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Next Steps

Thank you for getting started with us! Your account is officially set up and we’re excited to get you onboarded. Here’s what to do next:

1. Watch for Your Onboarding Email

You’ll receive an onboarding email shortly. This email will guide you through the setup process and include your personalized onboarding form.

2. Complete the Onboarding Form

Fill out the form as thoroughly as you can. The more detail you provide, the better we can customize your setup.

3. System Connection

After we receive your form, we’ll begin connecting your website forms into our system. We will be reaching out so that we can gain access to the backend of your site in order to connect. Based on the platform your website is built on we will send specific instructions so that so that the system can be connected and be up and running as soon as possible.

4. Set Up Your Account on Our Website

While you’re waiting, please create your account on our website. Once you’ve signed up, we’ll approve your access and add you to the customer portal.

5. Access Your Customer Portal

Inside the portal, you’ll be able to:

  • Submit review request emails

  • Upload bulk contacts

  • Send monthly updates

  • Access resources and support

 

We’re excited to get you started!

Created by CF Web Designs

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