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Getting Started

Getting Started

All the information you need, step-by-step on how to get your SmartTargeting account up and running!

Felicia Tapia avatar Jhoseline Soriano avatar Kartik Kalapalem avatar
15 articles in this collection
Written by Felicia Tapia, Jhoseline Soriano, and Kartik Kalapalem
Introduction to SZ

Welcome to SmartZip!

What to expect during Onboarding
Kartik Kalapalem avatar
Written by Kartik Kalapalem
Updated over a week ago

Onboarding Essentials

Watch this video to learn how to navigate through your account and what areas you need to complete prior to your Application Call
Kartik Kalapalem avatar
Written by Kartik Kalapalem
Updated over a week ago

Navigating SmartZip Platform

Utilize your navigation bar to direct to different areas of your platform
Kartik Kalapalem avatar
Written by Kartik Kalapalem
Updated over a week ago

Data & Analytics

Learn how SmartZip uses "big data" to make listing predictions in your area.
Jhoseline Soriano avatar
Written by Jhoseline Soriano
Updated over a week ago
Account Setup

Launchpad

Complete the initial setup of your SmartTargeting account using our Launchpad feature
Felicia Tapia avatar
Written by Felicia Tapia
Updated over a week ago

Agent Branding Setup

How to create and edit your Branding Profile
Felicia Tapia avatar
Written by Felicia Tapia
Updated over a week ago

Launching Campaigns

How to launch your first Geo farm-based Mailing + Online Ad Campaigns
Felicia Tapia avatar
Written by Felicia Tapia
Updated over a week ago

Notifications Settings

Learn how to adjust your notification settings and add lead notification recipients
Felicia Tapia avatar
Written by Felicia Tapia
Updated over a week ago
Lead Capture Websites

Lead Capture Websites Setup

How to customize and launch your Lead Capture Websites
Felicia Tapia avatar
Written by Felicia Tapia
Updated over a week ago

Lead Capture Websites: Offer Pages

Learn more about our four different offer pages
Felicia Tapia avatar
Written by Felicia Tapia
Updated over a week ago

Lead Capture Websites: Best Practices

Optimize your Lead Generation efforts by promoting your Lead Capture Websites
Felicia Tapia avatar
Written by Felicia Tapia
Updated over a week ago

Widget FAQ

Capture more responses using our widget feature
Felicia Tapia avatar
Written by Felicia Tapia
Updated over a week ago

Lead Funnel + Follow Up FAQ

Learn how to locate and manage your leads within the platform
Felicia Tapia avatar
Written by Felicia Tapia
Updated over a week ago

Lead Nurture Email Drip Campaigns FAQ

Learn more about your Lead Nurture Drip Campaigns
Felicia Tapia avatar
Written by Felicia Tapia
Updated over a week ago
Support

Customer Support Resources

How to get in touch with your Account Management Team
Kartik Kalapalem avatar
Written by Kartik Kalapalem
Updated over a week ago