Getting Started: Setting Up Your Account

Upon signing up for one of our subscriptions, you will receive an email with a link to our Onboarding Wizard, which will help you get your account set up.

After navigating through the wizard, make sure you have completed all of these steps:

 

Verify that your business information in your account is correct.

  • Ensure that your website, address, payment methods, and hours of operation are correct, and make any necessary edits so that the correct information is displayed on your online pages. (Under the “Settings” tab, in the “Business” section)
  • Ensure that your business phone number is correct so that we can direct your customers to contact you at the right line. (Under the “Settings” tab, in the “Phone” section)
  • Ensure that your business logo, customer-facing email address, and email signature are correct so that your email messages appear correctly branded and any replies return directly to your inbox. (Under the “Settings” tab, in the “Customization” section)
  • Ensure that your presence/review sites show the correct links and have been connected with your login information so that we can drive reviews to the correct pages and apply any changes made to your business information to your online pages automatically. (Under the “Settings” tab, in the “Business” section)

 

Upload your existing customer contacts into your account. You can complete this step a few different ways:

  • Connect your customer-facing email account with your login and password so that your existing and future email contacts can be automatically added into your Signpost account. (Under the “Settings” tab, in the “Email” section)
  • If you use MindBody, connect your MindBody account with your login and password so that your existing and future contacts from that program can be automatically added into your Signpost account. (Under the “Settings” tab, in the “Email” section)
  • If you use QuickBooks Online, connect your QuickBooks Online account with your login and password so that your existing and future contacts from that program can be automatically added into your Signpost account. (Under the “Integrations” tab)
  • If you use Constant Contact, connect your Constant Contact account with your login and password so that your existing and future contacts from that program can be automatically added into your Signpost account. (Under the “Integrations” tab)
  • If you use Mailchimp, connect your Mailchimp account with your login and password so that your existing and future contacts from that program can be automatically added into your Signpost account. (Under the “Integrations” tab)
  • If you use other programs, download a list of your contacts’ names and email addresses into a spreadsheet (must be in .csv format) and upload the spreadsheet into your account using our Customer Uploader Tool. (Under the “Contacts” tab)

 

Set up your marketing campaigns. “Feedback request” emails will begin sending automatically when contacts are added into your account, with “Review request” emails also sending automatically once the contact indicates in the Feedback email that they had a good experience. However, other campaigns that do need customization include:

  • Set up a New Customer Offer for contacts who have not done business with you yet to entice them to chose your business over the competition. (Under the “Campaigns” tab, in the “New Customer” section)
  • Set up a Referral Bonus to get customers to generate new leads for you, and reward them when those leads turn into customers. (Under the “Campaigns” tab, in the “Referrals” section)
  • Have any other specials, offers, or announcements you’d like to send out to your contacts? Set up your own custom campaign or offer. (Under the “Campaigns” tab in the “Scheduled” section)

 

Miscellaneous additional steps:

  • Got a specific site you’d prefer to send reviews to first? Mark one or two of our three main review sites (Google, Facebook, and Yelp) as “High Priority” so that happy customers will be sent there to leave a review first. You can even add one more review site outside of our top three to drive reviews to as well. (Under the “Campaigns” tab, in the “Reviews” section)
  • Interested in having your marketing campaigns sent through text, which has a much higher open rate, in addition to email? Make sure you have a forwarding number set up, which will track all phone numbers that call in to your business line, and our IVR feature enabled, which will ask all callers to opt in to your texting program for special offers. (Under the “Settings” tab in the “Phone” section)

 

After completing these steps, your account should be set up for success!

Want to hear about any of our add-ons like payment processing with our POS processing partners, lead generation through Facebook Advertising, or SEO services through Google AdWords? Click here to schedule an appointment with a member of our Payments team!

To acclimate yourself to your Merchant Center, check out this article.For instructions on how to determine how your account is performing, check out this article.

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