Welcome Screen - How to get started on SharpSpring

How to get started on SharpSpring

For SharpSpring users – this checklist will help you get started using the SharpSpring platform.

The process below follows a step by step tour of the platform and will be completed using a blend of online videos, meeting sessions and discussions.

Step 1: Watch the In-App Videos

  • An overview of the SharpSpring platform.
  • Familiarise yourself with all the functions and features.
  • Click HERE to view the videos.

Step 2: Add users to the SharpSpring platform

  • Send the name and email address of your platform administrator to Inspired Marketing.
  • The administrator will receive a verification email which must be clicked to activate the account.
  • The administrator can then add team members as users to the platform.
  • Each user will be sent a verification email which must be clicked to activate their account.

Step 3: Manually add yourself as a contact in the contact manager

  • Users can login to the SharpSpring platform by going to www.inspiredmarketing.co.za and clicking the login button on the menu bar on the top right.
  • In SharpSpring, on the grey menu bar at the top, navigate to >> ‘Contacts’.
  • Select the ‘Contacts’ dropdown, and once the page displays >> go to the white ‘+Contact’ button on the top right and >> click to open the pop-up window.
  • Insert your First Name, Last Name, Company Name, Email, Mobile and Work phone numbers >> click ‘Save’.
  • A grey box saying you have successfully added a contact will appear on the top right with a link to view the contact record >> click to view your contact record.

Step 4: Access the ‘Virtual Classroom’

  • Click on ‘your profile’ in the grey menu bar, top right (it’s next to your organisations name).
  • A pop-up window will open. Under the HELP column >> click on ‘Virtual Classroom’.
  • In the ‘Virtual Classroom’ >> click on ‘Content Library’ and >> go to the ‘Marketing Automation Essentials’ course.
  • This course will teach you everything you need to become proficient with the SharpSpring application. You can complete this course in your own time.
  • NOTE: For organisations such as NGO’s, please note that the universal language used is business orientated – however, the features and functions are relevant for all types of organisations.

Step 5: Access the ‘Help Docs’

  • Click on ‘your profile’ in the top grey menu bar (next to your company name).
  • Under the HELP column >> go to ‘Help Docs’.
  • The ‘Help Docs’ provide extensive self-help resources to assist in finding the answers to questions you may have while working on SharpSpring.
  • You are welcome to contact Inspired Marketing for further assistance, support requests and campaign discussions and implementation.

Step 6: Access your onboarding and campaign console

  • Inspired Marketing will provide you with an Excel or a Google Sheet ‘Console’ to monitor and keep track of your onboarding process, and campaign management.

Step 7: Prepare a list of questions

  • Once the above steps have been completed >> click HERE to book a meeting with the Inspired Marketing team to help set up your first campaign.

If you require help, please submit a service ticket for further assistance.

How to get started on SharpSpring
Tagged on:     
Click here to return to the list of articles.

Sign up for our newsletter

We promise we won’t spam. We’ll only update you with the latest from the greatest.

Talk to our experts

Book a meeting with one of our experts about your online sales and marketing needs.