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:
To set up and configure the various important features of SharpSpring, do the following:
- Accept the SharpSpring Terms of Service.
- Insert SharpSpring tracking code.
- Configure DKIM and SPF.
- Set up a landing page.
- Connect applicable social media accounts.
- Create custom fields.
- Create forms.
- Map forms.
- Create users.
- Set up email syncing.
- Configure VisitorID.
- Configure lead scoring.
- Import contacts.