Onboarding

Your guide to getting started with offrs.com

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21 articles in this collection
Written by Thomas Hall, Lissette Callejas, and Phoebe Mac and 4 others

Getting Started

An introduction to Offrs.com
Written by Thomas Hall
Updated over a week ago

Introduction Videos

These videos will help you gain an understanding of our platform.
Written by Lissette Callejas
Updated over a week ago

Navigating the Home Screen

This article give you information about the Home screen on your account homepage.
Written by Thomas Hall
Updated over a week ago

Updating Your Profile Information

This article covers updating your profile with your name, company, email, phone, website, and address.
Written by Lissette Callejas
Updated over a week ago

Changing Your Password

This article will show you how to change your account Password.
Written by Phoebe Mac
Updated over a week ago

Uploading a Photo & Logo Image

This article will demonstrate how to add a photo and logo to your profile.
Written by Bob Poole
Updated over a week ago

Viewing Your Signatures

This will show you how to view your Signatures in your account.
Written by Ryan M.
Updated over a week ago

Setting Up Your TXT Number

This in depth article will explain how and why to setup your Text Number for your Text Message Campaign.
Written by Phoebe Mac
Updated over a week ago

Introduction to the Territory Page

This article will show you how to access the Territory page.
Written by Jeff Shapiro
Updated over a week ago

Introduction to the Upload Sphere Contacts Page

This article will show you how to access the Upload Sphere Contacts page.
Written by Thomas Hall
Updated over a week ago

Introduction to the Smart Sites Page

This article will show you how to access the Smart Site page.
Written by Thomas Hall
Updated over a week ago

Introduction to the Connectors Page

This article will show you how to access the connectors page.
Written by Thomas Hall
Updated over a week ago

Introduction to the Tags Page

This article will give you a brief overview of keywords, Tags, and Tagging.
Written by Keoki Trask
Updated over a week ago

Introduction to the Teams Page

This article will show you how to access the Teams feature.
Written by Thomas Hall
Updated over a week ago

Introduction to the Lead Routing Page

This article will tell you what Lead Routing is.
Written by Jeff Shapiro
Updated over a week ago

Introduction to the Templates Page

This article will show you how to get to the Templates Page.
Written by Thomas Hall
Updated over a week ago

Introduction to the Autopilot Page

This article will show you how to access the Autopilot Page.
Written by Thomas Hall
Updated over a week ago

Introduction to the Billing Page

This article will go over the features of the Billing Page.
Written by Thomas Hall
Updated over a week ago

Introduction to the Licenses Page

This article will show you how to view your Licenses.
Written by Thomas Hall
Updated over a week ago

Introduction to People

This article will show you how you can start viewing your People.
Written by Thomas Hall
Updated over a week ago

Introduction to Campaigns

This Article will show you where to view your Campaigns.
Written by Thomas Hall
Updated over a week ago