing Contacts
- Import History Overview
- Using SharpSpring ID for Imports and Data Migration
- Importing Double Opt-In Lists
- Formatting .CSV Files for Import
- Importing and Mapping Contacts from .CSV Files
- Saving .CSV Files
Contact Manager
- Using the Contact Manager
- Using Views in the Contact Manager
- Manually Creating and Cloning Contacts
- Using Advanced Search in the Contact Manager
- Life of the Lead Icons and Overview
- Understanding Lead Status
VisitorID
Getting Started
Email Design
- Email Designer Panel Overview
- Email Content Editor Overview
- Using Layout and Element Blocks in Emails
- Adding Images to Emails
- Adding Text to Emails
- Adding Buttons to Emails
Email Templates
Email Sending
- Scheduling Emails
- Sending Preview Emails
- Sending Repeatable Emails
- Scheduling Emails to Leads with Unopened Emails
- Sending from Lead Owner When Using Automation
- Rescheduling Email and Action Group Events
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
- Organizing Action Groups
- Action Groups Overview
- Creating Action Groups
- Using Recurring Action Groups
- Creating Time-Based Automations
- Time-Based Automations Overview
Lists
- Editing Rules-Based Lists
- Creating Rules-Based Lists from Lead Creation Date
- Creating Rules-Based Lists
- Using Manual Lists
- Creating Reconfirming Lists
- Creating Confirmed Opt-In Processes
Sales Optimizer
- Sales Optimizer Overview
- Creating Opportunity Workflows
- Creating Visual Workflows for New Opportunities
- Creating Opportunity Automation Based on Pipeline Stage Changes
- Scheduling Sales Task Reminders in Visual Workflows and Action Groups
- Sales Optimizer Tasks Report Overview
Lead Scoring
Personas
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
Chatbots
- Creating Chatbots
- Activating and Previewing Chatbots
- Configuring Chatbot Workflows
- Using Chatbot Actions
- Understanding Chatbot Reports
- Configuring Chatbot Live Chat Settings
Getting Started
SharpSpring Forms
- Conditional Form Fields
- Using SharpSpring Forms
- Configuring Form Designs Using the Visual Styler
- Creating Form Buttons
- Understanding Form Settings
- Styling Forms with Stylesheets
Third-Party Forms
- Connecting Facebook Lead Ads with SharpSpring
- Connecting Gravity Forms
- Gravity Forms Integration Tool
- Connecting Formidable Forms
- Formidable Forms Integration Tool
- Connecting WPForms
Native Forms
Getting Started
- Landing Page Settings
- Editing Landing Pages
- Creating Landing Pages from Templates
- Creating Landing Pages
- Landing Page Content Editor Overview
- Editing Mobile Versions of Landing Pages
Landing Pages
- Creating Dynamic Landing Pages
- Configuring CNAME Record Settings for Landing Page URLs
- Understanding Landing Page Security: HTTP and HTTPS
- Adding Forms to Landing Pages
- Adding Images to Landing Pages
- Adding Videos to Landing Pages
Blogs
Getting Started
SharpSpring CRM
Sales Pipeline
- Using the Opportunity Manager
- Using the Opportunity Drawer
- Using Advanced Search in the Opportunity Manager
- Using Views in the Opportunity Manager
- Sales Pipeline Overview
- Creating Opportunities in Pipelines and Contact Records
Sales Reports
- Using Custom Reports
- List of Custom Report Widgets
- Sales Reports Overview
- Pipeline Value Report Overview
- Opportunity Health Report Overview
- Conversion Analysis Report Overview
Sales Dialer
Meetings
- Connecting Email Accounts to Meetings
- Using Meetings
- Sharing Meetings
- Editing Settings for Meetings
- Administrator Settings for Meetings
- For Administrators: Configuring Custom Domain Settings for Meetings
Accounts
- Using the Account Manager
- Configuring Account Information
- Setting Contacts to Accounts
- Using Advanced Search in the Account Manager
- Using Views in the Account Manager
- Setting Account Tags
API
Shopping Cart
External Connections
- WebEx Integration Overview
- Zapier Integration Overview
- Creating Automation with Zapier
- Submitting to Native Forms Using Webhooks by Zapier
- Syncing Office365 and SharpSpring with Zapier
- Wix Integration Overview
Salesforce
- Salesforce Integration Overview
- Resetting Salesforce Tokens
- Understanding Salesforce Sync
- Understanding Common Salesforce Errors
- Understanding Salesforce Daily API Limits
- Creating Lead Score Widgets
Release Information
- 20 September 2021: Opportunity Manager and Opportunity Drawer Now Available
- 14 September 2021: Date and Time Validation Improvements for Imports
- 21 September 2021: List Rule Builder Now Available
- 23 July 2021: The Dock Now Available
- 12 May 2021: Instagram Posting for SharpSpring Social Now Available
- 07 May 2021: Customizable Account Manager Now Available