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The Tech Roadmap

Account Setup Pt.1

Step 1 and Step 2 is mandatory for all new users to understand to ensure that your account is set up correctly. Like any software, your account needs to be setup properly to avoid any issues further down the road.

1. Setup Business Profile

2. Setup Personal Profile

3. Billing

4. Add Team Members

5. Connect Your Stripe Account

6. Connect Your PayPal Account

7. Import Your Contacts (csv)

8. Connect Your Domain

Account Setup Pt.2

Setting up your email sending domain is optional, but recommended. In February 2024 Google, Outlook & Yahoo enforced stricter sending email rules. Resulting in more emails landing in junk, spam or promotional folders.

To help improve email deliverability it is recommended that all business owners sending emails from a email sending platform do so using their own email sending domains.

NOTE: Sending emails without a custom email sending domain will result in more of your emails landing in spam.

1. Why We Recommend Adding A Sending Domain

2. Setup Email Sending Domain