Onboarding

[FlorianD10]

I've been called by your team 3 times since signing up for a free trial, despite me texting them to stop calling me.

I know you mean well, but I'd strongly recommend you use a less intrusive approach to onboarding (via an educational email course that I can follow at my own pace, in my own time for example)

[FlorianD10]

Hello @FlorianD10 ,

I've setup your account for Do Not Call and Do Not Email during your trial time, and pinged the assigned onboarding agent.

As far as getting started, 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 Inspired and Learn & Grow 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.

[William_A]

Hello @FlorianD10 ,

I've setup your account for Do Not Call and Do Not Email during your trial time, and pinged the assigned onboarding agent.

As far as getting started, 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 Inspired and Learn & Grow 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.