How do I get started?
Updated over a week ago

There are 8 steps to get fully set up with for optimal success. Your Customer Success rep will walk you through each of these prior to turning your script on:

  1. Pre-Onboarding/Strategy Call

    • On this call, your rep will answer questions, evaluate your marketing strategy, and share best practices specific to your business and marketing strategy

  2. Collection Script Installation

  3. Revenue Tracking Script Installation

  4. Suppression Script Installation

  5. ESP Integration

  6. Email Flow Check

    • Team to review emails to ensure for best practices

  7. Privacy Policy update

    • Update your website's privacy policy to include the following text:

      • Third Party Pixels and Cookies Third Party Pixels and Cookies. When you visit our website, log in, register or open an email, cookies, ad beacons, and similar technologies may be used by our online data partners or vendors to associate these activities with information they or others have about you, including your email address. We (or service providers on our behalf) may then send communications and marketing to these email addresses. You may opt out of receiving this advertising by visiting

  8. Pre-Launch Sign Off

    • Final sign off before going live with the system

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