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Step by step Set Up Guide
- Planned
- Subscribe
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P |
Paul David |
I think it would be great to have a step by step setup guide for when a new client first logs into the system.
I've attached some screenshots from Nicejob on how they do it.
These are from my mobile. Would make it easier for new users to get themselves setup and save us a lot of time.
Activity Newest / Oldest
Paul David
any update on a timescale for this Joe?
Joe Troyer
Status changed to: Planned
Joe Troyer
We can build a step by step process the first time a business logs in:
- Add Review Platforms
- Add your logo and main settings
- Add your Twilio (if enabled by agency)
- Setup your contacts default settings
- Review Invite Campaign (make changes if necessary)
- Review Review Funnel (make changes if necessary)
- Setup Notifications
- Create your widgets
- Add your contacts -> just link to the Contacts page