Getting Started: QuickStart Integration Guide 

QuickStart Integration Guide

As a courtesy to our new customers who are at the SendPepper Habanero level and above, we offer a fantastic, time-saving QuickStart Integration that's completely free of charge! It will help you get up and running faster so you can begin using our system to sell more with greater ease...faster! The process begins with getting you scheduled to have a "QuickStart Call" with your Customer Support Hero, during which you will provide all the necessary information we'll need to do the QuickStart Integration for you. If you haven't already been scheduled for your call, please phone customer service at 1-888-767-7429 to set up your appointment asap! Once you have your appointment set, you'll need to gather the information we ask for below in order to be prepared for your call. Once we get all the information we require, we should have you all taken care of within one week, although we don't guarantee a time-frame due to the number of these we may be doing at a given time.

The QuickStart Integration Includes:

• Building one SmartForm and installing it for you onto your site (with up to 5 custom fields).
• Installing tracking scripts on up to ten pages of your website.
• Importing one list of contacts for you.

We'll Need to Know:

(In order for us to Import your existing contacts)

We need you to send us a spreadsheet with all of your existing marketing contacts. Please be ready to send over the file during your 'QuickStart' call. Note that these contacts should be prospects and customers and can only be people who have at some point given you permission to market to them (opted-in).  This should have a separate column for 'First Name,' one for 'Last name,' 'Email,' etc... If you've got different kinds (or segments) of contacts, be sure to note this in a 'tags' column. Learn more about tags here. This should be a .csv file and you can learn all about exporting and cleaning up/organizing your file by watching the video here.

(In order to install tracking scripts onto your site)

One of the features that's unique to SendPepper is that we can show you not only WHO is visiting your site, but also WHICH PAGES they view. You can see the visit info right from your iPhone, in Gmail, or in SendPepper.  In order to make this work, though, we need to add a little script (just like Google Analytics) to each page of your site. So, we'll also be needing ftp access to your site, including:

1. Site URL.
2. Username and Password.
3. Pages you'd like tracked (up to ten).

Of course, we'll have only our very best people working on this so there's no need to worry!

(In order to install a SmartForm onto your site)

Be ready to tell us:

1. The name of the form.
2. What email address you'd like notifications of new leads to be sent to.
3. The form's 'Format'. Choices are: (Field names are- Side-by-side, Inside of fields, or atop of the fields). 
4. What fields you'd like collected.
5. What tags you'd like attached to the contacts who come in through that form.
6. What Sequences you'd like them subscribed to (if any right now, as you can always add it on later).
7. What page you'd like them dropped onto ('Thank You Page') after they click 'Submit' on the form.
8. If you'd like people to have to fill out an "Identity Captcha" in order to submit the form (to prevent against SPAM Bots).

For Those of You Who Don't Actually Have Access to the 'Nuts and Bolts' of Your Website...

To have your webmaster add tracking scripts to your site, simply...

1. Go to the 'Admin link' in your account.
2. Go to the 'Manage Domain Names' area.
3. Follow the instructions there.
4. Email your web person the script you're given and instruct them to paste it under the body tag of each page you want tracked.

To have your webmaster add SmartForms to your website...

1. Either create the form yourself  or  have us do it (in which case you'll need to provide us with the information we're asking for above).
2. Take the form code for the form you want to have put on your site and email it to your web person. Watch this video to see where to  get this form code. Be sure to specify to your web person which page you want them to put it on. 

If you have questions about how to do any of this, or you're just feeling confused or overwhelmed,

feel free to shoot us an email at: support@SendPepper.com.  

FAQs

Some questions we've heard...

"What if I'd rather do everything included in your QuickStart myself? Can I?"

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