Getting Started

[KimberlyJ416]

Can anyone steer me in the right direction? Where do I begin? Im running my grassroots campaign and was told this was a great resource and honestly I'm so overwhelmed with this platform! I tried to upload contacts and it does not work. I don't have time to master this whole platform ive spent hours clicking in circles. Has anyone just decided to pay an additional fee to have this done for you.

[William_A · Accepted solution]

Hello @KimberlyJ416 ,

I'd recommend following along with this article when you're creating your first email.

When you have the time, we also have a Getting Started guide (also available in video format), with relevant links for newcomers using the system. You're also welcome to call our general support so you can work 1:1 with an agent, and also screenshare while you're logged into the account.

Our Community also has resources under the Get Help and Resources tabs at the top, particularly for the Expert Advice page and Onboarding Hub pages.

Otherwise, our Knowledge Base has articles available for all the different tools in our system, with written instructions, visual aids, video tutorials, and common troubleshooting steps as well. The Knowledge Base is also available via the Help tab in your account, in the top navigation bar.

If you're wanting to contract our workers to create your campaigns for you, then I'd advise checking out our professional services, such as the Marketing Specialist or Manager.