Setting Up and Configuring SharpSpring

As a SharpSpring user, it is important to make sure your account is set up and configured properly. This article will detail how to make sure that your account is fully configured and ready to go.

The following user roles can set up SharpSpring accounts:

• Administrators 

Article Contents

• SharpSpring Configuration
• Ready to Learn More?

SharpSpring Configuration

To set up and configure the various important features of SharpSpring, do the following:

1. Accept the SharpSpring Terms of Service.
   
2. Insert SharpSpring tracking code.
3. Configure DKIM and SPF.
   
4. Set up a landing page.
5. Connect applicable social media accounts.
6. Create custom fields.
7. Create forms.
8. Map forms.
   
9. Create users​.
   
10. Set up email syncing.
    
11. Configure VisitorID.
    
12. Configure lead scoring.
13. Import contacts.

Ready to Learn More?

• Activating New SharpSpring Accounts
• Adding SharpSpring Tracking Codes
• Setting Up Landing Pages