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Sign into your accountWhat's New?
- November 13, 2018: Convert Legacy Automation to Visual Workflows
- October 31, 2018: Exclude Lists from Email Sends
- October 17, 2018: Automation for Opportunities and Accounts
- October 10, 2018: New Company Profile Fields for Agencies
- September 18, 2018: New Navigation Menu
- August 29, 2018: File Manager in Landing Pages
What's Happening?
Release Notes
- November 13, 2018: Convert Legacy Automation to Visual Workflows
- October 31, 2018: Exclude Lists from Email Sends
- October 17, 2018: Automation for Opportunities and Accounts
- October 10, 2018: New Company Profile Fields for Agencies
- September 18, 2018: New Navigation Menu
- August 29, 2018: File Manager in Landing Pages
Setting Up SharpSpring
- Setting Up and Configuring SharpSpring
- Activating New SharpSpring Accounts
- Generating SharpSpring Tracking Codes
- Authenticating Emails: DKIM and SPF
- Creating Custom Fields
- Setting Up Landing Pages
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 a Single Contact
- 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
Tasks and Action Groups
- Action Groups Overview
- Time-Based Automations Overview
- Creating Time-Based Automations
- Creating Action Groups
- Creating and Modifying Automation Tasks
- Understanding Opportunity and Account Automation
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
- 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