Getting Started:

Settings

Want to start emailing? Wet get it. But first, you need to take these quick steps to get going.

Getting Started:

Contacts Table

Get to know your contacts... well, get to know all the things we know about them.

Getting Started:

Menu Overview

A brief but essential overview of where the heck everything is.

Getting Started:

Forms

Placing a form on your site allows you to add opt-in contacts into your account. We offer a variety of high-converting form types.

Getting Started:

Lead Scoring

Lead scoring is a quantifiable method to identifying the leads your sales teams should be contacting.

Getting Started:

Building a Landing Page

With Nurturelabs Pages, you can create beautiful, high-converting landing pages with easy-to-use templates in minutes.

Getting Started:

Decoding the Dashboard

After you log in, here's what you'll be seeing.

Getting Started:

Site Tracking

Site tracking enables you to see which pages your contacts are visiting.

Getting Started:

Users and Groups

Use groups to give the right people the right access to various places within the platform.

Deep Dive CRM:

Deals Overview

Clicking on the “Deals” tab in CXP takes you to our comprehensive CRM, a feature exclusive to our Plus, Professional, and Enterprise plans.

Deep Dive CRM:

Building

your Pipeline

Understanding pipelines, stages, deals, and tasks

Deep Dive: Working the Pipeline

How to leverage the CRM pipeline tool

Deep Dive:

Email Automation

Building your first email automation program