Note: On-boarding takes around 90 minutes, leave adequate time to complete this process.
You can save your progress and finish at a later time by following the directions below.
Provide the usernames and passwords for the systems listed below.
We may need your Facebook business manager ID later. Here is where to find it in Facebook--
Upload CSV file of your ENTIRE email list.
Upload CSV file of your CLIENTS ONLY email list.
You should be able to use your CRM to export this data.
VERY IMPORTANT: Select the 'amount spent' or 'LTV' feature to export
Most CRMs support this but if yours doesn't- don't worry about it.
Upload a transparent version of your logo.