General Account Setup

In this 30-60 minutes of work you will set up your Onboard Me account and be able to start creating content, sending emails, texting clients and even building customer journeys!

Step 1: Set up your company

1. Make sure you are in your Admin Settings. Click Organization.  2. Reveal your API token by clicking within the text box. Enter your email & password. 3. Fill in your company name & logo. 4....

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By Brian Devlin

updated 9 months ago

Step 2: Add your contacts to Onboard Me

There are 3 ways to get clients into your Onboard Me account: 1) Manually enter each contact. 2) Sync with one of our certified integrations   3) Import a CSV file.  See below for IMPORTANT...

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By Brian Devlin

updated 8 months ago

Step 3: Segment Your Client Groups

To seg ment clients  into specific categories: 1. Click the box next to the clients you wish to move & then select Bulk Action. 2. Click Contacts then scroll over to click Switch Tabs. 3. Click the...

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By Brian Devlin

updated 8 months ago

Step 4: Setting Up Your Twilio Account

Twilio is the best and cheapest SMS service around. If you already have an account, go to Twilio.com/login to log in. If not, click "sign up for free" to get started with a free account.  1. Type...

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By Brian Devlin

updated 9 months ago

Step 5: Setting Up Your Signature

While not required, this step is encouraged because it will keep your emails professional and congruent with the rest of your company messaging. 1. Click on your name & then My Account Settings 2....

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By Brian Devlin

updated 9 months ago

Step 6: Setting Up Your Client Portal

Use this portal to communicate with your clients via training, progress tracking, and more! 1. Click Quick Launch & click the Client Portal button. 2. Make sure your header section is toggled ON....

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By Brian Devlin

updated 9 months ago

Step 7: How To Use Your Contact Launch Pad

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By Brian Devlin

updated 9 months ago

Step 8: How To Perform Bulk Actions On Contacts

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By Brian Devlin

updated 9 months ago

LIVE TRAINING: How to navigate your new Onboard Me account

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By Brian Devlin

updated 9 months ago