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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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Sign into your accountWhat's New?
What's Happening?
Release Notes
- April 23, 2018: Facebook Social Listening Updates
- March 29, 2018: Visual Editor for Action Groups
- March 27, 2018: Fixed-size images in emails
- March 14, 2018: Updated Icons and RSS Email Updates
- February 27, 2018: Email Templates and Smart Mail
- February 22, 2018: Add a Meta Description to Blogs
Setting Up SharpSpring
- Authenticating Emails: DKIM and SPF
- Setting Up and Configuring SharpSpring
- Adding SharpSpring Tracking Codes
- Setting Up Campaign Attribution
- Activating New SharpSpring Accounts
- Setting Up Landing Pages
Settings
- Using the Global Search Tool
- Understanding Google Analytics and SharpSpring
- Connecting Social Media Accounts
- Company Profile Overview
- Modifying Login URLs
- Adding and Managing SharpSpring Users
Support
Security
Agency Tools
- Agency Tools Overview
- Adding and Managing Client Accounts
- Managing Client Services and Allowances
- Billing Overview
- Email Suppression Settings Overview
- Rebranding SharpSpring
Email Syncing
Let's Get Started
- Using the Import Tool
- Custom Fields Breakdown
- Using the CRM Migration Tool
- Creating Advanced Searches in the Contact Manager
- Adding Your Logo to Notifications
- Organizing Custom Fields
Importing Contacts
- Import History Overview
- Mapping Contacts from .CSV Files
- .CSV File Troubleshooting
- Using SharpSpring ID for Imports and Data Migration
- Importing Double Opt-In Lists
- Saving .CSV Files
Contact Manager
- Using Bulk Edit
- Using Contact Tags
- Merging Contacts
- Logging Calls in SharpSpring
- Exporting All Leads and Contacts
- Manually Opting In Leads
VisitorID
- Configuring Daily VisitorID Results
- Excluding Domains from VisitorID Results
- Setting Up VisitorID
- VisitorID Overview
- Understanding the Get Contacts and Convert to Lead Buttons
- Exporting VisitorID Results
Let's Get Started
Email Design
- Legacy, Simple, and Designer Email Template Differences
- Sending Preview Emails
- Adding Buttons to Simple and Designer Emails
- Adding Merge Variables to Emails
- Scheduling Emails
- Creating Dynamic Emails
Email Templates
Email Analytics
Compliance
- Using Email Engagement Tools
- New Sender Best Practices
- Understanding List Import Failures
- Understanding SharpSpring Email Sender Status
- Understanding Graymail and Engagement
- Understanding Role-Based Addresses
Let's Get Started
Visual Workflows
Tasks and Action Groups
- Referring and Forwarding Emails
- Creating Action Groups
- Action Groups Overview
- Creating and Modifying Automation Tasks
- Scheduling Action Groups to Lists
- Time-Based Automations Overview
Lists
- Adding Leads from Dynamic Lists to Static Lists
- Creating Dynamic Lists with Campaign Attributions
- Creating Dynamic Lists with Qualified Leads
- Creating Dynamic Lists with Current Customers
- Creating and Modifying Lists
- Creating Lists from Custom Fields
Lead Scoring
Personas
- Using Personas and Dynamic Content
- Creating Personas
- Understanding Personas
- Using Personas on SharpSpring Forms
- Using Personas in Automation
- Using Personas with Dynamic Email Content
Site Tracking
- Adding Tracking Codes to Wordpress
- Understanding Cookies
- Web Insights Overview
- Unbounce Integration Overview
- Adding Dynamic Web Content to Tracking Codes
- Tracking Leads with Emails
Let's Get Started
- Creating and Editing SharpSpring Forms
- Supported Forms in SharpSpring
- Using Forms in Content Marketing Strategies
- Five Forms to Add to Your Site
- Form Insights Overview
- What is a Double Opt-In?
SharpSpring Forms
- Styling Forms with Stylesheets
- Locating Form Embed Codes
- Duplicate a Form
- Modify an Existing Form
- Adding Progressive Fields to SharpSpring Forms
- Creating a Pop-Up Form on Your Website
Third-Party Forms
- Connecting Quform Forms to SharpSpring
- Gravity Forms Integration Tool
- Connecting TypeForm Forms
- Connecting Formidable Forms to SharpSpring
- Integrating with Contact Form 7
- Integrating a Native Unbounce Form with SharpSpring
Native Forms
- Using Ninja Forms 3 with SharpSpring
- Using Ninja Forms 2 with SharpSpring
- Formidable Forms Integration Tool
- Submitting Directly to a Native Form Endpoint
- Excluding Fields from Native Form Submissions
- Adding Manual Submit to Native Forms
Social Media
- Publishing and Permissions Overview
- Benefits of Using Social Media in SharpSpring
- Publishing Twitter Posts in SharpSpring
- Publishing LinkedIn Posts in SharpSpring
- Publishing Facebook Posts in SharpSpring
- Connecting LinkedIn Accounts to SharpSpring
Let's Get Started
Campaigns
- Associating Social Posts with Campaigns
- Understanding Organic Campaigns
- Viewing Campaign Results
- Understanding Cohort Report Metrics
- Setting Up Facebook Referral Campaigns
- Using UTM Codes to Track Campaigns
AdWords
Web Analytics
API
Zapier and Piesync
Shopping Cart Integration
- Shopping Cart Integration Overview
- Shopping Cart Abandonment Overview
- Integrating Shopping Carts
- Integrating Shopping Cart with WooCommerce
- Integrating Shopping Cart with Shopify
- Integrating Shopping Cart with Magento 1 or 2
Salesforce Integration
- Salesforce Integration Overview
- Salesforce Sync Process
- Understanding Common Salesforce Errors
- Understanding Salesforce Daily API Limits
- Creating Lead and Contact Hyperlink Widgets for Salesforce
- Retrieving Your Salesforce Token