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Setting Up and Configuring SharpSpring

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Jake Crown
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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.


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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 lead scoring.
  4. Set up Mail Sync.
  5. Configure DKIM and SPF.
  6. Connect social media accounts.
  7. Create custom fields.
  8. Create forms.
  9. Set up a landing page.
  10. Import contacts.
  11. Create users​.
   
Important: When a SharpSpring instance is set up, you have the option to add your homepage then. If the homepage has already been entered, start with the second step in this procedure, which is locating and inserting SharpSpring tracking code.
Note: SharpSpring offers Professional Services to assist with setting up and configuring the application.

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